Generative AI for Asset Managers Workshop Recording By Ernest Chan

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Generative AI for Asset Managers Workshop Recording By Ernest Chan Overview

Introduction

Unlock the power of Generative AI in Asset Management with the recorded content from the 2-day workshop held from September 30 to October 1, 2023. This exclusive workshop, hosted by Dr. Ernest Chan, Dr. Roger Hunter, and Dr. Hamlet Medina, with a keynote by Dr. Lisa Huang, offers an in-depth exploration of Large Language Models (LLMs) and their practical applications in asset management, including the development of discretionary trading strategies.

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Workshop Overview

The Generative AI for Asset Managers workshop focuses on hands-on, practical applications of LLMs such as BARD and ChatGPT to extract actionable insights from unstructured data. Participants learn to leverage AI for:

• Crafting robust discretionary trading strategies

• Sentiment analysis of financial news and Federal Reserve speeches

• Risk mitigation in AI-driven trading

• Backtesting strategies for performance evaluation

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Learning Goals

By attending this workshop, participants will gain:

• A comprehensive understanding of Generative AI fundamentals and advanced techniques tailored to asset management

• Practical skills to design, evaluate, and deploy LLMs for innovative trading strategies

• Insights into prompt engineering and strategies to manage LLM-related risks

• Techniques to enhance trading methodologies with sentiment analysis

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Workshop Speakers

• Dr. Ernest Chan – Founder & CEO of Predictnow.ai

• Dr. Roger Hunter – CTO of QTS Capital Management

• Dr. Hamlet Medina – Chief Data Scientist at Criteo

• Keynote: Dr. Lisa Huang – Head of AI Investment Management, Fidelity Investments

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Day-by-Day Workshop Outline

Day 1: Generative AI and LLMs in Asset Management

• Introduction to LLMs like BARD and ChatGPT

• Using LLMs to structure discretionary trading strategies

• Hands-on: Transforming unstructured data into actionable high-frequency trading signals

Day 2: Advanced Techniques and Real-World Applications

• Fireside Chat with Dr. Lisa Huang

• Deep dive into prompt engineering and risk mitigation

• Enhancing trading strategies with sentiment analysis

• Hands-on: Backtesting strategies and brainstorming on LLM applications in finance

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Workshop Modules

1. LLMs & Generative Pre-trained Transformers (GPTs)

   • Overview, typical applications, and technical workings

   • Using APIs like BARD/PaLM for financial analysis

2. Building AI Applications

   • Prompt engineering, few-shot learning, text generation, and embeddings

   • Applying embeddings for sentiment scoring on companies

3. Risks Associated with LLMs

   • Hallucinations, bias, consent, security

   • Mitigation strategies including retrieval augmentation and RLHF

4. Using LLMs for Trading

   • Converting Federal Reserve Chair speeches into trading signals

   • Backtesting discretionary trading strategies using AI-derived sentiment

5. Deploying LLMs in Production

   • Best practices for production deployment

   • Overview of alternative generative models (ChatGPT, BART, Cohere, Alpaca)

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Who Should Attend

• Asset Managers looking to integrate AI into trading strategies

• Venture Investors and Entrepreneurs exploring AI applications in finance

• Product Developers and Finance Researchers interested in AI tools

• Regulators understanding AI-driven market behavior

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Testimonials

“This workshop provided a great overview of LLM technologies, their financial applications, and challenges. The hands-on sessions and fireside chat gave deep insights into real-world deployment.” – Behnam Javanparast, PhD, CEO, yiyaniQ

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Why This Workshop is a Must-Have

With the Generative AI for Asset Managers Workshop Recording, you gain:

• Practical, hands-on examples of AI in trading

• Insights from top AI and finance professionals

• Step-by-step guidance to design, test, and deploy LLM-driven strategies

• The ability to explore and experiment with AI models at minimal cost

Whether you are a trader, analyst, or researcher, this workshop provides the tools and knowledge to leverage AI for smarter asset management decisions.