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The Artificial Intelligence and Finance Summit

September 8, 2023 @ 9:00 am - 5:30 pm

Free – $267.54

Most current event info, schedule and speaker list is here: https://aifin.nyc

The AI and Finance Summit is a full day of deeply educational and insightful panels and lectures presenting some of the latest thinking and discussions around the intersection of artificial intelligence, generative AI and finance. Confirmed speakers from Goldman Sachs, FinGPT, Google, Barclays, JPMorgan, Microsoft, Scifn and others

Join us as we host luminaries to share insights on how AI is changing finance. Opportunities to network with others will be available.

Topics covered include:• Deep learning, generative AI and large language models for finance
• Using AI for portfolio construction and optimization
• ChatGPT prompt engineering techniques for financial analysis
• Analysis of papers on FinGPT, BloombergGPT and more
Speaker BiosStefan Jansen CEO, Applied AI Stefan Jansen is the founder and CEO of Applied AI, where he advises Fortune 500 companies, investment firms and startups across industries on data & AI strategy, building data science teams, and developing ML solutions. He is also the author of the book ‘ML for Trading’, 2nd ed. Earlier, he was a partner and managing director at an international investment firm where he built the predictive analytics and investment research practice. He holds master degrees in Computer Science and Economics from Georgia Tech and Harvard University.

Iro Tasitsiomi, PhD Head of Investments Data Science, T. Rowe Price (bio coming soon)

XiaoYang Liu Founder, FinGPT (Bio coming soon)

Mehdi Esmail Cofounder & Chief Product Officer, ValidMind Mehdi Esmail is Co-founder and Chief Product Officer at Validmind, a VC-backed startup focused on AI Risk Management and Governance for Financial Services. He has over a decade of experience in data, analytics, and risk management for the Financial Services industry, both as an operator (notably working with the Chief Data Officer at American Express to help operationalize the company’s ML strategy) and as a consultant (helping Fortune 500 Financial Services companies build ML capabilities while at Booz Allen Hamilton and ZenonAI).

Emmanuel Richard Chief Growth Officer and Managing Director North America at Opensee Emmanuel Richard is Chief Growth Officer and Managing Director North America at Opensee, a FinTech Series A startup leveraging AI, Cloud and Big Data to empower Financial Risk professionals to reach the explainability level of their regulatory and internal analysis, calculations and simulations.

Emmanuel has been an expert and an executive in the technology and analytics space for over 20 years, from object oriented development, to applicative observability, business intelligence, Big Data analytics and Artificial Intelligence – across companies like Microsoft, MicroStrategy, Borland or Quest Software.

Professor Jamiel Sheikh CEO Scifn Jamiel is CEO and founder of Scifn (formerly Chainhaus) bestselling author, adjunct professor, organizer of AI NYC, TED speaker and Forbes contributor covering AI.

Hariom Tatsat VP, Barclays O’Reilly Author (bio coming soon)

Irina Kurakin, Barclays Irina Kurakin is a commercial technology executive with 20 years’ experience in the financial services industry. Her focus has been on platform delivery and process transformation in Capital Markets. Currently, she leads a Global Technology Team at Barclays Bank in FICC Trading. Before Barclays, she spent 20 years with Bank of America and Goldman Sachs in various Senior Technology leadership roles. Irina is a tech enthusiast who gets pretty passionate about crafting ways to foster innovation and drives digital transformation. Irina is an active member of Women’s Bond Club and various other DEI initiatives propelling women forward in finance and fintech.

Irina holds MBA in Finance from NYU Stern and B.S. in Computer Science and Economics from SUNY Stony Brook.

Erin Stanton Global Head of Portfolio and Trading Analytics, Virtu Financial (bio coming soon)

Rajendra Shroff Director, Head of Applied AI Research Raj is the Director of Applied AI Research at Blu Artificial Intelligence, a consulting firm specializing in AI strategy, projects, and education. He also teaches university courses covering the business applications of AI & emerging technology. Raj previously worked at AXA, an insurance multinational, across IT projects and finance.

Xiaochen Zhang President, FinTech4Good Xiaochen is the President of FinTech4Good, a venture building firm to empower financial services through emerging technologies. He is also the former Global Head of Innovation & Go-To-Market with AWS.In the past 20 years, he worked with many portfolio companies in launching new offers, entering into new markets and building transformative collaborative initiatives with the most reputable organizations from all over the world to reshape the future of finance with emerging technologies.

Professor Peter Kowalchuk AI/ML Solutions, Microsoft Peter Kowalchuk has over 25 years of industry experience, starting his career in the energy sector and later joining Microsoft’s Cloud for Industries team. His experience includes designing data systems with a particular focus on data analysis, including ML and AI solutions. He specializes in the use of advanced AI technologies such as Generative AI to develop cutting-edge cloud-based solutions for diverse sectors’ customers and partners. Peter holds a Bachelor’s degree in Electronic Engineering, an MBA, and a Masters in Data Science. Additionally, he serves as an Adjunct Professor at the City University of New York.

Ruth Yakubu Principal Cloud Advocate, Microsoft Ruth Yakubu is a Principal Cloud Advocate at Microsoft. Ruth specializes in Java, Advanced Analytics, Data Platforms and Artificial Intelligence (AI).

In addition, she’s been a tech speaker at several conferences like Microsoft Ignite, O’reilly velocity, Devoxx UK, Grace Hopper Dublin, TechSummit, Websummit and numerous other developer conferences. Prior to Microsoft, She has also worked for great companies like UNISYS, ACCENTURE and DIRECTV over the years where she gained a lot of experience with software architectural design and programming. She’s awarded Dzone.com’s Most Valued Blogger.

Frank Greco Senior Consultant @ Large internet search company & Director of Technology Crossroads Technologies, Chairman @NYJavaSIG Frank Greco is a Java Champion and enterprise architect focused on machine learning, cloud, and mobile/edge computing. He is an educator, technology manager, frequent writer, and author, as well as achievements in strategic technology/business partnerships, enterprise infrastructure, and emerging technologies, particularly for financial systems and large enterprises.

He is currently a senior technology consultant for a very large search company.

Frank is the co-author of JSR #318, Visual Recognition Machine Learning API for Java. He is a frequent global speaker at major technology trade shows such as JavaOne, QCon, DevNexus, Jfokus, Devoxx, Technology Transfer International, etc.

Jessica Shpall Rosen Partner, Greenwald Doherty Jessica Shpall Rosen is a partner at Greenwald Doherty LLP, where she helps companies untangle workplace legal issues. Jessica also facilitates the “GC x AI Working Group,” a peer network for General Counsels who want to demystify AI and help their stakeholders (safely) unlock its potential.

Ronnie Shah Former Head of Quantitative Equity Research, FORT LP Ronnie is the former Head of Quantitative Equity Research for FORT LP, a $6.5bn hedge fund located in Washington, DC. Before joining FORT, Dr. Shah was head of Quantitative Equity Research at Deutsche Bank, Senior Director of Research for Gerstein Fisher Funds, Senior Researcher at Dimensional Fund Advisors and a Portfolio Manager for the Scientific Active Equity team at BlackRock. His research has been published in various academic and practitioner financial journals.

Ronnie graduated summa cum laude with a BS in economics from the Wharton School and BAS in Systems Engineering from the University of Pennsylvania, an MSc in finance and economics from the London School of Economics, and an MA and PhD, both in finance, from the University of Texas McCombs School of Business. He currently serves as an adjunct professor of Finance at the University of Texas McCombs School of Business.

Martin Ouko Operations team Leader, TIAA Global AI Martin Ouko currently leads TIAA Global AI Operations team tasked with designing, developing elegant AI systems that solve business problems and challenges of varying complexities. Martin also serves as a Global Thought Leader and a Conference Speaker on Artificial Intelligence.

Lynne Marlor Co-Founder, Women in Digital Assets Forum With over 30 years of experience in the financial services industry, I am a transformational leader and a passionate advocate for Digital Assets and Blockchain technology. I am the Co-Founder of Women in Digital Assets Forum (WIDAF.CO). WIDAF promotes equity and inclusion in the Digital Assets space by fostering networking and educational events globally. Our first event in Stamford CT, June 6 brought together women from the curious to the C-Suite, inspired by the transformational power of Blockchain and Digital Assets. Our mission is to create THE space for women to learn, grow, thrive, contribute and excel in the Digital Assets space. My experience as the Founder of Transformational Strategies, LLC., a consulting firm that helps clients leverage blockchain solutions for various business challenges and as Chair of the Boston Blockchain Association (BBA), a non-profit organization that promotes blockchain education, innovation, and collaboration in the Greater Boston area has served me well to be a leader in this emerging ecosystem. As an ambassador for the Global Blockchain Business Council (GBBC), a leading industry association that fosters the adoption and regulation of blockchain across sectors and regions and a recipient of the Blockchain Strategy from the University of Oxford, I am immersed in this ecosystem. My extensive experience in capital markets, finance and foreign exchange provide the foundation to understand and emerge from TradFi to DeFI. I bring a wealth of knowledge of compliance, governance and operations that can empower companies and individuals to harness the potential of Blockchain for social good, economic growth, and environmental sustainability.

Anne Griffin Product Manager, Leader, AI NYC Anne is a product manager, startup advisor, and subject matter expert in AI, blockchain, tech ethics and product inclusivity. She has lectured at universities such as Columbia and West Point, spoken at major events such as SXSW, and created courses for O’Reilly Media. She’s built her career in tech working with startups, including the blockchain technology company ConsenSys, and Fortune 500 companies such as Priceline, Comcast, and Microsoft.

She has been quoted in Rolling Stone magazine for her insights on AI. You can also listen to her takes on AI, blockchain, and other technologies on the YouTube Original series, RetroTech with Marquees Brownlee, and podcasts such as Blockchain Won’t Save the World, and Let’s Chat Ethics. Anne continues to work with and research the practical human aspects of technology and building products with emerging and disruptive technologies

The AI+Finance Summit is hosted by Scifn. For sponsorship or speaking opportunities, please go here.


September 8, 2023
9:00 am - 5:30 pm
Free – $267.54
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New York

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