AI and Value Investing Conference @ Fordham University

Lineup:

Kirk McKowen, CEO and Founder, Carbon Arc AI
Kirk spent roughly 15 years working for some of Wall Street’s most successful investors, first at Glenview and then at SAC Capital and Point72, where he ran proprietary research. He co-founded Carbon Arc in 2021 to turn siloed private and alternative data into structured, ready-to-use insights at retail-accessible prices. Carbon Arc now offers access to 200+ alternative data sources through its platform and MCP server, and is growing its proprietary channel-check and expert transcript platform

Chris Murphy CFA, LongRace
Chris spent 17 years at Coliseum Capital Management, helping scale the fund from under $100 million to over $2.5 billion in AUM as a Senior Managing Director. Today he invests in the pre-IPO market, having backed Slack, Palantir, DoorDash, Databricks, Stripe and Cerebras before their IPOs. He now runs LongRace, where he publishes deep-dive investment research and works to make institutional-grade investing strategy accessible to the retail public.

Thomas Li, Co-founder and CEO, Daloopa
Thomas is a former TMT analyst at Point72 and KCL Capital who co-founded Daloopa in 2019 to eliminate manual data entry from financial modeling. Daloopa now provides source-linked fundamental data on 6,000+ global tickers to more than 160 institutions, and its MCP and AI tools have become a benchmark for AI-driven financial analysis. Daloopa was named one of Fast Company’s Most Innovative Companies in 2026 and is frequently cited as a leading financial data and technology firm.

Kris Bennatti, Co-founder and CEO, Hudson Labs
Kris is a former KPMG auditor and forensic accounting data scientist. She founded Hudson Labs (formerly Bedrock AI) in 2019 to apply AI to fraud detection and fundamental research. Today Hudson Labs is building a leading AI co-analyst for institutional investors and building its reputaiton as the only AI financial analysis tool with a "No hallucination guarantee".

Hosts:

Paul Johnson, Executive Director, Center for Global Security Analysis

the Gabelli Center for Security Analysis at Fordham’s Gabelli School of Business, where he also teaches. He has a professor of value investing for 30+ years at Columbia Business School’s Heilbrunn Center for Graham & Dodd Investing and co-founder of Partners Media, a publisher of finance books. He also hosts the Value of Growth series on YouTube.

Rick Carew, Fordham University, Professor of Value Investing