ENROLLING NOW. AI Accelerator: Agents in the Investment Process I am very excited to announce our new cohort based program called AI Accelerator: Agents in the Investment Process Chatbots were interesting, but far from transformational to the institutional investment process. In my opinion, the impact of agents in the investment process has the potential to completely rewire how investors do work. However, we are still in the "demo era" of agents for institutional investing and the necessary ingredients for institutional scaling are still being developed. We have designed a 6-month, live cohort structure to explore this possibility with incredible depth, including: > A 3-hour live Zoom Foundations Seminar June 8th to example the investment process, examine agents, and embark on the journey together of embedding agents > Five monthly Workflow Labs where we will provide a detailed workflow brief and the necessary Skills.md files, then guide the cohort through customizing and implementing an agentic approach into that workflow > Monthly office hours & guest speakers with the interesting vendors & builders in this space > All of the digital curriculum from our Sep '25 AI Cohort, including 15 recorded guest speakers. 15 hours in total, available today. > A group discord & mail bag to explore this fascinating trend together & share learnings (where a lot of the magic happens in the Fundamental Edge programs) > A December 7th Implementation Seminar where we will work guide the cohort on bringing discrete workflows into a coherent, AI-native operating layer The objective is simple. You will walk away with: > A personal Skills.md library > Five working agentic workflows > Material gains in speed & rigor > An AI-native operating cadence > The support & relationships built in a cohort > Alumni access to our upcoming in-person AI events The program is designed to be tool-agnostic and built around the foundations of the emerging capability set of Agentic Workspaces with MCP connectors & Skills.md workflow instructions (we suggest bringing a subscription to Claude Cowork, Copilot Cowork, Perplexity Computer or Codex). The program is designed as a cohort, but if your team is looking to build aligned literacy on agents in the investment process we also offer team discounts & custom programs, including tailored, in-office engagements. To learn more, see our website. We are also hosting an information session on May 28th (will post both in replies). Thank you!

I completely agree with this. Emerging agentic workspaces like Perplexity Computer have become so delightfully simple to use that the real leverage point in agents is shifting from technical knowhow to the ability to deeply articulate your instructions. Knowing what mountain to climb and having the ability to express your tacit knowledge is more important than ever. Data is critical as well, though the development of institutional grade MCP endpoints is also abstracting data strategy.

Today is the day: we launch AI Accelerator, a 6-month guided program to help fundamental investors build Agentic Workflow Leverage into their investment process. I am certain you will not find a higher caliber group of investors gathered together in one cohort...I am excited and humbled to guide over 100 institutional investors along their AI implementation journey in a rigorous, evidence-based way. youtube.com/watch?v=yJPetcoA…

I like reading @FundamentEdge takes on using AI for equity research workflows. Best way to use AI is to increase quality over quantity of work. Alot of people using AI to speed through work with result being AI slop instead of using it to enhance workflows and output through more rigorous analysis, research, understanding, etc.

Big congrats to the AlphaSense team @CharlieZvible I think it’s under discussed how much the AI capabilities here have improved here in the last 6-9 months for investors, and as I personally try to envision an agentic world, AlphaSense has a lot to the pieces to really make agentic workflow demos come to life in a safe, consistent, token efficient way (which no one has cracked yet and I personally believe will be extremely difficult for 97% of firms to do internally in a way that makes sense economically)

There has been a lot of ink on what it takes to be great as an analyst. My 2c on this is all sectors require different things.  Highly technical sectors like systems and semis require an understanding of the technology first and the cycle second because everyone will see the cycle but not everyone will understand the technology shifts underlying the cycle meaning the error rate on the tech is almost always higher than the error rate on the cycle. Lower technical sectors like financials and materials require an understanding of the cycle first and the product second for the opposite reason. The products are relatively easy to understand but timing the cycles that tend to be shorter than big technology cycles is much harder. I could go on with other examples and different vectors. The only thing that translates across all sectors imo is being able to identify what the most important thing is before everyone else decides it’s the most important thing.

What a delightful episode. Thoroughly enjoyed.