Investment teams have access to more data than ever, but more information does not necessarily mean better insight. Analysts still spend enormous amounts of time gathering filings, reading disclosures, comparing earnings calls and reconciling information across disconnected systems. At the same time, market volatility, geopolitical risk and rapidly changing investor expectations are making traditional, backward-looking portfolio analysis increasingly difficult to rely on alone.
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Af Malhotra, Founder and CEO of ReN, to explore how AI can help investment teams move from backward-looking analysis toward more forward-looking risk intelligence. They discuss ReN’s approach to analyzing portfolios, why domain-specialized AI matters in financial services, how automation could reshape investment research and what the future of embedded, agentic investment intelligence could look like.
Key takeaways:
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How AI can help uncover portfolio risks hidden across filings, disclosures and earnings calls
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Why investment research is moving beyond backward-looking performance data
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How ReN uses AI to identify inconsistencies, anomalies and changing risk signals
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Why domain-specialized language models may be better suited for high-stakes financial decisions
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How automation and agentic AI could reshape the future of investment research and advisor workflows
Resources:
Connect with Shannon Rosic:
Connect with Aftab (Af) Malhotra:
About Our Guest:
Af Malhotra is a tech founder, active investor, and dedicated philanthropist. He has an illustrious career in technology, having held leadership roles in global companies including Amstrad, Fujitsu, and most recently Gartner.
Af is a regular contributor in the media, having been featured as a ‘technology entrepreneur and visionary ’ on the BBC News, CNBC Live, HuffPost, Financial Express Magazine, The Times, Raconteur, Bloomberg, International Finance Magazine and the Entrepreneur Magazine.
Af has acquired graduate and post-graduate degrees from Goldsmiths College, University of London (Anthropology), Kingston Business School (MA in Business), Harvard Business School (Executive Education). He is also a guest lecturer at London Business School (LBS) and Queen Mary’s, University of London.
