Financial Services Forum
Financial Intelligence Beats General Intelligence – New York Edition
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Tuesday, March 10, 2026 | 8:00 AM-12:30 PM ET
New York Hilton Midtown, 1335 6th Ave, Manhattan, New York, NY, 10019
New York sets the tempo for global finance. Trading books reprice in milliseconds, fraud patterns shift with every payment rail, and supervisors in your backyard are already asking how your models work, not if you use them. Generic AI can summarize the noise; it cannot safely move capital or satisfy regulators. Financial intelligence—built on unified, governed, and secure data—can.
At the New York Financial Services Forum, leaders from retail and community banks, asset managers, insurers, and advisory firms will share how they are unifying data, deploying domain‑trained models, and running agentic AI with firm governance controls. The result: AI decisions that are fast, explainable, audit‑ready and built on the unified intelligence only your data can provide. You will leave with concrete patterns, live use cases, and a clear roadmap to turn your data and AI into durable financial advantage in the world’s most demanding market.
Register now ➡️
Sponsors
Agenda
Junta Nakai, Head of Financial Services, Databricks
Marcela Granados, Principal, Financial Service GTM, Databricks
Kevin Kennedy, CIO, SMBC Nikko
Phani Varanasi, Executive Director, Head of Engineering & Data services, Capital Markets & Nikko Securities, SMBC Nikko
Roshni Joshi, Tech GM, Financial Services, Databricks
Andy Moriarty, Director Actuarial, Programs & Solutions and Ceded Reinsurance, Markel
Feihua Zhang, Sr. Solutions Architect, Databricks
Mario Hrapko, Senior Vice-President, Enterprise Data, CIBC
Jai Subrahmanyam, MD, Head of Data and Analytics, Ares Management
Matt Keen, CIO, Old National
Fed Cohen Freue, EVP, AI & Data Operations, Mastercard
Jennifer Miller, Banking and Payments GTM Leader, Databricks
Mark Nigro, CFA, CAIA, Head of Portfolio Selection & Research Services, Franklin Templeton Colin Zimmerman, CFA, Lead Data Scientist, Franklin Templeton
Kimberly Hatton, Global Head of Financial Services Marketing, Databricks
Speakers
FAQs
How long will it take for my request to attend to be reviewed?
Please allow up to 5 business days for review and response of your request to attend. Communication will be sent to the email used to register.
I am a Databricks Partner, can I attend the event?
Sponsoring partners and Databricks customers will be prioritized for this event. Please contact your Databricks Partner representative for more information about this event.
Will parking be available at this event?
Attendees are encouraged to utilize public transportation or a taxi/rideshare service for convenient access to the venue.
Parking details:
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Phani Varanasi