An impressive AI answer is a good start. Can you trust it the second time?

Stan Altshuller sits down with Omega Point co-founders Omer Cedar and Eran Cedar to discuss what it takes to make AI useful in an investment process: reliable calculations, traceable sources, and the context that makes one firm’s approach different from another’s.

Omer shares the experience at Two Sigma that helped shape Omega Point’s founding thesis. Eran explains why access to a capable model is only part of the problem—and why investment teams need to capture their own knowledge and workflows. Together, they explore the opportunity for smaller managers, the risks that fundamental analysis can miss, and what “computed, not generated” means for investment analytics.

Watch the video: https://youtu.be/arYOUOfS8NM

CHAPTERS

00:00 Why the second AI answer can disappoint

00:21 Welcome to Momentum

01:04 Meet Omer and Eran Cedar

01:28 Omer’s Two Sigma background and Omega Point’s thesis

03:30 Eran’s journey from social data to investment signals

05:17 The decision to build Omega Point

10:45 What fundamental investors need from quantitative tools

14:47 Company fundamentals, themes, and crowding

17:34 AI analysis and the value of investment context

21:38 Can smaller managers compete?

25:06 Adoption bottlenecks and the opening for nimble teams

27:34 A practical framework for using AI

31:45 Context, accumulated knowledge, and model training

34:48 Why investment analytics must be verifiable

37:31 What comes next

38:58 Where to find Omega Point

39:43 Closing

MEET THE GUESTS

Omer Cedar — CEO & Co-founder, Omega Point

https://www.linkedin.com/in/crowdsourcequant/

Eran Cedar — CTO & Co-founder, Omega Point

https://www.linkedin.com/in/erancedar/

Omega Point: https://www.omegapoint.ai/

MOMENTUM: WHERE FINTECH MEETS AI

Hosted by Stan Altshuller.

Subscribe: https://www.youtube.com/@momentumb2b

Listen: https://momo.castos.com/

Explore practical AI for your firm: https://acadia.im/

• (00:00:00) - Why the second AI answer can disappoint
• (00:00:21) - Welcome to Momentum
• (00:01:04) - Meet Omer and Eran Cedar
• (00:01:28) - Omer’s Two Sigma background and Omega Point’s thesis
• (00:03:30) - Eran’s journey from social data to investment signals
• (00:05:17) - The decision to build Omega Point
• (00:10:45) - What fundamental investors need from quantitative tools
• (00:14:47) - Company fundamentals, themes, and crowding
• (00:17:34) - AI analysis and the value of investment context
• (00:21:38) - Can smaller managers compete?
• (00:25:06) - Adoption bottlenecks and the opening for nimble teams
• (00:27:34) - A practical framework for using AI
• (00:31:45) - Context, accumulated knowledge, and model training
• (00:34:48) - Why investment analytics must be verifiable
• (00:37:31) - What comes next
• (00:38:58) - Where to find Omega Point
• (00:39:43) - Closing

In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Natasha, founder of Strategic Innovation Advisors, to explore why the best products aren't built around features - they're built around customer workflows. Drawing on her experience leading product teams in capital markets and fintech, Natasha explains how understanding customer behavior, measuring true product adoption, and prioritizing the right problems can dramatically improve product success.

They discuss why many fintech products fail despite strong engineering, how frameworks like Jobs to Be Done help teams build solutions customers actually value, and what founders need to know before adding the next feature. If you're building AI or fintech products, this episode offers practical strategies to increase adoption, strengthen your roadmap, and create products that become part of your customers' daily workflow.

Key Moments:

05:37 Understanding the customer's workflow

07:49 Understanding Customer Insights

11:22 Features aren't being used

17:18 Prioritizing Business Objectives

21:00 Understanding Customer Problems

24:34 Benefits of external consulting

About the guest :

Natasha Shamis began her career building fintech products, but quickly discovered her passion for understanding customer needs and motivations. Spending over a decade at LiquidNet, she led the global product organization and collaborated closely with institutional investors, learning that true product success depends on aligning with the customer’s story. After LiquidNet’s acquisition, Natasha launched Strategic Innovation Advisors (SIA) to help a range of fintech and capital markets companies shape their product strategies. Today, she guides clients in answering vital questions about what to build, why to build it, and who it will serve, drawing on her deep experience to ensure products live in the world of their users.

How to connect Natasha :

https://www.linkedin.com/in/natasha-shamis-5721571/

About the host :

Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results.

Connect Stan :

LinkedIn Profile: https://www.linkedin.com/in/stanalt/

Website www.acadia.im

In this episode of Momentum: Where FinTech Meets AI, Stan Altshuller sits down with Pouya Taaghol, founder and CEO of Big Data Federation, to explore how AI and alternative data are changing the way investment firms forecast company performance. From satellite imagery and geolocation data to AI-powered financial models, Pouya explains how investors can identify market signals long before traditional financial reports are released.

They also discuss why scientific, data-driven investing outperforms intuition, how to reduce bias in investment decisions, and the challenge of maintaining alpha in increasingly competitive markets. If you're looking to understand how AI is reshaping quantitative investing and the future of alternative data, this episode is packed with practical insights.

Key Moments:

04:53 Profiles of fintech company founders

08:06 Staying focused amidst market noise

12:23 Analyzing historical company sales data

15:18 Understanding alternative data use

17:58 Starting an investment fund

21:04 Challenges of alternative data in investing

25:17 Discussing data sources for analysis

27:18 Using alternative data strategies

About the guest :

Pouya Taaghol is the founder and CEO of Big Data Federation. With a background in wireless technology and multiple networking patents, he now helps investment firms use alternative data and AI to predict company fundamentals, uncover market opportunities, and build data-driven investment strategies.

How to connect Pouya :

LinkedIn: https://www.linkedin.com/in/pouyataaghol/

Big Data Website: https://www.bigdatafed.com/

Financial AI: https://thefinancial.ai/

About the host :

Stan Altshuller is a leading figure at the intersection of fintech and artificial intelligence. As an investor, founder, and advisor, he has collaborated with some of the world’s top hedge funds, asset managers, and data companies, helping them leverage technology for smarter decision-making and growth. Stan hosts the Momentum podcast, where each week he shares practical AI strategies designed to help financial professionals cut through the noise, beat data overload, and build intelligent, data-driven workflows. With a passion for exploring what’s next in finance, Stan empowers his audience to stay ahead of the curve by turning ideas into actionable results.

Connect Stan :

LinkedIn Profile: https://www.linkedin.com/in/stanalt/

Website www.acadia.im