Private Executive Dinner & Wine Tasting
From Pilot to Production: Operationalizing Agentic AI in Financial Services
🔒 Invitation-only. Limited seating.
The Production Reality
Hardening agentic AI beyond the pilot
Financial institutions are moving beyond AI experimentation and confronting the realities of deploying agentic AI across highly regulated, data-intensive environments.
Join senior technology, AI, data, security, and infrastructure leaders from banking, capital markets, payments, and insurance for a candid discussion on what it takes to operationalize AI securely and responsibly at enterprise scale.
The conversation will explore how financial institutions are establishing governance and auditability for autonomous agents, protecting sensitive customer and financial data, modernizing legacy data environments, and building the infrastructure required to support increasingly demanding AI workloads.
Participants will share practical perspectives on moving AI into production while balancing innovation, risk, security, regulatory requirements, performance, and cost.
Discussion Topics
Moving Agentic AI Into Production
Where are financial institutions successfully moving agentic AI beyond pilots, and what operational challenges emerge as adoption expands across the enterprise?
Governance, Risk & Auditability
How can banks and insurers maintain visibility into what AI agents are doing, what decisions they are influencing, what data they access, and why—while maintaining the controls required in a regulated environment?
Securing AI & Sensitive Financial Data
How should financial institutions apply zero-trust principles to AI workloads and protect customer, transaction, policyholder, claims, and proprietary data as autonomous systems gain greater access across the organization?
Making Enterprise Data AI-Ready
How are organizations addressing fragmented and legacy data environments while improving data quality, accessibility, security, and governance for AI?
Balancing AI Performance, Cost & Scale
As AI adoption grows, how can technology leaders gain better visibility into infrastructure utilization, GPUs, models, tokens, orchestration, and cost—and determine which AI use cases justify continued investment?
Where Agentic AI Creates the Most Value
Join us for an exclusive dinner and wine tasting with HPE & NVIDIA.
The Evening
Agenda
What to expect
Learn from the panel’s insights based on their latest data & experiences
Peer Networking
Enjoy a premium dinner and guided wine tasting in a private setting at Butter in Midtown.
Who Should Attend
Designed for senior leaders responsible for enterprise IT, engineering, AI, data, security, infrastructure, platform operations, and governance.
Confirmed Attendee Companies
Join senior leaders from organizations shaping the future of enterprise AI, infrastructure, cloud, and data.
More companies to be announced.
Invitation-only.
Limited seating supports a focused, high-quality discussion.
The Venue
Butter
70 W 45th St, New York, NY 10036
Butter Restaurant has maintained an exclusive niche restaurant scene for stylish Manhattanites since its initial inception on Lafayette Street in 2002. The American restaurant is helmed by Food Network star and Executive Chef Alex Guarnaschelli, who uses greenmarket offerings to create a seasonal menu.
Request Your Invitation
Reserve Your Spot
Space is limited. Request your invitation today.
🔒 We respect your privacy.
Presented by
Unlock your boldest ambitions with HPE, your essential partner for the AI era. HPE uses the power of AI, cloud, and networking to help you move faster, work smarter, and achieve more. With deep expertise and bold ingenuity, we empower organizations to turn data into foresight, elevate performance, and drive real-world impact—at scale. Rooted in decades of innovation, we focus on helping companies adapt, grow, lead, and challenge the limits of what’s possible. www.hpe.com
Presented by
NVIDIA is a full-stack accelerated computing company delivering the AI infrastructure and software that power demanding enterprise workloads from cloud to data center to factory floor. Its integrated platforms combine industry-leading GPUs, high-performance networking, and optimized software to help organizations build, deploy, and scale generative AI, digital twins, and advanced analytics with greater performance and efficiency. NVIDIA helps enterprises transform data into competitive advantage, modernize core systems, reduce total cost of ownership, and accelerate time to value.
Organized by
BDI creates invitation-only executive experiences that bring senior business and technology leaders together for candid peer discussion, relationship building, and practical insight.