Artificial intelligence is revolutionizing every facet of finance. We have already witnessed how rapid advancements in data science and machine learning are optimizing investment strategies, transforming trading, and driving innovation in fintech — and the AI revolution is just getting started. As more organizations use these technologies to inform their decision-making and design risk management policies, a new financial landscape is taking shape.

Experts from academia and industry will highlight the latest research on the use of AI and ML in finance, provide case examples and best practices on how to deploy these technologies, and debate regulations and policies.
 
Business leaders, data scientists, business analysts, researchers, and students of all ages, backgrounds, and disciplines are welcome to join us for two days of educational and thought-provoking sessions. The conference is free to attend and will be held online. Register now to guarantee your spot!

Nov. 21–22, 2024

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© 2024 McCombs School of Business, The University of Texas at Austin

Agenda  |  Speakers  |  Register

AGENDA

2024 GLOBAL ANALYTICS SUMMIT

AI IN FINANCE:

Principal Engineer and AI/ML Open Source Leader, AWS; Project Jupyter Distinguished Contributor

SPEAKERS AND PANELISTS

SPONSORS

November 21-22, 2024  /  Online

Sr. Front Engineer, Project Jupyter, AWS; Project Jupyter Distinguished Contributor

DAY 1  /  THURSDAY, NOVEMBER 21

10:30 a.m.–12:00 p.m.

Pre Conference Workshop: Open Source and AI:  Jupyter and LangChain

This is a virtual conference. 
All registrants will receive a program following the event.

Welcome Remarks

8:45–9:00 a.m.

DAY 2  /  FRIDAY, NOVEMBER 22

SDE II, AWS; Lead Maintainer of Jupyter AI; Project Jupyter Distinguished Contributor

Online Event | Confirmation Sent Upon Registration

PROGRAM COMMITTEE

McCombs Professor of Information, Risk, and Operations Management

Conference Co-Chair
Managing Director, McCombs Center for Analytics and Transformative Technologies

Director, McCombs Energy Management and Innovation Center

12:45–1 p.m.

Welcome Remarks

Speakers:

Brian Granger, Co-creator of Project Jupyter; Sr. Principal Technologist, AWS; Project Jupyter Distinguished Contributor
Piyush Jain, Principal Engineer and AI/ML Open Source Leader, AWS; Project Jupyter Distinguished Contributor
Jason Weill, Sr. Front Engineer, Project Jupyter, AWS; Project Jupyter Distinguished Contributor
David Qiu, SDE II, AWS; Lead Maintainer of Jupyter AI; Project Jupyter Distinguished Contributor
Sanjiv Das, William and Janice Terry Professor of Finance, Santa Clara University

Speakers:

Michael Sury, Faculty (Finance) and Managing Director (CATT), UT Austin
Lillian Mills, Dean, McCombs School of Business

1:00–2:00 p.m.

Academic Keynote: A Meta Reinforcement Learning Approach to Goals-Based Wealth Management

Speakers:

Sanjiv Das, William and Janice Terry Professor of Finance, Santa Clara University
Dan Ostrov, Professor of Mathematics and Computer Science, Santa Clara University
Harshad Khadilkar, Principal Research Scientist, Franklin Templeton
Sukrit Mittal, Sr. Research Scientist – AI and Optimization, Franklin Templeton

Break

2:00–2:10 p.m.

Panel: Digital Transformation of Finance/FP&A

2:10–3:10 p.m.

Moderator:

Michael Sury, Faculty (Finance), UT Austin

Panelists:

Junaid Ahmed, Corporate VP Finance, Applied Materials Inc.
Michael Emerson, CTO Extended Planning & Analysis, SAP AG
James Glover, Principal, Finance and Enterprise Performance, Deloitte Consulting LLP
Saurabh Jha, Director, Data Science, Dell Technologies Inc.

Break

4:00–4:15 p.m.

Valeri Nikolaev, James H. Lorie Professor of Accounting, University of Chicago Graduate School of Business

Speaker:

3:10–4:00 p.m.

Talk: Financial Statement Analysis with Large Language Models

Doug Clinton, Managing Partner, Deepwater Asset Management LLC and CEO/Founder, Intelligent Alpha LLC

Speaker:

4:15–5:15 p.m.

Using AI as the "Investment Committee"

Speaker:

David Harrison, Associate Dean for Research, McCombs School of Business, UT Austin

Jim Rowan, Head of AI and Principal, Deloitte Consulting LLP

Speaker:

Talk: A Review of Developments in AI in the Finance Industry

9:00–10:00 a.m.

Anastassia Fedyk, Asst. Professor of Finance, UC Berkeley

Speaker:

10:00–10:50 a.m.

Talk: AI/ML Impact on Trading and Investment Strategies

Break

10:50–11:00 a.m.

Panel: AI-Powered Finance:  The Future of Smarter Investment Strategies

Speakers:

Kyle Wiggs, Co-Founder and CEO, UX Wealth Partners LLC
Sudhir Holla, Founder and CEO, MyStockDNA LLC
Tal Schwartz, Founder and CEO, Ai Funds Inc.

11:00 a.m.–12:00 p.m.

12:00–1:00 p.m.

Talk: How AI Can Transform and Drive Productivity for Investor Relations

Speakers:

Saurabh Jha, Director, Data Science, Dell Technologies Inc.
Michael Sury, Faculty (Finance) and Managing Director (CATT), UT Austin

STRATEGIES, INNOVATION, AND APPLIED RESEARCH

5:15–6:15 p.m.

Detecting Financial Fraud with Neurosymbolic AI and Deep Learning

Speaker:

Robert Stratton, SVP Data Science, TransUnion LLC

Moderator:

Brad Roth, President & Founder, THOR Financial Technologies, LLC

All Times Listed US Central