A workshop with leading scientists, AI researchers, and institutional investors on how AI can move finance beyond automation toward discovery, reasoning, and responsible adoption.
An AIAS+ 2026 industry workshop exploring how AI can move financial institutions beyond automation toward discovery, reasoning, and responsible transformation.
Today, 90% of the AI conversation is still about automating what we already understand. The real breakthrough will come from the AI we have not fully seen yet: AI that discovers what was too complex, too fragmented, or too invisible for humans to see.
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.
The program brings together institutional investment leaders, AI researchers, and practitioners building the frameworks for responsible adoption.
Leads Northern Trust Asset Management and is a prominent voice on quantitative investing and the discovery frontier of AI in institutional asset management.
Fireside Chat: AI and the Future of Investment
Co-Director of the NBER Asset Pricing program, co-editor of the Review of Financial Studies, and recipient of the 2019 Fischer Black Prize from the American Finance Association; a leading scholar bringing modern AI and machine-learning methods to asset pricing.
Presentation: Explaining Markets Using Agentic AI
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 29-year career. Co-author of the Narrative Factors paper.
Keynote: AI Transformation
AI in Finance leader, with roles across Millennium, Bloomberg, and Google. His teams have operated across the entire AI business lifecycle, from research to production and operations, building platforms such as Google Colab, BloombergGPT, and autonomous agents and digital twins at Millennium.
Panel Discussion
Yuyu is a Senior Vice President and Principal Data Scientist on the Data Science team at AB, where she leads the development and implementation of advanced artificial intelligence (AI).
Panel Discussion
Max manages a data science team that develops ML and AI research capabilities, data science platforms, prediction models, and AI applications for systematic investing and research. Previously Head of Fixed Income Quantitative Research at Macquarie.
Panel Discussion
Dr. Hanyi Min is an Assistant Professor with a joint appointment in the School of Labor and Employment Relations and the Department of Psychology at the University of Illinois at Urbana-Champaign. Her research investigates how AI implementation changes companies' talent demand, employees' interpersonal interaction, as well as the use of AI as methodological tools in organizational science.
Panel Discussion
Co-author of Narrative Factors: A Dynamic Factor Framework for Risk Management and Alpha Generation (Journal of Portfolio Management, 2026). Previously Head of Quantitative Research at Northern Trust; PhD in financial engineering from Northwestern University; CFA charterholder.
Workshop Welcome · Fireside Chat
Co-founder of Menos AI, leading the AI engineering behind the Narrative Factor library and the agentic workflows that extract structured catalysts from market discourse at scale.
What’s Priced In? Narrative Factors for the AI AgeLead author of Narrative Factors: A Dynamic Factor Framework for Risk Management and Alpha Generation (Journal of Portfolio Management, 2026); leads research and product development for the Narrative Factor library.
What’s Priced In? Narrative Factors for the AI Age
Leads Menos AI's EMEA market engagement across clients, sales, and industry ecosystem. Host of the weekly podcast The Fund AI Pod. Previously Head of Global Fund Services Asia at Northern Trust.
AMAT GuideMore workshop speakers will be announced. View the full AIAS+ 2026 speaker roster →
Friday, November 6, 2026 · The Ritz-Carlton, San Francisco. Sessions and speakers will be finalized as the program is confirmed.
Registration, breakfast, and networking.
Heng Ji, Professor, University of Illinois Urbana-Champaign.
William J. Wu, Founder & CEO, Menos AI.
Mike Hunstad, President, Northern Trust Asset Management, in conversation with William J. Wu, Founder & CEO, Menos AI.
Professor Ralph S.J. Koijen, AQR Capital Management Distinguished Service Professor of Finance and Applied AI and Fama Faculty Fellow, University of Chicago Booth School of Business.
Which expectations are already reflected in market prices, and which could drive the next move? This session introduces Narrative Factors, a new factor framework for the AI age that connects market narratives, investor expectations and portfolio exposures. Presented by Alex Wang, Head of Research and Product Development, and Chris Yang, Co-Founder, Menos AI.
Hosted lunch and informal discussion.
Andrew Chin, Chief AI Officer, AllianceBernstein.
Launch ceremony for the AMAT Guide, the AI Transformation Guide for Asset Management, and an introduction to its governance framework. Learn more at amatguide.org →
Institutional investor executives on responsible AI transformation in asset management. Panelists: Gideon Mann, Yuyu Fan, Max Yu, and Professor Haylee Min.
Part of the general AIAS+ 2026 program. Moderator: Sarah Soule, Dean of the Stanford Graduate School of Business.
Panelists to be announcedGeorge L. MacGregor Distinguished Chair in Biomedical Science, The University of Texas Southwestern. Moderator: Jiantao Jiao, Professor of Electrical Engineering & Computer Sciences, University of California, Berkeley.
Reception, poster session, and informal conversation with speakers, researchers, and industry participants.
Agenda is preliminary and subject to refinement as speakers are confirmed.
Join us on November 6 at The Ritz-Carlton, San Francisco. Attendance is through the official AIAS+ 2026 registration process.
Fill out the form to get your discount code. Registration is a two-step process. Both steps are required.
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 →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 →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.
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