Jack Kokko - Building AlphaSense - [Invest Like the Best, EP.404]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.8 • 2.4K Ratings

🗓️ 31 December 2024

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

My guest today is Jack Kokko. Jack is the CEO and Founder of AlphaSense, an AI-powered search engine for market intelligence. He shares how AlphaSense began by aggregating fragmented financial data sources and evolved with the advent of large language models to change the research experience completely. He speaks to their recent acquisition of Tegus earlier this year, reshaping the business and further supporting their expansion to serve all types of companies instead of exclusively investment firms. Jack has been navigating the AI revolution from its earliest days and you can feel his excitement when he talks about the future. We discuss building an agile platform, the importance of managing cultural integration, balancing AI capabilities with user trust, and the frontier for this technology. Please enjoy my conversation with Jack Kokko. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:08:32) The Evolution of AlphaSense and AI Integration (00:10:24) Impact of Large Language Models (00:19:24) User Behavior and Trust in AI (00:26:24) Future of AI in Investment Research (00:28:41) The Value of Proprietary Data (00:31:24) M&A Insights and Lessons Learned (00:32:59) The Tegus Opportunity and Investor Insights (00:34:41) Building Trust and Cultural Compatibility in M&A (00:37:33) Selling to Investors vs. Corporations (00:40:46) Personal Motivation and Entrepreneurial Journey (00:47:24) Breaking into the Corporate Market (00:49:28) Future of AI and Foundational Models (00:52:04) The Kindest Thing Anyone Has Ever Done For Jack

Transcript

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0:00.0	As an investor, I'm always on the lookout for tools that can truly transform the way that we work as a business.
0:06.0	Alpha Sense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier reliable business content.
0:13.0	Since I started using it, it's been a game changer from my market research.
0:17.0	I now rely on AlphaSense daily to uncover insights and make smarter decisions. With the recent acquisition of Teegis, Alpha Sense continues to be a best-in-class research platform delivering even more powerful tools to help users make informed decisions faster.
0:29.6	What truly sets AlphaSense apart is its cutting-edge AI.
0:33.6	Imagine completing your research five to ten times faster with search that delivers the most
0:38.5	relevant results helping you make high conviction decisions with confidence alphasense provides
0:43.5	access to over 300 million premium documents including company filings earnings reports
0:48.5	press releases and more from public and private companies you can even upload and manage your
0:53.5	own proprietary documents
0:54.9	for seamless integration.
0:56.5	With over 10,000 premium content sources
0:58.7	and top broker research from firms like Goldman Sachs
1:01.5	and Morgan Stanley, Alpha Sense gives you the tools
1:04.1	to make high conviction decisions with confidence.
1:07.0	Here's the best part.
1:07.8	Invest like the best listeners can get a free trial now.
1:10.7	Just head to Alpha-sense.com
1:13.1	slash invest and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster.
1:19.5	Trust me, once you try, you'll see why it is an essential tool for market research.
1:23.9	Every investment professional knows this challenge. You love the core work of investing,
1:28.2	but operational complexities eat up valuable time and energy. That's where Ridgeline comes in,
	...

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