AI in Finance Series：How Not to Be Replaced by a Spreadsheet That Talks

About the Event
Generative AI is no longer a distant experiment, it is reshaping how research is conducted, how portfolios are managed, and how investment decisions are made. But what does this mean for the fundamental investor?

Join us for an engaging conversation with Ehsan Ehsani, author of How Not to Be Replaced by a Spreadsheet That Talks: Generative AI for the Fundamental Investor, as he shares practical insights on how fundamental investors, analysts, and portfolio managers can adapt, stay relevant, and thrive in an era where algorithms are becoming both their closest colleagues and fiercest competitors.

This webinar will explore how generative AI tools can augment the investment research process, challenge long-standing assumptions, and change the daily practice of fundamental investing, all without losing the human edge that makes great investors great. Expect real-world investing wisdom, clear explanations, and a healthy dose of humour.

Speaker
Ehsan Ehsani Executive Director, Crescendo Partners | Adjunct Assistant Professor, Columbia Business School

Ehsan Ehsani is an investor at Crescendo Partners, an activist and value-oriented investment firm in New York, and an adjunct assistant professor in the finance division at Columbia Business School. He is the author of How Not to Be Replaced by a Spreadsheet That Talks and Finding Value in Numbers, and the organiser of the Generative AI in Investment Management Conference at Columbia. Ehsan uniquely bridges quantitative analysis and traditional fundamental investing, bringing a practitioner's perspective to the intersection of AI and value investing. He holds master's degrees from MIT and Sweden, and his career spans European consulting, quantitative research, and active investment management.

Moderator
Mustafa Karaman Portfolio Manager, UBS | MiF PT26, LBS

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Co-hosted with: Data Science & AI Club

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