AI for Investment Banking: Practical Workflows to Build Better Models, Presentations, and Research Faster

In this session, you will learn how to integrate AI tools into the core workflows that define IB work: building and stress-testing financial models faster, drafting and refining pitch deck narratives, and synthesizing industry research without sacrificing analytical depth. The goal is hands-on fluency, not a surface-level overview of what AI can theoretically do. Attending live means you can bring your actual workflow, a model you are building or a presentation you are stuck on, and get a direct answer grounded in your specific situation, not a generic one. The coach works inside these workflows regularly and will share the patterns that separate analysts who use AI effectively from those who use it as a shortcut that shows.