David Plon
Co-founder and CEO of AI-powered investment research platform Portrait Analytics. He comes from an analyst background, having worked at Barclays, Slate Path, and Bowpost.
Best podcasts with David Plon
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41 snips
Sep 3, 2025 • 58min
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
Brett Caughran, founder of Fundamental Edge, and David Plon, CEO of Portrait Analytics, dive into how AI is transforming the investment industry. They discuss the rapid advancements in AI, likening its impact to that of Microsoft Excel. The importance of human insight remains crucial despite AI's efficiency in enhancing research. They also touch on the challenges of adopting AI tools in traditional funds and stress the need for clear communication with AI to optimize its use in investment strategies.
32 snips
Sep 3, 2025 • 58min
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
Join Brett Caughran, founder of the buyside training academy Fundamental Edge, and David Plon, CEO of Portrait Analytics, as they dissect the AI revolution in the investment world. Discover how AI is transforming decision-making and influencing the roles of portfolio managers and analysts. They explore the current state of AI adoption among hedge funds and the importance of clear communication when using AI tools. With insights on the challenges and opportunities AI presents, this conversation is vital for anyone in finance.
