Agentic AI in Action: Autonomous Systems & Intelligent Workflows for Financial Services

Agentic AI in Action: Autonomous Systems & Intelligent Workflows for Financial Services


Lunch @ Oceana, NYC
Tuesday, June 3rd
@ 12:00 – 2:00 ET

Lunch @ Oceana, NYC
Tuesday, June 3rd
@ 12:00 – 2:00 ET

RSVP

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.

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Moderator & Panel

Clyde Gillard

Hewlett Packard Enterprise

North American AI GTM Leader


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Erin Williams

NVIDIA

Director, FSI Solution Architects


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John Napoli

MissionLabs.ai

Founder and CEO


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Bijit Ghosh

Wells Fargo

MD - Head of Engineering


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Jing Xu

J.P. Morgan

Executive Director, Quantitative Research (Machine Learning Director), CIB


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Hunter Almgren

Hewlett Packard Enterprise

Distinguished Technologist


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About the Content

Join HPE, NVIDIA, and a curated group of enterprise AI, data, and technology leaders for a high-impact peer-to-peer lunch exploring the real-world application of Agentic AI in financial services. As financial institutions evolve from static models to AI systems that can perceive, reason, and act, the focus is shifting from experimentation to scalable implementation.

This session will spotlight how Agentic AI is reshaping fraud detection, customer engagement, trading strategies, and compliance workflows—while highlighting the infrastructure and governance frameworks needed to deploy these systems responsibly and efficiently. Learn how hybrid cloud solutions from HPE and accelerated AI platforms from NVIDIA are enabling secure, real-time intelligence and autonomous decision-making across the enterprise.

We’ll explore the future of self-directed AI agents, industry-specific use cases, and how to operationalize these innovations in high-stakes, regulated environments.

 
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Discussion Topics

  • From Models to Agents: Building AI That Can Perceive, Plan, and Act
  • Agentic AI Use Cases in Finance: Fraud, Trading, CX & Beyond
  • Orchestrating Agentic Workflows Across Hybrid Cloud Infrastructure
  • Accelerated AI Pipelines with NVIDIA & HPE: Real-Time Responsiveness at Scale
  • Human-in-the-Loop Design & Responsible Autonomy
  • Compliance by Design: Governing Agentic AI in Financial Services
  • Open vs. Closed AI Models: Architecting for Control, Cost & Customization
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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.

www.oceanarestaurant.com

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Reserve Your Spot Here

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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.