The knowledge platform for the financial technology industry
26 June, 2025

Countdown

Location

@Ease, 7th Floor, 605 Third Avenue, New York

Agenda

08:15am

Registration and Sponsor Networking

09:00am

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

09:10am

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: Dessa Glasser, Independent Board Member, Oppenheimer & Co

09:35am

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 Compliance Officer & AMLCO, Wedbush Securities
Tracy Shannon Rasco, Executive Director – Head of Focused Analytics Solutions Team (FAST), JP Morgan Chase
Minerva Tantoco, Independent, AI Specialist
Vijay Bhandari, Head of GenAI Product, Point 72

10:20am

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

10:40am

Morning Break and Sponsor Networking

11:10am

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

11:20am

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
Marla Dans, Former Head of Data Management and Governance, Chicago Trading Company
Ravi Narang, Head of AI/ML Engineers, Vanguard
Theo Bell
, Head of AI Product, Rimes
Mick Hittesdorf, Cloud Product Architect, OneTick

12:05pm

Keynote:

12:25pm

Panel: Deploying AI tools and models into legacy 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: Mary Kopczynski, Co-Founder, Women in RegTech New York (WIRTNY)
Ashwin Roongta, Head of Technology: Business Applications, Infrastructure & Services, Wedbush Securities
Bijit Ghosh, Head of Engineering (Cloud & AI/ML), Wells Fargo
Leslie Kanthan PhD.Chief Executive and Co-Founder, TurinTech AI
Charles Lam,
Group Director, Head of Collaboration Products, LSEG

1:10pm

Lunch and Sponsor Networking

2:10pm

Panel: Holistic surveillance: From fragmented signals to unified intelligence

  • How are leading firms successfully unifying voice, e-comms, trades, and market data into a single, normalized surveillance dataset—what does true integration look like in practice?
  • What are the real-world performance gains or compliance outcomes from deploying fully correlated, multi-source surveillance alerts within a single case-management interface?
  • What are the most critical technical and organizational hurdles in implementing an end-to-end surveillance stack—and how are firms overcoming them?
  • How do vendors and financial institutions ensure scalability, model transparency, and auditability in AI-enabled surveillance systems?
  • As regulators increase scrutiny on conduct and comms monitoring, how are holistic surveillance platforms evolving to meet changing requirements and future-proof compliance operations?

Jon Kroeper, Former Executive Vice President, Surveillance and Investigations, FINRA
Stan Yakoff,
RegTech Advisor and Law Professor, Fordham Law School

2:55pm

Panel: Balancing security with performance and innovation in AI

  • How can firms integrate encryption, role-based access controls and adversarial-test pipelines “baked-in” to their MLOps workflows, while still meeting low-latency SLAs?
  • What end-to-end validations, drift-detection strategies and governance checkpoints are essential to manage model risk—and how can these be automated to keep pace with rapid model iteration?
  • In implementing differential privacy or federated learning, what controls and tooling ensure that accuracy and latency remain within acceptable bounds?
  • As adversarial attacks, data-poisoning and jailbreaking techniques evolve, what threat-model frameworks and red-teaming practices should security and AI teams jointly adopt?
  • Which combinations of model compression (pruning, quantization), hardware acceleration (GPUs/TPUs, FPGAs) and security posture yield the best ROI without compromising compliance?
  • How can organizations align to: ISO/IEC 42001 (and 2701/2), the EU AI Act and NIST AI RMF requirements for security, transparency and auditability—while preserving the agility to experiment with new model architectures?
  • What proactive discovery and approval workflows can prevent “unsanctioned” models from proliferating, undermining both security controls and performance consistency?

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

3:40pm

Afternoon Break and Networking with Sponsors

4:10pm

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

4:35pm

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

Andrew Comas, Industry AI Strategist, Microsoft

5:00pm

Networking Drinks Reception

6:00pm

Ends 

Agenda subject to change 

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