Simon Oh

Assistant Professor of Finance

B8403: Finance in the Age of AISpring 2027

Tentative Schedule

Week 1: AI Economics

Learn key frameworks for the economics of AI and how its core features interact with finance.

Date
Thursday, January 28, 2027 (Section 001: 9:00 AM–12:15 PM; Section 002: 2:20–5:35 PM)
Topics
  • Economic Frameworks for AI
  • Bulls vs. Skeptics
  • Nature of Financial Work
Due before class
Milestone #1: Survey and Setup
Slides
Lecture Notes: Week 1
Readings
Library: AI Economics

Week 2: AI Infrastructure

Learn where AI answers come from and discuss the basics of AI infrastructure.

Date
Thursday, February 4, 2027 (Section 001: 9:00 AM–12:15 PM; Section 002: 2:20–5:35 PM)
Topics
  • Compute
  • Models
  • Data and Context
  • Tools and Agents
Due before class
Milestone #2: Task Map
Slides
Lecture Notes: Week 2
Readings
Library: AI Infrastructure

Week 3: Processing Information

Extract structured data from financial documents and learn how to verify AI outputs.

Date
Thursday, February 11, 2027 (Section 001: 9:00 AM–12:15 PM; Section 002: 2:20–5:35 PM)
Topics
  • Text Sources
  • Non-Text Sources
  • Data Preparation
  • Retrieval and Analysis
  • Verification
Due before class
Milestone #3: Ship It
Slides
Lecture Notes: Week 3
Readings
Library: Processing Information

Week 4: Predicting Outcomes

Understand what AI can and cannot predict and learn to evaluate AI predictions honestly.

Date
Thursday, February 18, 2027 (Section 001: 9:00 AM–12:15 PM; Section 002: 2:20–5:35 PM)
Topics
  • Prediction Basics
  • Predicting Fundamentals
  • Predicting People
  • Contamination and Cutoffs
  • Confidence and Instability
Due before class
Milestone #4: Personal Benchmark
Slides
Lecture Notes: Week 4
Readings
Library: Predicting Outcomes

Week 5: Persuading Stakeholders

Produce written memos, slides, and presentations with AI, and defend them.

Date
Thursday, February 25, 2027 (Section 001: 9:00 AM–12:15 PM; Section 002: 2:20–5:35 PM)
Topics
  • Choosing the Format
  • Drafting with AI
  • Spotting AI Writing
  • Writing for Machine Readers
  • Handing Over the Work
  • Defending the Analysis
Due before class
Milestone #5: Priced In
Slides
Lecture Notes: Week 5
Readings
Library: Persuading Stakeholders

Week 6: Future of Finance

Think through what will happen to the financial sector and its jobs.

Date
Thursday, March 4, 2027 (Section 001: 9:00 AM–12:15 PM; Section 002: 2:20–5:35 PM)
Topics
  • Markets
  • People
  • Firms
  • Own
  • Risks
Due before class
Final Project
Slides
Lecture Notes: Week 6
Readings
Library: Future of Finance

B8403: Finance in the Age of AI · Spring 2027

Course Materials

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