Discoverative AI for Financial Markets and Institutions

About the Workshop

From automation to discovery

Asset management is one of the world's most demanding knowledge industries. Investment organizations must reason under uncertainty, integrate fragmented information, evaluate competing narratives, and make decisions before outcomes are known.

Most AI adoption today focuses on automation: summarizing documents, accelerating workflows, and reducing manual effort. Those use cases are important, but they are only the beginning.

This workshop focuses on the next frontier: Discoverative AI, systems that help institutions discover new relationships, identify emerging risks, reason through market narratives, and build more responsible decision-making infrastructure.

The morning session is academic in focus: researchers applying AI to financial markets, spanning AI-driven markets research, narrative intelligence, and causal reasoning, present work that moves finance from backward-looking analysis toward forward-looking discovery.

The afternoon session turns to industry implementation: institutional investor executives discuss responsible AI adoption in asset management, culminating in the launch ceremony for the AMAT Guide, a practical framework for institutional AI transformation.

Morning · Academic Session

Market Discovery

A session devoted to discovery: academic research presentations at the frontier of AI and financial markets, moving finance from backward-looking analysis toward new questions, new methods, and new science.

AI in Financial Markets Research

How is AI reshaping the study of financial markets? We welcome scholars presenting research across asset pricing, risk, macro, microstructure, and alternative data, from applied machine learning to AI-native financial science built around discovery from first principles.

II.

Narrative Intelligence

Markets move on narratives long before they move on data. How can AI systems detect, structure, and quantify the narratives shaping asset prices, separating signal from noise across fragmented research and market commentary?

III.

Causal Reasoning

Correlation has carried quantitative finance far, but discovery demands more. This track examines causal inference, world models, and reasoning systems that let institutions ask not just what happened, but why, and what could happen next.

Afternoon · Industry Session

Responsible Adoption

A session devoted to implementation: institutional investor executives on how asset managers put AI into production safely, compliantly, and at scale, culminating in the launch of the AMAT Guide.

IV.

AI Transformation

What separates institutions that scale AI from those stuck in pilots? Executive perspectives on operating models, build-vs-buy decisions, talent, and the leadership choices behind AI-native asset management.

Governance & Benchmarks

Model oversight, data lineage, auditability, and regulatory alignment: the controls and shared standards that turn fragmented pilots into compliant production at scale.

VI.

Industry Frameworks

Practitioner-built guidance covering investment, technology, risk, and compliance: the shared infrastructure the industry needs to implement AI with confidence.

Launch Ceremony

The AMAT Guide Ceremony

The afternoon culminates in the launch ceremony for the AMAT Guide, the AI Transformation Guide for Asset Management: a practitioner-built framework from the Asset Management AI Transformation initiative covering strategy, use cases, architecture, data, governance, assurance, talent, and scaling.

Agenda

A full day, one arc: discovery to adoption

Friday, November 6, 2026 · The Ritz-Carlton, San Francisco. Sessions and speakers will be finalized as the program is confirmed.

Morning: Market Discovery

8:30 – 9:00

Registration & Coffee

Welcome and networking.

9:00 – 9:50

AIAS+ Plenary Talk

Speaker to be announced

9:50 – 10:10

Break

10:10 – 12:10

Morning Session: Market Discovery

Academic research presentations on AI in finance, welcoming work across asset pricing, risk, market microstructure, macro, and related fields.

Presentations to be announced

12:10 – 14:00

Lunch

Hosted lunch and informal discussion.

Afternoon: Responsible Adoption

14:00 – 15:30

Afternoon Session: Responsible Adoption

Institutional investor executive panel discussions on responsible AI transformation in asset management, and presentation of the AMAT Guide, the AI Transformation Guide for Asset Management.

Panelists to be announced

15:30 – 15:50

Break

15:50 – 16:40

Plenary Talk: Susan Athey

The Economics of Technology Professor, Stanford Graduate School of Business.

16:40 – 17:25

Closing Roundtable: AI-Driven Management Transformation in Corporate Leadership

Moderator: Sarah Soule, Dean of the Stanford Graduate School of Business. Panelists include Mike Hunstad, President, Northern Trust Asset Management.

Additional panelists to be announced

17:25 – 18:30

Reception

Networking reception with speakers, researchers, and industry participants.

Agenda is preliminary and subject to refinement as speakers are confirmed.

Speakers

Voices from research and practice

The program brings together institutional investment leaders, AI researchers, and practitioners building the frameworks for responsible adoption.

Susan Athey

The Economics of Technology Professor, Stanford Graduate School of Business

John Bates Clark Medalist and former Chief Economist at Microsoft; a pioneer of the economics of AI, machine learning, and market design.

Andrew Chin

Chief AI Officer, AllianceBernstein

AllianceBernstein's first Chief Artificial Intelligence Officer; previously the firm's Chief Risk Officer, Head of Quantitative Research, and Head of Investment Solutions and Sciences over a 27-year career.

Mike Hunstad

President, Northern Trust Asset Management

Leads Northern Trust Asset Management and is a prominent voice on quantitative investing and the discovery frontier of AI in institutional asset management.

Sarah Soule

Dean, Stanford Graduate School of Business

Leading scholar of organizational behavior and change; moderates the closing roundtable on AI-driven management transformation in corporate leadership.

More workshop speakers will be announced. View the full AIAS+ 2026 speaker roster →

Participate

Three ways to take part

Speak at the workshop, register to attend, or submit research through the official AIAS+ 2026 process.

Speak at the Workshop

We are confirming speakers for both sessions: academic research presentations in the morning, institutional executive panels in the afternoon.

Morning sessionAcademic presentations
Afternoon sessionIndustry leaders

Request Speaking Invitation

Register to Attend

Attendance is through official AIAS+ 2026 registration. A one-day pass covers the full November 6 industry day; a three-day pass covers the entire symposium.

Early bird pricing endsAugust 1, 2026
HotelGroup rate at The Ritz-Carlton

Submit Research

No separate call for papers: submit through the official AIAS+ 2026 process. Finance and markets work is eligible for the workshop's academic morning session.

Paper deadlineJuly 15, 2026
NotificationAugust 29, 2026
Student poster deadlineSeptember 18, 2026

Call for Papers → Student Posters →

Request a Speaking Invitation

Tell us who you are and what you would bring to the program. We review every request and respond personally.

Register for AIAS+ 2026

Registration is a two-step process. Both steps are required.

Step 1 · Workshop Information Step 2 · Official AIAS+ Registration

Partners & Organizers

Convened by Menos AI

Menos AI

Convener

Menos AI

Menos AI builds AgentOS and the Sonαr research agent, the agentic AI platform for institutional investment management, bringing narrative intelligence and discoverative AI to the front office. Menos AI convenes this workshop as part of its commitment to advancing AI-native financial science and responsible institutional adoption.

menosai.com →

Framework Partner

AMAT: Asset Management AI Transformation

The industry-led initiative defining how asset managers adopt AI safely and at scale. The AMAT Guide, an eight-pillar, practitioner-built AI transformation framework, will be formally launched at this workshop.

amatguide.org →

Part of AIAS+ 2026

This workshop is held as the Day 2 industry workshop of the Chen Institute Symposium for AI Advancing Science and Society (AIAS+ 2026), November 5–7, 2026 at The Ritz-Carlton, San Francisco, an annual symposium convened by the Tianqiao and Chrissy Chen Institute exploring how AI is reshaping scientific discovery across disciplines.

aiasplus.org →

Additional partner logos are displayed only with partner approval.

Contact

Contact the organizers

Looking to speak, attend, or present research? Start with the participation options above.

For partnerships, program questions, and media inquiries, reach the workshop organizers directly.

Email the Organizers

Workshop Organizer

William J. Wu, PhD, CFA · Menos AI

info@menosai.com

Date & Venue

November 6, 2026 · The Ritz-Carlton, San Francisco