HarmoniQ Insights

William Mann

Bill Mann is a seasoned expert in bridging the gap between traditional fundamental analysis and cutting-edge quantitative methodologies. His career in quantitative finance was shaped by a pivotal experience during the 2008 financial crisis at AIG, where he witnessed the dangers of emotional attachment to underperforming investments. This experience sparked his shift from Fundamental to Quantitative analytics, which led him to key roles at Bloomberg and AQR, and ultimately to eight impactful years at Two Sigma.

Throughout his tenure at quantitative hedge funds, Bill led initiatives to optimize alpha modeling throughput by spearheading collaborative research processes that integrated advanced data science and ML/AI capabilities. His unique blend of expertise, underpinned by CPA and CFA designations, enabled him to excel as an industry-specific quant fundamentals analyst, combining fundamental research with quantitative rigor.

As the Co-Founder and Managing Partner of HarmoniQ Insights, Bill now offers his clients a powerful combination of deep industry knowledge and expertise in cutting-edge technology. He empowers fundamental analysts to make confident, data-driven decisions through sophisticated statistical analysis. Leveraging his extensive experience collaborating with quantitative researchers and engineers, Bill is adept at building consensus among senior executives, guiding them to invest with confidence in transformative technologies.

When he’s not driving innovation in the finance world, Bill enjoys playing tennis or spending a day at the beach with his children.


The LLM Quant Revolution: From ChatGPT to Wall Street

Quantamental LLM Primer 2: Convert Sellside/Buyside Ideas into a Long/Short Alpha Capture Portfolio

Quantamental LLM Primer: Crowdsource Expert Outlooks to Design a Trading Strategy with LLMs (Part 1)

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Quantitative Analysis

United states Industrials / Quantitative Analysis

<ul>
<li>This report outlines a Quality-Control step: comparing output recommendations from two AIs: ChatGPT 4.o and o1-preview, to identify and analyze inconsistencies between the AI’s interpretation of the same Inputs/Prompts. </li>
<li>
<a href="https://skr.ma/KGAZA" target="_blank" rel="noopener">The report from Primer 2</a> is uploaded to each AI with the same prompts: to compare and analyze the outputs and settle on a portfolio weighted with relative ETF convictions.</li>
<li>We analyze and adjust the merged AI-driven portfolio where we disagree with the AI's conclusions. Our logic is shared with the AI to derive a final conviction-weighted market-neutral portfolio.  </li>
</ul>


This report outlines a Quality-Control step: comparing output recommendations from two AIs: ChatGPT 4.o and o1-preview, to identify and analyze inconsistencies between the AI’s interpretation of the same Inputs/Prompts. 

The report from Primer 2 is uploaded to each AI with the same prompts: to compare and analyze the outputs and settle on a portfolio weighted with relative ETF convictions.
We analyze and adjust the merged AI-driven portfolio where we disagree with the AI's conclusions. Our logic is shared with the AI to derive a final conviction-weighted market-neutral portfolio.  


Quantamental LLM Primer 3: Quality-Control 2 AI-designed Portfolios to Devise a Final Portfolio