AI in Earnings Season | How Buyside Analysts at Hedge Funds Use Artificial Intelligence

Artificial Intelligence is transforming how equity analysts prepare for and navigate earnings season. In this webinar, Brett Caughran, Andrew Carr, Kris Bennatti (Hudson Labs), and David Plon (Portrait Analytics) discuss how buyside analysts are using AI to accelerate workflows, improve triage during high-volume earnings days, and integrate large language models (LLMs) into research processes.

With over a decade of hedge fund experience, Brett shares how earnings season creates the most work and the most opportunity for analysts, and why AI augmentation, investment research-tuned models, and carefully constructed workflows are more critical now that ever. The conversation highlights both the promise and the pitfalls of deploying AI, including data sourcing, precision in earnings previews, multi-document analysis, and the limitations of general-purpose models like ChatGPT compared to workflow-specific platforms.

This session also introduces Fundamental Edge’s AI Academy, a training program designed to equip professional analysts with the tools, frameworks, and workflows needed to integrate artificial intelligence into investment research.

If you’re looking to understand:
· How AI is being applied to earnings calls, previews, and thesis tracking
· Why investment research-specific AI models outperform general-purpose LLMs
· What hedge funds and other buyside firms are doing to reshape their research workflows
· How to prepare for the future of investing with AI-driven tools

…this webinar gives you an insider look at the cutting edge of AI in investing.

Subscribe for more on hedge fund training, buyside analysis, and the future of AI in investment research.