NEW YORK • 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.
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.
A Premium Two Day Conference Experience
From executive networking and institutional panels to live AI demonstrations and investor workshops.
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.
Event Sessions
Day 1 — Tuesday, September 29, 2026 (In person, Columbia Faculty House · All times ET)
Registration & Breakfast
Sponsor tables open
Opening Remarks: GAIIM One Year On
Ehsan Ehsani
AI at Causeway: From the Early 2010s to Agents, and How to Measure the Impact
Pete Petersen (Causeway)
How AI Will Reshape the Sources of Alpha in Fundamental Investing
Kian Ghazi (Hawkshaw)
Value Investing When Everyone Has the Machine: Moat, Edge or Exoskeleton?
Paul Johnson (CBS)
The Next Great Investment Team Might Not Be Human
Josh Pantony (Boosted.ai)
The Hidden Stack: Wrappers vs. Products
Vinoo Ganesh (Kepler)
Where Alpha Goes Next: An Allocator's View of Real Adoption
Paulo Passoni (Valor Capital) with Bill Mann (HarmoniQ)
The New Research Stack: What's Real in Agents, Data and Workflow
Moderator: George Ho (NIV) · Sarah Hoffman (AlphaSense) · Rainbow Chik (Samaya) · Jennifer Ma (FocusAlpha, TBC)
Model vs. Harness: Where the Value Actually Gets Created in AI for Public Markets
Joe O'Donnell (Canary Data)
Day 1 Closing Remarks
Ehsan Ehsani
Day 2 — Wednesday, September 30, 2026 (Virtual · All times ET)
Welcome & Day 1 Recap
Ehsan Ehsani
Data and AI Research Agents for Institutional Investors
Jacob Chanyeol Choi (LinqAlpha)
False Confidence in LLM Financial Forecasts
Daniele Marmiroli (Ahead Innovation Labs)
Investment-Ready Valuation Using AI
Tomasz Felpel (Value Alpha)
Alfa Prime Live Demo
Boosted.ai
Under the Hood of Kepler: Agent Flow, Ontologies + Q&A
Kepler
Systematic Investing Meets Generative AI: What Decades of Quant Experience Say About Adopting It
Mike Soss, CIO, Millburn
Finding Ideas That Fit: How AI Can Learn Your Investment Framework
Portrait Analytics
Reading the Whole Filing History: AI That Meets an Analyst's Standard of Evidence
Alik Sokolov (Sibli)
What the Largest Banks and Funds Actually Ask For
Dave Wang (Wall Street Prompt)
Closing & What's Next for GAII Institute
Ehsan Ehsani
Meet Our Speakers
Pete Petersen
CTO, Causeway Capital Management LLC
Michael Soss
Chief Investment Officer, Millburn
Paulo Passoni
Managing Partner, Valor Capital
Vinoo Ganesh
CEO & Co-Founder, Kepler (kepler.ai)
Shu Bai
Technology Portfolio Manager, Balyasny Asset Management
Ehsan Ehsani
Adjunct Professor, Columbia Business School
Josh Pantony
CEO, Boosted.ai
Alik Sokolov
CEO, Sibli
Paul Johnson
Adjunct Professor, Columbia Business School
Jacob Chayeol Choi
CEO, LinqAlpha
George Ho
Managing Member, NIV Asset Management LLC
Sid Jayakumar
Founder and CEO, Finster AI
Vlad Stanev
AI Product Leader, FE fundinfo
Sarah Hoffman
Director of AI Thought Leadership, AlphaSense
Kian Ghazi
CEO, Hawkshaw, LLC
Nicole Dee
Executive Director, Hawkshaw Research
Ankit Varmani
Co-Founder, PineGap.ai
Bill Mann
Managing Partner, HarmoniQ Insights
Dave Wang
CEO, Wall Street Prompt
Joe O'Donnell
CEO, Canary Data
Debby Goan
Operating Partner, HarmoniQ Insights
Tom Saberhagen
Co-Founder, Tenzing MEMO
Jennifer Ma
Co-Founder, FocusAlpha
Kris Bennatti
CEO, Hudson Labs
Eric Moster
CEO, Portrait Analytics
Rainbow Chik
Buyside Strategy & Growth Lead, Samaya AI
Daniele Marmiroli
Co-Founder, Ahead Innovation Laboratories
Tomasz Felpel
Founder, Value Alpha
