AI-Powered Investment Research: From Augmentation to Alpha Generation

Wednesday 05 November 2025 | 13:00 - 14:00 | Webinar

The evolution from traditional investment research to AI-augmented analysis represents a seismic shift in how buy-side professionals generate insights and alpha. This session examines the transformation of investment research workflows through practical AI applications—from automated earnings call analysis that saves hours per company to sophisticated agentic systems that draft investment memos based on specific criteria.

Karem Levent, High Growth Sales Leader, AlphaSense will talk to Lily Yin, CFA, Equity Business Analyst, Vanguard to cover critical challenges of data integrity, hallucination prevention, and explainability that are essential for maintaining fiduciary standards.

Karem will address the critical challenges of data integrity, hallucination prevention, and explainability that are essential for maintaining fiduciary standards. The discussion will explore what the pre-AI research process looked like, how AI enhances rather than replaces human judgment, and the infrastructure required to source and vet vast amounts of unstructured data.

Looking ahead, we'll identify the skills investment professionals must develop, examine how firms can sustain competitive advantages as AI democratizes, debunk key misconceptions, and reveal surprising trends that will reshape the industry over the next 3-5 years.

After this presentation, attendees will:

• Understand how to integrate AI into daily workflows to enhance analyst productivity without replacing human judgment.

• Learn the essential data governance practices needed to prevent hallucinations and maintain fiduciary standards.

• Identify the critical skills required to thrive in an AI-augmented investment environment.

• Discover emerging AI trends that will create new sources of competitive advantage over the next 3-5 years.

Timings

Registration: 12:55
Event: 13:00 - 14:00 

Speakers 

Karem Levent, High Growth Sales Leader, AlphaSense

Lily Yin, CFA, Equity Business Analyst, Vanguard