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The AI Agent Reality Check: What They Mean for Investment Decisions

September 22, 2026
About the Speakers
  • Stephen Clapham

    Founder, Behind the Balance Sheet
  • Andrew Walker

    Portfolio Manager at Rangeley Capital and Host of Yet Another Value Podcast
  • Sarah Hoffman

    Director of AI Thought Leadership
    AlphaSense
  • Ben Collins

    Senior Director of Solution Marketing, Alphasense

Date: Tuesday, September 22nd
Time: 12 pm ET | 9 am PT | 5 pm BST

In this roundtable, Steve Clapham (Behind the Balance Sheet) and Andrew Walker (Yet Another Value Podcast) join AlphaSense's Sarah Hoffman, Director of AI Thought Leadership, and Ben Collins, Senior Director of Financial Services Solution Marketing, to separate where agentic AI is already earning its place in the research process from where full autonomy still isn't ready for prime time. The conversation will cover:

  • What separates a genuine blind spot an agent catches from just another version of the same output
  • What the analyst's job looks like once an agent handles the finding — spotting when a signal doesn't hold up, filling in what's missing, and making the final call
  • What has to be true of the system around a model, not just the model itself, before it can be trusted with a high-stakes decision
  • What it means when the agent turns something up before the analyst went looking for it

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