AIAS+ 2026 · Day 2 Workshop · by Menos AI

Discoverative AI for Financial Markets and Institutions

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.

DateNovember 6, 2026
VenueThe Ritz-Carlton, San Francisco
Part ofChen Institute Symposium for AI Advancing Science & Society (AIAS+ 2026)
Discount CodeFill out our form to request a discount code →

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.

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.

Speakers

Voices from research and practice

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

Mike Hunstad

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.

Fireside Chat: AI and the Future of Investment
Ralph S.J. Koijen

Ralph S.J. Koijen

AQR Capital Management Distinguished Service Professor of Finance and Applied AI; Fama Faculty Fellow, University of Chicago Booth School of Business

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
Andrew Chin

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 29-year career. Co-author of the Narrative Factors paper.

Keynote: AI Transformation
Gideon Mann

Gideon Mann

Global Head of AI, Technology, Millennium

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 Fan

Yuyu Fan

Director of AI Research, AllianceBernstein

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 Yu

Max Yu

Head of Fixed Income Fintech and AI Strategy, Vanguard

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
Haylee Min

Haylee Min

Assistant Professor, School of Labor and Employment Relations at UIUC

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
William J. Wu

William J. Wu

Founder & CEO, Menos AI

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
Chris Yang

Chris Yang

Co-Founder, Menos AI

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 Age
AW

Alex Wang

Head of Research and Product Development, Menos AI

Lead 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
Iain Carey

Iain Carey

Head of EMEA, Menos AI

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 Guide

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

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 Workshop · Market Discovery

8:00 – 9:00

Breakfast

Registration, breakfast, and networking.

9:00 – 9:50

Morning Plenary: Science-Inspired AI

Heng Ji, Professor, University of Illinois Urbana-Champaign.

9:50 – 10:10

Break

10:10 – 10:15

Workshop Welcome

William J. Wu, Founder & CEO, Menos AI.

10:15 – 11:00

AI and the Future of Investing

Mike Hunstad, President, Northern Trust Asset Management, in conversation with William J. Wu, Founder & CEO, Menos AI.

11:00 – 11:35

Presentation: “Explaining Markets Using Agentic 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.

11:35 – 12:10

Presentation: What’s Priced In? Narrative Factors for the AI Age

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.

12:10 – 14:00

Lunch

Hosted lunch and informal discussion.

Afternoon Workshop · AI Transformation for Asset Management

14:00 – 14:25

Keynote: From Cool to Core: Reimagining Asset Management with AI

Andrew Chin, Chief AI Officer, AllianceBernstein.

14:25 – 14:50

AMAT Guide Launch and Governance Framework Introduction

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 →

14:50 – 15:30

Panel Discussion

Institutional investor executives on responsible AI transformation in asset management. Panelists: Gideon Mann, Yuyu Fan, Max Yu, and Professor Haylee Min.

15:30 – 15:50

Break

15:50 – 16:40

Panel Discussion with Stanford Graduate School of Business

Part of the general AIAS+ 2026 program. Moderator: Sarah Soule, Dean of the Stanford Graduate School of Business.

Panelists to be announced
16:40 – 17:25

Afternoon Plenary: James Chen

George 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.

17:25 – 17:30

Closing

17:30 – 19:00

AIAS+ Evening Exchange · Poster Session

Reception, poster session, and informal conversation with speakers, researchers, and industry participants.

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

Participate

Register to attend

Join us on November 6 at The Ritz-Carlton, San Francisco. Attendance is through the official AIAS+ 2026 registration process.

Register for AIAS+ 2026

Fill out the form to get your discount code. 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 logoMenos 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 →
AMAT Asset Management AI Transformation logo
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 attend? Start with the registration options above.

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

Email the Organizers
Workshop Organizer
William J. Wu · Menos AI
Email
Date & Venue
November 6, 2026 · The Ritz-Carlton, San Francisco