AI & Data-Driven Strategies

AI and Financial Index Innovation

Rajesh Amin, co-founder of 2RSquared, joins Stefan Wagner to discuss how their SaaS platform empowers firms to design and manage personalized investment strategies. From data-driven tools to democratizing access, Raj shares insights on risk, innovation, and why personalization is the future of investing.

Sean Adler, CEO of GZI, joins Stefan Wagner to discuss AI-driven investing, risk perception, and the myths of quant finance. From derivatives to alternative data, Sean explores the balance between innovation, transparency, and strategy design in today’s fast-evolving investment landscape.

Bruce Traan, Global Head of Indices at dxFeed, unpacks the intricacies of index management, emphasising the importance of tailored indices.

Jacob Ayres and Hassan Salamony of 3AI reveal how AI is reshaping investment strategy—by unlocking alpha through vast, structured data. They explain how explainability, ensemble modeling, and common sense filtering help detect market surprises, avoid bias, and deliver actionable insights to institutional investors.

Ai For Alpha CEO Béatrice Guez shares how machine learning enables investment professionals to detect market regimes, adapt to new conditions, and build resilient asset allocations. Their AI models analyze 150+ features to uncover key market drivers, offering a transparent, data-driven approach to portfolio construction.

Richard Waddington, founder of Sherpa Funds Technology, explains how data-driven decision-making can enhance portfolio construction. By helping managers align their portfolios with both constraints and conviction, Sherpa reduces downside risk while maintaining upside potential—turning portfolio "salads" into optimized "soups."