Join us at our 2nd annual Financial Services AI Summit, an exclusive, invite-only gathering for banking and capital market C-suite leaders. Designed to help attendees exchange knowledge and develop the connections needed to navigate the evolving landscape of AI.
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The message from our clients is clear: they all want to hear more from their peers. So, we’re extending an invite to a select group of our strategic clients to spend two days networking, collaborating, and sharing ideas.
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We invite you to join us at BNY's headquarters in New York, as we bring together leaders across financial services and technology experts in AI to discuss industry-specific topics, innovation strategy, and a real-world, applicable direction for AI.
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You’ll hear from industry experts on their latest innovations and demonstrate how their services can drive efficiency, security, and scalability in AI implementations. In addition, BNY will share the lessons learned and practical applications from their AI journey. Senior leadership from BNY's team, along with AHEAD, are excited to host and facilitate Q&A throughout the event.
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Please register by June 6th to confirm your participation.
Note: this invitation is non-transferable.
For all attendees to forge valuable connections and uncover insights through a series of topics and discussions that blend deep financial industry experience with subject matter experts from across the AI technology landscape to help explore and define realistic and near-term approaches to making real-world progress with AI with the Financial Services industry. Regardless of where your organization is in their AI journey, there will be content to assist you in establishing your next steps.
BNY has made significant strides over the past two years with its dedicated "AI Hub," focused on developing and scaling AI capabilities across the organization. BNY offers an exclusive update on their continued progress, highlighting key lessons learned, platform evolution, and strategies that have driven adoption and usage across diverse business units. They will share practical insights and valuable guidance on how to effectively build, govern, and sustain an enterprise-wide AI initiative.
Speakers:Â Sarthak Pattanaik (BNY) & Andrea Phelan (BNY)
Accelerate your AI journey in financial services with Dell's "AI Factory," developed in strategic partnership with NVIDIA. This session will spotlight a collaborative, repeatable approach integrating robust infrastructure, tailored software solutions, and expert services designed specifically to support and scale your AI use cases in banking, capital markets, and investment management. Discover how Dell's AI Factory can streamline your organization's AI adoption, optimize performance, and deliver measurable financial outcomes.
Speakers: Adam Robyak (Dell Technologies)
Windsurf will showcase how its agentic IDE and coding assistance platform are redefining developer productivity through unmatched strengths in enterprise security, tech stack flexibility, and proprietary context awareness. Purpose-built for the unique demands of financial institutions, Windsurf enables teams to ship faster, reduce risk, and accelerate innovation at scale. Discover why the world’s top banks—including J.P. Morgan Chase, who named Windsurf its 2024 Innovation Partner of the Year—are transforming how they build software with the industry’s leading agentic developer platform.
Speaker: Anshul Ramachandran (Windsurf)
As financial institutions accelerate their investments in AI, transitioning from promising pilots to robust production deployments remains a critical challenge. This panel featuring senior technology leaders from leading banks (including BNY) and hedge funds will share practical strategies, governance frameworks, and operational best practices for successfully scaling AI initiatives. The panel will provide valuable perspectives on navigating common hurdles, aligning AI outcomes with business priorities, and fostering organizational readiness to realize sustainable AI-driven growth.
AHEAD Moderated
A​ timely macro-level review led by a trusted industry expert and frequent CNBC contributor. Alicia explores the evolving economic and geopolitical forces currently shaping global markets—from trade policy shifts and inflationary pressures to global supply chain tensions. With insights grounded in data and experience, this session is designed to help navigate today’s volatile landscape. A live Q&A will follow, offering attendees the opportunity to engage directly on the topics that matter most.
Speaker: Alicia Levine, Head of Investment Strategy & Equities (BNY Wealth)
Explore the evolving role of AI-driven agents within financial services workflows in this focused session. Gain a clear understanding of the current state of agent technologies, essential frameworks for successful implementation, and key application areas delivering immediate value to financial institutions. The session includes a practical demonstration of agents in action, complemented by strategic insights into emerging capabilities and the anticipated advancements shaping financial services operations over the next twelve months.
Speaker: Emanuel Scoullos, Senior Solution Architect, FSI (NVIDIA)
Reasoning models are fundamentally transforming advanced research, investment analysis, diligence processes, and decision-making intelligence within financial services. Join this engaging fireside chat to discover how BNY Investment teams are incorporating these models to significantly shorten research and analysis cycles, achieve competitive differentiation, and generate alpha for their clients. Gain actionable insights into harnessing reasoning models for strategic advantage and optimizing investment performance.
Speakers: Kevin Alwell (OpenAI) & Anish Shah (BNY)
Join financial services technology executives and a senior leader from BNY's legal team for a critical panel discussion addressing the intersection of AI innovation with regulatory compliance, explainability, and risk management. This insightful conversation will explore how leading financial institutions are successfully navigating complex compliance requirements and transparency expectations, while simultaneously driving impactful AI adoption. Learn best practices and actionable strategies for balancing innovation with responsibility in their AI journeys.
Moderator: Josh Perkins (AHEAD)
Dive into innovation and investment potential with this dynamic "Shark Tank"-style lightning round featuring four cutting-edge startups and ISVs reshaping the FinTech landscape. Each participant will deliver a rapid-fire pitch showcasing breakthrough technologies, bold business models, and compelling market opportunities poised to transform financial services. Join us for an exhilarating session where innovation meets opportunity, and discover the future leaders driving FinTech forward.
Speakers: Usman Khan, CEO & Founder (APEXE3), Hojun Choi, Co-founder & Co-CEO (LinqAlpha) Ben Colman, CEO & Co-Founder (Reality Defender), Naré Vardanyan, CEO (Ntropy)
The Summit sessions will take place at the BNY Headquarters. Â
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Distance from nearest airports:
• Newark Liberty International Airport (approx. 30-40min)
• LaGuardia Airport (approx. 35-40min)
• John F. Kennedy International Airport (approx. 40-50min)
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AHEAD will cover the cost of ground transfers and program meals. Flight costs are not included. Please send your travel itinerary to caitlin.deguzman@ahead.com by Tuesday, June 10th in order to book your ground transfers.
BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe. For more than 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally to access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of March 31, 2025, BNY oversees $53.1 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.Â
BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY employs over 50,000 people globally and has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.
Join us at our 2nd annual Financial Services AI Summit, an exclusive, invite-only gathering for banking and capital market C-suite leaders. Designed to help attendees exchange knowledge and develop the connections needed to navigate the evolving landscape of AI.
Â
The message from our clients is clear: they all want to hear more from their peers. So, we’re extending an invite to a select group of our strategic clients to spend two days networking, collaborating, and sharing ideas.
Â
We invite you to join us at BNY's headquarters in New York, as we bring together leaders across financial services and technology experts in AI to discuss industry-specific topics, innovation strategy, and a real-world, applicable direction for AI.
Â
You’ll hear from industry experts on their latest innovations and demonstrate how their services can drive efficiency, security, and scalability in AI implementations. In addition, BNY will share the lessons learned and practical applications from their AI journey. Senior leadership from BNY's team, along with AHEAD, are excited to host and facilitate Q&A throughout the event.
Â
Please register by June 6th to confirm your participation.
Note: this invitation is non-transferable.