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Using AI to Transform Financial Research with Lionel Barrow, Co-Head of Engineering, and Michelangelo D'Agostino, VP of Machine Learning at Tegus
Episode 2: In this episode of AI Unveiled, Gaurav Kotak speaks with Lionel Barrow, Co-Head of Engineering, and Michelangelo D'Agostino, VP of Machine Learning at Tegus. Tegus is an investment research platform trusted by top hedge funds, PE, and VC firms. The platform includes over 60,000 expert transcripts, public company earnings calls, and presentations, as well as accurate financial models and KPIs.
They believe AI will bring a profound change in how financial research is done. From sifting through data to now surfacing insights based on past data, and where they are in the research funnel.
Both Lionel and Michelangelo are excited about the gold mine of data. The proprietary interview data on the Tegus platform is particularly interesting. In the interview, they note how important it is to balance fine-tuning or customizing the model with building an architecture that can easily plug in and avail of the latest foundational models.
They’ve started with a focus on applying AI to summarize and extract topics from specific calls, and are now adding AI-powered insights across an entire sector as well as automating part of their financial models.
We discuss how the company has different approaches for opinions (e.g. summary of a call) vs. facts (answering what revenue a company has)—whether it’s which models to use, how to assess quality, and when to rely on human-in-the-loop.
This episode provides a glimpse into the future of financial research. Enjoy!
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Timestamps:
* 6:35 - How customer engagement evolves with AI
* 12:30 - Advice on tackling accuracy through product strategy and machine learning
* 25:21 - Incorporating human preferences into your AI
* 37:12 - Bringing AI into your org structure
-----
Links:
* Tegus
-----
At Next47, we partner with founders boldly building products that power the world. Learn more at Next47.com
View all episodes
By Next47Episode 2: In this episode of AI Unveiled, Gaurav Kotak speaks with Lionel Barrow, Co-Head of Engineering, and Michelangelo D'Agostino, VP of Machine Learning at Tegus. Tegus is an investment research platform trusted by top hedge funds, PE, and VC firms. The platform includes over 60,000 expert transcripts, public company earnings calls, and presentations, as well as accurate financial models and KPIs.
They believe AI will bring a profound change in how financial research is done. From sifting through data to now surfacing insights based on past data, and where they are in the research funnel.
Both Lionel and Michelangelo are excited about the gold mine of data. The proprietary interview data on the Tegus platform is particularly interesting. In the interview, they note how important it is to balance fine-tuning or customizing the model with building an architecture that can easily plug in and avail of the latest foundational models.
They’ve started with a focus on applying AI to summarize and extract topics from specific calls, and are now adding AI-powered insights across an entire sector as well as automating part of their financial models.
We discuss how the company has different approaches for opinions (e.g. summary of a call) vs. facts (answering what revenue a company has)—whether it’s which models to use, how to assess quality, and when to rely on human-in-the-loop.
This episode provides a glimpse into the future of financial research. Enjoy!
-----
Timestamps:
* 6:35 - How customer engagement evolves with AI
* 12:30 - Advice on tackling accuracy through product strategy and machine learning
* 25:21 - Incorporating human preferences into your AI
* 37:12 - Bringing AI into your org structure
-----
Links:
* Tegus
-----
At Next47, we partner with founders boldly building products that power the world. Learn more at Next47.com