Domain-specific analysis

Use AI for deeper, more rigorous investment analysis.

AI-augmented investment analysis with Sue Brake and Anthea Roberts. Includes investment-specific Dragonfly agents and workflows.

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Online4 × 2 hours onlineIntermediateAUD $3,450

Investment analysis hasn't kept pace with the complexity of the forces shaping markets. Geopolitical volatility, ESG pressures, AI disruption, climate risk: conventional frameworks examine these in isolation. The question is how to hold all of these in view simultaneously.

Built for

  • Portfolio managers directing investment analysis
  • CIOs overseeing analytical capability
  • Investment analysts wanting structured AI workflows
  • Fund managers integrating AI into governance processes

Not the right fit if...

  • Early-career analysts seeking a general AI overview (see AI Foundations)
  • Those not working in investment or fiduciary contexts
[01]What You'll Learn

Direct structured AI-augmented analysis

Run due diligence through multiple lenses (PESTLE, competitive intelligence, ESG) simultaneously.

Governance-ready outputs

Produce outputs with traceable reasoning and audit trails that hold up in an investment committee. Apply a Green/Amber/Red framework for classifying AI use by risk level.

Scenario planning across futures

Build analysis across bull, bear, base, and black swan scenarios with structured stress-testing.

[02]Programme Structure

Anthea Roberts

  • How LLMs work — what they can and can't do in a fiduciary context
  • Human-AI collaboration mental models for investment
  • Setting expectations: probabilistic systems, not deterministic answers
[03]Instructors
Anthea Roberts

Anthea Roberts

CEO, Dragonfly Thinking

Professor at ANU. Has lectured at Harvard, LSE, and Columbia. Built the Dragonfly platform and methodology.

Sue Brake

Sue Brake

Chair, Dragonfly Thinking

Former Chief Investment Officer of Australia's Future Fund. Developed the Total Portfolio Approach.

Elizabeth McPherson

Elizabeth McPherson

COO, Dragonfly Thinking

Leads operational delivery and governance frameworks for Dragonfly's education programmes.

[04]Format & Logistics

Extended

4 × 2hr sessions

Four two-hour online sessions. Hands-on with the Dragonfly platform using real investment scenarios.

  • 6 weeks Dragonfly platform access
  • Peer networking events
  • Practical governance framework
  • Certificate of completion

Half-day

~3 hours

Condensed introduction to AI-augmented investment analysis.

  • Platform demonstration
  • Core methodology overview
  • Certificate of completion
[05]Pricing
FormatIndividualGroup
Full course (4 × 2hr)$3,450Contact us
Single session$1,150—

All prices AUD, ex GST. Enterprise invoicing and purchase orders supported.

Larger groups? Get in touch
[06]Frequently Asked Questions
Course Pathway

The learning stack

Foundations

AI literacy

Fluency

Risk, strategy & policy

Standalone

Leadership

For senior leaders

Investment

Domain analysis

YOU ARE HERE

Standalone — domain-specific for investment professionals. No prerequisites.