North America 2026

Invitation-Only

AI for Finance Summit 2026 Boston

Beyond Research to Reasoning: The Era of Autonomous Financial Agents

May 28 (Thu), 2026

2:00pm - 6:00pm ET

Boston, MA

Register

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.

North America 2026

Invitation-Only

AI for Finance Summit 2026 Boston

Beyond Research to Reasoning: The Era of Autonomous Financial Agents

May 28 (Thu), 2026

2:00pm - 6:00pm ET

Boston, MA

Register

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.

North America 2026

Invitation-Only

AI for Finance Summit 2026 Boston

Beyond Research to Reasoning: The Era of Autonomous Financial Agents

May 28 (Thu), 2026

2:00pm - 6:00pm ET

Boston, MA

Register

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.

AI Meets the Future of Finance

AI Meets the Future of Finance

AI Meets the Future of Finance

Featured speakers and sponsors at previous events from

Featured speakers and sponsors at previous events from

Featured speakers and sponsors
at previous events from

Hosted by

Hosted by

Hosted by

Sponsored by

Sponsored by

Sponsored by

Agenda

Agenda

Agenda

2:00-2:15 PM

Welcome Reception

Welcome Reception

2:00-2:15 PM

Welcome Reception

Welcome Reception

2:15-2:45 PM

Fireside Chat

Investing in the Age of Machines

Ivka Kalus

Chief Investment Officer

Promethos Capital

Moderator

Connie Everson

Manging Director

Capital Markets Outlook Group

2:15-2:45 PM

Fireside Chat

Investing in the Age of Machines

Ivka Kalus

Chief Investment Officer

Promethos Capital

Moderator

Connie Everson

Manging Director

Capital Markets Outlook Group

2:45–3:15 PM

Fireside Chat

Future of Research

Yin Luo

Vice Chairman

Wolfe Research

Moderator

Minkyu Kim

MD Head of Data & Analytics

State Street Investment Management

2:45–3:15 PM

Fireside Chat

Future of Research

Yin Luo

Vice Chairman

Wolfe Research

Moderator

Minkyu Kim

MD Head of Data & Analytics

State Street Investment Management

3:15–3:35 PM

Coffee Break

Coffee Break

3:15–3:35 PM

Coffee Break

Coffee Break

3:35–4:15 PM

Panel 1

Inside the Institutional AI Stack

Minkyu Kim

MD Head of Data & Analytics

State Street Investment Management

Jasmine Geng

Head of Data Science & AI Eng, Investments, Finance

MassMutual

Chris Albanese

SVP, Senior Director Buy Side Solutions

FactSet

Moderator

Ra'ad Siraj

AI and Data Governance Executive

Former Amazon & MassMutual

3:35–4:15 PM

Panel 1

Inside the Institutional AI Stack

Minkyu Kim

MD Head of Data & Analytics

State Street Investment Management

Jasmine Geng

Head of Data Science & AI Eng, Investments, Finance

MassMutual

Chris Albanese

SVP, Senior Director Buy Side Solutions

FactSet

Moderator

Ra'ad Siraj

AI and Data Governance Executive

Former Amazon & MassMutual

4:15–4:55 PM

Panel 2

AI Agents Across Institutional Workflows

Wale Adedokun

Head of Manager Research Public Markets

State Street Investment Mgmt

Jay Zhu

Vice President

Wellington Management

Tim Burke

Product Manager Data Science

Mass Mutual

Moderator

Tiffany Hu

Co-founder & CEO

iFree

4:15–4:55 PM

Panel 2

AI Agents Across Institutional Workflows

Wale Adedokun

Head of Manager Research Public Markets

State Street Investment Mgmt

Jay Zhu

Vice President

Wellington Management

Tim Burke

Product Manager Data Science

Mass Mutual

Moderator

Tiffany Hu

Co-founder & CEO

iFree

4:55–5:05 PM

Coffee Break

Coffee Break

4:55–5:05 PM

Coffee Break

Coffee Break

5:05–5:45 PM

Panel 3

Architecting Autonomous Financial Agents

5:05–5:45 PM

Panel 3

Architecting Autonomous Financial Agents

Calvin Gerus

Sr. Principal AI Product Manager

Borealis Al

Calvin Gerus

Sr. Principal AI Product Manager

Borealis Al

Rahul Arora

Managing Director, Head of AI

Cambridge Associates

Rahul Arora

Managing Director, Head of AI

Cambridge Associates

Tasneem Nipplewala

Head of Data, Cyber & AI Architechure

MassMutual

Tasneem Nipplewala

Head of Data, Cyber & AI Architechure

MassMutual

Lisa Huang

Head of AI Investment Management and Planning

Fidelity

Lisa Huang

Head of AI Investment Management and Planning

Fidelity

Moderator

Vamsi Potluru

Research Director on Synthetic Data, Timeseries, Behavior

JP MorganChase

Moderator

Vamsi Potluru

Research Director on Synthetic Data, Timeseries, Behavior

JP MorganChase

5:45-6:00 PM

Networking Session

Networking Reception

5:45-6:00 PM

Networking Session

Networking Reception

Organizers

Organizers

Jacob Chanyeol Choi

Co-Founder / Co-CEO

LinqAlpha

Vick Nabar

VP of Startup Banking

JP Morgan

Tiffany Hu

Co-founder & CEO

iFree

Organizers

Jacob Chanyeol Choi

Co-Founder / Co-CEO

LinqAlpha

Vick Nabar

VP of Startup Banking

JP Morgan

Tiffany Hu

Co-founder & CEO

iFree

Contact us

Contact us

Contact us