AI & Dealmaking Webinar Series
Accelerating Success in Deal Evaluation
Jul 12, 2024 • 10am PT / 1pm ET
How will AI tools revolutionize the work lives of analyst/associate financial professionals? Our webinar covers industry trends & what comes next for the execution staff inside investment banking & private equity deal teams. Register now to attend.
What You'll Learn
Join our webinar session to discover how AI tools can revolutionize the work lives of overworked, overstressed financial professionals at the analyst/associate level.
Discussion on the state of the industry including the need for updated workflows & tools.
Learn how advanced AI technologies can automate tedious tasks, streamline data analysis, & enhance overall productivity, allowing analysts to focus on high-value activities.
Gain insights into how new tools not only improve efficiency but also reduce stress & burnout.
Panelists
Tim Eun, CEO at SocraticsAI (Moderator)
Andrew Cohen, CFA, CPA, CEO at Condesa Financial Group, Former PWC
Iyla Sysoyeu, Finance Manager, Former Goldman Sachs & Meta
About This Series
The AI & Dealmaking Webinar Series is tailored for investment bankers and private equity professionals, to explore the latest cutting-edge AI technologies transforming the industry. Gain insights from industry experts, learn how AI can enhance your efficiency and decision-making, and discover the latest trends poised to impact your business. Don’t miss this opportunity to equip yourself with the knowledge and tools to thrive in the evolving landscape of dealmaking. Register now to secure your spot and drive your business forward with AI.
Future Sessions
Technology Strategy for Managing Directors
Agentic AI Revolution in Finance: A Technical Deep Dive
How Investors Look at AI Applications
SocraticsAI is a US-based technology company focused on leveraging AI and tech-enabled services to accelerate execution workflows for investment banking and private equity deal teams. Its employees bring nearly a century of combined experience in financial services, fintech, public accounting, and academia.