Opening & Welcome
Andrew Delaney, President & Chief Content Officer, A-Team Group

Opening Keynote Fireside Interview: The challenges and opportunities of agentic AI in capital markets

• What is agentic AI and how is it different to GenAI?
• What are the use cases for Agentic AI in capital markets and how transformative will this be?
• How can capital markets realise the full potential of Agentic AI and when will the industry get there?

Interview with: Iro Tasitsiomi, Head of AI & Investments Data Science, T. Rowe Price
Interview by: Andrew Delaney, President & Chief Content Officer, A-Team Group

User Panel: How to move GenAI from POC to production

• What applications/use cases are mature enough to move into production for internal or external use?
• What are the key challenges of moving from a proof of concept (POC) into production and how can these be addressed?
• Embedding ML Ops: How should firms address the technical complexities and workflow integrations when moving into productions?
• How should firms organize governance and teams to allow central control/oversight, whilst also allowing business units to initiate applications?
• Who is in the Generative AI team – what are the key skills and capabilities required?
• How can costs be optimized and what metrics should firms use to measure success?

Moderator: Julia Bardmesser, CDO Advisor; Adjunct Professor, NYU Stern School of Business
Erin Preston, Chief Complaince Officer & AMLCO, Wedbush Securities
Tracy Shannon Rasco, Executive Director – Head of Focused Analytics Solutions Team (FAST), JP Morgan Chase

Keynote: The Evolution of AI: From Additive Tools to Autonomous, AI-First Applications

• What does the shift from AI-enhanced to AI-native software mean for financial applications?
• How are agentic AI and predictive data science driving real-time performance, accuracy, and optimization?
• What does a new model of software look like—where AI not only assists but actively executes, evolves, and delivers business value?
• What can we expect from the next wave of financial software innovation built on intelligent automation and continuous optimization?

Leslie Kanthan PhD. Chief Executive and Co-Founder, TurinTech AI

Introducing A-Team Research, a subscription-based research and analysis service powered by Element22 and designed specifically for the financial data management community.

Andrew Delaney, President and Chief Content Officer, A-Team Group

Panel: Data as a differentiator – How to build a strong data foundation for trusted AI

• How can firms improve data discoverability and accessibility for continuous data curation?
• How should firms address data inconsistencies and ensure clean and high quality data sets for AI model inputs.  How can AI tools be applied to assist with this?
• What are the critical components of a robust data governance framework to mitigate data risk and support reliable and trustworthy AI models?
• What are the key skills and capabilities needed for AI and how should these be sourced and retained?Working with 3rd parties: How should firms manage external (cloud) data vs. internal (on-prem) data with regard to data & model ownership, vendor contract compliance and risks around operational resilience?
• Responsible AI: How can firms pull all of this together to ensure responsible use of AI and a positive approach to privacy and ethics?

Moderator: John Bottega, President, EDM Council
Brian Greenberg, Senior Director – Business Engagement Lead within the Enterprise Chief Data Office, BNY
Theo Bell, Head of AI Product, Rimes
Mick Hittesdorf, Cloud Product Architect, OneTick

Keynote:

Panel: Deploying AI tools and models into existing infrastructures and workflows

• Build vs. buy and build and buy AI apps: What are the advantages and limitations of each approach?
• How best can firms evaluate existing third-party tools and platforms in the marketplace?
• Cloud, on premise or hybrid: how do you decide where to host your compute? 
• What is the optimal set up for a cost effective and scalable data architecture? 
• What are the roles of open source, RAG and vector databases in adding AI to existing infrastructure and workflows?
• What are the concerns about the carbon emissions cost of adopting LLMs and GenAI apps and how can they be approached? 
• How should firms concurrently balance the costs, ethical risks and environmental/carbon impacts of AI?
  

Moderator: Dessa Glasser, Independent Board Member, Oppenheimer & Co
Ashwin Roongra, Head of Technology: Business Applications, Infrastructure & Services, Wedbush Securities
Kim Jaffee-Prado, CIO US Capital Markets, I&CB and Office of the COO, BMO Capital Markets

Keynote: A Regulator’s perspective on AI

• How does the current regulatory framework support AI and is any further clarification needed?
• How is the Regulator continuing to invest in data and technology to support digital markets and responsible AI?
• What are the regulatory expectations around data quality and data lineage for AI and how should firms prepare?
• What are the priorities and key messages for firms as they develop AI compliance strategies?

Panel: Best practices for model risk management, security and performance

• What are the challenges in testing models and what are the tools and practices that can enhance efficiency and effectiveness of testing?
• What are the challenges and solutions for managing model performance over time?
• How do you ensure the accuracy and reliability of models?  What are the strategies to manage hallucinations, ethics and bias?
• How is the threat landscape for LLMs evolving and how should firms manage model security, shadow AI and threats from jailbreaking?
• Models are costly to develop and maintain, how can costs be reduced by optimizing model performance?

Moderator: Adrian Sharp, Editor, RegTech Insight, A-Team Group
Sateesh Kumar, Head of Digital Transformation Office, Societe Generale
Chandrakant Maheshwari, FVP Lead Model Validator, Flagstar Bank
Leslie Kanthan PhD.Chief Executive and Co-Founder, TurinTech AI

Keynote:

Hear real world applications of AI and how it is being applied for efficiencies and business value.

Moderator: Julia Bardmesser, CDO Advisor; Adjunct Professor, NYU Stern School of Business

Closing Keynote – Big Tech: The future of AI

• What’s coming next? How will AI continue to shape capital markets?
• What can we learn from other industries?
• The intersection of AI and quantum

Networking Drinks Reception

Ends 

Agenda subject to change