Training

Practical AI Training for Investment Managers

Living guides written from inside live deployments at hedge funds and family offices. 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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More guides on the way — Skills, 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.

Book a 30-Minute Scoping Call