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The Evident AI Symposium is an invitation-only event for senior AI leaders in banks to discuss the opportunities and challenges facing the industry when it comes to artificial intelligence. The event aims to drive forward a global conversation around best practice and accelerate AI adoption across the banking sector.

About

Panel discussions with leading experts will run throughout the day, with breaks for lunch and networking, and will be followed by a drinks reception for all in-person guests. Virtual attendees can watch the event via livestream on the Bloomberg website.

Wednesday 29 November
09.00 - 18.00 Panel Discussions
18.00 - 21.00 Drinks Reception
New York City

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Media Partner

Bloomberg

Supported by

Cognaize
EY
DeepSee

Agenda

08.30-09.00

Welcome & Breakfast

09.00-09.30

Welcome and The Evident AI Index Results

Alexandra Mousavizadeh and Annabel Ayles, Evident co-founders, present the latest results of the Evident AI Index, the trends and trajectories revealed by the data, and who is leading the way.

Alexandra Mousavizadeh
Alexandra Mousavizadeh
Co-CEO & Co-Founder, Evident
Annabel Ayles
Annabel Ayles
Co-CEO & Co-Founder, Evident

09.30-10.00

Opening keynote with Teresa Heitsenrether, Chief Data & Analytics Officer, JPMorgan Chase

Following JPMorgan Chase's #1 ranking in the November 2023 Evident AI Index, Teresa Heitsenrether, newly-appointed CDAO, shares her views on the approach the bank is taking towards driving value from AI.

In conversation with: Caroline Hyde, Anchor of Bloomberg Technology, Bloomberg Television

Teresa Heitsenrether
Teresa Heitsenrether
Chief Data & Analytics Officer, JPMorgan Chase

10.00-10.30

The big picture for business
What does the age of artificial intelligence mean for business?

It is clear that artificial intelligence can deliver immense benefits for business. Rapidly evolving capabilities are fuelling new business models and unlocking new sources of value. But scepticism remains as to how quickly businesses as a whole – and the financial services sector more specifically – can adopt these new technologies. Which AI tools are most impactful? How is this changing over the short and the long-term? And what are the risks?

Moderated by: Jackie Davalos, Reporter, Bloomberg

Satvinder Singh
Satvinder Singh
Global Data & Analytics Division Lead, LSEG
Foteini Agrafioti
Foteini Agrafioti
Chief Science Officer, RBC

10.30-11.00

Break

11.00-11.45

The compliance question
How can banks ensure they remain compliant and minimise risks on their AI journey?

Banks operating across multiple jurisdictions must grapple with increasingly divergent - and continually changing - regulations. As awareness of AI's risks accelerate, and regulation proliferates, how can banks ensure they remain compliant and minimise risks as they adopt AI at scale? How can nations create AI policies that are fit-for-purpose, without adding unnecessary complexity? And what would best-in-class AI regulation look like for the banking sector?

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

Monique Shivanandan
Monique Shivanandan
Group Chief Data and Analytics Officer, HSBC
Stefan Simon
Stefan Simon
Chief Administrative Officer and Head of the Americas, Deutsche Bank
Kris Pederson
Kris Pederson
Americas Center for Board Matters Leader, EY

11.45-12.30

The long game
How can banks innovate for the future, while delivering outcomes and returns on their AI investment today?

As the pace of AI development accelerates - and the opportunities increase - leaders within banks need to balance investing in long-term capabilities against delivering immediate outcomes from AI today. How can banks invest in initiatives that will deliver long-term value while making a return throughout their journey? When should banks focus on building initiatives themselves? When should they partner? And what do strong partnerships look like?

Moderated by: Brody Ford, Reporter, Bloomberg

Clare Barclay
Clare Barclay
CEO, Microsoft UK
David Rice
David Rice
Global Chief Operating Officer of Commercial Banking, HSBC

12.30-13.30

Lunch

13.30-14.15

The leading edge
What does it mean to be “AI-first” in banking?

Adopting AI at scale requires vision, a fundamental rethink about what it means to be a bank, and how it interacts with its customers. While most banks are years into digital transformation journeys, they face many hurdles on the pathway to AI adoption, and few could consider themselves to be truly AI-first. What does an "AI-first" bank look like? Which organisations are leading the way? And what are the secrets to their success?

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

Manuela Veloso
Manuela Veloso
Head of AI Research, JPMorgan Chase & Co
Nimrod Barak
Nimrod Barak
Global Head of Innovation Labs, Citi
Steve Shillingford
Steve Shillingford
CEO, DeepSee

14.15-15.00

The generative revolution
Where are the opportunities presented by foundational models?

Recent advancements in foundational models have dominated headlines and sparked a reimagination of how AI is going to transform business. Whether it be in customer services, marketing, or engineering, it is clear there isn't an area of a bank that couldn't be impacted by GenAI in some way. But adoption can be hard, expensive, and risky. Is the hype over-taking reality? Where are the greatest opportunities? Which ones can banks seize today? And how can banks set themselves up to respond to innovations on the horizon?

Moderated by: Brad Stone, Senior Executive Editor for Technology, Bloomberg News

George Lee
George Lee
Co-Head of the Office of Applied Innovation, Goldman Sachs
Vahe Andonians
Vahe Andonians
CTO, CPO, Founder, Cognaize
Deborah Lindway
Deborah Lindway
Executive Vice President, Enterprise Technology & Security, PNC

15.00-15.30

Break & Refreshments

15.30-16.15

The collaboration imperative
When should banks build or buy their AI solutions?

Financial services companies develop AI capabilities in a number of different ways: building from scratch, making use of open-source frameworks, establishing partnerships, or through acquisition. While it may be slower to develop in-house solutions, there can be long-term benefits around control and IP. Working with vendors, on the other hand, can provide a quicker, but more expensive approach. When should financial services companies build or buy their AI solutions? What are the trade-offs with each approach? And what unique challenges does the sector face when it comes to using open-source AI or relying on AI-as-a-service?

Moderated by: Jackie Davalos, Reporter, Bloomberg

Jeff McMillan
Jeff McMillan
Head of Analytics, Data, and Innovation, Morgan Stanley Wealth Management
JoAnn C. Stonier
JoAnn C. Stonier
Executive Vice President, Chief Data Officer for Mastercard
Malcolm deMayo
Malcolm deMayo
Global Vice President of Financial Services, Nvidia

16.15-17.00

The quantum opportunity
What impact might quantum have on banking?

Emerging quantum technologies stand to radically transform the power of computing. This change will impact banks, along with every other sector on the planet. Leading experts discuss the possible implications for trading, lending, security, fraud and more; to explain what may be on, and beyond, the horizon.

Moderated by: Mandeep Singh, Senior Analyst, Bloomberg Intelligence

Jack Hidary
Jack Hidary
CEO, Sandbox
Kristin M. Gilkes
Kristin M. Gilkes
Global Innovation Quantum Leader, EY
Stratton Sclavos
Stratton Sclavos
Chief Business Officer, PsiQuantum

17.00-17.15

Break

17.15-17.45

The risks and controls
How can organisations balance rapid development with the need to build safe and trustworthy AI?

As new, more powerful models arrive in the market, and awareness of emergent AI risks increases, responsible deployment means more than just minimising risks. It includes the process of building long-term trust in artificial intelligence systems. As new waves of innovation break, what can organisations do to practically evaluate the safety, fairness and effectiveness of their AI initiatives moving forward? And what more do businesses need to do to move beyond mitigating risk, to building trust?

Moderated by: Brad Stone, Senior Executive Editor for Technology, Bloomberg News

Sridhar Ramaswamy
Sridhar Ramaswamy
SVP of AI, Snowflake
Jonathan Rosenbluth
Jonathan Rosenbluth
Director of Product, Cohere
Emilia Javorsky
Emilia Javorsky
MPH Director, Futures Program, The Future of Life Institute

17.45-18.00

Closing remarks

Alexandra Mousavizadeh
Alexandra Mousavizadeh
Co-CEO & Co-Founder, Evident
Annabel Ayles
Annabel Ayles
Co-CEO & Co-Founder, Evident

18.00-21.00

Drink reception

Speakers

Alexandra Mousavizadeh
Alexandra Mousavizadeh
CEO & Co-Founder, Evident
Annabel Ayles
Annabel Ayles
COO & Co-Founder, Evident
Clare Barclay
Clare Barclay
CEO, Microsoft UK
David Rice
David Rice
Global Chief Operating Officer of Commercial Banking, HSBC
Deborah Lindway
Deborah Lindway
Executive Vice President, Enterprise Technology & Security, PNC
Foteini Agrafioti
Foteini Agrafioti
Chief Science Officer, RBC
George Lee
George Lee
Co-Head of the Office of Applied Innovation, Goldman Sachs
Jack Hidary
Jack Hidary
CEO, Sandbox
Jeff McMillan
Jeff McMillan
Head of Analytics, Data, and Innovation, Morgan Stanley Wealth Management
JoAnn C. Stonier
JoAnn C. Stonier
Executive Vice President, Chief Data Officer for Mastercard
Kristin M. Gilkes
Kristin M. Gilkes
Global Innovation Quantum Leader, EY
Malcolm deMayo
Malcolm deMayo
Global Vice President of Financial Services, Nvidia
Manuela Veloso
Manuela Veloso
Head of AI Research, JPMorgan Chase & Co
Monique Shivanandan
Monique Shivanandan
CDAO, HSBC
Nimrod Barak
Nimrod Barak
Global Head of Innovation Labs, Citi
Satvinder Singh
Satvinder Singh
Global Data & Analytics Division Lead, LSEG
Sridhar Ramaswamy
Sridhar Ramaswamy
SVP of AI, Snowflake
Stefan Simon
Stefan Simon
CAO, Deutsche Bank
Steve Shillingford
Steve Shillingford
CEO, DeepSee
Stratton Sclavos
Stratton Sclavos
Chief Business Officer, PsiQuantum
Vahe Andonians
Vahe Andonians
CTO, CPO, Founder, Cognaize
Jonathan Rosenbluth
Jonathan Rosenbluth
Director of Product, Cohere
Emilia Javorsky MD, MPH
Emilia Javorsky MD, MPH
Director, Futures Program, The Future of Life Institute