Hedge Fund Alpha attended the Generative AI In Investment Management Conference (GAIIM 2025) held on September 30, 2025, at Columbia University (a thanks to Ehsan Ehsani for the pass). The conference brought together investors, technologists, thought leaders, and academics to discuss how Generative AI (GenAI) has evolved from a curiosity to a technology impacting investment workflows, alongside addressing critical concerns regarding security and compliance. While GenAI adoption is accelerating dramatically - seen in the volume of token processing now utilized by financial technology vendors - the challenges remain centered on proving measurable ROI beyond time savings, integrating disparate internal and external data, and managing the human element of organizational transformation.
Also see our coverage of the European Value Investing Conference, 2025 Ben Graham Conference, and the 2025 Morningstar Investment Conference.
Before we get to the conference coverage below readers can find the agenda and speakers (note for this event all coverage can be found below in this post - there are no external links)
9:10 AM – Early-Morning Sessions
Session 1: Fireside Chat with Peter Peterson, CTO, Causeway Capital
Evolution in the use of GenAI over time
Current and planned use cases
Build vs. Buy: Key consideration for the approach taken so far.
The impact on the organization and analyst capabilities
Thoughts on upcoming regulation and compliance around GenAI
Discussion on data privacy
Change in data conversations in the company as the funds implement LLMs
10:00 AM – Morning Break
10:15 AM – Morning Panel Discussion
Session 2: Extracting Value – How AI Platforms Are Changing Investment Management
Session 3: The Future of AI-Driven Market Intelligence in Investment Management (AlphaSense)
12:00 PM – Lunch Break
13:00 PM – Early-Afternoon Discussions
Session 4: Panel Discussion – AI Investment Workflows – Achieving Real ROI
Session 5: Evolving from simple Q&A solutions to automated investment research (Finster AI)
15:00 PM – Afternoon Break
15:30 PM – Data and Implementation Discussions
Session 6: GenAI In Production A case study with Quantly and Causway Capital, a $60B+ fund utilizing AI in investment process
Speakers
- Pete Petersen – CTO, Causeway Capital Management LLC
- Ehsan Ehsani – Adjunct Professor, Columbia Business School
- Margaret Jastrebski – SVP, Product and Design, AlphaSense
- Kian Ghazi – CEO, Hawkshaw, LLC
- George Ho – Managing Member, NIV Asset Management LLC
- Sid Jayakumar – Founder and CEO, Finster AI
- Thomas Li – CEO, Daloopa
- David Plon – CEO, Portrait Analytics
- Tom Saberhagen – Co-Founder, Tenzing MEMO
- Debby Goan – Operating Partner, HarmoniQ Insights
- Sarah Hoffman – Director of Research, AI, AlphaSense
- Kris Bennatti – CEO, Hudson Labs
- Nicole Dee – Executive Director, Hawkshaw Research
- Ankit Varmani – Co-Founder, PineGap.ai
- Bill Mann – Managing Partner, HarmoniQ Insights
- Vlad Stanev – CEO, Quantly
- Alik Sokolov – CEO, Sibli
- Joshua Pantony – CEO, Boosted.ai
- Dave Wang – AI Research Fellow, Harvard University
- Richard Song – CEO, Rivanna AI
Session 1: Fireside Chat with Peter Peterson, CTO, Causeway Capital
Peter Peterson, CTO and Chief Security Officer (CISO) of Causeway Capital, a $65 billion fund, provided an analytical perspective on integrating GenAI into a high-efficiency organizational structure. Causeway, which maintains an exceptionally lean operational profile - managing approximately $800 to $900 million per employee, with only 40 investment professionals and fewer than 15 engineers - leverages technology heavily to punch "well over our head".
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
