Key Takeaways J.P. Morgan 2026 Quantitative & AI Conference

Research evidence excerpt

Key Takeaways J.P. Morgan 2026 Quantitative & AI Conference

08 June 2026

Key Quotes

Conference Overview

Dubravko Lakos – Head of Global Markets Strategy Research

• Major Transformation: “This conference connected investors, researchers, technologists, and practitioners from the quant

and AI fields at a pivotal intersection of two key industry shifts. Markets are becoming more systematic and data-driven,

while AI and large language models are quickly transforming our sector. These trends are now converging, with AI not only

enhancing workflows but also potentially changing how research is performed, how data is processed, and how investment

decisions are made.”

Global Quantitative Strategy

Khuram Chaudhry- Head of Global Quantitative Strategy Research

• LLMs to AI Agents: “The shift from large language models (LLMs) to AI agents is now tangible and AI is happening at

scale, with investors at different stages of this journey. A recurring theme was the importance of evaluation, highlighting its

critical role in the process.

• Governance: As AI becomes more advanced, governance is also expected to gain prominence. There is token usage versus

human costs, a topic that is likely to become increasingly relevant over the next year. This evolving landscape will be integral

to quantitative investors' decision-making.”

US Quantitative Strategy

Arun Jain– Head of US Quantitative Strategy Research

• Critique to Constructive: “We began by examining successes and failures in quant community. Discipline, scale, and cost

efficiency provide an edge, but limitations like backtest exploitation, costs underestimation, and poor out-of-sample results are

increasing. As data and compute stabilize, differentiation depends on robust research, out-of-sample performance, and