AI Co-pilots & Earnings Season: Transforming Equity Analysis

This video was originally published as a LinkedIn Live.

As we approach the Q3 earnings reports for companies like Tesla, Google, Amazon, Netflix, and Nvidia in October and November, equity analysts face the challenge of quickly processing vast amounts of data.

AI co-pilots are essential tools for navigating the extensive data during earnings season, enabling more efficient and accurate investment analysis. These AI tools redefine how equity analysts review earnings reports, forecast stock performance, and generate actionable investment insights.

This session explores how AI co-pilots automate time-consuming tasks, analyze massive datasets in real time, and enhance decision-making speed and quality during earnings season.

Whether an equity research analyst, portfolio manager, or simply interested in the role of AI tools for finance, this LinkedIn Live session provides key insights into the future of investment analysis.

Key Insights: AI Co-pilots in Earnings Season

Attendees will learn how AI co-pilots accelerate the analysis of earnings reports from major companies such as Tesla, Google, Amazon, Netflix, and Nvidia. The session will demonstrate how to leverage these AI tools for finance to make faster, data-driven investment decisions throughout earnings season. It also highlights how AI automates routine tasks, allowing equity analysts to concentrate on strategic thinking. Furthermore, common misconceptions regarding AI co-pilots for earnings analysis will be addressed, alongside real-world case studies showcasing how leading firms integrate these tools into their financial research processes.

Expert Perspectives on AI in Financial Analysis

• Alex Hoffmann, Co-founder and CEO of Marvin Labs: Alex Hoffmann co-founded Marvin Labs. He previously spent five years in credit structuring and investments at Credit Suisse. He also served six years as co-founder and and CTO at TNX Logistics, which exited via a trade sale. Additionally, Alex spent three years in special-situation investments at SIG-i Capital.

• James Yerkess, Former HSBC Wealth Management: James Yerkess spent ten years at HSBC, most recently as Global Head of Transaction Banking & FX. He also held various Wealth Management and Private Bank roles. In the UK, he was an executive member responsible for the launch of two UK neo-banks.

• Mark Bolton, AI Strategy and Wealth Management: Mark Bolton is a Senior Strategic Advisor to Marvin Labs. He offers almost 30 years of executive experience in banking and financial services across the US and Europe. His background includes delivering business and digital transformation strategy with firms such as Goldman Sachs, Morgan Stanley, Wells Fargo, Credit Suisse, HSBC, Citi, and ABN-Amro.