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 (Hybrid, Faculty House)
Registration, Breakfast & Sponsor Showcase
Opening Remarks — Conference Host
The State of Generative AI in Investment Management — One Year Later
From Chat to Agents: Agentic Workflows for the Buy-Side
Claude Code, Cursor & the New Analyst Toolkit
Agentic Equity Analysts
CIO of a $400M Value Fund
MCP, Tool Integrations & the Connected Research Stack
CIO/CTO of a $50B+ Asset Manager
Day 1 Closing Remarks
Networking Reception
In-person, Faculty House
Day 2 — Wednesday, September 30, 2026 (Virtual)
Welcome & Day 2 Overview
Anthropic: Claude, Claude Code & Agents in Financial Services
AI in Risk, Compliance, Operations & Governance
Vendor Showcase Block A
30-min presentations — parallel sessions
AlphaSense
Bloomberg AI
Vendor Showcase Block B
30-min presentations — parallel sessions
Family Offices & Wealth: Where Real Adoption Is Happening
Where We Go in 2027 and Beyond
Day 2 Close
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
Sid Jayakumar
Founder and CEO, Finster 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
Kris Bennatti
CEO, Hudson Labs
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
