Evident AI Symposium

Overview

Join us in New York this Thursday for our flagship Evident AI Symposium with the most senior leaders from the worlds of AI and banking. Fuelled by the latest data from the Evident AI Index, we’ll discuss: where is the sector now – and what’s next?

About

HEADLINE SPONSOR

The Evident AI Symposium is an invitation-only gathering of 200 of the most senior leaders from the worlds of banking and AI. We come together to cut through the AI hype, and advance the global conversation around the realities of AI adoption in the banking sector based on the latest data from the Evident AI Index, the global standard benchmark of AI maturity in banking.

Following the October 2024 Index update, we’re gathering in New York to discuss the key findings from the latest ranking and take stock of where banks are in their AI journeys. Which banks are leading the way? Where are they delivering value? And what are the headwinds and opportunities on the horizon?

The Symposium takes place on Thursday 21 November in Manhattan, New York. Panel discussions with leading experts run throughout the day with breaks for lunch and networking followed by a drinks reception for all-in person attendees. Virtual attendees can watch via livestream. Register now to join us.

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“We would like to thank you and your team for the excellent event. The quality of topics and speakers, location and hospitality were exceptional.” – Symposium attendee, 2024

Speakers

Hear from banking industry leaders, tech innovators, geopolitical commentators and deep tech investors.

Alex Ratner
Alex Ratner
Co-founder & CEO, Snorkel AI
Alexandra Mousavizadeh
Alexandra Mousavizadeh
Co-founder & Co-CEO, Evident
Andrew Reiskind
Andrew Reiskind
Chief Data Officer, Mastercard
Annabel Ayles
Annabel Ayles
Co-founder & Co-CEO, Evident
Anthony Scaramucci
Anthony Scaramucci
Founder & Managing Partner, SkyBridge
Bing	Xiang
Bing Xiang
Head of AI Research, Goldman Sachs
Caroline Daniel
Caroline Daniel
Partner, Brunswick Group
Caroline Hyde
Caroline Hyde
Anchor, Bloomberg News
Chintan Mehta
Chintan Mehta
Executive VP, Group CIO of Digital Innovation & Strategy, Wells Fargo
Chris Stephens
Chris Stephens
Field CTO, groq
Dan Jermyn
Dan Jermyn
Chief Decision Scientist, Commonwealth Bank of Australia
David Wu
David Wu
Head of Firmwide AI Product & Architecture Strategy, Morgan Stanley
Deborah Yang
Deborah Yang
CEO, DaizyAI
Elvira Shishenina, Ph.D
Elvira Shishenina, Ph.D
Senior Director of Strategic Initiatives, Quantinuum
Erik Schatzker
Erik Schatzker
Editorial Director, Bloomberg New Economy
Gabriel Stengel
Gabriel Stengel
CEO, Rogo
Giuseppe Nuti
Giuseppe Nuti
Head of Electronic Trading Quant’s Center of Excellence, Global Markets, UBS
Ian Bremmer
Ian Bremmer
Founder, President, Eurasia Group & GZERO Media
Jackie Davalos
Jackie Davalos
Reporter, Bloomberg News
Jackie O'Flanagan
Jackie O'Flanagan
Financial Services Industry Lead, Microsoft
James Wise
James Wise
Partner, Balderton Capital
Jonathan Regenstein
Jonathan Regenstein
Head of Financial Services AI, Snowflake
Kevin Chung
Kevin Chung
Chief Strategy Officer, Writer AI
Kristin Milchanowski, Ph.D
Kristin Milchanowski, Ph.D
Chief AI & Data Officer, BMO Financial Group
Luke Gbedemah
Luke Gbedemah
Editor, Evident
Luke Gee
Luke Gee
SVP, Chief Analytics & AI Officer, TD Bank
Mandeep Singh
Mandeep Singh
Global Head of Technology Research, Bloomberg Intelligence
Manny Roman
Manny Roman
CEO & Managing Director, PIMCO
Marco Pistoia, Ph.D
Marco Pistoia, Ph.D
Head of Global Technology Applied Research, Distinguished Engineer, JPMorganChase
Ned Carroll
Ned Carroll
Head of Data and Automation, PNC
Patrick Stokes
Patrick Stokes
EVP of Product & Industries Marketing, Salesforce
Prem Natarajan
Prem Natarajan
Chief Scientist & Head of Enterprise AI, Capital One
Rodrigo Liang
Rodrigo Liang
Co-founder & CEO, SambaNova Systems
Sameer Gupta
Sameer Gupta
Financial Services AI Leader, EY
Shruti Patel
Shruti Patel
Chief Product Officer for the Business Banking Segment, U.S. Bank
Sid Khosla
Sid Khosla
Americas Banking & Capital Markets Leader, EY
Steve Shillingford
Steve Shillingford
President & CEO, DeepSee
Sumitra Ganesh, Ph.D
Sumitra Ganesh, Ph.D
Multi-agent Learning & Simulation Group, JPMorgan AI Research
Teresa Heitsenrether
Teresa Heitsenrether
Chief Data and Analytics Officer, JPMorganChase
Tony Kim
Tony Kim
Head of Tech Sector Fundamental Equities, BlackRock
Vahe Andonians
Vahe Andonians
Founder & CEO, Cognaize
Özge Yeloğlu
Özge Yeloğlu
VP, Advanced Analytics and AI, CIBC

Agenda

09.00-09.30

Opening Keynote

Teresa Heitsenrether, Chief Data & Analytics Officer, JPMorganChase in conversation with Caroline Hyde, Anchor, Bloomberg News

Teresa Heitsenrether
Teresa Heitsenrether
Chief Data & Analytics Officer, JPMorganChase
Caroline Hyde
Caroline Hyde
Anchor, Bloomberg News

09.30-09.50

The 2024 Evident AI Index Results

The Evident AI Index is the global standard benchmark of AI maturity for the banking sector. Evident’s co-founders discuss the October 2024 Index results, including the latest rankings, emerging challengers and the stand-out trends over the last year.

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

Alexandra Mousavizadeh
Alexandra Mousavizadeh
Co-CEO & Co-founder, Evident
Annabel Ayles
Annabel Ayles
Co-CEO & Co-founder, Evident
Erik Schatzker
Erik Schatzker
Editorial Director, Bloomberg New Economy

09.50-10:20

The unhyped use cases: where are financial services companies generating value from LLMs?

The emergence of powerful large language models has created a lot of hype. Now organizations need to prioritize use cases that can actually deliver value. Where are the lowest risk, highest value-adding use cases for LLMs, in a highly regulated industry?

Moderated by: Caroline Daniel, Partner, Brunswick Group.

Andrew Reiskind
Andrew Reiskind
Chief Data Officer, Mastercard
Kevin Chung
Kevin Chung
Chief Strategy Officer, Writer AI
Prem Natarajan
Prem Natarajan
Chief Scientist & Head of Enterprise AI, Capital One
Shruti Patel
Shruti Patel
Chief Product Officer for the Business Banking Segment, U.S. Bank
Caroline Daniel
Caroline Daniel
Partner, Brunswick Group

10.20-10.35

Break

10.35-11.05

Keynote Speaker

Manny Roman, CEO & Managing Director, PIMCO in conversation with Erik Schatzker, Editorial Director, Bloomberg New Economy

Manny Roman
Manny Roman
CEO & Managing Director, PIMCO.
Erik Schatzker
Erik Schatzker
Editorial Director, Bloomberg New Economy

11.05-11.35

The insight machine: how is AI driving insights and knowledge creation?

There is massive potential for AI to enhance human knowledge, by supporting prediction and enhancing the usefulness of data and documentation within the financial services industry; across portfolio optimisation, customer experience and internal processes. What are the current and emerging use cases that deliver value through insights and knowledge creation? How are these use cases working both inside banks, and in client facing scenarios?

Moderated by: Kristin Milchanowski, Ph.D, Chief AI & Data Officer, BMO Financial Group

Chintan Mehta
Chintan Mehta
Executive VP, Group CIO of Digital Innovation & Strategy, Wells Fargo
David Wu
David Wu
Head of Firmwide AI Product & Architecture Strategy, Morgan Stanley
Gabriel Stengel
Gabriel Stengel
CEO, Rogo
Sid Khosla
Sid Khosla
Americas Banking & Capital Markets Leader, EY
Kristin Milchanowski, Ph.D
Kristin Milchanowski, Ph.D
Chief AI & Data Officer, BMO Financial Group

11.35-11.45

Break

11.45-12.15

The politics of artificial intelligence: how are geopolitical dynamics affecting AI and business?

The race to develop advanced capabilities in artificial intelligence is having a widespread geopolitical impact, shaping dynamics between the US, China, Europe, Russia and the Middle East across economic, military and political fault lines. What tensions does AI create between different nations, and how might they become a headwind to innovation?

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

Ian Bremmer
Ian Bremmer
Founder, President, Eurasia Group & GZERO Media
Erik Schatzker
Erik Schatzker
Editorial Director, Bloomberg New Economy

12.15-12.45

The power of experimentation: how are banks innovating and creating value through experimentation?

As more powerful models are released, and become available for deployment and fine-tuning, businesses are facing a huge spectrum of opportunities when it comes to prototyping applications. To justify the cost of building test environments, banks need to understand the technical constraints and what good experimentation looks like. How should banks be embracing the art of the possible when it comes to experimenting with artificial intelligence?

Moderated by: Caroline Daniel, Partner, Brunswick Group

Alex Ratner
Alex Ratner
Co-founder & CEO, Snorkel AI
Dan Jermyn
Dan Jermyn
Chief Decision Scientist, Commonwealth Bank of Australia
Özge Yeloğlu
Özge Yeloğlu
VP, Advanced Analytics and AI, CIBC
Caroline Daniel
Caroline Daniel
Partner, Brunswick Group

12.45-13.45

Lunch

13.45-14.05

Keynote Speaker

Anthony Scaramucci, Founder & Managing Partner, SkyBridge in conversation with Erik Schatzker, Editorial Director, Bloomberg New Economy

Anthony Scaramucci
Anthony Scaramucci
Founder & Managing Partner, SkyBridge
Erik Schatzker
Erik Schatzker
Editorial Director, Bloomberg New Economy

14.05-14.35

The enabling factors: how can architecture, data and cloud enable AI?

In order to deliver on their AI ambitions responsibly, banks require adaptable, cost-effective cloud, cutting-edge data architecture and security throughout the lifecycle of an application. How can banks ensure that they have the right data, architecture and cloud support to drive their AI initiatives, what are leading banks doing, and what frontier capabilities are most exciting for the banking sector?

Moderated by: Jackie Davalos, Reporter, Bloomberg News

Alexandra Mousavizadeh
Alexandra Mousavizadeh
Co-CEO & Co-founder, Evident
Jonathan Regenstein
Jonathan Regenstein
Head of Financial Services AI, Snowflake
Ned Carroll
Ned Carroll
Head of Data and Automation, PNC
Sameer Gupta
Sameer Gupta
Financial Services AI Leader, EY
Jackie Davalos
Jackie Davalos
Reporter, Bloomberg News

14.35-15.05

The breakthrough potential: how are financial services companies embracing emerging technologies?

The pace of technological change is forcing companies to be more adaptable; at the risk of losing competitiveness. From quantum technologies, to edge computing and innovations in synthetic data, simulation and beyond; where are breakthroughs going to come from, and how can financial services companies be prepared?

Moderated by: Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence

Chris Stephens
Chris Stephens
Field CTO, groq
Elvira Shishenina, Ph.D
Elvira Shishenina, Ph.D
Senior Director of Strategic Initiatives, Quantinuum
James Wise
James Wise
Partner, Balderton Capital
Marco Pistoia, Ph.D
Marco Pistoia, Ph.D
Head of Global Technology Applied Research, Distinguished Engineer, JPMorganChase
Mandeep Singh
Mandeep Singh
Global Head of Technology Research, Bloomberg Intelligence

15.05-15.35

The innovation advantage: how can banks benefit from the most promising AI research?

Research is vital for organisations to stay up to date with emerging prototypes, theories and techniques, as well as to define a strategy for adopting innovations as they emerge. What is the latest research into artificial intelligence showing, and how could it translate into value-adding capabilities for banks?

Moderated by: Luke Gbedemah, Editor, Evident

Bing Xiang
Bing Xiang
Head of AI Research, Goldman Sachs
Deborah Yang
Deborah Yang
CEO, DaizyAI
Giuseppe Nuti
Giuseppe Nuti
Head of Electronic Trading Quant’s Center of Excellence, Global Markets, UBS
Luke Gbedemah
Luke Gbedemah
Editor, Evident

15.35-16.00

Break

16.00-16.30

The agent revolution: how could human-machine partnerships be optimised, now and in the future?

The creation of advanced foundational models that can replicate reasoning, perform complex tasks, and function autonomously in the same way as humans, raises important questions for all businesses. How can organisations understand and embrace the potential of agentic systems?

Moderated by: Luke Gbedemah, Editor, Evident

Luke Gee
Luke Gee
SVP, Chief Analytics & AI Officer, TD Bank
Steve Shillingford
Steve Shillingford
President & CEO, DeepSee
Sumitra Ganesh, Ph.D
Sumitra Ganesh, Ph.D
Multi-agent Learning & Simulation Group, JPMorgan AI Research
Vahe Andonians
Vahe Andonians
Founder & CEO, Cognaize
Luke Gbedemah
Luke Gbedemah
Editor, Evident

16.30-17.00

The cutting-edge applications: how can companies integrate AI into a new technology stack?

Innovation in foundational models, computing and agentic systems is opening a new frontier of applications for business. These innovations require a new technology stack; harmonising data, AI and automation to deliver more customisable workflows. How can financial services companies maximise the value of these cutting-edge capabilities?

Moderated by: Jackie Davalos, Reporter, Bloomberg News

Jacqueline O'Flanagan
Jacqueline O'Flanagan
Financial Services Industry Lead, Microsoft
Patrick Stokes
Patrick Stokes
EVP of Product & Industries Marketing, Salesforce
Rodrigo Liang
Rodrigo Liang
Co-founder & CEO, SambaNova Systems
Tony Kim
Tony Kim
Head of Tech Sector Fundamental Equities, BlackRock
Jackie Davalos
Jackie Davalos
Reporter, Bloomberg News

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