North America 2025

AI for Finance Summit ’25
The Rise of
Multi-agent Systems

AI for Finance Summit
The Rise of
Multi-agent Systems

Invitation-Only

What happens when LLMs evolve from copilots to compound decision-makers?

What happens when LLMs evolve from copilots to compound decision-makers?

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.

Join us for a closed-door forum on how multi-agent AI is transforming institutional finance across both discretionary and quant strategies.

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

Event Concluded

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.

Joined by Global Leaders

AI Meets the Future of Finance

Event Highlights

Explore key moments, speakers, and behind-the-scenes captures from AI for Finance Summit: The Rise of Multi-agent Systems.

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

Edward Tong PhD

Staff Data Scientist

Google

Erin Butler

VP of Capital Markets

Databricks

Helena Doná Duran

Head Of Data Science

Jefferies

Pravesh Rijal

Chief AI / Data Officer

Cross River Bank

Matthew Vodicka

SVP / Senior Director of Product

FactSet

1:30-2:00 PM

Data Panel

From Data to Agents: Building the AI Stack

Edward Tong PhD

Staff Data Scientist

Google

Erin Butler

VP of Capital Markets

Databricks

Helena Doná Duran

Head Of Data Science

Jefferies

Pravesh Rijal

Chief AI / Data Officer

Cross River Bank

Matthew Vodicka

SVP / Senior Director of Product

FactSet

2:00-2:30 PM

Research Infra Panel

Future of Knowledge Management in Finance

Sandeep Varma CFA

CEO / Co-Founder

Equity Data Science

John Dickinson CFA

Mgr, Data Strategy & Automation

Harding Loevner

Yimei Guo

Head of Data & AI

PJT Partners

Suyeol Yun

Principal AI Engineer

LinqAlpha

Moderator

Jin Kim

Co-Founder / Head of FRE

LinqAlpha

2:00-2:30 PM

Research Infra Panel

Future of Knowledge Management in Finance

Sandeep Varma CFA

CEO / Co-Founder

Equity Data Science

John Dickinson CFA

Mgr, Data Strategy & Automation

Harding Loevner

Yimei Guo

Head of Data & AI

PJT Partners

Suyeol Yun

Principal AI Engineer

LinqAlpha

Moderator

Jin Kim

Co-Founder / Head of FRE

LinqAlpha

2:30-3:00 PM

Quant Panel

Building Alpha with LLMs: Quant Perspectives from Research to Execution

Christos Koutsoyannis PhD

CIO | Atlas Ridge Capital

Laura Serban PhD

Principal

AQR

Francesco Fabozzi PhD

Research Director

Yale ICF

Moderator

Edward Tong PhD

Staff Data Scientist

Google

2:30-3:00 PM

Quant Panel

Building Alpha with LLMs: Quant Perspectives from Research to Execution

Christos Koutsoyannis PhD

CIO | Atlas Ridge Capital

Laura Serban PhD

Principal

AQR

Francesco Fabozzi PhD

Research Director

Yale ICF

Moderator

Edward Tong PhD

Staff Data Scientist

Google

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

Didier Lopes

CEO / Co-Founder

OpenBB

Didier Lopes

CEO / Co-Founder

OpenBB

Pete Petersen

CTO / CISO

Causeway Capital

Pete Petersen

CTO / CISO

Causeway Capital

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

Andrew Chin

Chief AI Officer

AllianceBernstein

Andrew Chin

Chief AI Officer

AllianceBernstein

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

Scott Friedman CFA

Co-Founder / Partner

Soroban Capital

Scott Friedman CFA

Co-Founder / Partner

Soroban Capital

Moderator

Alejandro Lopez-Lira PhD

Professor

University of Florida

Moderator

Alejandro Lopez-Lira PhD

Professor

University of Florida

5:00-5:30 PM

AI Industry Session

Leveraging LLMs across Investment, Research, and Productivity Workflows

Christopher Andrews

Global COO of Research

Morgan Stanley

Scott Friedman CFA

Co-Founder / Partner

Soroban Capital

Peter Anderson PhD

Head of Research, Applied AI

Balyasny Asset Management

Moderator

Hojun Choi

Co-Founder / Co-CEO

LinqAlpha

5:00-5:30 PM

AI Industry Session

Leveraging LLMs across Investment, Research, and Productivity Workflows

Christopher Andrews

Global COO of Research

Morgan Stanley

Scott Friedman CFA

Co-Founder / Partner

Soroban Capital

Peter Anderson PhD

Head of Research, Applied AI

Balyasny Asset Management

Moderator

Hojun Choi

Co-Founder / Co-CEO

LinqAlpha

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

Alejandro Lopez-Lira PhD

Professor

University of Florida

Alejandro Lopez-Lira PhD

Professor

University of Florida

Jacob Chanyeol Choi PhD

Co-Founder / Co-CEO

LinqAlpha

Jacob Chanyeol Choi PhD

Co-Founder / Co-CEO

LinqAlpha

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

Hosted by

Jacob Chanyeol Choi PhD

Co-Founder / Co-CEO

LinqAlpha

Hojun Choi

Co-Founder / Co-CEO

LinqAlpha

Edward Tong PhD

Staff Data Scientist

Google

Alejandro Lopez-Lira PhD

Professor

University of Florida

Didier Lopes

CEO / Co-Founder

OpenBB

Hosted by

Jacob Chanyeol Choi PhD

Co-Founder / Co-CEO

LinqAlpha

Hojun Choi

Co-Founder / Co-CEO

LinqAlpha

Edward Tong PhD

Staff Data Scientist

Google

Alejandro Lopez-Lira PhD

Professor

University of Florida

Didier Lopes

CEO / Co-Founder

OpenBB

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