Conference, Conference / Seminar, Fintech Thought Leadership Group, Global Passport, Virtual Events & Programming

Generative AI: Myths and Opportunities

Thursday, June 1 | 1:30 PM - 7:00 PM

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Overview

ChatGPT has taken the world by storm. While consumers have embraced it as a personal assistant, enterprises (particularly regulated ones) need to proceed more cautiously. This event will convene experts from leading model providers, data suppliers and asset managers to help you understand why this technology represents a leap forward, what use cases it’s best suited for and where it could go in the future.

Agenda

1:30 PM – REGISTRATION


2:00 PM – WELCOME & INTRODUCTION


2:05 PM – MODEL & TOOL PROVIDERS: UNDERSTANDING THE GENERATIVE AI BREAKTHROUGH

Moderator

Sara Elinson, Partner/ Principal, EY-Parthenon

Panelists

Eliot Knudsen, Director, Architecture, Databricks

Charles Morris, Chief Data Scientist for Financial Services, Microsoft

Leyla Samiee, Engineering Leadership – AI DevX, META


3:30 PM – INVESTOR PANEL: USING NLP/LLMs IN THE INVESTMENT PROCESS

Moderator

Gregory Zuckerman, Special Writer, The Wall Street Journal

Panelists

Carson Boneck, CFA, Chief Data Officer, Balyasny Asset Management

Gilbert Haddad, Ph.D., Head of Advanced Strategies and Research, Fidelity

Jonathan Larkin, Managing Director, Columbia Investment Management Co., LLC

Adam Salvatori, Managing Director, Head of Alpha Engineering and Digital Assets Lab, BlackRock


4:15 PM – DATA/SOLUTION PROVIDER PANEL: HOW GENERATIVE AI IS INCREASING THE UTILITY OF FINANCIAL DATA

Moderator

Christopher A. Coulthrust, Sr. Cloud Architect, Data & AI, Microsoft 

Panelists

Bryan Healey, Co-Founder and CTO, Aiera

Mahesh Ramachandran, VP, Head of News Technology, Thomson Reuters 

Mikhail (Misha) Shefter, Ph.D., Head of Analytics Research, LSEG


5:15 PM – MUSINGS ON THE FUTURE IMPACT OF LLMs ON FINTECH

Moderator

Bharat Krish, Board Advisor and Investor, Multiple Companies

Panelists

Scott Ernenwein, Strategic Partnerships Manager, Currencycloud

Monica Murthy, Director of Sales & Partnerships, Alloy

Ramona Ortega, Esq., CEO, WealthBuild

Joyce Shen, Investment and Operating Partner, Tenfore Holdings


6:00 PM – CLOSING REMARKS


6:05 PM – NETWORKING RECEPTION