PredictNow

Generative AI for Asset Management Workshop

Oct 2-3, 2023

2 day, in person workshop

Toronto

20 Bay Street

Hosted By

Dr. Chan & Dr. Hunter

Questions?

Email us: info@predictnow.ai

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This is a 2-day in-person hands-on workshop to explore how asset managers can use a large language model (LLM) such as OpenAI’s GPT-3.5 models to compute sentiment ratings on public companies. The workshop hosts (Dr. Ernest Chan, Founder and CEO of Predictnow.ai, and Dr. Roger Hunter, Chief Technology Officer at QTS Capital Management) will provide an overview of the capabilities and limitations of LLMs, and then demonstrate how we can easily use GPT-3.5 to compute sentiment scores of companies that result in similar outcomes as expensive sentiment products. We will then break into small groups to explore and experiment with variations and improvements on the basic code, as well as brainstorm other use cases of LLM for asset management.

The workshop will be held on October 2-3, 2023 at 20 Bay Street in Toronto, where deep learning, the foundational technology behind GPT, was born.

Use the code EARLYBIRD50 to save 50% ($1000 USD) on your ticket purchase. Applicable to first 10 registrants only.

Intended Audiences

Asset Managers

Venture Investors

Entrepreneurs

Product Developers

Regulators

Finance & AI Researchers

While the intended audience for this event includes, asset managers, venture investors, entrepreneurs, product developers, regulators, finance and AI researchers. If you fall into another category but feel like you would be a good fit for this workshop, send us an email at info@predictnow.ai and we can help clarify any questions you have.

Workshop Hosts

Dr. Ernest Chan

Founder and CEO of Predictnow.ai

Dr. Roger Hunter

CTO of QTS Capital Management

Keynote Speaker

Dr. Lisa Huang

Head of AI Investment Management, Fidelity Investments.

Workshop Outline

01

Large Language Models (LLMs) and Generative Pre-trained Transformers (GPT)

  • Introduction to LLMs: ChatGPT and other large language models
  • Typical Applications of LLMs
  • How LLMs work
  • Using ChatGPT on the web and GPT-3.5 through the API

02

Building Applications

  • Overview of Prompt Engineering
  • Building applications such as text generation, summarization, etc.
  • Few-shot learning with GPT-3.5
  • Introduction to embeddings
  • Overview of the OpenAI embeddings API and its usage

03

Risks Associated with LLMs

  • Understanding main risks with LLMs, such as, hallucinations, bias, consent and security
  • Methods for reducing the risks of Hallucinations, such as, retrieval augmentation, prompt engineering, and self-reflection
  • Methods to detect and address hallucinations, including reinforcement learning from human feedback (RLHF) and model-based approaches

04

Using GPT for sentiment analysis

  • Why we chose the OpenAI GPT-3.5 family among the many available LLMs
  • Evaluating GPT-3.5’s native performance
  • Improving performance with embeddings
  • Worked example: computing sentiment ratings on public companies using embeddings
  • Test data: financial sentences with sentiment labels, built from two datasets (FiQA, Financial PhraseBank) combined into one easy-to-use CSV file. It is freely available from https://www.kaggle.com/datasets/sbhatti/financial-sentiment-analysis.

05

Deploying GPT and Other Language Models in Production

  • Best Practices for Deploying GPT in Production
  • Overview of alternative generative models such as Cohere, LLaMA, Alpaca, etc.

Venue Information

Dates and Time

October 2, 2023: 9:00 am-5:00pm
October 3, 2023: 9:00 am-5:00pm

Address

Rostie Group
20 Bay St. Toronto

Food and refreshments will be provided throughout the duration of both days. Please let us know in advance if you have an dietary restrictions or require any accommodations.

Use the code EARLYBIRD50 to save 50% ($1000 USD) on your ticket purchase. Applicable to first 10 registrants only.

Use promo code EARLYBIRD50 to save $1000 USD Use promo code EARLYBIRD50 to save $1000 USD
Use promo code EARLYBIRD50 to save $1000 USD Use promo code EARLYBIRD50 to save $1000 USD