This is an invitation-only event.
No recording, no press, and conducted under the Chatham House Rule to encourage open and honest discussion among participants. Admission will not be granted without a valid QR code. QR codes are strictly non-transferable and cannot be shared.
Doors open at 3:30 PM. Government-issued photo ID is required at building security, and check-in may take a few minutes, so please arrive by 3:30 PM for a 4:00 PM start.
AI in Institutional Finance: From Copilot to Long-Horizon Agent
The San Francisco edition of the AI for Finance Summit, hosted by LinqAlpha in partnership with AWS and Databricks, sponsored by AQR Capital Management. A private gathering of around 55 senior investment professionals from Bay Area asset managers and hedge funds.
The companies building these models are a mile from this room, yet institutional adoption is still slow. That puts the bottleneck inside the firm rather than in the technology. This program is about where it actually sits.
Program
4:00 Opening remarks
4:05 Fireside. The Long-Horizon Investor
4:30 Panel. The Research Desk
5:00 Panel. The Quant Desk
5:30 Panel. AI-Ready Data
6:00 Reception
Full agenda, session details and speakers: https://linqalpha.com/event/ai-for-finance-summit-2026-san-francisco
This event is part of #SFTechWeek, a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.
Past editions in 2026: Boston with J.P. Morgan, New York with OpenBB and Guidepoint, Asia with LSEG, London with Deutsche Bank.
Host: LinqAlpha
LinqAlpha is a New York-based AI company building the first multi-agent system for global markets and research. More than 170 hedge funds, asset managers and global investment banks use LinqAlpha to automate investment research across filings, transcripts and unstructured sources, on both the buy side and the sell side. In July 2026 the company raised a $22M Series A led by AXA Venture Partners (AVP), with SBI Investment, Z Venture Capital and Samsung Securities among the investors. LinqAlpha has been covered by TechCrunch, Bloomberg and Forbes.
Sponsor: AQR Capital Management
AQR Capital Management is a global investment management firm based in Greenwich, Connecticut, and one of the pioneers of systematic, research-driven investing. Founded in 1998 by Cliff Asness, David Kabiller, John Liew and Robert Krail, the firm applies academic finance research at scale across equities, macro and alternative strategies. AQR's research is widely published and has helped shape how institutional investors approach factors, risk premia and portfolio construction.
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