The Briefing for Expert Networks

The Briefing for Expert Networks

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The Briefing for Expert Networks episodes

  • The World's First AI-Driven Hedge Fund...and SO much more.

    Today's Briefing covers a week where AI moved from research tool to research replacement across institutional finance.

    Stories include OpenAI's direct assault on FactSet and S&P Global, four global banks backing analyst-AI startup Rogo, and Bridgewater's CIO declaring machine outputs now sit beside a 50-year human research process.

    Hosted on Acast. See acast.com/privacy for more information.

    6 min
  • Rogo Hits $50M ARR, Acquires Arvo, and Healthcare Data Reshuffles

    The INFLXD Daily Briefing covers Rogo's milestone $50M ARR and its acquisition of finance-tuned meeting assistant Arvo, Six Degrees Intelligence's deal to pipe China research into S&P Capital IQ Pro, and Definitive Healthcare's incoming CEO Clay Ritchey.

    A dense Sunday for anyone tracking the AI research stack and healthcare data markets.

    Learn more at media.inflxd.com

    Hosted on Acast. See acast.com/privacy for more information.

    4 min
  • The $15,000 expert call, Citadel and Balyasny push AI portfolio management, Catalant leadership move...

    Expert Networks Get Disrupted From Both Ends


    Today's briefing covers Nikita Bier's $15,000 expert call debut on Intro, Citadel and Balyasny pushing proprietary AI deeper into PM workflows, and Catalant's PE practice leadership move. The three stories collectively map the pressure building across traditional expert access and institutional research infrastructure.

    Hosted on Acast. See acast.com/privacy for more information.

    2 min
  • Inex One's says 36,000 due diligences run globally each year
    The INFLXD Daily Briefing for August 10, 2026 maps the seven structures buy-side research teams use when standing up expert-network access for new coverage areas. The episode also breaks down Inex One's estimate of 36,000 commercial due diligences run globally each year, including which consulting firms are driving the volume. A data-driven look at how institutional research workflows are actually structured.

    Hosted on Acast. See acast.com/privacy for more information.

    2 min
  • Perplexity Pulls Guidepoint Into the AI Research Stack

    The INFLXD Daily Briefing covers Perplexity's integration of Guidepoint expert-call content into its finance connector stack alongside FactSet and Carbonarc.

    The move signals a structural shift in how AI platforms are assembling institutional-grade research pipelines.

    Hosted on Acast. See acast.com/privacy for more information.

    2 min
  • AI Agents Move from Pilot to P&L Across Buy-Side Infrastructure

    The July 26 briefing covers the structural integration of AI agents into live investment workflows - from Magnetar's agent-run equity fund to Hebbia's authenticated data-room access via SS&C Intralinks.


    The episode also breaks down Rogo's Series B, FactSet's MCP expansion into portfolio analytics, and NewtonX's synthetic persona play. GLG's transcript integration into Bloomberg's ASKB rounds out a week where the line between research tool and research team got materially thinner.

    Hosted on Acast. See acast.com/privacy for more information.

    4 min
  • Inside AlphaSense's Morgan Stanley Wealth Deployment

    The July 19th briefing examines how buy-side firms are architecting expert-call retention for AI agent retrieval, unpacks AlphaSense's 15,000-advisor Morgan Stanley deployment as a generative research template, and covers Daloopa's $35M Series C.

    The episode also looks at why post-call follow-up workflows — not sourcing — are where expert-network spend actually converts into defensible research.

    Hosted on Acast. See acast.com/privacy for more information.

    3 min
  • Accenture Ventures x AlphaSense, NewtonX's synthetic personas, and Bridgetown Research's $19M Series A

    2026-07-13 · 3717 KB

    The July 13th briefing covers how buy-side firms are hardening expert vetting and compliance training as AI reshapes call prep workflows. It also breaks down Accenture Ventures' quiet pivot into an AlphaSense distribution channel, NewtonX's synthetic persona play, and Bridgetown Research's $19M Series A from Accel and Lightspeed.

    Hosted on Acast. See acast.com/privacy for more information.

    4 min
  • Finance AI Goes Native: Blackrock's Aladdin, and the Research Stack Wars
    The July 7th briefing maps how buy-side firms are solving non-English primary research at scale, then goes deep on Rogo's $50M Series B and its rapid deployment across 25+ investment firms. The episode also covers the ROI frameworks procurement teams use to defend expert network budgets, and breaks down BlackRock's Aladdin Copilot architecture as a blueprint for enterprise AI layered over institutional research stacks.

    Hosted on Acast. See acast.com/privacy for more information.

    3 min

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