Writing
Notes & arguments on investment data, AI, and the platforms that connect them.
Working notes from inside the practice — what I think, why I think it, and what I've tried that worked or didn't.
· 5 min read
Driving AI inside an investment firm
What 'driving AI' actually looks like inside a major investment manager — the committee, the platform, and the gap between vendor demos and what investment teams actually need.
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· 7 min read
Why Snowflake + Streamlit beats Power BI and Tableau for investment analytics
When the question is 'how should an investment team make decisions with data,' the traditional BI tools are answering a different question. The case for the data product mindset.
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Posts are written for myself first and shared because someone might find them useful. Opinions are my own. If you disagree with something, I'd rather hear why than not.