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Vulcan Value’s CT Fitzpatrick At CSIC 2026: Why the AI Bubble Is Like the Great Financial Crisis

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Michelle deBoer-Jones
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CT Fitzpatrick Capstone Student Investment Conference
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At the Capstone Student Investment Conference 2026 (CSIC 2026) at University of Alabama, Vulcan Value Partners founder CT Fitzpatrick and student John Hines focused not on what’s new with artificial intelligence but on how people are processing everything about the technology.

Background on CT Fitzpatrick

Fitzpatrick founded Vulcan Value Partners in 2007 and serves as CEO, overseeing the firm’s operational framework and day-to-day management. Before founding Vulcan Value Partners, he was a principal and portfolio manager at Southeastern Asset Management.

In addition to an MBA from Vanderbilt University’s Owen Graduate School of Management, Fitzpatrick holds a BS in corporate finance with a minor in English from the University of Alabama. The university credits his generosity for its value investing program.

Processing AI into the markets, stocks and portfolio

Heins asked Fitzpatrick how he’s processing AI and how that’s translating into how he thinks about the markets, stocks and his portfolio.

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.