AI for Finance:
The Rise of
Multi-agent Systems
Invitation-Only
What happens when LLMs evolve from copilots to compound decision-makers?
Join us for a closed-door forum on how multi-agent AI is transforming institutional finance across both discretionary and quant strategies.
June 4 (Wed), 2025
June 4 (Wed), 2025
June 4 (Wed), 2025
1:00pm - 7:00pm ET
1:00pm - 7:00pm ET
1:00pm - 7:00pm ET
Manhattan, NY
Request an Invitation
Sponsored by
Please note: This is a closed-door session.
No recording, no press, and conducted under the Chatham House Rule to encourage open and honest discussion among participants.
Sponsored by
Agenda
1:00-1:25 PM
Welcome Reception
Check-in
1:00-1:25 PM
Welcome Reception
Check-in
1:25-1:30 PM
Opening Remarks
AI for Finance: The Rise of Multi-agent Systems
1:25-1:30 PM
Opening Remarks
AI for Finance: The Rise of Multi-agent Systems
1:25-1:30 PM
Opening Remarks
AI for Finance: The Rise of Multi-agent Systems
1:30-2:00 PM
Data Panel
From Data to Agents: Building the AI Stack
1:30-2:00 PM
Data Panel
From Data to Agents: Building the AI Stack
1:30-2:00 PM
Data Panel
From Data to Agents: Building the AI Stack
2:00-2:30 PM
Research Infra Panel
Future of Knowledge Management in Finance
2:00-2:30 PM
Research Infra Panel
Future of Knowledge Management in Finance
3:00-3:30 PM
Use Case Fireside
Deploying AI in Financial Workflows
3:00-3:30 PM
Use Case Fireside
Deploying AI in Financial Workflows
3:00-3:30 PM
Use Case Fireside
Deploying AI in Financial Workflows
3:30-4:00 PM
Break
Networking (Demo Lounge)
3:30-4:00 PM
Break
Networking (Demo Lounge)
4:00-4:30 PM
AI Keynote
Impact of LLMs on Discretionary and Systematic Investors
4:00-4:30 PM
AI Keynote
Impact of LLMs on Discretionary and Systematic Investors
4:00-4:30 PM
AI Keynote
Impact of LLMs on Discretionary and Systematic Investors
4:30-5:00 PM
1:1 Fireside Chat
The Making of a SuperTrader: How Trading Evolved and Where AI Fits Next
4:30-5:00 PM
1:1 Fireside Chat
The Making of a SuperTrader: How Trading Evolved and Where AI Fits Next
5:00-5:30 PM
AI Industry Session
Leveraging LLMs across Investment, Research, and Productivity Workflows
5:00-5:30 PM
AI Industry Session
Leveraging LLMs across Investment, Research, and Productivity Workflows
5:30-5:55 PM
AI Academic Session
Decoding Markets with LLMs: Forecasting, Trading, and Signals Extraction
5:30-5:55 PM
AI Academic Session
Decoding Markets with LLMs: Forecasting, Trading, and Signals Extraction
5:55-6:00 PM
Closing Reflections
Summary and What’s Next: Compound AI System
5:55-6:00 PM
Closing Reflections
Summary and What’s Next: Compound AI System
5:55-6:00 PM
Closing Reflections
Summary and What’s Next: Compound AI System
6:00-7:00 PM
Networking Session
Informal Reception
6:00-7:00 PM
Networking Session
Informal Reception
6:00-7:00 PM
Networking Session
Informal Reception