Agentic Finance For Investors: Hermes

​Workshop Agenda: Agentic Finance for Investors – Hermes (2.5 Hours)

​Goal: Guide participants from zero AI knowledge to building a functional Hermes-based financial agent/product in ~2 hours.

​Agenda

​0:00 – 0:10 (10 min): Welcome & Setup

​Introduction, participant intros, and technical setup (Hermes install, API keys).

​0:10 – 0:40 (30 min): Foundations of Agentic AI & Hermes

​Core concepts of agentic AI. Hermes features: memory, skill creation, learning loop.

​Live demo and hands-on: Set investor persona.

​0:40 – 1:10 (30 min): Core Finance Workflows

​Research, screening, analysis, and monitoring agents.

​Live demo and Exercise 1: Build basic analysis skill.

​1:10 – 1:15 (5 min): Short Break / Q&A

​1:15 – 1:55 (40 min): Building a Product

​Multi-agent workflows, automation, scheduling, and integrations.

​Live demo and Exercise 2: Create end-to-end agent (e.g., research-to-report).

​1:55 – 2:10 (15 min): Deployment & Best Practices

​Persistent running, risk guardrails, ethics, and real use cases.

​2:10 – 2:25 (15 min): Wrap-Up & Sharing

​Participant showcases, resources, and next steps.

​2:25 – 2:30 (5 min): Final Q&A