Curriculum
- 6 Sections
- 33 Lessons
- 1 Day
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- Introduction to Agentic AI and Autonomous SystemsBuild conceptual clarity on agentic AI and how autonomous AI differs from prompt-based tools.6
- 1.1Evolution from AI tools to autonomous AI agents
- 1.2What makes AI “agentic” — planning, reasoning, acting, and iterating
- 1.3Difference between chat-based AI vs autonomous agents
- 1.4Core components of AI agents: Memory, Tools, Planning capability, Decision logic, Examples of agentic workflows in investment firms
- 1.5Investment Use Cases: Autonomous company research, Continuous market monitoring and Automated analyst workflows
- 1.6Exercise: Mapping analyst workflows suitable for agent automation
- AI Research Assistants — Architecture and WorkflowUnderstand how AI research assistants operate and how they integrate into investment workflows.6
- 2.1What is an AI research assistant
- 2.2How investment firms are using AI research assistants today
- 2.3Typical research assistant workflow:
- 2.4Types of tasks AI research assistants can perform: Company research, Industry research, Competitor analysis, Earnings analysis and Risk identification
- 2.5Case Study: AI research assistant supporting investment thesis development
- 2.6Exercise: Designing a research assistant for company analysis
- Building Autonomous Monitoring WorkflowsUnderstand how AI agents continuously monitor companies and generate insights.6
- 3.1Continuous monitoring vs one-time research
- 3.2How AI agents track: Earnings releases, News, Industry developments, Competitor actions and Regulatory developments
- 3.3How AI agents detect signals and generate alerts
- 3.4Examples of automated monitoring systems used by funds
- 3.5Case Study: Autonomous monitoring of portfolio companies
- 3.6Exercise: Designing a monitoring agent
- Hands-On Simulation — AI Research Assistant in ActionProvide hands-on exposure to how AI research assistants operate.2
- Designing AI Agents for Investment WorkflowsHelp participants design practical AI assistants aligned with their workflows.6
- Implementation Considerations and Future OutlookHelp participants understand practical deployment considerations7