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MFA Ops: Data, Tech & AI 2026 - Agenda

November 10, 2026
Conference
UBS New York, NY
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    Agenda

    8:00 am - 8:50 am

    Breakfast, registration and networking

    8:50 am - 9:00 am

    Opening remarks

    Speaker
    Speaker To Be Announced

    9:00 am - 9:30 am

    The AI-first alternatives firm: Where will durable competitive advantage come from?

    Speaker
    Lauren Sullivan Bowes , Head of Regulated Industries, Mid-Market , Anthropic

    Lauren Sullivan Bowes is Head of Regulated Industries for Mid-Market at Anthropic, where she leads the firm’s work with mid-market financial institutions, healthcare organizations, and life sciences companies deploying Claude across their businesses.

    Prior to Anthropic, Lauren spent more than five years at Plaid, where she led the Banking & Wealth segment. Before that, she sold to healthcare, life sciences, and financial institutions at Box, and held sales and business development leadership roles at Oracle.

    Moderated by
    Speaker To Be Announced

    9:30 am - 10:05 am

    The rise of the citizen developer: Managing the organization-wide AI lab

    • "Everyone is a developer" as an operational reality
    • Productionizing business-built applications: The path from side projects to approved tools
    • Establishing guardrails without killing the enthusiasm that fuels adoption and creativity

    Speakers
    Alex Golbin , CFA, Chief Technology Officer and Chief Data Officer , Hudson Bay Capital

    Alex Golbin, CFA, is the Chief Technology Officer and Chief Data Officer at Hudson Bay Capital. Mr. Golbin, along with Data and Technology teams, is responsible for empowering all business users with modern data and technology solutions necessary to facilitate growth at scale.

    Prior to joining Hudson Bay Capital in December of 2023, Alex was a Chief Data Officer at Morningstar, where he was responsible for building, deploying and operating Enterprise Data Platform to enable seamless and easy data flow from producers to consumer across all business units of Morningstar. In addition, he led the Global Data team, which collected, analyzed and enriched Funds, Equities, Fixed Income and Alternatives data for Morningstar products consumption and distribution.  

    Prior to joining Morningstar in October 2019, Alex was a Managing Director and the Global Head of Data Services at BlackRock. His group provided centralized data, valuation, reporting and portfolio analytics for the Firm, serving the dual mission of supporting BlackRock and BlackRock Solutions (BRS) clients.

    Prior to joining BlackRock in 2005, Mr. Golbin was a Principal in Banc of America Securities’ Fixed Income Credit Strategy group. Previously, he was a Senior Vice President at Lehman Brothers Fixed Income Research department. Mr. Golbin joined Lehman Brothers in 1994 and became responsible for producing Global Family of Fixed Income Indices. Previously, Mr. Golbin spent three years as a systems analyst with Siemens Corporation.

    Mr. Golbin earned a MS degree in Computer Science from Hofstra University in New York.

    Drew Hershkowitz , Managing Director, Chief Technology Officer , Oak Hill Advisors

    Drew Hershkowitz, Managing Director, Chief Technology Officer, has primary responsibility for leading OHA’s Information Technology strategy including Application Development, Information Security, and Infrastructure. Prior to joining OHA, he worked as Chief Information & Technology Officer at Casdin Capital, L.P. and previously served as Chief Technology Officer at Carlson Capital, L.P. Mr. Hershkowitz also held Managing Director roles at Morgan Stanley and technology leadership roles at Moore Capital. He earned a B.S. in Computer Science from Pennsylvania State University.

    Oliver Radwan , Head of Technology and Partner , Bridgewater Associates

    Oliver Radwan joined Bridgewater in 2009 and is Head of Technology as well as a Partner. As Head of Technology, he is responsible for the strategy and oversight of Bridgewater’s Technology group, including technology products across the company that power both the productivity of our workforce and the systemized investment platforms at the heart of Bridgewater’s business. Oliver was previously Head of Product Management at Bridgewater.

    Prior to Bridgewater, Oliver developed systems to analyze market risk for Goldman Sachs. He graduated with honors from Bowdoin College.

    Moderated by
    Matt Katz , Field CTO , Arcesium

    As Arcesium’s Field CTO, Matt leads Arcesium’s Forward Deployed Software Engineering and Client Success teams. In this role, Matt leads teams to empower clients with the platform and engineer boutique solutions for their unusual challenges. He also serves on Arcesium’s Software Development Kit steering committee and Change Advisory Board, bringing client perspectives to technical change. 

    Matt began his career as a software developer on trade execution management systems for Sungard Data Systems. He then spent 9 years working at the BNP Paribas Prime Brokerage, first as a software engineer but eventually as the head of Client Facing Technology. Prior to joining Arcesium, Matt was the global head of software development and support for Perella Weinberg Partners. 

    10:05 am - 10:40 am

    The state of AI ROI frameworks: Identifying quantitative and qualitative measures of value

    • How rising token and compute costs are reshaping investment and deployment decisions
    • Why clear benchmarks and standardized methodologies remain elusive
    • The shift from open experimentation to deliberate, ROI-driven deployment

    Speakers
    Sudhir Anantharaman , Chief Information Security Officer , AQR Capital Management LLC

    Sudhir Anantharaman is the Chief Information Security Officer of AQR Capital Management, LLC, and oversees the information and cyber security function globally. Prior to AQR, he was a Director at Booz Allen Hamilton in that firm’s Financial Services Practice. Sudhir earned a B.S. in Engineering at the University of Illinois, a M.S. in Engineering at the University of Michigan, and an M.B.A. in Finance at the University of Chicago Booth School of Business.

    Michael DeAddio , Chief Operating Officer , Paloma Capital Partners

    Michael DeAddio is the Chief Operating O􀆯icer at Paloma Partners Management Company. Mr. DeAddio joined PPMC in December 2024. Previously, he was a Co-Founder, Partner, COO and CCO for Dark Forest Capital Management, a Global Systematic Macro and Equity investment manager where he was responsible for all non-investment business teams and functions including capital development. Prior to Dark Forest Capital Management, Mr. DeAddio was President and COO of WorldQuant and was responsible for global day-to-day operations, execution of strategic business initiatives and capital development initiatives. Prior to joining WorldQuant in 2014, Mr. DeAddio was Chief Operating Officer, Chief Compliance Officer and Head of Investor Relations at Elm Ridge Capital and before that served as Chief Operating Officer at Credit Suisse Alternative AssetManagement. Prior to these roles, he was Chief Technology Officer and Chief Administrative Officer at Silver Point Capital. He entered the alternative asset management industry in 2002 as a Managing
    Director in IT at Citadel LLC. Mr. DeAddio began his career at Bell Communication Research in 1992 and made the transition to financial technology in 1994 as a software developer at JP Morgan on the Fixed Income Derivatives desk. 

    Mr. DeAddio holds Bachelor’s and Master’s degrees in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology. Mr. DeAddio serves on the board of directors of BronxWorks and recently served on the initial advisory board of the Massachusetts Institute of Technology for Data, Systems and Society (IDSS). Mr. DeAddio holds a US patent entitled “Object Oriented System For Managing Complex Financial Instruments.”

    Jamey Lamanna , Partner, Chief Information Officer , Apollo
    Moderated by
    Speaker To Be Announced

    10:40 am - 11:10 am

    Data as strategic infrastructure: Building the foundation and connectivity for AI

    • MCPs and the evolution of data connectivity: How firms are rearchitecting access
    • Integrating and governing third-party datasets, proprietary data and AI-generated outputs while maintaining security and licensing compliance
    • Building flexible data foundations to support future AI use cases and emerging technologies
    • AI’s growing demand for data center capacity and the potential impact of infrastructure constraints

    Speaker
    Steve Godino , Chief Information Officer , Viking Global Investors LP

    Steve Godino is Chief Information Officer responsible for overseeing the software development and infrastructure teams. Before joining Viking in 2015, Steve was Chief Technology Officer at Carlson Capital, where he managed all aspects of technology including application development and infrastructure, and Chief Information Officer at Shumway Capital, where his team focused on trading and portfolio management technology. Steve was also Executive Director of Software Development in the Alternative Investment Services division at J.P. Morgan and Head of Software Development at Paloma Partners. Steve received a J.D. from Pace University and a B.S. in mathematics and computer science from the University of Notre Dame. 

     

     

    Sean Lensborn , Chief Operating Officer , ZAIS Group

    Sean Lensborn is the Chief Operating Officer of the ZAIS Group, bringing 20 years of technology experience in a wide variety of roles and industries. Before joining ZAIS in October of 2019, Mr. Lensborn was the Chief Information Officer for DBRS, a Global Credit Ratings Agency. He spent 10 years in this role at DBRS where he modernized the Technology, Cyber Security, Quantitative Modeling, and Data Management organizations.

    Prior to DBRS, Mr. Lensborn spent 10 years in consulting, engineering leadership and software engineering roles with clients including major financial institutions and large firms in the air travel, technology and telecommunications sectors. Mr. Lensborn studied Computer Science at Rensselaer Polytechnic Institute.

    Moderated by
    Aydin Mirzaee , Co-Founder and CEO , Fellow.ai

    Aydin is the co-founder and CEO of Fellow.ai, an AI meeting assistant used by firms in regulated industries that need control over how their meeting data is captured, stored, and accessed. He works closely with those firms on adopting AI meeting capture within their privacy, security, and compliance requirements. Prior to Fellow, he co-founded Fluidware, acquired by SurveyMonkey, where he served as General Manager.

    11:10 am - 11:35 am

    Networking break

    11:35 am - 12:15 am

    Breakout Sessions
    Breakout One

    CYBER DEFENSE
    The next frontier of cyber defense: Building resilience in an AI-first world
    • The rise of AI-enabled attack vectors, phishing campaigns, and social engineering threats
    • Securing agentic AI systems and autonomous workflows through next-generation security controls
    • Assessing and mitigating risks associated with third-party AI providers, cloud platforms, and external models

    Speakers
    Greg Shub , Co-Chief Technology Officer , Moore Capital Management LP
    Moderated by
    Evan Wolff , Partner, Co-Chair of Cybersecurity, Privacy and Data Protection Practice , Akin

    Evan D. Wolff is co-chair of Akin’s cybersecurity, privacy and data protection practice and a member of the firm’s government contracts and national security and global investigations practices. He is ranked by Chambers USA as a leading privacy and cybersecurity practitioner and is nationally known for his deep technical background and nuanced understanding of complex cybersecurity legal and policy issues.

    Over the past two decades, Evan has led investigations into hundreds of cybersecurity incidents. He regularly conducts training and incident simulations, develops response plans and leads privileged investigations. Additionally, he has advised on hundreds of data breaches, working closely with forensic investigators.

    Evan is a Registered Practitioner under the Cybersecurity Maturity Model Certification (CMMC) framework and draws on his experiences as a scientist, program manager and lawyer to advise leading global companies and their boards of directors on mitigating the risk of cyber and privacy incidents, as well as the planning and execution of the rapid, comprehensive response required when incidents occur. He counsels a broad range of companies across multiple sectors including government contractors, the defense industrial base, transportation, energy, health care, insurance, hospitality, education, and non-profit organizations. His counsel includes advising on global privacy and data security regulations, such as the EU General Data Protection Regulation (GDPR), Privacy Shield and the California Consumer Privacy Act (CCPA), and providing legal and technical advice on the Department of Justice’s Bulk Data Collection and Use Policy.

    In addition to cybersecurity and privacy issues, Evan frequently advises clients on regulatory compliance with the Defense Federal Acquisition Regulation Supplement (DFARS), the Federal Acquisition Regulation (FAR), as well as multiple cyber False Claims Act (FCA) cases.

    Evan is currently an adjunct professor at Columbia University, School of International and Public Affairs (SIPA). He served in advisory roles during the formation of the Department of Homeland Security and in 2017 was inducted into the Council on Foreign Relations. Evan remains active in national security policy circles and has previously served as a senior associate (non-resident) in the Homeland Security and Counterterrorism Program at the Center for Strategic & International Studies (CSIS), on the Sandia National Lab External Advisory Board, the U.S. Chamber of Commerce National Security Task Force, as a panel member on the Department of Defense’s Defense Science Board and a senior adviser at the Homeland Security and Defense Business Council. He also served as the co-chair of the ABA Homeland Security Law Institute and as a senior adviser to the ABA Committee on Law and National Security.

    PRIVATE CREDIT
    Private credit technology evolution: From excel to AI-native
    • Automating private credit workflows and reducing manual processes
    • Applying AI to loan monitoring, covenant tracking, portfolio surveillance and risk management
    • Addressing the unique data challenges of private markets
    • Balancing build vs. buy decisions, customization needs and technology infrastructure strategy

    Speakers
    Shekhar Gupta , Senior Vice President, Head of Alternatives Technology , PIMCO

    Shekhar Gupta is a Senior Vice President and Head of Alternatives Technology at PIMCO, based in the firm’s Newport Beach office. He is responsible for leading technology strategy and innovation across PIMCO’s Alternatives platform, supporting private credit, real estate, and other alternative investment businesses.

    Prior to joining PIMCO, Mr. Gupta held technology leadership roles at Western Asset Management and Ares Management. He has more than 20 years of experience at the intersection of investment management, technology, and operational transformation.

    Mr. Gupta holds a Master’s degree in Finance and Strategic Management from The Wharton School of the University of Pennsylvania. He is both a CFA® Charterholder and a CAIA® Charterholder. He earned his Bachelor of Technology in Engineering from the Indian Institute of Technology (IIT) Varanasi, India.

    Moderated by
    Speaker To Be Announced

    12:20 pm - 1:00 pm

    Breakout Sessions
    Breakout Two

    AI GOVERNANCE
    AI governance at scale: Creating frameworks for the continuously expanding reach and complexity of AI
    • How have recordkeeping and data security frameworks evolved to keep pace with AI adoption?
    • How can firms define and operationalize risk tolerance frameworks for an ever-expanding range of AI use cases?
    • When should human oversight be required, and what should effective human-in-the-loop controls look like?
    • How can organizations build robust AI governance frameworks without slowing innovation and adoption?

    Speakers
    Sam Clearwater , Senior Vice President and Counsel , The D. E. Shaw Group
    Alex Vayner , Global Head of AI & Advisory , Atlas Technica

    Alex Vayner is the Global Head of AI & Advisory at Atlas Technica, the premier Managed Intelligence Provider (MIP) for the alternative investment industry. He architects secure “AI Safe Zones,” governance frameworks, and advisory services that let hedge funds, private equity firms, and family offices use generative AI for real investment work—without accidentally exposing partner compensation or portfolio positions to the wrong model.

    With more than two decades in data and AI, Alex has built and scaled multiple profitable AI businesses at Equifax, PwC, Capgemini, KPMG, PA Consulting, and Martingale Insights – launching practices that grew to hundreds of engineers and delivering over $1B in AI‑driven value for Fortune 500 and financial services clients across 30+ countries. His earlier stint as an analyst at Bridgewater Associates, along with hands‑on operating roles, gave him a front‑row seat to how investment processes, governance, and data actually behave in the wild. Before joining Atlas Technica, Alex launched Martingale Insights, a boutique advisory firm focused on helping financial institutions and B2B AI startups close the gap between impressive demos and production, governed outcomes. That work left him with strong opinions on vendor hype, weak governance, and the dangers of building “shadow AI” with nothing but enthusiasm and a corporate credit card.

    Alex earned B.S. and M.S. degrees in applied mathematics and computer science from the University of Florida & Georgia Tech, respectively – credentials he claims are equally handy for trivia night and explaining why “just paste it into ChatGPT” is not an AI governance framework. When not working, Alex juggles life with three kids, one wife, a golden doodle (the strategist), and a cat (the disruptor), spending most of his non‑Zoom time in seat 34C on Delta – usually with a 19th‑century Russian poetry book in hand and a home library that would make Umberto Eco jealous.

    Jill Weiner , Managing Director, Director of Operations , Sculptor Capital Management

    Jill Weiner is a Managing Director and Director of Operations at Sculptor Capital, a global alternative asset manager. She leads the operational platform supporting the firm’s multi-strategy and credit businesses and is responsible for driving operational strategy, scalability, and process innovation across the investment lifecycle.

    Over her 15-year tenure at Sculptor, Jill has helped build and enhance the infrastructure supporting a complex global investment platform, partnering across investment, technology, finance, legal, and compliance functions. Her experience spans operational transformation, automation, counterparty management, treasury operations, and the implementation of technology-driven solutions to support growth and evolving market structures.

    Prior to joining Sculptor in 2011, Jill was an Assistant Vice President at Deutsche Bank, where she supported multiple derivatives trading desks across a range of asset classes.

    Jill holds a B.S. in Finance from Syracuse University and is an active participant in industry discussions on hedge fund operations, technology, and operational excellence.

    Matt Weinstein , Deputy General Counsel, Technology , Citadel

    Matt Weinstein is Deputy General Counsel, Technology at Citadel where he drives technology legal strategy for Citadel and Citadel Securities across AI, intellectual property, data strategy, and cyber resilience. Prior to joining Citadel in 2025, Mr. Weinstein spent over twelve years at Accenture in roles of increasing responsibility, most recently as Managing Director and Global Legal Lead for its Industry X business, where he led a global team advising on go-to-market strategy and strategic M&A . Before that, Mr. Weinstein was an associate in the intellectual property practices of Winston & Strawn LLP and Dickstein Shapiro LLP, focusing on IP litigation and patent portfolio strategy. He holds a J.D. from American University Washington College of Law and a B.S. in Computer Engineering from the University of Maryland.

    Moderated by
    Speaker To Be Announced

    TALENT
    How AI is reshaping technology teams and the broader talent trends
    • How AI is transforming the size, structure, and skill sets of technology teams
    • The rise of the “two-sport athlete” bridging technology and business expertise
    • Upskilling teams for an AI-first future and separating true expertise from AI-washed resumes
    • The evolving roles of the CTO and software engineer in an AI-first era

    Speakers
    Chris Beels , Co-Chief Technology Officer , GoldenTree Asset Management

    Chris Beels is Co-CTO of GoldenTree Asset Management and manages Applications, Data and AI initiatives for the firm.  Chris joined GoldenTree in 2011 and has led the Data Warehousing, Regulatory Reporting, and other data-centric initiatives at the firm.  Chris is an active member of the AITEC group of Asset Management technology executives. 

    Chris has over 20 years of experience in managing financial systems and IT teams.  Prior to GoldenTree, he was a Director in the Fixed Income Systems group at Millennium Management and one of the founding employees of RiskMetrics.  Chris holds a BA in Economics from Stanford University and is a CFA Charterholder. 

     

    Taylor Bond , Chief Technology Officer , Cinctive Capital Management

    Taylor joined Cinctive Capital Management LP in 2021. Prior to Cinctive, Taylor was the Head of Front Office Technology and Development at Sculptor Capital Management/Och-Ziff. Before Sculptor, Taylor worked for Eze Software Group in NYC. Taylor is a graduate of the United States Naval Academy in Annapolis, MD, and is a former nuclear-trained Submarine officer. He holds a B.S. in Computer Science.

    Moderated by
    Speaker To Be Announced

    1:00 pm - 2:00 pm

    Lunch and networking

    2:00 pm - 2:50 pm

    Breakout Three

    Interactive roundtable discussions

    Participate in a small-group discussion with your peers on one of the featured topics. Space is limited, and advance registration will open closer to the event. The final list of roundtable discussions will be confirmed closer. Space is limited; registration will open closer to the event.

    • The cost of intelligence: Managing compute, token, and infrastructure spend
    • Safeguarding mission-critical operations and models: Building secure, resilient infrastructure that can withstand model changes, outages or deprecations
    • Operational transformation middle & back office::Redesigning functions and workflows with AI
    • From pilot to production: Lessons learned moving AI into live workflows
    • Strategy and management of AI:: Comparing leadership, governance, and operating models across firms
    • AI in the investment process:: What is delivering real edge today?
    • Private markets, unstructured data, and AI: Where are we seeing real progress?
    • Preparing for the next frontier of risk: Strengthening cyber resilience in an AI-powered threat landscape

    2:50 pm - 3:10 pm

    Networking break and transition to general session

    3:10 pm –3:30 pm

    The evolving AI regulatory landscape: Emerging guardrails across federal, state and global jurisdictions

    Speakers
    Ben Tecmire , Managing Director, Head of Regulatory Affairs , Blackrock

    Ben Tecmire, Managing Director, is the Head of Regulatory Affairs in the Government Affairs and Public Policy group at BlackRock. He leads BlackRock’s engagement with federal policymakers, and other external stakeholders, on policy priorities that are important to BlackRock and its clients. He focuses on a broad range of policy issues related to financial stability, issuer disclosure, registered fund, private funds and private markets, digital assets, artificial intelligence, market structure, retirement and stewardship. Ben also partners with various teams throughout the firm with their interactions with regulators related to regulatory and product approvals. Ben joined BlackRock from Barings LLC, where he served as the Chief Compliance Officer of Barings’ registered investment companies and assistant general counsel on their regulatory legal team.  He worked on a variety of issues relating to registered and private funds, marketing, product launches, global sanctions and AML regulations, trading and derivatives activities, and corporate governance. Prior to joining Barings, Ben served in a number of roles at the U.S. Securities and Exchange Commission (SEC), including as senior counsel to the Director of the Division of Investment Management; senior counsel in the Division’s Investment Adviser Regulation Office and the Private Funds group; and in the Office of Municipal Securities. Ben was a member of the SEC rulemaking team responsible for Regulation Best Interest, Form CRS, and the Investment Adviser Fiduciary Duty Interpretation, and also worked on inter-agency rulemakings including with the OCC, FDIC, CFTC and Federal Reserve Board on the 2020 changes to the Volcker Rule. Ben also previously served in the Market Regulation and Rulemaking group of the Municipal Securities Rulemaking Board (MSRB), where he drafted many of the post-Dodd Frank municipal advisor rules. Prior to law school, Ben worked in private fund operations. Ben holds a B.A. in political science from Columbia University, a J.D. from the George Mason University School of Law, and an LL.M. in securities and financial regulation from the Georgetown University Law Center.

    John D. Van Etten , Managing Director, Head of U.S. Government Affairs , MFA

    John Van Etten is Managing Director, Head of U.S. Government Affairs at MFA. He leads the U.S. Government Affairs team in representing the alternative asset management industry on political and regulatory issues that impact capital formation, investment strategies, and beneficiaries. He engages directly with Congress, the Administration, and other key policymakers and stakeholders.

    Before joining MFA, John spent more than seven years at JPMorgan Chase & Co., advising and representing the firm before Congress, multiple U.S. Administrations, and global regulatory bodies. He previously held government affairs roles at HSBC and The Clearing House (now the Bank Policy Institute), practiced financial services law at a major law firm, and served as a financial policy advisor in the U.S. House of Representatives.

    John earned a Bachelor’s degree from the University of California, San Diego, and a Juris Doctor from Georgetown University Law Center.

    Moderated by
    Speaker To Be Announced

    3:30 pm –4:00 pm

    Rationalizing the tech stack: Build, buy, augment or replace

    • Modernizing the technology stack for an AI-first future: Evaluating legacy systems, platform consolidation and operating model transformation
    • Build, buy, augment, or outsource: Reassessing in-house capabilities, vendor relationships and sourcing strategies in the age of AI
    • Navigating the evolving technology ecosystem: SaaS disruption, vendor lock-in risk and building flexibility for the future
    Speakers
    Rich Itri , Chief Innovation Officer , ECI

    Rich Itri is the Chief Innovation Officer at ECI. Rich has nearly 25 years of IT executive experience, spending his entire career managing IT within the financial services industry. Prior to joining ECI, Rich was Managing Director and Chief Technology Officer for PJT Partners, a boutique investment bank, Principal and Chief Information Officer for Sky Road and held Chief Information Officer positions at Arrowhawk Capital Partners and Arbalet Capital Partners. Over the years, Rich has developed and managed innovative, business aligned platforms, that drive revenue and operational efficiencies. Rich holds positions on several Advisory Boards and volunteers his time to help non-profits leverage technology. 

    Eric Levin , Chief Technology Officer , GCM Grosvenor

    Mr. Levin serves as the firm’s Chief Technology Officer. He is responsible for overseeing the strategic implementation of technology and information systems for the firm. Prior to joining GCM Grosvenor, Mr. Levin spent 13 years at PEAK6 Investments, most recently serving as Chief Information Officer of Apex Clearing, PEAK6’s clearing, custody, and execution business. He was also an Operating Principal on the firm’s Strategic Capital team and served on the Investment Committee which was responsible for strategic investments made across financial services, technology services, and FinTech. He joined PEAK6 as Chief Security Officer and also served as the IT Director for several years. Previously, Mr. Levin led product management at Qualys, Inc. He began his career at Deloitte Touche Tohmatsu where he was a member of the Global Information Security Office. Mr. Levin received his Bachelor of Science in Management Information Systems from Miami University. He serves as a member of the Advisory Board of the Information System and Analytics Department of Miami University.

    Roland Ukor , Co-Chief Technology Officer , Moore Capital Management
    Moderated by
    Speaker To Be Announced

    4:00 pm –4:30 pm

    Building the ecosystem for agentic AI: Infrastructure, identity & guardrails for the agentic enterprise

    • Where firms are deploying agentic AI: Lessons learned and best practices so far
    • How should firms manage agent identity, permissions, and access at scale?
    • From low to high autonomy: What needs to happen internally and externally to enable highly autonomous AI agents?
    • What sandboxing, monitoring, and auditability capabilities are required for enterprise-ready agents?
    Speakers
    Roshan Khatri , Director of IT, Head of Investments Technology , MIO Partners
    Greg Georges , Senior Solutions Architect , Aerospike
    Moderated by
    Kelly Koscuiszka , Partner & Co-Head of Investment Management Regulatory and Enforcement , McDermott Will & Schulte

    Co-Head of Investment Management Regulatory and Enforcement. Advises private funds on regulatory and compliance
    matters, particularly the Investment Advisers Act of 1940.

    Kelly supports clients undergoing SEC examinations, including by handling deficiency letters and enforcement referrals
    and uses that experience to assist clients with exam preparedness.

    She practices in the intersection of regulation and emerging technologies, including artificial intelligence, alternative data,
    web scraping and electronic communications.

    Kelly also advises clients on data privacy and cybersecurity.

    She regularly conducts client training sessions and is a sought-after presenter at leading industry conferences.

    4:30 pm –5:00 pm

    AI leadership in action: A conversation with Chief AI Officers

    • Defining the Chief AI Officer mandate and positioning AI leadership within the organization
    • Winning executive support and driving AI adoption across teams with varying levels of AI fluency
    • Preparing for the next phase of AI leadership: Priorities, challenges, and opportunities over the next 12 months

    Speakers
    Andrew Chin , Chief AI Officer , AllianceBernstein

    Andrew Chin is Chief AI Officer and a member of the Operating Committee at AllianceBernstein (AB). In this role, he is responsible for identifying, prioritizing, and scaling AI applications across the firm, with a particular focus on enhancing decision-making and operational efficiency. Previously, Andrew was the Head of Investment Solutions and Sciences, overseeing the research, management and strategic growth of the firm’s asset allocation, data science, index and tax-management businesses. As the firm’s chief risk officer from 2009 to 2021, he led all aspects of risk management and built a global team to identify, manage and mitigate the various risks across the organization. Andrew has held various leadership roles in quantitative research, risk management and portfolio management in New York and London since joining the firm in 1997. Andrew is also a Visiting Lecturer at Cornell University, teaching in the Master of Financial Engineering and MS in Business Analytics programs. He serves on the Board of Directors of the Society of Quantitative Analysts and the editorial boards of the Journal of Portfolio Management and the Journal of Financial Data Science. He holds a BA in math and computer science, and an MBA in finance from Cornell University.

     

    Charlie Flanagan , Chief AI Officer , Balyasny Asset Management
    Moderated by
    Bhavna Chablani , Managing Director, Co-Head of Americas Distribution , UBS

    5:00 pm –5:10 pm

    Closing remarks

    Speaker
    Speaker To Be Announced

    5:10 pm

    Networking reception

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