Invited Talk
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Workshop: Advances in Financial AI: Opportunities, Innovations, and Responsible AI
Compound AI Systems for Hedge Funds: Evolving from Single AI Models to Integrated Architectures
Jacob Chanyeol Choi · Joo Lee
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Workshop: Advances in Financial AI: Opportunities, Innovations, and Responsible AI
The use of AI in hedge fund investment research is rapidly progressing from single-purpose models to compound AI systems, where multiple specialized agents work in concert to enhance both quantitative and fundamental research workflows. This session will explore real-world applications of generative AI, deep learning, and retrieval-augmented generation (RAG) in financial analysis — showcasing how these technologies drive faster, more accurate investment insights. We will examine key architectural considerations in designing multi-agent AI systems that can process large-scale, unstructured financial data, including earnings call transcripts, investor presentations, and news articles. Finally, we will discuss the practical challenges of embedding AI into hedge fund research workflows, covering optimization strategies, trade-offs in model complexity and performance, and best practices for ensuring reliability and trust in AI-driven research tools.
Chanyeol Choi is the Co-Founder and CEO of LinqAlpha, where he develops bespoke generative AI to streamline hedge fund investment research. He holds a Ph.D. in Electrical Engineering and Computer Science from MIT and was recognized in Forbes 30 Under 30 for his contributions to AI and computational research. His work spans over 30 publications with more than 4,000 citations, covering AI hardware, neuromorphic computing, and large-scale AI systems. At LinqAlpha, he leads the development of AI-native market intelligence and research management systems.
Joo Lee is the Co-Founder and CTO of Arrowpoint Investment Partners, an Asia-focused multi-strategy hedge fund backed by Blackstone, CPPIB, and Seviora (affiliate of Temasek). With over 15 years of experience building quantitative trading, risk management, and asset management systems in the financial industry, he previously served as the Founding CTO at Endowus, a pioneering digital wealth manager that, now in its fifth year, manages over US$7 billion in assets for more than 200,000 individuals, family offices, and institutions. Joo is an early adopter of artificial intelligence, using its potential to drive practical innovations in financial technology. He holds a Bachelor of Science in IT from the University of Technology Sydney.