Foundation: Agentic AI and AI Research Assistants

AI is rapidly evolving from passive tools into autonomous systems capable of independently conducting research, monitoring companies, generating insights, and supporting investment decision-making. These systems — known as Agentic AI — function as AI research assistants that can perform multi-step workflows traditionally done by analysts. This workshop provides investment teams with a practical understanding of how agentic AI works, how leading investment firms are deploying AI research assistants, and how such systems can be applied across investment workflows. Participants will learn how AI agents can autonomously gather information, analyze companies, monitor developments, and generate actionable insights — while also gaining hands-on experience designing and simulating AI research assistants.