Lunch @ Oceana, NYC
Tuesday, April 1st
@ 12:00 – 2:00 ET
Enterprise AI for Financial Institutions: Scalable Architectures, AI Agents & Open-Source Innovation
Enterprise AI for Financial Institutions: Scalable Architectures, AI Agents & Open-Source Innovation
Lunch @ Oceana, NYC
Tuesday, April 1st
@ 12:00 – 2:00 ET
Lunch @ Oceana, NYC
Join HPE, NVIDIA, and top enterprise AI, data, and tech leaders from finance and insurance for a peer-to-peer lunch on AI’s next evolution.
Neil Peterson
New York Life Insurance Company
Shrivathsan Kumar
UBS
Ciprian Porutiu
Marsh McLennan
About the Content
Join HPE, NVIDIA, and an exclusive group of enterprise technology, data, and AI leaders from major financial and insurance institutions for a peer-to-peer learning lunch focused on the next evolution of AI in the enterprise. As organizations move beyond foundational AI models, the emergence of Agentic AI—autonomous AI systems that reason, plan, and take action—is unlocking new efficiencies and decision-making capabilities. Meanwhile, open-source AI models like DeepSeek are driving a shift in how enterprises balance cost, flexibility, and innovation in their AI strategies.
This discussion will explore how financial institutions can leverage HPE’s hybrid cloud and AI-native infrastructure alongside NVIDIA’s accelerated computing and AI frameworks to power real-time AI applications, enhance risk modeling, and drive intelligent automation at scale. We’ll also examine best practices for securing AI workloads, ensuring regulatory compliance, and future-proofing enterprise AI investments.
Discussion Topics
- Agentic AI & Autonomous Decision Systems
- The Open-Source AI Revolution
- AI at Scale: The Role of AI-Native Infrastructure
- Accelerated Computing & Generative AI
- Security, Governance & Compliance in AI
- What’s Next for Financial Institutions? The Enterprise AI Roadmap
Agenda (in ET)
12:00 Registration & Networking
12:15 Introduction of all Participants
12:30 Moderated Panel, Audience Q/A & Lunch is Served
1:15 Interactive Peer-to-Peer Roundtable Discussion
12:00
Registration & Networking
12:15
Introduction of all participants
12:30
Moderated Panel, Audience Q/A & Lunch is Served
1:15
Interactive Peer-to-Peer Roundtable Discussion
Who's Attending
An invitation-only group of enterprise technology, data, and AI leaders from major financial and insurance institutions in the NYC metro area
Objectives
- Gain insights into Agentic AI and open-source models like DeepSeek, and understand their impact on enterprise AI strategies, cost, and innovation.
- Connect and learn from peers facing the same real-life challenges as you
- Ask our panelists and speakers your most pressing questions
About the Venue
Oceana, NYC
120 West 49th Street, New York, NY, 10020
Oceana, the acclaimed American Seafood restaurant is located in the heart of midtown on 49th Street, just steps from Rockefeller Center, Radio City Music Hall and Broadway’s famed theaters. Oceana leans heavily on relationships with local purveyors to continue their legacy of serving elevated market-driven dishes from sustainable sources. Executive Chef Tim Jocz’s enthusiastic vision for Oceana is rooted in showcasing quality seasonal ingredients at the elegant, modern American seafood restaurant.
Reserve Your Spot Here
Sponsors
Hewlett Packard Enterprise (NYSE: HPE) is the global edge-to-cloud company built to transform your business. How? By helping you connect, protect, analyze, and act on all your data and applications wherever they live, from edge to cloud, so you can turn insights into outcomes at the speed required to thrive in today’s complex world.
NVIDIA Corporation is a market leader in visual computing technology dedicated to creating products that enhance the interactive experience on consumer and professional computing platforms. Its graphics and communications processors have broad market reach and are incorporated into a wide variety of computing platforms, including consumer PCs, enterprise PCs, notebook PCs, professional workstations, handhelds, and video game consoles. NVIDIA is headquartered in Santa Clara, California and employs more than 1,900 people worldwide. For more information, visit the Company’s Web site at www.nvidia.com.
Organizer
Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders. Learn more at bdionline.com.
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