Watch On-Demand
The Analyst in the Loop: Redefining Investment Research with AI
This webinar brings together industry experts and technology specialists to address how the sell-side can safely adopt AI to augment analyst output, safeguard proprietary IP, and maintain rigorous human oversight.
Key Topics of Discussion
-
High-Value Synthesis: How AI shifts the analyst's role from raw data gathering to strategic interpretation.
-
Safeguarding the Moat: Protecting proprietary methodologies, data sovereignty, and client-facing research assets.
-
Navigating Risk & Compliance: Best approaches to addressing hallucinations, bias, and regulatory expectations.
-
Deployment Readiness: A practical checklist for moving forward with AI securely.
Featured Panellists
Chair
Brijesh Malkan
CEO, Singletrack
James Travis
SVP of Research, Singletrack
(Former CEO, Mediasterling)
Jason Glazer
Senior VP, Sales
BCA Research
Rob Kovsky
Chief Technology Officer
BWG Global
Matt Cooney
Director - COO ECM
D.A. Davidson
Jim Feingold
CEO
GlobalSource Partners
