Free Download Generative AI for Asset Managers Workshop Recording By Ernest Chan – Includes Verified Content:
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.
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:
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Crafting robust discretionary trading strategies
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Sentiment analysis of financial news and Federal Reserve speeches
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Risk mitigation in AI-driven trading
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Backtesting strategies for performance evaluation
Learning Goals
By attending this workshop, participants will gain:
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A comprehensive understanding of Generative AI fundamentals and advanced techniques tailored to asset management
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Practical skills to design, evaluate, and deploy LLMs for innovative trading strategies
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Insights into prompt engineering and strategies to manage LLM-related risks
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Techniques to enhance trading methodologies with sentiment analysis
Workshop Speakers
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Dr. Ernest Chan – Founder & CEO of Predictnow.ai
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Dr. Roger Hunter – CTO of QTS Capital Management
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Dr. Hamlet Medina – Chief Data Scientist at Criteo
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Keynote: Dr. Lisa Huang – Head of AI Investment Management, Fidelity Investments
Day-by-Day Workshop Outline
Day 1: Generative AI and LLMs in Asset Management
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Introduction to LLMs like BARD and ChatGPT
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Using LLMs to structure discretionary trading strategies
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Hands-on: Transforming unstructured data into actionable high-frequency trading signals
Day 2: Advanced Techniques and Real-World Applications
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Fireside Chat with Dr. Lisa Huang
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Deep dive into prompt engineering and risk mitigation
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Enhancing trading strategies with sentiment analysis
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Hands-on: Backtesting strategies and brainstorming on LLM applications in finance
Workshop Modules
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LLMs & Generative Pre-trained Transformers (GPTs)
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Overview, typical applications, and technical workings
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Using APIs like BARD/PaLM for financial analysis
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Building AI Applications
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Prompt engineering, few-shot learning, text generation, and embeddings
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Applying embeddings for sentiment scoring on companies
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Risks Associated with LLMs
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Hallucinations, bias, consent, security
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Mitigation strategies including retrieval augmentation and RLHF
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Using LLMs for Trading
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Converting Federal Reserve Chair speeches into trading signals
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Backtesting discretionary trading strategies using AI-derived sentiment
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Deploying LLMs in Production
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Best practices for production deployment
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Overview of alternative generative models (ChatGPT, BART, Cohere, Alpaca)
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Who Should Attend
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Asset Managers looking to integrate AI into trading strategies
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Venture Investors and Entrepreneurs exploring AI applications in finance
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Product Developers and Finance Researchers interested in AI tools
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Regulators understanding AI-driven market behavior
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
Why This Workshop is a Must-Have
With the Generative AI for Asset Managers Workshop Recording, you gain:
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Practical, hands-on examples of AI in trading
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Insights from top AI and finance professionals
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Step-by-step guidance to design, test, and deploy LLM-driven strategies
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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.

