Newsroom live
Summit

AI in Finance Summit New York 2027

RE•WORK's AI in Finance Summit NY runs 12–13 April 2027 at Convene One Liberty Plaza in Manhattan, for data, AI and strategy leaders in banking, finance and insurance.

AI in Finance Summit New York 2027

About this event

The AI in Finance Summit NY is a two-day in-person conference organised by RE•WORK, with Paola Leites de Moraes named as conference director. The 2027 edition is set for 12 and 13 April at Convene One Liberty Plaza, 1 Liberty St, in Manhattan's Financial District. The World Trade Center PATH station, served from Jersey City and Hoboken, is about five minutes away on foot, the M20, M22 and M55 buses stop nearby, and there are parking garages on John Street, Liberty Street and Nassau Street. The audience is technical and strategic staff from banking, financial services and insurance. The organiser's attendee profile names data scientists, ML engineers, principal data scientists, directors of applied AI, group heads of data and analytics, senior strategy and innovation directors and VPs of emerging tech. RE•WORK says it chooses agenda topics and speakers after consulting its community, and it makes an attendee list available on request. The topic list for this edition covers agentic AI and autonomous finance, governance, risk and regulation, explainable AI, fraud and financial crime, generative AI, forecasting and scenario planning, AI in trading and investment, data infrastructure and readiness, return on investment when scaling AI, and how the CFO role is changing. A separate themes page adds deep learning, NLP for chatbots, MLOps, synthetic data, ethics and model optimisation. Five speakers had been confirmed at the time of writing: Koosha Golmohammadi of JPMorgan Chase, Silvana Miller of Mastercard, Akash Nikam of Vanguard, Dhivya Nagasubramanian of U.S. Bank and Jacob Georgeson of Atlanticus. The organiser says more names will follow and accepts suggestions for speakers and start-ups. A brochure, an agenda download and a sponsorship prospectus are offered on the official site. A single ticket covers every session, but the registration page did not show prices or tiers when this page was prepared. For affiliates and media buyers the fit is indirect. This is a summit for people who build, buy and govern AI inside banks, card networks and asset managers, and none of the published topics deals with acquisition, traffic or partner programmes. It is most useful for fintech and forex affiliate managers who want to follow how large institutions handle fraud detection, explainable models and regulation, and for vendors selling fraud, compliance or data tools into financial services.

Agenda highlights

REGISTRATION & LIGHT BREAKFASTBreak
Chairperson’s Opening Remarks & Icebreaker
Beyond RAG: Building the Reasoning Layer for AI in FinanceTalk · Harry Mendell (FEDERAL RESERVE BANK OF NEW YORK)
From Data to Strategy: Transforming Investment Processes with a Self-Correcting Multi-Agent FrameworkTalk · Matt Goldwasser (T. ROWE PRICE)
Quantum Meets AI: Building Hybrid Computing Workflows for Finance
Main Stage Panel Discussion: Protecting Financial Data While Making AI UsefulPanel
Networking BreakBreak
USE CASES SHOWCASES: Innovative AI SolutionsUse case showcase
Main Stage
AI Observability: Can You Monitor a System You Don't Fully Understand?
Main Stage
Main Stage Panel Discussion: Building Trust in Agentic AI for Financial Services: Evidence, Accountability, and Human OversightPanel
Main Stage
Discussion Group: Architecting AI-Ready Infrastructure for the Future of Financial ServicesDiscussion group
Closed-door discussion groups
Discussion Group: Security First: Safeguarding Financial Institutions in the Age of AIDiscussion group
Closed-door discussion groups
Discussion Group: From Automation to Intelligent Execution: Integrating Agentic AI into Financial OperationsDiscussion group
Closed-door discussion groups
Lunch & NetworkingBreak
Panel Discussion: Data Governance for Agentic AI in Finance: From Policies to Real-Time ControlsPanel
Stage A: AI in Finance Summit
How to Optimize Return on InformationTalk · Paul-Adrien M (CANTOR FITZGERALD ASSET MANAGEMENT)
Stage A: AI in Finance Summit
Discussion Group: Alpha by Design: Multi-Agent AI for Next-Generation Portfolio ManagementDiscussion group
Stage A: AI in Finance Summit
Panel Discussion: From Recommendations to Risk Decisions: How Much Autonomy Should AI Have in FinancePanel
Stage B: AI in Risk Management for Finance
Building Ethical and Responsible AI FrameworksTalk · Reema Gill (WEALTHSIMPLE)
Stage B: AI in Risk Management for Finance
Discussion Group: Building Your AI Audit Trail: A Hands-On Workshop for Continuous Regulatory AssuranceWorkshop
Stage B: AI in Risk Management for Finance
Networking Break in Exhibition AreaBreak
The Future AI Workforce: Redesigning Financial Teams for Human + Agent CollaborationTalk · David Micah Katz (BLACKROCK (LONDON))
Stage B: AI in Risk Management for Finance
300 Agents Later: Running AI at Scale in Financial InstitutionsTalk · Koto Ueda (GENERATIVEX)
Stage B: AI in Risk Management for Finance
USE CASE SHOWCASE: Innovative AI SolutionsUse case showcase
Stage B: AI in Risk Management for Finance
From Legacy to AI-Ready Finance: Orchestrating Workflows Across Cloud and AITalk · Girish Gajwani (BARCLAYS INVESTMENT BANK)
Stage B: AI in Risk Management for Finance
Breaking Financial AI: Adversarial Testing, Model Attacks & Runtime DefenseTalk · Dhivya Nagasubramanian (U.S. BANK)
Chair Closing Remarks
Cocktail Reception & Prize Draw

Also on the calendar

Full calendar →