Bryan Seegmiller, Assistant Professor of Finance at Northwestern’s Kellogg School of Management recently hosted CEO David Trainer for a guest lecture on AI in Finance.
Our Focus List Stocks: Long Model Portfolio and our Focus List Stocks: Short Model Portfolio beat the Risk-Free Rate as a long/short portfolio by 25% in 1Q26.
The FPA of Middle Tennessee hosted CEO David Trainer for a discussion on how AI is changing the nature of the asset management and financial advisory professions.