AInvestor—How the pros use and invest in AI
For all the hype, AI is a means to an end; for investors, that end is financial returns. Despite the flood of media around what AI can do, there is little that speaks to how proven investors are approaching AI either as a tool, or as an asset class. AInvestor aims to fill that void through:
AInvestor Dialogues, a newsletter and interview series where we sit down with top fund managers to explore how they are approaching AI—from the ground level of their processes to the high-stakes strategies shaping their portfolios.
Big Price Moves Explained, a newsletter where we engage with AI to concisely explain the biggest price moves in US equities each day. This is us living our (current) use case.
Community Wisdom, where we curate the best and most practical material we find on how the best investors and builders are incorporating AI into their processes and investment options.
Playbooks will be where we move beyond interviews to ‘how-to’ guides; and create detailed reviews or comparisons of AI tools relevant to financial professionals. Launch date for this series is still tbd. We’d love, though, to hear what you would be most interested in first.
Target audience
We are writing and curating content for professionals, whether they be heads of firms, portfolio managers, analysts, traders or technical in orientation and responsibilities. Our experience is that if we do this well, the material will be accessible and useful for the many others that are interested in learning how AI can be harnessed to generate better investment returns. If you don’t understand what’s presented—it’s our fault.
About the author
AInvestor is largely written and curated by me, Rob Marsh. I spent 26 years at a highly notable hedge fund, a few years running product for an AI fintech bought by S&P, and a fair bit of time in the C-suite of a non-profit.
What perspectives do I bring?
Deep experience in the customer/user seats as an analyst, strategist and portfolio manager
Extensive experience in developing technical solutions for finance and trading
Relevant experience in the vendor seat at a startup
Deep experience bridging front office and technical teams; bridging C-suite and staff
In and out of AI initiatives since early '90s
Relevant Background
Client and Builder: Tudor Investment Corp, JUST Capital, Big Price Moves Explained: With nearly three decades of experience in asset management, including 26 years at Tudor as both a Portfolio Manager and Strategist, I developed a deep understanding of the processes and requirements demanded by large, top-performing investors in high-stakes environments. I actively built tech-enabled solutions, both personally and in collaboration. Use cases include analytics, databases, search, platform design, and extensive coding. I was also involved in a number of AI-related initiatives dating back to the early 1990s. For the past year and a half, I have been publishing a daily report explaining the largest price moves in U.S. equities leveraging AI to write much of the content.
Builder and Vendor: Kensho Technologies, Praxis Solutions, AInvestor.co: Served as Chief Product Officer at Kensho, a Wall Street–backed startup bought by S&P Global for $550mn in 2019. The business model was a talent arbitrage: exceptional engineers who wanted to develop cutting-edge technology for finance without working at a large institution. I was the first and primary employee with deep experience in the customer seat. At Praxis, I conceived and led the building of an AI supported platform that would use data and news to explain portfolio performance. At AInvestor.co, we are building a highly curated platform bringing together the best practices of notable investors and those that support them.
Startup Experience: Kensho Technologies (CPO), Intrinio (Board), JUST Capital (Chief Information Officer), Praxis Solutions (AI consulting to asset and wealth managers), various informal advisory relationships.
Posting schedule
AInvestor Dialogues: Shooting for once a week. Things might be a little uneven in the early days of our launch. Thank you for your patience.
Big Price Moves Explained: 5:59 am, every Tuesday through Friday + Sunday
Community Wisdom: Ad hoc as we come across voices and perspectives worth sharing.
Playbooks: Not launched yet—will keep you posted.
Our business model
Mission
Good, practical stuff; open for all
Target Market
Professionals +
Product & Services
Articles, web content, consulting & advising
Distribution
Website, email; podcast and YouTube on the roadmap
Economics
Free to read; sponsorship upon reaching a critical mass
Join the crew
Be part of a community of people who share your interests. Participate in the comments section, or support this work with a subscription.
