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Breakfast briefing in partnership with AlphaSense:

Adoption of Generative AI in Investment Research Workflow: Lessons From the Field

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Register for the Breakfast Briefing

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Join us for a focused session on how Generative AI is transforming investment research.


Explore the evolution of AI, the rise of purpose-built genAI tools, and how leading hedge funds and asset managers are putting them to work.


What to expect:

  • A look at how AI has evolved - and why financial research demands genAI applications built for the industry
  • Buy vs. build: real-world adoption strategies
  • Why firms of all sizes are turning to AlphaSense to power their investment research

Whether you're just starting or scaling your genAI use, this session will offer actionable insights from the field.

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Evan Lubin

Global Head - Enterprise Intelligence at AlphaSense

Evan Lubin is a recognized expert in guiding hedge funds, private equity firms, and asset managers through the rapidly evolving landscape of Generative AI in the investment research process. He serves as the Global Head of Enterprise Intelligence Sales at AlphaSense, based in the firm’s growing London office.

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  • How firms are currently using generative AI (e.g., drafting research notes, summarizing earnings calls, parsing financial filings).
  • Examples of AI assisting in data analysis or macro trend spotting.
  • How GenAI might evolve in the next 1–3 years.
  • Skills analysts will need in an AI-augmented research world.
  • Data security and compliance concerns in financial environments.
  • Integration with legacy systems or existing research platforms.
  • Resistance to adoption by analysts or portfolio managers.

Real-World
Use Cases

The Future of Investment Research

Implementation
Challenges

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WHAT YOU WILL LEARN

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