01
PROACTIVE FINANCIAL AGENTS
When something changes in a deal — a portfolio company, a fund, a client — AI updates the models, memos, and dashboards without ever being prompted.
INSTITUTIONAL INTELLIGENCE · SOHO, NEW YORK · AI FOR INVESTORS AND BANKERS · JANUARY 29TH, 2026 · INSTITUTIONAL INTELLIGENCE · SOHO, NEW YORK · AI FOR INVESTORS AND BANKERS · JANUARY 29TH, 2026 · INSTITUTIONAL INTELLIGENCE · SOHO, NEW YORK · AI FOR INVESTORS AND BANKERS · JANUARY 29TH, 2026 · INSTITUTIONAL INTELLIGENCE · SOHO, NEW YORK · AI FOR INVESTORS AND BANKERS · JANUARY 29TH, 2026 ·
THE FUTURE OF FINANCE FORUM
THE FUTURE OF
FINANCE FORUM
SOHO, NEW YORKJANUARY 29TH, 2026JANUARY 29TH, 2026HOSTED BY HEBBIA
Hebbia brought together over 150 senior leaders from the world’s most influential financial institutions and AI labs for an afternoon of candid conversation. What’s actually working, what’s scaling, and what’s next.
02
A MORE COLLABORATIVE FUTURE
AI-native firms will have teams collaborating with each other, agents collaborating with each other, and all of them working together to read, analyze, and build materials the moment a deal moves.
03
FIRMS ARE ADAPTING FAST
The world’s most influential financial institutions are embedding AI into their systems, workflows, and processes firm-wide to gain a competitive advantage.
OUR EXPERT PANEL
INDUSTRY LEADERS
Jackson Hart
KKR, Co-Head of Applied AI
Jonathan Pelosi
Anthropic, Head of Financial Services
Steve Scolnik
Apogem Capital, New York Life, CTO
Danny Garver
MetLife, SVP of Strategy
Vinod Rajaram
Citi, Global Head of Banking Technology, CIO
“It used to take our team 12 hours a day to go through diligence docs, and now they can go through all of them in an hour or two.”
Steve Scolnik
Apogem Capital, New York Life, CTO