Opening remarks from Evident's co-founders.

In conversation with Caroline Hyde, Anchor, Bloomberg Television

The financial sector’s vast amount of data and AI labs’ next-gen capabilities seem like a match made in heaven, but there’s more to a happy marriage than potential. When do the benefits of turning to an AI lab outweigh the challenges of integrating with them? What are the hallmarks of a successful partnership? And how can financial institutions structure these partnerships to yield real value without compromising security and control?

Moderated by: Erik Schatzker, Editorial Director, Bloomberg New Economy

As financial services firms accelerate AI deployment and move toward multi-agent systems, effective risk management can mean the difference between scaling and stalling. What new risks does agentic AI introduce? How can firms enhance their ability to observe and assess these risks? And what new risk management and governance practices are required to ensure robust monitoring and mitigation—ultimately enabling faster, safer AI deployment?

Moderated by: Luke Gbedemah, Editor, Evident

In conversation with Erik Schatzker, Editorial Director, Bloomberg New Economy

In conversation with Jennifer St. John-Foster, Sr. Sales Manager, North America Financial Services, NVIDIA

Hype no longer pays the bills. The pressure is on to prove that years of experiments, pilots, and isolated use cases can deliver real value. But leaders also need a clear vision of what comes next. How are firms connecting individual use cases to a broader vision of what the financial services industry could become in the future? What have we learned so far about what it takes to deliver successful outcomes? And how does this shape the path forward?

Moderated by Luke Gbedemah, Editor, Evident

Agentic AI promises huge financial gain, but unlocking that value requires cultural and technical transformation. Where are agentic use cases already delivering value? What are the opportunities on the horizon? And what lessons have financial services firms learnt so far about how to deploy agents successfully?

Moderated by: Edward J Achtner, Vice President & Head of Applied AI, BMO

Agentic AI solutions are nascent and require specific tooling and access to deliver value. AI leaders know that, to be effective, agents must address business needs on the ground. So where are firms actually finding the greatest value from agentic AI? How are they allowing their people to engage with agents? And which lines of business hold the most potential for agentic optimization in future?

A robust data strategy, strong senior leadership buy-in, and effective governance processes are now table stakes for AI deployment. Yet many projects still fail to get off the ground. What critical decisions have financial services leaders made to deliver successful outcomes? How can we identify which choices truly moved the needle? And as the pace of AI adoption accelerates, how will these do’s and don’ts shape the way forward?

Moderated by: James Utting, Chief Business Officer for the Emerging Technology Group, UBS

Moderated by: Tucker Balch, Professor in the Practice and Research of Finance, Emory