Send us Fan Mail What happens when a former Bank of America quantitative engineer combines deep expertise in finance with cutting-edge AI? In this episode of Talking Tuesday, I sit down with Katelyn Schoenberger, founder of MarginLens, to discuss how she built an AI-powered margin intelligence platform from the ground up. We dive into her journey from computer science student to quant developer at JP Morgan and Bank of America, and ultimately to becoming a solo founder building a fintech sta...

Send us Fan Mail A long form discussion on the history of programming for quants at the banks from SAS to Python and the rise of machine learning. While the hype of machine learning changed some of the banking modeling practices the industry kept their head straight as regulators closely watched. Now in 2026 with the AI hype wave and regulators being less strict, the banks seem lost as many are calling to replace SR 11-7 with general frameworks to reduce risk management and drive more efficie...

Send us Fan Mail Didier Lopes studied control systems and electrical engineering in Europe before moving to the United States to build OpenBB, a next-generation financial research workspace. Frustrated by how fragmented data, analysis, and decision-making tools were across finance and other industries, Didier set out to create a professional-grade platform where teams can bring their data, analytics, and AI into one unified environment. Before founding OpenBB, he worked on cutting-edge tech...

Send us Fan Mail Jeffrey Rosenberg, CFA, Managing Director is a senior portfolio manager within BlackRock Systematic. He leads active and factor investments for mutual funds, institutional portfolios and ETFs within BlackRock’s Systematic Fixed Income (“SFI”) portfolio management team. In this role he serves as a member of the SFI Investment and Executive Committees and as a senior portfolio manager for several investment products including the BlackRock Systematic Multi-Strategy Fund (BIMBX)...

Send us Fan Mail Michael Jordan Pilgreen was a poetry and art major but as covid hit and the commercial art industry changed he looked for a new path. He considered financial planning but ended up learning finance and technology to become an engineer on Wall Street in the fixed income market. Now he is a co-founder of Enduring Markets which is a capital markets publication covering a range of interesting topics. I got the privilege to advise Michael about 5 years ago during his journey on wh...

Send us Fan Mail Interested in what quantum computing is? Ramis Movassagh explains the basics of quantum, some applications to finance, why it is a hard problem to solve, and ways to learn more about it. Ramis is an applied mathematician and a theoretical physicist who researches quantum computation and information theory, and quantum cryptography and complexity. He does an amazing job at laying out some of the basic ideas of quantum mechanics. Ramis' Links: LinkedIn: https://www.linkedin....

Send us Fan Mail Diving into pure math, quantitative finance, and solving business problems with AI and LLMs. Cheikh Fall is a co-founder of Sabr Research and an MIT grad who is looking to solve many business problems with the advancements in AI. We discuss potential issues with AI, what hedge funds look for in quant researchers, and how to prepare as a student for AI. Cheik Fall https://www.linkedin.com/in/fallcheik/ Sabr Research https://www.linkedin.com/company/sabr-research/ Dimitri B...

Send us Fan Mail I had a blast taking to Michael Watson who is the founder and CEO of Hedgineer. "AI is the future. But not everyone is prepared for it. To effectively integrate AI into a company, it needs an organized, thorough, and secure inventory of data. Without one, every AI implementation remains incomplete because it only has access to a subset of the relevant information it needs. Most hedge funds are built on disjointed networks of research portals, order management systems,...

Send us Fan Mail Learn about financial AI expert, Igor Halperin's journey from the Soviet Union to physics and finally quantitative finance in the US. A great discussion on why many physists choose to go into quantitative finance, the positive and negative impacts of LLMs, and some perspectives on careers. Igor Halperin: https://www.linkedin.com/in/igor-halperin-092175a/ YouTube Version: https://youtu.be/J7O6Scnc5NA Igor's Textbook: https://amzn.to/42IGAGh Join the quant community in Dall...

Send us Fan Mail Jeff Ryan is an alpha engineer with an unconventional background. He is also the co-founder of QUANTkiosk and loves solving problems. Some great discussion on programming languages, structuring data, the quant community, and why R programming is so useful. YouTube Version: https://youtu.be/U0qf-sRzQZk QUANTkiosk http://www.quantkiosk.com Jeff Ryan https://www.linkedin.com/in/jeffreyaryan/ Join the quant community in Dallas, Texas April 10th at SMU! Quaint Quant Conference ...