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OCT 11-12

Microsoft NERD Center

1 Memorial Dr, Cambridge, MA

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From the notebook

What the room is talking about

Sessions end, arguments do not. These are the write ups, field notes and second thoughts that came out of them.

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AI in Investment Management
6 min read

Adoption Theater And The AI Metrics That Actually Pay

Usage stats make AI look like a win while alpha stays flat. Here is the attribution and governance setup that ties investment AI to real results.

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AI in Investment Management
6 min read

Your Best Analyst May Be Teaching Your AI Bad Habits

Senior judgment can quietly poison AI research output. Here is how to set roles, prompts and review loops so your best people sharpen the model.

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AI in Investment Management
6 min read

Why Your AI Pilot Stalls Long Before Insight

Most AI pilots in investment firms die in the data room, not the demo. Here is the audit of data, workflows and decisions to run before you buy a tool.

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AI Search
5 min read

Why AI Engines Pick Certain Pages To Quote

A practical breakdown of the schema, formatting, and clarity signals that convince ChatGPT and Perplexity to cite your content over competitors.

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