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

Opening Keynote: 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 is HSBC leading innovation in the AI agent space
• How can capital markets realise the full potential of Agentic AI and when will the industry get there?

Dara Sosulski, Head of Artificial Intelligence and Model Management, Markets & Securities Services, HSBC

Keynote 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 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?
• How should firms organise 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 optimised and what metrics should firms use to measure success?

Moderator: Priyank Patwa, Director AI, Data & Analytics Lead, Deloitte 
Nirav Shah, Senior Executive Director, Asset Management Research Technology, J.P Morgan Asset Management
Jacek Wieclawski, Head of Innovation, Rabobank London
Malavika Solanki, Strategic Change Specialist,
Former NatWest Markets

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 optimisation?
• 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 optimisation?

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
Mark Davies, Partner, Element22

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 that can 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: Suren Siva, AI Strategy, NextWave Consulting
Eugenia Shynkevich, Head of Quant Solutions, Senior Vice President, BNY
Paul Barker, Head of Data & Analytics Governance, HSBC UK
Pablo Kotey, Head of Data Enablement, Schroders
Kevin Keenan, Distinguished Data Scientist, Smarsh
Rajesh Jethwa, CTO, Digiterre

Keynote Fireside Chat: From Adoption to Advantage: Navigating Agentic AI in Capital Markets

• How is agentic AI transforming trade execution, investment research, and client engagement across capital markets firms?
• What are the key adoption barriers firms face when integrating agentic AI, and how can they be overcome?
• How can financial institutions build governance frameworks that ensure explainability and trust in autonomous decision-making systems?
• What strategic actions must firms take today to stay competitive in an AI-driven capital markets environment?
• How will agentic AI reshape competition, talent strategies, and overall market structures in the coming years?

Interview with: Daryush Laqab, Chief AI Officer, Ascendion
Interview by: Mike O’Hara, Editor, TradingTech Insight, A-Team Group

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

• Build vs. 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: Naomi Clarke, Data Innovation & Strategy, CDO Advisory
Geoff Larkin, Head of Technology, Impax Asset Management
Alpesh Doshi, Managing Partner, Redcliffe Capital
Zahra Gill, Independent – Financial Crime Advisory, Strategy & Framework, Former Starling Bank
Leslie Kanthan PhD. Chief Executive and Co-Founder, TurinTech AI
Theo Bell, Head of AI Product, Rimes

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 priorities and key messages for firms as they develop AI compliance strategies?

Ed Towers, Head of Advanced Analytics & Data Science Units, FCA

Use Case: Model Risk for AI/ML models in finance
Harsh Prasad, Principal & CEO, Qxplain

Validating AI/ML models:

• Why do AI/ML models need different risk validation approaches?
• Where do standard testing and explainability tools fall short?
• How should firms handle causal inference risks?

GenAI in validation:

• Can GenAI reliably assist in model validation?
• How do you manage hallucination and bias risks from GenAI tools?

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: Harsh Prasad, Principal & CEO, Qxplain
David More, AI Program Director, DS&I, NatWest Group
Justin Xu, Managing Director – Head Of Investments, Millennium Global Investments Ltd
Aman Krishna, Data Scientist Associate Director, UBS

Afternoon Break and Networking with Sponsors

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

Symon Garfield, Director Capital Markets Advisory & Digital Strategy, Worldwide Financial Services, Microsoft

Closing Keynote: The intersection of AI and Quantum: Applications to financial markets.

• What is quantum computing?
• What does the intersection of quantum computing and AI involve?
• How is quantum AI used in applications involving financial markets?
• What is the future of quantum AI for financial markets?

Dr. Del Rajan, Senior Quantum Scientist, Global Innovation, HSBC

Networking Reception

Ends 

Agenda subject to change