Biography
Dan Philps, PhD, CFA, is head of Rothko Investment Strategies and is an artificial intelligence (AI) researcher. He has 20 years of quantitative investment experience. Prior to Rothko, he was a senior portfolio manager at Mondrian Investment Partners. Before 1998, Philps worked at a number of investment banks, specializing in the design and development of trading and risk models. He has a PhD in artificial intelligence and computer science from City, University of London, a BSc (Hons) from King’s College London, is a CFA charterholder, a member of CFA Society of the UK, and is an honorary research fellow at the University of Warwick.
AI is more than just another technology. It is a transformative force with the potential to redefine investment management. The industry's most significant barrier to harnessing this power is the widening AI skills gap.
What were the critical stages of LLMs' early development? Where is the technology headed? How will it transform investing?
How can quant and fundamental analysts apply LLMs like ChatGPT? How effective a “copilot” can these technologies be?
For most investment managers, ChatGPT represents the starting whistle in a tech arms race many had hoped to avoid.
Interpretability is paramount in machine learning.
There simply is no substitute for experience in the investment business. Right? Well, perhaps not anymore.
Artificial intelligence (AI) may be among the latest buzzwords in finance, but applying it to investment decision making will disrupt the industry and benefit those investors who harness its power, says Dan Philps, CFA.