AI for Finance Summit 2026

Los Angeles

AI in Institutional Finance: Multi-Agent Research Across Equity and Credit

Date

October 12 (Mon), 2026

Time

3:00-6:00 PM PDT

Location

Los Angeles, CA

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 for Finance Summit 2026

Los Angeles

AI in Institutional Finance: Multi-Agent Research Across Equity and Credit

Date

October 12 (Mon), 2026

Time

3:00-6:00 PM PDT

Location

Los Angeles, CA

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 for Finance Summit 2026

Los Angeles

AI in Institutional Finance: Multi-Agent Research Across Equity and Credit

Date

October 12 (Mon), 2026

Time

3:00-6:00 PM PDT

Location

Los Angeles, CA

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.

About the Summit

Hosted by LinqAlpha, the AI for Finance Summit is a private gathering for senior finance professionals to explore the industry’s next technical frontier. The Los Angeles edition tracks the shift from AI systems that execute isolated tasks to agents built for sustained, multi-step work inside the investment process, and it tests that shift against two very different desks.

Los Angeles is where credit concentrates. Some of the largest fixed income and credit managers in the country sit within a few miles of each other, alongside equity houses running both systematic and fundamental books. Credit research runs on indentures, covenants, filings and calls, which makes it the hardest test of an agent asked to work for hours without a human in the loop. Equity research is a different problem. This edition puts both in the same room.

The program is one fireside and two panels, followed by drinks and networking. The Equity Desk covers what is genuinely in production inside systematic and discretionary equity processes. The Credit Desk covers AI where the documents are. This Los Angeles edition, held during LA Tech Week, continues a global series with past events in Boston (with J.P. Morgan), New York (with OpenBB and Guidepoint), Asia (with LSEG), London (with Deutsche Bank) and San Francisco.

To facilitate candid discussion, the summit will be held under the Chatham House Rule. No recording or press will be permitted. We are pleased to acknowledge the support of our sponsor, AQR Capital Management. Admission is by non-transferable invitation only.

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

Hosted by

Hosted by

Sponsored by

Sponsored by

AQR Capital Management

Agenda

Agenda

3:00–3:30 PM

3:00–3:30 PM

Registration and welcome drinks

Registration and welcome drinks

3:30–3:35 PM

3:30–3:35 PM

Opening remarks

Opening remarks

3:35–4:00 PM

3:35–4:00 PM

Fireside

From Multi-Agent to Long-Horizon: What Actually Changed

Fireside

From Multi-Agent to Long-Horizon: What Actually Changed

4:00–4:35 PM

4:00–4:35 PM

Panel 1

The Equity Desk: Systematic Meets Discretionary

Panel 1

The Equity Desk: Systematic Meets Discretionary

4:35–4:50 PM

4:35–4:50 PM

Break

Break

4:50–5:25 PM

4:50–5:25 PM

Panel 2

The Credit Desk: AI Where the Documents Are

Panel 2

The Credit Desk: AI Where the Documents Are

5:25–5:30 PM

5:25–5:30 PM

Closing remarks

Closing remarks

5:30-6:00 PM

5:30-6:00 PM

Networking reception

Networking reception