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Financial services' most focussed assembly of engineers, domain experts & execs. Secure your seat today.

October 01, 2026
New York

Agentic AI in Financial Services Summit

Build and deploy secure, industry-ready AI in the world's most regulated domain.

Connect with fellow builders & leadership navigating agentic innovation versus trust, auditability & compliance.

Focus: Production-grade deployment The Tension: Velocity vs. auditability

Audience: 300+ builders, execs, domain experts within FS

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Build institutional value at scale. A day for engineers, leadership & domain experts.

Financial services demands agentic systems that are secure & ready for real-world deployment.

Join for a day of discussion & hands-on participation. Leave with 3 clear outcomes:

A grounded view of what's actually working: the architectures, data pipelines, and evaluation workflows driving improvements in trading, risk, compliance, and client operations.

Benchmark against deployed systems: compare approaches to inference, model governance continuous fine-tuning, and regulatory-aligned deployment.

Make connections that accelerate progression: grow your network of engineers, researchers & tech leaders building institution-grade AI.

New York City
October 1, 2026

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What our
attendees say...

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A snapshot of

our confirmed speakers...

Robert
Huntsman
Chief Data Officer
iCapital
Prasanna
Seshadri
SVP, Citi Global Markets
Citi
Vivek
Ramachandran
SVP, Solutions Architect
BNY Mellon
Trevor
Ross
VP, Data & AI
SK Capital Partners
Yash
Mahendra
VP, Data Science Manager
Valley Bank
Mathieu
Lorentz
Head of TRP Labs
T. Rowe Price
Rachit
Kumar
Director, Head of Generative AI, Citi Wealth
Citi
Anshuman
Mukherjee, FRM
Audit Director, Quantitative Analytics & AI/ML
Freddie Mac
Pablo
Vega-Behar, Ph.D.
Director, Machine Learning Engineering
Fitch Group
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What you’ll get

out of the summit

→ Tackle the hard problems head-on, from managing model risk and meeting regulatory scrutiny, to deploying agentic systems that can actually clear compliance.

→ Spot the next edge of innovation, as LLMs, multi-agent frameworks, and real-time data pipelines rewrite what's possible in risk, trading, and client advisory.

→ Plug into a connected builder network - a global community of engineers, quants & risk technologists sharing what's production-ready, battle-tested, and worth building next.

October 01, 2026
New York

Agentic AI in Financial Services Summit

Agenda
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Testimonials
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Design architectures built for regulated environments: low-latency data pipelines, market & alternative data ingestion, & scalable training aligned with trading and risk workflows.

Infrastructure & data stack

Product Marketing Manager

Advance reliability with real-world evals: instrument-specific benchmarks, adversarial stress tests, & model risk management frameworks aligned with SR 11-7.

Model performance & financial validation

Product Marketing Manager

Design architectures built for regulated environments: low-latency data pipelines, market & alternative data ingestion, & scalable training aligned with trading and risk workflows.

Workflow integration & operationalization

Product Marketing Manager

Our stats

20+

Speakers

250+

Attendees

60%

Senior management

150+

Companies

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Accelerate towards powerful agentic AI, investigating the integration of multimodal data processing with autonomous decision-making systems.

Multimodal & agentic AI

Product Marketing Manager

Balance the trade-offs between advancing AI innovation & adhering to rapidly evolving regulatory requirements.

Ethical debate: innovation vs regulation

Product Marketing Manager

Explore best practices for fine-tuning and optimizing LLMs post-deployment, including dynamic model updates.

LLMOps

Product Marketing Manager

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Executive
summary

  • An audience of technical builders, domain experts & industry leaders

  • The world’s most influential organizations and innovative startups

  • 250+ attendees representing 15+ industries

Take a look at our past summits

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