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Conference Past Speakers

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Artificial Intelligence and The Future of Finance Conference, Past Speakers

November 2023

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).

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/atlantic

    8:00 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

  • 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
  • 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

Organizers

Financial Services Innovation Lab

Master of Science in Quantitative and Computational Finance

Scheller College of Business

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