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Webinar

How Whale Rock Capital Is Approaching GenAI for Investment Research

On Demand

When used thoughtfully, GenAI offers undeniable advantages to investors. It can reduce manual steps in analyst workflows. It can help bring investment teams quicker insights (summarizing long-form content, for example). It can also elevate real-time insights across your firm’s internal research.   

But how are real firms actually implementing GenAI?  

Listen to an expert discussion between Whale Rock Capital Management CTO Will Feener and Verity SVP of Product Katya Taycher. They’ll cover what investment teams should know in this complicated world of AI in investment research. 

You’ll learn: 

  • How Whale Rock is using GenAI to accelerate workflows & support its investment team. 
  • The importance of being cautiously optimistic: Plus, compliance & security concerns.  
  • What’s next for GenAI apps in VerityRMS: Chatting with research, summarizing company and portfolio-level themes, and more.  

Watch On Demand

 

Meet Your Speakers

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Will Feener

Will is Chief Technology Officer at Whale Rock, and has 18 years of expertise in cybersecurity, cloud adoption, and IT reform projects. He previously served as Head of Infrastructure at HighVista Strategies and earned an MS in IT Management with a Cyber Security concentration from Brandeis University, complementing his BS in Industrial Technology from Central Connecticut State University.

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Katya Taycher

Katya Taycher is SVP, Product and Operations at Verity. Katya joined Verity in 2021; prior to that she was Managing Director of Product at Charles River Development and a VP of Product  at Wellington Management. Katya is a certified Financial Risk Manager and holds an MBA from Wharton.