On June 26th, the A-Team Group brings its AI in Capital Markets Summit to New York City for the first time. The event will be held at @Ease on Third Avenue for a packed day of strategy, insight, and implementation. As artificial intelligence matures from early-stage experimentation to enterprise-wide deployment, capital markets firms face a decisive moment. How can they move beyond isolated proofs of concept and into production-level AI systems that meet the demands of scale, compliance, and performance?
This year’s programme showcases firms at the forefront of this transition. With practical case studies, expert panels, and keynote insights from leaders in AI development, data governance, surveillance, and risk, the agenda is built to help capital markets professionals bridge the gap between what AI promises and what it delivers in live environments.Agentic AI and Operational Readiness
The day opens with a keynote fireside interview between Iro Tasitsiomi, Head of AI & Investments Data Science at T. Rowe Price, and independent board member Dessa Glasser at Oppenheimer & Co. The conversation sets the tone for the day by introducing agentic AI – a new class of autonomous, decision-making systems that go beyond current-generation GenAI tools. As Tasitsiomi and Glasser explore what this evolution means for trading, risk, and investment analytics, attendees will gain clarity on the transformative potential and the likely trajectory of this new capability.
“A common misstep is leading with technology – AI, Gen AI, agents AI, etc.- instead of with business value. At its core, an AI strategy is simply a business strategy – one that happens to be executed through specific technical capabilities,” notes Tasitsiomi.
The morning continues with a practitioner-led panel addressing a key implementation challenge – taking GenAI from proof-of-concept to production. Moderated by Julia Bardmesser, CDO Advisor and Adjunct Professor at NYU Stern School of Business, this panel brings together senior leaders from JP Morgan Chase, Point72, Wedbush, and others to unpack the real-world roadblocks to AI deployment – governance, cost, integration, and team design. This is where firms currently face the sharpest tensions between innovation and institutional governance, and the discussion will offer firsthand perspectives on how successful projects resolve these tensions.
Leslie Kanthan PhD, CEO and Co-founder of TurinTech AI follows up with a keynote that charts the broader evolution from AI-enhanced to AI-native software. With the rise of self-optimising, continuously learning software, financial institutions must adapt to new development models and re-evaluate what “automation” truly means in the context of predictive analytics, execution, and performance management.
Following a short networking break, Andrew Delaney returns to the stage to introduce A-Team Research , a new subscription-based research service powered by Element22. Designed to support the data management community, this segment previews a resource built to help firms benchmark strategies and stay ahead of change.
Building Data Foundations for AI – and Deploying Them at Scale
The next panel, moderated by EDM Council President John Bottega, turns to the essential question of data. Titled Data as a Differentiator , this session focuses on what it takes to build the trusted, curated, high-quality datasets AI systems depend on. Panellists from BNY, Vanguard, Chicago Trading Company, Rimes, and OneTick will unpack data discoverability, ownership, and operational resilience in driving success across AI models.
Theo Bell, Head of Product at Rimes notes, “It feels like we’ve been talking about the importance of data quality for a long time but the desire to use AI for strategic decision making has finally brought data quality and data governance to the forefront. Given the many approaches and diverse use-cases in our industry, there are a lot of different components to consider. I look forward to sharing insights from my experience supporting clients and partners on their data and AI journeys and having an engaging discussion with my fellow panellists who can each share their different perspectives.”
In the final morning session, the focus shifts from data to infrastructure. A cross-disciplinary panel moderated by Mary Kopczynski, Co-Founder, Women in RegTech New York (WIRTNY), explores the deployment of AI into legacy environments. This session takes on practical challenges, from build vs. buy decisions to the environmental cost of GenAI and the architectural trade-offs between cloud, on-prem, and hybrid compute. With contributions from Wells Fargo, LSEG, Wedbush, and TurinTech, attendees will come away with a nuanced understanding of what scalable AI integration actually looks like in complex production environments.
From Surveillance to Secure MLOps
After lunch, the agenda pivots toward surveillance and security. The first afternoon panel, Holistic Surveillance: From Fragmented Signals to Unified Intelligence , addresses the growing regulatory and operational demands for consolidated oversight of communications and trading behaviour. With increasing scrutiny from global regulators, compliance teams are under pressure to unify voice, e-comms, trade and market data within single workflows. This session, featuring insights from former FINRA EVP Jon Kroeper and Fordham Law’s Stan Yakoff, outlines how institutions are deploying AI to improve signal correlation, reduce false positives, and prepare for audit and enforcement.
The next panel features a technically rich deep dive on Balancing Security with Performance and Innovation in AI . As firms scale MLOps across front, middle, and back-office functions, they must integrate security and governance from the ground up. Moderated by RegTech Insight’s Adrian Sharp, the panel brings together technology leaders from Societe Generale, Flagstar Bank, and others. Topics include ISO/IEC 42001 alignment, threat modelling, model drift detection, and adversarial testing – all framed in the context of low-latency, compliance-sensitive environments.
Real-World AI and the Road Ahead
Following the mid-afternoon break, two final sessions bring the conversation back to business outcomes. The first of these, a rapid-fire discussion moderated by Julia Bardmesser invites speakers to present how AI is delivering real business value today – beyond pilots and white papers. Expect use cases that span operational efficiency, revenue generation, and risk reduction.
To close the day, Microsoft’s Andrew Comas takes the stage to explore the role of Big Tech in the capital markets AI ecosystem. His keynote, The Future of AI , asks what’s coming next – how will AI continue to reshape the capital markets? What lessons can be drawn from other industries? And how might the intersection of AI and quantum computing alter the trajectory altogether?
The day concludes with a networking drinks reception – a final opportunity for delegates to continue the conversation, compare experiences, and build the partnerships that will power the next phase of intelligent automation in our industry.
Register HERE , or using the form below, to join your peers on June 26 in New York and explore the realities, risks, and opportunities for advanced AI technologies in live production.
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