Tag: Investment Research
The WealthStack Podcast: How AI Can Uncover Hidden Portfolio Risk With Af Malhotra

The WealthStack Podcast: How AI Can Uncover Hidden Portfolio Risk With Af Malhotra

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Investment teams have access to more data than ever, but more information does not necessarily mean better insight. Analysts still spend enormous amounts of time gathering filings, reading disclosures, comparing earnings calls and reconciling information across disconnected systems. At the same time, market volatility, geopolitical risk and rapidly changing investor expectations are making traditional, backward-looking portfolio analysis increasingly difficult to rely on alone.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Af Malhotra, Founder and CEO of ReN, to explore how AI can help investment teams move from backward-looking analysis toward more forward-looking risk intelligence. They discuss ReN’s approach to analyzing portfolios, why domain-specialized AI matters in financial services, how automation could reshape investment research and what the future of embedded, agentic investment intelligence could look like.

Key takeaways:

  • How AI can help uncover portfolio risks hidden across filings, disclosures and earnings calls
  • Why investment research is moving beyond backward-looking performance data
  • How ReN uses AI to identify inconsistencies, anomalies and changing risk signals
  • Why domain-specialized language models may be better suited for high-stakes financial decisions
  • How automation and agentic AI could reshape the future of investment research and advisor workflows

Resources:


Connect with Shannon Rosic:

Connect with Aftab (Af) Malhotra: 

About Our Guest:

Af Malhotra is a tech founder, active investor, and dedicated philanthropist. He has an illustrious career in technology, having held leadership roles in global companies including Amstrad, Fujitsu, and most recently Gartner. 

Af is a regular contributor in the media, having been featured as a ‘technology entrepreneur and visionary ’ on the BBC News, CNBC Live, HuffPost, Financial Express Magazine, The Times, Raconteur, Bloomberg, International Finance Magazine and the Entrepreneur Magazine.

Af has acquired graduate and post-graduate degrees from Goldsmiths College, University of London (Anthropology), Kingston Business School (MA in Business), Harvard Business School (Executive Education). He is also a guest lecturer at London Business School (LBS)  and Queen Mary’s, University of London.

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The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

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Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has never been greater.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Anna Joo Fee, CEO and founder of Goodfin, to explore how AI is changing the private markets experience. They discuss why access alone is not enough, how agentic AI can help advisors and investors navigate complex information, and why the future of private wealth may bring investing, tax, planning and private markets into a more connected ecosystem.

Key takeaways:

  • How AI can help address opacity, fragmentation and information gaps in private markets
  • Why access to private markets can become a source of alpha, but only when paired with education and context
  • What makes applying AI to private markets different from applying it to public markets
  • How agentic AI can support research, document analysis, investor education and investment workflows
  • Why advisor judgment, guardrails and trust become even more important as AI becomes more powerful

Resources:

Connect with Shannon Rosic:

Connect with Anna Joo Fee: 

About Our Guest:

Anna Joo Fee is the CEO and Founder of Goodfin, an AI-native wealth platform focused on private market investing. A former attorney at Sullivan & Cromwell, she brings a background in financial services, private markets, and fintech to her work building technology that helps advisors and investors better understand, access, and manage private investments. Through Goodfin, Anna is focused on using artificial intelligence to improve investment research, education, tax planning, and portfolio decision-making while keeping human expertise at the center of the wealth management experience.

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