GAIIM 2026

NEW YOR2K • COLUMBIA UNIVERSITY • September 29-30, 2026

Generative AI In Investment Management Conference 2026

The leading 2-day conference bringing together institutional investors, AI researchers, fintech founders and innovators shaping the future of investment intelligence.

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200+ In-Person

1000+ Virtual

Why You Should Join?

Where AI Leaders & Investors Connect

Learn how generative AI is transforming investment research, portfolio intelligence and institutional operations.

Expert Insights That Matter

full-day forum, leading voices from fundamental investing/fintech, real-world Gen AI applications

Hands-On with 20+ AI Tools

Test-drive 20+ Gen AI tools for fundamental investors

Curated Networking at the Cutting Edge

Meet PMs, analysts, data scientists, founders, allocators

Agentic AI in Practice

Hands-on sessions covering Agentic AI, MCP (Model Context Protocol), Claude Code, Cursor and a connected research stack for fundamental investors.

What's New

What's New in 2026

✦ Two-Day Hybrid Format — join in person or virtually
✦ Vendor Demo Booking Platform — pre-book private demos
✦ A Focused Columbia University Venue
✦ An Agenda Built for the Agentic Era

GAIIM 2026 Experience

A Premium Two Day Conference Experience

From executive networking and institutional panels to live AI demonstrations and investor workshops.

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Executive Networking

Private investor breakfast and curated networking introductions.

AI Keynotes

Hear institutional leaders discussing AI native investing strategies.

Live Sessions

Explore portfolio intelligence and workflow automation systems.

VIP Reception

Exclusive networking with speakers, founders and investors.

Preliminary agenda — GAIIM 2026

Event Sessions

Day 1 — Tuesday, September 29, 2026 (Hybrid, Lerner 555)

8:30 AM

Registration

Registration, Breakfast & Sponsor Showcase

9:15 AM

Opening Remarks

Opening Remarks — Conference Host

9:30 AM

Opening Keynote

The State of Generative AI in Investment Management — One Year Later

10:15 AM

Panel 1

From Chat to Agents: Agentic Workflows for the Buy-Side

11:15 AM

☕ Morning Break & Sponsor Demos

11:35 AM

Panel 2

Claude Code, Cursor & the New Analyst Toolkit

12:30 PM

🍽️ Lunch & Networking — Curated Vendor Meetings

1:45 PM

Case Study

Agentic Equity Analysts

CIO of a $400M Value Fund

2:30 PM

Panel 3

MCP, Tool Integrations & the Connected Research Stack

3:30 PM

☕ Afternoon Break

3:50 PM

Fireside Chat

CIO/CTO of a $50B+ Asset Manager

4:50 PM

Closing Remarks

Day 1 Closing Remarks

5:00 PM

Reception

Networking Reception

In-person, Lerner 555

Day 2 — Wednesday, September 30, 2026 (Virtual)

10:00 AM

Welcome

Welcome & Day 2 Overview

10:15 AM

Featured Presentation

Anthropic: Claude, Claude Code & Agents in Financial Services

10:45 AM

Panel

AI in Risk, Compliance, Operations & Governance

11:45 AM

Vendor Showcase

Vendor Showcase Block A

30-min presentations — parallel sessions

12:45 PM

🍽️ Lunch Break

1:30 PM

Featured Presentation

AlphaSense

2:00 PM

Featured Presentation

Bloomberg AI

2:30 PM

Vendor Showcase

Vendor Showcase Block B

30-min presentations — parallel sessions

4:15 PM

Panel

Family Offices & Wealth: Where Real Adoption Is Happening

5:00 PM

Closing Keynote

Where We Go in 2027 and Beyond

5:30 PM

Day 2 Close

AI & The Next Frontier In Investment Research

Meet Our Speakers

Pete Petersen

CTO, Causeway Capital Management LLC

Thomas Li

CEO, Daloopa

Tom Saberhagen

Co-Founder, Tenzing MEMO

Debby Goan

Operating Partner, HarmoniQ Insights

Sarah Hoffman

Director of Research AI, AlphaSense

Ehsan Ehsani

Adjunct Professor, Columbia Business School

Margaret Jastrebski

SVP, Product and Design, AlphaSense

Kian Ghazi

CEO, Hawkshaw, LLC

George Ho

Managing Member, NIV Asset Management LLC

Sid Jayakumar

Founder and CEO, Finster AI

David Plon

CEO, Portrait Analytics

Kris Bennatti

CEO, Hudson Labs

Nicole Dee

Executive Director, Hawkshaw Research

Ankit Varmani

Co-Founder, PineGap.ai

Bill Mann

Managing Partner, HarmoniQ Insights

Vlad Stanev

CEO, Quantly

Alik Sokolov

CEO, Sibli

Joshua Pantony

CEO, Boosted.ai

Dave Wang

AI Research Fellow, Harvard University

Richard Song

CEO, Rivanna AI

EVENT SPONSORS & PARTNERS

Partnering With Industry Innovators

Connect your brand with institutional investors and executive decision makers shaping the future of finance.

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Platinum Sponsors

Who Should Attend

Built for Investment Professionals

Hedge Funds · Asset Managers · Family Offices · Allocators · Fintech Vendors · AI Leaders

160+ 2025 Attendees

30+ Countries Represented

96% Sponsors Returning for 2026

Secure Your Conference Pass

Explore how AI is reshaping fundamental investing and creating new opportunities for enhancing the end-to-end investment research process.

Frequently Asked Questions

The event is designed for fundamental investors, fund managers, CTOs, AI researchers, business leaders, entrepreneurs, students, and anyone interested in the current leading practices and generative AI solutions in investment management and how they can transform the research and portfolio management processes.

You can register online through our official website

We offer several ticket options, including Virtual Access Pass, Standard Admission, and All Access Pass..

Yes! We offer discounted student rates and a 20% discount for groups of 5 or more. Please contact us for details.

Absolutely! All participants will have access to the event app which allows members to contact each other and set up meetings. Additionally, the Standard Admission and All Access Pass offer in-person networking opportunities.

Tickets to GAIIM 2026 are non-refundable. However, we can change the name on the passes up until 72 hours prior to the start of the event.

2026 CONFERENCE EXPERIENCE

The Future Of AI Investing Is Happening Now

Join other forward-thinking investors and explore cutting-edge GenAI strategies

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