FinRegLab AI Symposium 2024 Agenda


Registration and Continental Breakfast

Welcome Remarks

Melissa Koide, CEO, FinRegLab
With special guest, Deborah F. Rutter, President, The John F. Kennedy Center for the Performing Arts

Congressional Update from Sen. Rounds

What should Congress do about AI post election? As a prominent member of the Senate AI Working Group, Sen. Rounds will share a unique perspective on what they’ve identified as the opportunities, risks, and appropriate policy approaches as we enter a new era of AI – including resisting the urge to overregulate new technology, implementing explainability and transparency requirements, and how financial services regulators have tools to enforce applicable law.

Sen. Mike Rounds, U.S. Senator (R-SD) and Member of the Committee on Banking, Housing, and Urban Affairs
Andrew Olmem, Managing Partner, Mayer Brown (formerly Deputy Director of the White House National Economic Council and Republican Chief Counsel at the Senate Banking Committee)

AI, Financial Services, and the Future Economy **Live Virtual Session **

As a new set of leaders prepares to come into government, this fireside chat will survey the opportunities taking shape across business, financial services, and for consumer well being. As we enter an era where AI becomes ubiquitous, we have a moment to decide how to design practices, products, and policies that can dramatically improve American’s well-being, increase economic opportunity, and reward innovation – laying the groundwork for a more inclusive economic system. 

Lawrence H. Summers, Charles W. Eliot University Professor and President Emeritus at Harvard University, and Former U.S. Secretary of the Treasury (Virtual)
Gillian Tett, Columnist and Member of the Editorial Board, Financial Times (Moderator – Virtual)
 

AI Crossroads: Where Does Bank Supervision Go Next?

How can we best approach quickly-evolving technologies which pose real rewards for society, alongside real risks? Join Acting Comptroller Michael Hsu for a conversation around the path he’s taken to promote financial inclusion and the safe adoption of technology and data in the financial system.

Michael J. Hsu, Acting Comptroller of the Currency, Office of the Comptroller of the Currency
Melissa Koide, CEO, FinRegLab (Moderator)

View from the State Level: Technology Transformation, Innovation, and Consumer Protection

States can champion innovation, but what’s the right approach to ensure consumers are protected while doing so? In this conversation, we’ll sit down with Adrienne Harris, Superintendent, New York State Department of Financial Services, for a conversation about the myriad guidelines which are being issued and how states can harness AI and other new technologies to improve the work they do.

Adrienne Harris, Superintendent, New York State Department of Financial Services
Amy Friend, Board of Directors, FinRegLab (Moderator)

Networking Break in Room

The Great Work Debate: Will AI Help or Harm Worker Prosperity?

Academic, author, and policy advisor, Oren Cass will sit down with venture capitalist, thought leader and serial fintech board member Hans Morris for an honest conversation to unpack the fears, opportunities, and risks for worker prosperity as the AI age accelerates.

Oren Cass, Chief Economist, American Compass
Hans Morris, Managing Partner, Nyca Partners (Moderator)

Introduced by John Soroushian, Senior AI Advisor, FinRegLab

CFPB Director Rohit Chopra

Rohit Chopra, Director, Consumer Financial Protection Bureau

Beyond Innovation for Innovation’s Sake: Building with and For People’s Financial Lives

By some estimates, over $1 trillion will be invested in generative AI in the coming years. Is this a boom or bubble, and more importantly what do we want to come from all this investment? Hear from innovators and investors about the potential and challenges AI brings, including increased personalization and cost-cutting across financial services. The panel will highlight the potential they see with AI, how to place appropriate safeguards and design around consumer well-being, and the challenges policymakers face in guiding the technology.

Max Levchin, CEO, Affirm
Rohan Ramanath, Founder, Hyperplane
Alex Rampell, Head of AI Investment, Andreessen Horowitz
Jelena McWilliams, Partner, Cravath, Swaine & Moore LLP, formerly Chairman of the Federal Deposit Insurance Corporation (Moderator)

Networking Lunch in the Skylight Pavilion (entrance level)

The Intelligence Age: A Conversation with Sam Altman ** Live Virtual Session **

Sam Altman, CEO, OpenAI
Melissa Koide, CEO, FinRegLab (Moderator)

Leveraging Generative AI and Large Language Models

Experimenting with new tech is table stakes at large firms. How do large financial services companies do it ethically, responsibly, and with an eye toward enhancing their competitive edge? Hear from two leaders leveraging LLMs to generate insights, personalize customer experience, and build the business case for generative AI within their companies.

Prem Natarajan, EVP, Chief Scientist and Head of Enterprise AI, Capital One
Koren Picariello, Head of Generative AI Strategy & Execution at Morgan Stanley Wealth Management
Laurent Domb, Chief Technologist Worldwide Public Sector Federal Financial Services, AWS (Moderator)

AI for the People: Pioneers, Partnerships, and Philanthropy

Many communities face barriers to AI use due to limited resources, skepticism about safety and protection, low AI literacy, or simply because they don’t see why. What can be learned from social entrepreneurship’s early adopters of AI – and their funders? Join us for a lively discussion around building, designing, and deploying AI tools, including machine learning, to improve low-income people and communities’ financial health. We’ll also discuss how we can all engage communities in broader public AI debates to more widely distribute its benefits.

Meredith Shields, Managing Director, Head of Citi Impact Fund
Clarence Wardell III, PhD, Senior Program Officer, Economic Mobility and Opportunity, Bill & Melinda Gates Foundation
Jimmy Chen, Founder & CEO, Propel (Moderator)

Abundant Opportunity: Improving Inclusion, Explainability, and Tackling Bias in Technology Design and Delivery

What if we imagined a world in which generative AI and LLMs actually closed wealth and opportunity gaps? How would we build that world? Good governance, clear accountability, and incentives to reduce bias are certainly part of the answer. Join three clear-eyed thinkers for a blue sky conversation on what AI could do for our world – and how to get there.

John Hope Bryant, Founder & CEO, Operation Hope
Mike Calhoun, President, Center for Responsible Lending
Lisa Rice, President & CEO, National Fair Housing Alliance
Patrice Ficklin, Chief Fair Lending Officer, Fannie Mae

Networking Break

Reaching “Credit Invisibles” through AI, Machine Learning, and Digital Data: The Project REACh Approach

Up to 50 million people across the U.S. lack a sufficient credit history to be scored with traditional credit bureau data. The Roundtable for Economic Access and Change (“Project REACh,” for short) brings together leaders from banking, civil rights, business, and technology, to identify and reduce barriers to full and fair participation in the nation’s banking system and the economy to help expand access to credit and capital. Participants of Project REACh will share the process and key learnings around machine learning, AI, and digital data which have helped improve credit access for underserved people and communities. They will share how they are crafting a framework to utilize machine learning models in credit underwriting and deploying cash-flow data in credit underwriting to serve people with limited credit histories.

Mark Brucker, Chief Risk Officer for Consumer & Community Banking, JPMorgan Chase
Jay Budzik, SVP, Director AI/ML Model Development and Operations, Fifth Third Bank
John Morgan, MVP for Enterprise AI/ML Product, Capital One
Rachna Singh, Director, Head of U.S. Unsecured Decision Modeling, Citigroup
Grovetta Gardineer, Senior Deputy Comptroller for Bank Supervision Policy, Office of the Comptroller of the Currency (Moderator)


The Future We Make: Trajectories of Technological Change and Building the Financial System We Need

What is an inclusive economy, and what role could AI play in helping us get there? Real opportunities to invest in this vision begin now. Join us for a compelling discussion around the vision for what it will take to build a nation in which our finance and technology sectors thrive– and a nation in which people’s financial health thrives with it.

Michael Barr, Vice Chair for Supervision Board of Governors of the Federal Reserve System
Don Graves, Deputy Secretary, U.S. Department of Commerce
Christopher Brummer, Agnes Williams Sesquicentennial Professor of Financial Technology; Faculty Director, Institute of International Economic Law, Georgetown (Moderator)

Synthesis and Final Themes

Melissa Koide, CEO, FinRegLab

Networking Reception in the Skylight Pavilion