A Different Perspective with Alistair Smallwood - How AI is Transforming Equity Research Workflows

About this episode

The episode discusses how AI is transforming equity research workflows with insights from Alistair Smallwood of Primer AI.

This week Nick talks to Alistair Smallwood Alistair Smallwood is the Head of Applied AI at Primer AI , where he focuses on building practical artificial intelligence tools for investment workflows. He began his career as a research analyst at Whitman Howard shortly after the Brexit vote, before moving into equity sales roles and later joining UBS as a pan-European small- and mid-cap specialist salesperson. He subsequently transitioned to the buy side with Lynott Partners, a technology-focused hedge fund, where he combined his financial expertise with self-taught coding skills to explore data-driven investing. The discussion centres on how Primer AI is transforming equity research through AI-driven agents that replicate and augment the workflow of human analysts. While AI can commoditize access to information, the true edge in investing lies in workflow, judgment, and behavioural insight—areas where human expertise remains critical. Primer AI is designed not just to retrieve accurate financial data, but to guide analysts through modular research processes, from understanding company fundamentals to building and interpreting financial models. The platform emphasizes auditability…

People in this episode

Host: Nick

Guest: Alistair Smallwood

Topics covered

• AI in finance
• equity research
• investment workflows
• data-driven investing
• financial markets

Keywords

• artificial intelligence
• equity research
• investment
• financial data
• analytical frameworks

Mentioned in this episode

Organizations: Primer AI, Whitman Howard, UBS, Lynott Partners

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