Speaking

Practical AI for investors, from someone who has run money through four decades of cycles.

Keynotes and workshops for investor groups, associations, advisory firms and conferences. Every talk is built on the book's framework: read the business cycle, rotate with discipline, and use AI as a partner, not a prophet.

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Talks

Six talks, each adaptable to your audience.

Each can run as a 30 to 45 minute keynote or be expanded into a hands-on workshop. Topics can be tailored to your group's experience level.

Keynote

The Compass and the Map: Reading the Business Cycle with AI

The four phases of the cycle tell you where you are; sector rotation tells you where capital tends to move next. A clear, non-technical framework, tested against four real downturns and recoveries.

  • The four phases and the indicators that describe them
  • The 11 S&P sectors and how each behaves through the cycle
  • What AI adds, and what it never replaces
Workshop

The 60-Minute AI Investing Workflow

Attendees leave with a repeatable process they can run the same afternoon: pick one indicator, run two prompt templates, make one small, reasoned change, and log the result.

  • Live walkthrough of the book's prompt templates
  • How to ask better questions of any AI model
  • A simple decision log that keeps you honest
Keynote or Workshop

Stress-Test Your Portfolio Before the Market Does

What happens to what you own if rates jump, oil spikes, credit spreads widen, volatility surges or the dollar strengthens? A five-shock method any investor can apply in minutes.

  • The five-shock framework from Chapter 17
  • Reading concentration and hidden exposure
  • Turning results into a calm, practical response
Keynote

Partner, Not Prophet: Using AI Without Outsourcing Your Judgment

AI can read faster than any desk, and it can also be confidently wrong. How to prompt, verify and challenge the answers, and why the habit of checking matters more than any particular model.

  • Where AI helps and where it misleads
  • A verification routine for every output
  • Suited to advisors, compliance-minded firms and individual investors
Workshop

Which AI Do You Use? Comparing the Major Models for Investment Research

A side-by-side look at how the leading model families approach the same investing questions, what each does well, and how to build a research routine that does not depend on any single one.

  • GPT, Claude, Gemini, Llama and Grok compared
  • Live search tools versus general models
  • Tools change fast; skills last
Keynote

From Fort Sill to Wall Street to the Prompt Window

A personal talk on four decades of lessons: an artillery officer's first money mistake, studying at Oxford as Europe was reshaping itself, and a career spent watching technology change how investors work.

  • Why discipline outlasts every new tool
  • What past cycles teach about this one
  • Suited to leadership, alumni and veterans' groups

All talks are educational and are not investment advice. Illustrative examples are labeled as such, and past performance does not guarantee future results.

Who It's For

Built for audiences that make real financial decisions.

Investor clubs and associations
AAII chapters, investment clubs and professional societies looking for a practical, evidence-minded session.
Advisory and wealth firms
Team trainings and client events on using AI responsibly in research and portfolio conversations.
Corporate and employee programs
Lunch-and-learns on investing basics, retirement planning and AI literacy for employees.
Conferences, alumni and veterans' groups
Keynotes and panels for conferences, university and academy alumni, and military community events.

Formats: in-person keynote, half-day workshop, virtual webinar or panel. Book signings and copies of the book for attendees can be arranged. For fees and availability, send an inquiry below.

Speaking Inquiry

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Upcoming talks

No public dates are announced yet. Leave your email and you will hear first when Kevin is speaking near you or online.

Prefer email?

kevin@the-aiedge.com

Media and interview requests go through the Press page.