AI raises client meeting stakes

Both bankers and clients now arrive at meetings better informed. CEOs and investors have higher expectations for advice when everyone can access more information beforehand.

“It raises the bar for having high-impact meetings, because everyone is more educated and more intelligent before the meeting”

Senior bankers focus on strategy

Posnett uses AI to synthesize information faster when preparing for clients. This frees up time for higher-order thinking instead of basic research.

Juniors learn faster through apprenticeship

Young analysts spend less time on grunt work and more time listening to complex client conversations. They can now watch senior bankers navigate high-stakes decisions in real time.

Speed up research, not judgment

Junior bankers should use AI to summarize earnings calls and analyze trends. But they need to balance mastering the technology with developing irreplaceable human skills.

“Invest heavily in the human skills that AI struggles to perfectly replicate, ask better questions, develop judgment”

Technical basics still matter

AI can build models and make decks, but analysts must understand the fundamentals. You can't evaluate AI's answers without deep knowledge of markets, clients, and businesses.

“It doesn't matter if the AI gives you answers if you don't understand what it's saying.”