The inaugural AI & Future of Finance Conference at the Scheller College of Business was a groundbreaking event that brought together leaders from academia and industry to discuss critical topics such as risk management in financial services, the implications of NLP-generated tasks on work, the evolution and future role of large language models (LLMs) in finance and society, and the intersection of financial institutions and tech stacks. The event featured c-suite industry leaders from leading financial organizations, including Equifax, Invesco, JP Morgan, Vanguard, Wells Fargo, and Citizens Bank, as well as regulatory agencies such as the Office of the Comptroller of the Currency (OCC).
Conference Past Speakers
Artificial Intelligence and The Future of Finance Conference, Past Speakers
November 2023
Opening Remarks and FinTech Fellow Awards
View From the C-Suite: Promises and Challenges of AI in Finance
Session 1: Future of Generative AI and Financial Services
Session 2: Practical Perspectives on Implementing AI in Financial Services
Session 3: Ensuring Fairness in Financial Services - The Role of Explainable AI
Workshop
Hands-On Workshop on Implementing LLMs in Finance: Presented by Georgia Tech Financial Services Innovation Lab Featuring Snowflake
Sessions
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8:00 a.m. - 8:30 a.m.
Registration and Technical Check-in
Venue: https://studentcenter.gatech.edu/student-center/rooms/atlantic8:00 a.m. - 12:00 p.m.
Morning: Hands-on workshop on implementing LLMs in Finance presented by Georgia Tech Financial Services Innovation Lab featuring Snowflake.- “Introduction to NLP and Finetuning Pre-Trained Language Models”
Agam Shah
Ph.D. Candidate, College of Computing, Georgia Tech
Georgia Tech Financial Services Innovation Lab - “Quantization and Performance Efficient Fine Tuning (PEFT)”
Glenn Matlin
Ph.D. Student, College of Computing, Georgia Tech
Georgia Tech Financial Services Innovation Lab - “Implementing NLP and ML on Snowflake”
Jonathan Regenstein
Head of Financial Data Science, Snowflake
Affiliate, Georgia Tech Financial Services Innovation Lab
12:00 p.m. - 1:15 p.m.
Lunch - “Introduction to NLP and Finetuning Pre-Trained Language Models”
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1:15 p.m. - 4:45 p.m.
“Opening Remarks and FinTech Fellows Awards”- Jonathan Clarke, Interim Dean, Scheller College of Business
- Anuj Mehrotra, Dean-Elect, Scheller College of Business
- Chaouki Abdallah, EVPR and Chief Research Officer, Georgia Tech
Session 1: Future of Generative AI and Financial Services
- “AI and the Future of Finance”
Sudheer Chava
Alton M. Costley Professor of Finance, Scheller College of Business
Georgia Tech Financial Services Innovation Lab - “Future of LLMs”
Diyi Yang
Assistant Professor, Computer Science, Stanford University
Affiliate, Stanford NLP and Georgia Tech Financial Services Innovation Lab - “Future of Retrieval Augmented Generation (RAG)”
Douwe Kiela
CEO, Contextual AI
Adjunct Professor, Symbolic Systems, Stanford University
Session 2: Practical Perspectives on Implementing AI in Financial Services
- Tucker Balch, Managing Director, JP Morgan AI Research
- Balaji Gopalakrishnan, Head of Enterprise AI, Vanguard
- Om Deshmukh, Head of Data Science & Innovation and Head of Data Products, Envestnet
Session 3: Ensuring Fairness in Financial Services: The Role of Explainable AI
- Kristoffer (Kip) Jackson, Senior Financial Economist, Office of the Comptroller of the Currency (OCC)
- Chris Yasko, SVP, Chief Data Scientist, Equifax
- Agus Sudjianto, EVP and Head of Corporate Model Risk, Wells Fargo
- Moderator: Peter Swire, J.Z. Liang Chair, School of Cybersecurity & Privacy and Professor of Law and Ethics at the Georgia Tech Scheller College of Business
Session 4: View from the C-suite: Promises and Challenges of AI in Finance
- Donie Lochan, Chief Technology Officer, Invesco
- Harald Schneider, Chief Data and Analytics Officer, Equifax
- Krish Swamy, Chief Data and Analytics Officer, Citizens Bank
- Moderator: Sudheer Chava, Alton M. Costley Chair Professor of Finance, Scheller College of Business
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6:00 p.m. - 8:00 p.m.
Reception
Kessler Campanile, Georgia Tech
https://en.wikipedia.org/wiki/Kessler_Campanile
The conference brings together thought leaders from academia and the financial services sector to discuss recent developments in AI and their implications for the financial services industry.
Dates and Location
November 3, 2023
Conference: Atlantic Theater
https://studentcenter.gatech.edu/student-center/rooms/atlantic