Leaders at the Bell with Omer Cedar, CEO, Omega Point AI, April 22, 2026

Omega Point AI CEO Omer Cedar joins Leaders at the Bell to discuss how institutional investors are navigating current market volatility through advanced quantitative tools and artificial intelligence. With geopolitical tensions around Iran affecting oil markets and ongoing uncertainty around inflation and technology sector dynamics, portfolio managers are increasingly relying on data-driven insights to capture alpha and optimize positioning. Cedar explains how his firm, which advises on $7 trillion in assets, uses AI platforms like Claude and ChatGPT integrated with proprietary quantitative models to contextualize market conditions by analyzing forty years of historical data across multiple asset classes and market regimes.

The conversation reveals a revolution underway in financial services as asset managers rapidly adopt AI agent technology to augment research and risk management capabilities. Cedar emphasizes the emerging importance of developing reusable AI "skills" that allow analysts and portfolio managers to effectively scale their work. He discusses how correlation regimes across asset classes—from equities to Bitcoin to commodities—provide critical signals for risk deployment, and explains the evolution from traditional factor modeling pioneered by Nobel laureate Eugene Fama to today's theme-based approaches that capture both long-established factors like momentum and emerging themes such as AI infrastructure and power demand.