Training

Practical AI Training for Investment Managers

Practical guides built from hands-on work with investment-management teams — Stage 1 of the path, made public. Real workflows, no fluff. Updated as the tools evolve.

NewLiving Guide

Claude Cowork for Investment Managers

A working playbook for analysts, PMs, and operations teams. Six week-one workflows, the drift trap to avoid, and what a real rollout looks like. Updated as the platform evolves.

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Shorter reads

The Complete Guide to Claude Skills

Reusable instruction sets that teach AI to handle a task your way — what they are, where they fit, and what they mean for a firm building agents around its own judgment.

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Claude Cowork Goes GA

Six enterprise controls shipped. What they actually cover, what they don't, and the governance detail most write-ups get wrong for regulated firms.

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More guides on the way — MCP gateways and AI governance playbooks for hedge funds and asset managers.

Want this delivered hands-on?

We deliver these guides as half-day workshops or full AI Days — on-site or remote — tailored to your team's workflows and data sources. Your analysts leave with running Skills, not slides.

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