Video course · 6 chapters · 7 min · certificate
AI Playbook for Financial Services: Inside a $10B Hedge Fund
How a ten-billion-dollar hedge fund made AI mandatory: the mindset, the memo, the culture, the research tools, an organizational memory, and the judgment that stays human — in six short video lessons.
What you'll learn
- Reframe AI as operating leverage for your team
- Write an AI-first memo that makes daily use expected
- Build training, leaderboards, rewards and meetups
- Use AI research tools for implications, not summaries
- Start an organizational memory with one searchable meeting
- Keep human judgment where machines fall short
Chapters
6 chapters · 7:03-
1:20
01Start here Members
AI is leverage, not cheating
The mental shift that started it all: AI as operating leverage, with the thinking kept human and the mechanical work delegated.
-
1:09
02Leadership Members
Move fast: the owner and the memo
Why an owner-operator could move quickly, and the internal memo that removed all ambiguity about AI use.
-
1:01
03Culture Members
Engineer the culture
Lead from the front, train everyone, and use leaderboards, rewards and meetups; treat failed demos as normal.
-
1:10
04Tools Members
Research that surfaces implications
An in-house research platform that goes past summaries, and how language models extend a quant stack into text.
-
1:00
05Data Members
Build an organizational memory
Record, transcribe and make meetings queryable: the vision of a searchable organizational brain, and how to start small.
-
1:23
06Mindset Members
Human judgment and first principles
Skills that expire within a lifetime, incentives and intellectual honesty, AI-assisted self-tracking, and why humans still fly the plane.
Jobs this course suits
Our AI checked this course against 500 jobs; these get the most out of it. Each job links to its learning path.