4:10 PM
4:50 PM
5:45 PM

Driving Middle and Back Office Efficiency in Alternative Investments with Agentic AI platforms

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

Brian Cassin photo

Brian Cassin

Capital Markets Leader

Driving Middle and Back Office Efficiency in Alternative Investments with Agentic AI platforms
Rahul Bindlish

Rahul Bindlish

SVP & Global Head of Partnerships and Marketing

Driving Middle and Back Office Efficiency in Alternative Investments with Agentic AI platforms
Michael Schwartzberg

Michael Schwartzberg

Executive Director and Head of CUSO Banking Regulatory Compliance, UBS

Driving Middle and Back Office Efficiency in Alternative Investments with Agentic AI platforms
Bill Scheurer photo

Bill Scheurer

Capital Markets Industry Specialist

Driving Middle and Back Office Efficiency in Alternative Investments with Agentic AI platforms
Henry Garner photo

Henry Garner

CTO, JUXT

Driving Middle and Back Office Efficiency in Alternative Investments with Agentic AI platforms
Suresh Nageswaran photo

Suresh Nageswaran

Senior Director, Financial Services

Driving Middle and Back Office Efficiency in Alternative Investments with Agentic AI platforms
Agustin Lago

Agustin Lago

VP Client Success, Financial Services

Driving Middle and Back Office Efficiency in Alternative Investments with Agentic AI platforms

Brian Cassin

Capital Markets Leader

Rahul Bindlish

SVP & Global Head of Partnerships and Marketing

Rahul Bindlish has 30+ years of experience in IT services and consulting. He specializes in helping Tier-1 enterprises with their AI & digital initiatives to improve business performance and drive industry leading growth. Throughout his career, Mr. Bindlish has been recognized as an innovative leader who excels in building high-performing teams and fostering strong customer relationships. He is currently the Senior Vice President & Global Head of Partnerships and Marketing. Mr. Bindlish holds a Master’s degree in Business and Management from the Asian Institute of Management.

Michael Schwartzberg

Executive Director and Head of CUSO Banking Regulatory Compliance, UBS

Michael Schwartzberg is an Executive Director and Head of CUSO Banking Regulatory Compliance at UBS. With over 25 years of experience in the financial industry—including positions as a banking regulator, operations manager, and compliance leader—he offers a uniquely broad perspective on risk and regulatory challenges. Michael leads a diverse team responsible for Bank Regulatory compliance across UBS’s Combined US Operations and is at the forefront of building an AI-driven culture within compliance and UBS. He is recognized for developing innovative programs, managing teams through organizational and culture change, and empowering teams to adapt to the evolving landscape of AI while meeting regulatory expectations.

Bill Scheurer

Capital Markets Industry Specialist

Bill is a Capital Markets Industry Specialist with focus on Data Management, Analytics, Trading Workflows and Post-trade. Bill joined AWS from Bloomberg in 2021 where he was Global Head of Hedge Fund Business Development and Strategy for Bloomberg’s Order & Execution Management division. Previously, Bill was in trading and sales at Credit Suisse.

Henry Garner

CTO, JUXT

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.

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.

Agenda

3:30 PM 4:00 PM

Arrival and Registration

4:00 PM 4:10 PM

Welcome and Opening Remarks

4:10 PM 4:45 PM

Keynote & Live workthrough: “The missing logic layer for AI in financial services”

4:50 PM 5:30 PM

Interactive Panel: “Potential risk”

5:40 PM 5:45 PM

Closing Remarks & Next Steps

5:45 PM 6:30 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