4:05 PM
4:25 PM
5:15 PM
5:45 PM

Operational Deployment: Driving Middle and Back Office Efficiency with Agentic AI in Alternative Investments

The workshop is designed exclusively for alternative investment leaders navigating the shift from AI experimentation to operational deployment across the Middle and Back office processes with the most inefficiencies.

The session focuses on where Agentic AI is actually delivering measurable impact across workflows like capital calls, LP reporting, valuation support, and middle- and back-office operations. Attendees will hear directly from buy-side operators and technology leaders about what it truly takes to operationalize AI in regulated environments from data readiness to control frameworks and execution reliability.

A live demonstration will showcase end-to-end Agentic AI driven Investment Suitability processing compressing review cycles from days to hours and improving consistency, auditability and alignment to regulatory expectations under FINRA 2111.

Speakers

Agustin Lago

Agustin Lago

VP Client Success, Financial Services

Operational Deployment: Driving Middle and Back Office Efficiency with Agentic AI in Alternative Investments
Suresh Nageswaran photo

Suresh Nageswaran

Senior Director, Financial Services

Operational Deployment: Driving Middle and Back Office Efficiency with Agentic AI in Alternative Investments
Pavel Azaletskiy photo

Pavel Azaletskiy

Senior Director Cloud & DevOps Practice

Operational Deployment: Driving Middle and Back Office Efficiency with Agentic AI in Alternative Investments

Agustin Lago

VP Client Success, Financial Services

Agustin has 30+ years of experience in the Financial Services industry across multiple areas including relationship management and business development, banking operations, risk management, payments, transformation management, and strategic planning across multiple cultures, geographies and organizations including Citigroup, Barclays, Genpact, Slalom and Grid Dynamics. For the last 15 years, Agustin has been advising Financial Institutions to effectively drive strategic transformation in their businesses by leveraging new technologies. Agustin has an MBA from San Francisco State University and a B.S. in Industrial Engineering from Universidad Javeriana in Colombia.

Suresh Nageswaran

Senior Director, Financial Services

Suresh Nageswaran works with clients in Wealth Management, Capital Markets, and Banking with a focus on AI-driven, cloud-native solutions. He specializes in applying advanced analytics, semantic search, and bitemporal architectures to complex problems in private markets, portfolio construction, and regulatory compliance. With deep experience across structured products, payments, and alternative investments, he bridges business strategy and hands-on engineering. As an active thought leader, he frequently writes and speaks on topics such as Total Portfolio Approach, private-market data challenges, and agentic AI systems.

Pavel Azaletskiy

Senior Director Cloud & DevOps Practice

Leads practices across Cloud, DevOps, and AI-augmented SDLC. He has helped global enterprises modernize legacy systems, embed AI across engineering workflows and embrace outcome-based delivery models. Pavel brings 20 years of cross-sector experience, including a decade building financial capabilities for telecom and payment providers, and another decade driving operational excellence and delivery transformation for large service providers. His consulting expertise spans operating model design, performance optimization, and intelligent operations across BFSI, retail, and technology sectors. He combines deep technical fluency in AI, classical ML, and simulation with pragmatic business acumen to deliver measurable impact at scale.

Agenda

3:30 PM 4:00 PM

Arrival and Registration

4:00 PM 4:05 PM

Welcome and Opening Remarks

4:05 PM 4:25 PM

Keynote Presentation: “The Agentic AI Control Plane for Middle/Back Office Workflows”

4:25 PM 4:45 PM

Interactive Panel: “Pilot to Production: Lessons learned from practical experience deploying Agentic AI in Regulated Environments”

4:45 PM 5:00 PM

Q&A Session

5:00 PM 5:15 PM

Networking Break

5:15 PM 5:30 PM

Live Showcase: “Investment Suitability: End-to-End Agentified Process”

5:30 PM 5:45 PM

Summary & Q&A

5:45 PM 7:00 PM

Networking Reception

Intended audience

This workshop is designed for:

Executive Leadership & Strategy

CEOs, COOs, CSOs, and senior leaders driving business growth, client strategy, and competitive positioning

Wealth & Advisory Leadership

Heads and Directors of Wealth Management, Private Banking, and leaders responsible for advisor productivity, experience, and field performance

Technology & Digital Transformation

CIOs, CTOs, Heads, VPs, and Directors leading AI, innovation, and enterprise platform strategy

Operations & Service Excellence

Heads and Directors focused on optimizing operations, back-office efficiency, and service delivery

Why should you attend?

  • Explore how firms are solving for manual, fragmented and audit-heavy Middle and Back office processes across investment suitability, capital calls, LP reporting and valuation support, while also maintaining compliance, control and consistency.
  • Learn about the Pilot to Production pipeline covering data readiness, orchestration, and durable execution using AWS and Temporal.
  • Connect with peers facing the same challenges.
  • Engage in off-the-record executive dialogue.

Space is limited—register early.

Register now