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Tag: Professionals

AI Bias by Design: What the Claude Prompt Leak Reveals for Investment Professionals

The promise of generative AI is speed and scale, but the hidden…

Agency Risk in the Lower Middle Market: A Guide for PE Professionals

If there was a Wild West in Private Equity (PE), it would…

Eric McCarthy, CFA Eric McCarthy, CFA

Climbing the Ladder in Finance: The PIE Framework for Investment Professionals

Early in my career, I missed out on promotions even though I…

Eric Sim, CFA Eric Sim, CFA

ChatGPT and Generative AI: What They Mean for Investment Professionals

For more on artificial intelligence (AI) applications in investment management, read The Handbook…