EPISODE · Jul 29, 2024 · 26 MIN
Gary Fowler and Matt Sauer: AI and Producer Margins
from GSD Venture Studios Podcasts by Gary Fowler · host GSD Venture Studios
Runday AI Presents AI and Producer Margins with Matt Sauer July 25 About Guest: Matt Sauer, Chairman, Everstar Asset Management / matt-sauer-069724131 About Matt: Having spent over 35 years evaluating and pricing assets, Matthew has been keenly aware that valuation is always based on data gathering, assimilation and analysis. Artificial Intelligence will fundamentally change the available data, the traditional investment process and the outcomes associated with investing. The dispersion of results will become larger at a faster pace, all because of the power of Artificial Intelligence. Beginning with a career as a portfolio manager at three well known investment firms; Oak Value, Ariel, and Lateef, he has visited hundreds of C-Suites and has had numerous conversations with industry leaders, investment bankers and analysts. Different industries will be affected by Artificial Intelligence based on their own idiosyncratic risks and rewards of disruptive technologies, yet it is the combination of the knowledge of traditional business models and the understanding of the rate and magnitude of change occurring that allows for insightful analysis and valuation work. While at Oak Value, Matthew was named by Morningstar Research as an All-Star Manager and an Ultimate Stock Picker. Matthew has been a General Partner in Lateef Capital LLP and Everstar Capital Fund LLC. The latter has significantly outperformed all benchmarks over the past 4 years. #AIFinance #ProducerMargins #artificialintelligence #inspirational #aiinnovation #techtalks #RundayAIPresents #MattSauer #EverstarAssetManagement #finance #producer #ai #interview
What this episode covers
Runday AI Presents AI and Producer Margins with Matt Sauer July 25 About Guest: Matt Sauer, Chairman, Everstar Asset Management / matt-sauer-069724131 About Matt: Having spent over 35 years evaluating and pricing assets, Matthew has been keenly aware that valuation is always based on data gathering, assimilation and analysis. Artificial Intelligence will fundamentally change the available data, the traditional investment process and the outcomes associated with investing. The dispersion of results will become larger at a faster pace, all because of the power of Artificial Intelligence. Beginning with a career as a portfolio manager at three well known investment firms; Oak Value, Ariel, and Lateef, he has visited hundreds of C-Suites and has had numerous conversations with industry leaders, investment bankers and analysts. Different industries will be affected by Artificial Intelligence based on their own idiosyncratic risks and rewards of disruptive technologies, yet it is the combination of the knowledge of traditional business models and the understanding of the rate and magnitude of change occurring that allows for insightful analysis and valuation work. While at Oak Value, Matthew was named by Morningstar Research as an All-Star Manager and an Ultimate Stock Picker. Matthew has been a General Partner in Lateef Capital LLP and Everstar Capital Fund LLC. The latter has significantly outperformed all benchmarks over the past 4 years. #AIFinance #ProducerMargins #artificialintelligence #inspirational #aiinnovation #techtalks #RundayAIPresents #MattSauer #EverstarAssetManagement #finance #producer #ai #interview
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Gary Fowler and Matt Sauer: AI and Producer Margins
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