Workshop on AI for Equity Research | Delhi
Session Overview
This practitioner-led session is designed for equity research analysts and portfolio managers who want to integrate AI tools into their research workflow. The session is grounded in real-world usage—every example, prompt, and guardrail discussed comes from live equity research on Indian financials (banks, NBFCs, and small finance banks). The emphasis throughout is on controlling AI output quality rather than treating these tools as black boxes.
Topics to be covered in the session includes-
- How AI Tools Work – First Principles
- When to Use LLM vs RAG – A Decision Framework
- Prompt Engineering for Equity Research
- The Four-Step Workflow for Deep Research in ChatGPT
- Guardrails to Reduce Errors in ChatGPT
- AlphaSense for Equity Research
- Examples from Deep Research
DETAILS:
DATE: Saturday, 04th July 2026
TIME: 10:00 a.m. to 3:00 p.m.
VENUE: Holiday Inn, Aerocity
Registration Fees:
CFA Society India Members- INR 250
CFA Registered Candidates- INR 1500
CFA L3 Pass Outs- INR 2600
Others- INR 2600
Anil Tulsiram
Anil Tulsiram is based in Bangalore. He is a Chartered Accountant (2001 batch) and a CFA Charterholder with experience in Auditing, Financial Due Diligence, and Equity Research. He has been a full-time investor in public equity markets since early 2012.
Anil’s journey with AI began in early 2023. As an individual investor with no team support, he saw AI as a way to work faster and better. Early results, however, were not particularly encouraging. The turning point came after the launch of Deep Research in February 2025, which significantly accelerated his use of AI. In July 2025, he presented “How to Use ChatGPT Deep Research to Produce Analyst-Grade Reports” at the FLAME Alumni Meet, followed by “Trustworthy AI for Equity Research — How LLMs Think and How to Reduce Errors” at PPFAS OctoberQuest in October 2025.
A pivotal moment in shaping his approach came from a talk by the CEO of a leading NBFC, who shared that he needed to “understand AI to the nth level” before deploying it in his business — otherwise, he would remain unaware of where mistakes could creep in. That insight reinforced a key conviction: focus on the first principles of how AI and its tools work. Tools will keep changing, but first principles will not. It is for this reason that my presentation will focus on fundamentals and first principles.
His writings on AI are available at contrarianvalueedge.substack.com.
2 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
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