Joe Markman

Principal, Markman Capital Management

Monday, February 23 | 2:55pm – 3:40pm | Champagne 1

Learn why you should forget the shiny AI models—and how REAL alpha lives in the pipes…the data infrastructure behind the curtain. Joe will show you where the edge is—and how to play it with great stock picks.

Sunday, February 22 | 5:00pm – 5:30pm | Versailles 1-2

Sunday, February 22| 3:50pm – 4:20pm | Versailles 1-2

From illiterate bards who could recite 4,000-stanza epics to ChatGPT parsing millions of pages in seconds, every technology shift has traded one human superpower for another. This session shows investors what cognitive abilities they’re about to lose to AI, and which rare human traits will become the last durable edge in public markets.