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

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

Lunch @ Davio's Back Bay, Boston
Tuesday, October 7th
@ 12:00 – 2:00 ET

Lunch @ Davio's Back Bay, Boston
Tuesday, October 7th
@ 12:00 – 2:00 ET

RSVP

Join HPE, ConRes, and top enterprise AI, data, and tech leaders from finance and insurance for a peer-to-peer lunch on AI’s next evolution.

RSVP

Moderator & Panel

Marty Poniatowski

AMD

Director

LinkedIn

Manish Nigam

Ameriprise Financial Services, LLC

Senior Director, AI


LinkedIn

Josh Einstein

ConRes

Cloud Architect


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Zhang Zhang

Polen Capital

Head of AI and Risk Analytics


LinkedIn

Suzet Nkwaya

MFS Investment Management

Data Scientist


LinkedIn

About the Content

Join HPE, ConRes, 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 ConRes 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 ConRes & 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 Boston 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

Davio's Back Bay

75 Arlington Street, Boston MA 02116
 

Located in Boston’s Back Bay at Park Square, Davio’s offers a refined setting ideal for both business and social gatherings. Originally established in Boston, Davio’s has evolved into a modern classic—known for its inviting lounge, open kitchen concept, and spacious dining room featuring white tablecloth service. Guests can expect Northern Italian-inspired cuisine, including premium steaks, veal chops, and handmade pastas, all delivered with attentive service and a focus on quality. Whether you’re joining us for a post-work cocktail or a full-course meal, Davio’s provides an elegant escape from the city’s pace.

Davio’s Restaurant Page

 
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Reserve Your Spot Here

If you are a public sector employee, it is critical that you verify the ethics code, laws and/or regulations that govern your ability to accept items of value from companies with whom you conduct business. Please obtain the necessary approval from your organization before accepting any item of value from HPE.

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.

About ConRes. As a family-owned global IT solutions provider in business for over 60 years, we know what organizations need to succeed in the fast-paced, ever-changing world of technology. We offer a broad range of technologies and services you’d expect from a distributor, combined with the personalized touch and flexibility you’d expect from a family business. We design, procure, implement and manage IT solutions that solve business-specific problems. Organizations trust us to bridge the gap between the manufacturer and their teams, helping them become more nimble and competitive in the marketplace.

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.