Explore Sessions
 
 
 


5:30 PM - 8:00 PM
Welcome Reception @ Intrepid Sea, Air & Space Museum

8:00 AM
Breakfast
Main Stage
Breakfast


Session speakers


9:00 AM
Welcome to AlphaSummit
Main Stage
Welcome to AlphaSummit


Session speakers

Kiva Kolstein
Kiva Kolstein
President & Chief Revenue Officer
AlphaSense


9:10 AM
CEO Vision
Main Stage
CEO Vision


Session speakers

Jack Kokko
Jack Kokko
CEO & Founder
AlphaSense


9:35 AM
Product Highlights
Main Stage
Product Highlights


Session speakers

Chris Ackerson
Chris Ackerson
SVP, Product
Alphasense


9:45 AM
Customer Awards
Main Stage
Customer Awards


Session speakers

Heather Zynczak
Heather Zynczak
CMO
Alphasense


9:55 AM
Fireside Chat with Andrew Feldman
Main Stage
Fireside Chat with Andrew Feldman


Session speakers

Samantha Greenberg
Samantha Greenberg
Chief Financial Officer
AlphaSense

Andrew Feldman
Andrew Feldman
Co-Founder & CEO
Cerebras Systems


10:15 AM
AI in the Workforce Interview
Main Stage
AI in the Workforce Interview

Lexi Reese, CEO of Lanai, joins AlphaSense's Chief People Officer Nilka Thomas for a fireside chat on what AI adoption actually looks like inside the enterprise. Together they'll dig into what it actually takes to bring an organization through an AI transition, not just the technology, but the visibility, the culture and the human systems underneath it all.


Session speakers

Lexi Reese
Lexi Reese
CEO
Lanai

Nilka Thomas
Nilka Thomas
Chief People Officer
AlphaSense


10:35 AM
Break
Main Stage
Break


Session speakers


10:50 AM
SuperAnalyst Spotlight
Main Stage
SuperAnalyst Spotlight


Session speakers


10:55 AM
Celebrity Keynote: Fireside Chat with Shaquille O’Neal
Main Stage
Celebrity Keynote: Fireside Chat with Shaquille O’Neal


Session speakers

Kiva Kolstein
Kiva Kolstein
President & Chief Revenue Officer
AlphaSense

Shaquille O'Neal
Shaquille O'Neal
Hall of Famer, Entrepreneur, TV Personality, DJ
 


12:00 PM
Lunch
Main Stage
Lunch


Session speakers

12:00 PM - 6:30 PM

Experience Lab

1:30 PM - 2:10 PM

Breakout Sessions

Core Sessions
Conviction in Days, Not Weeks - The New Standard for Research and Diligence

For Investors and Deal Teams

Core Sessions
Conviction in Days, Not Weeks - The New Standard for Research and Diligence

For Investors and Deal Teams

The best investors and deal teams aren’t just moving faster, they’ve reworked how they sequence research, diligence, and decision-making around AI. This session walks through the full arc from raw signal to committee-ready output, showing what an AI-native workflow looks like in practice.

Session speakers

Ted Seides
Ted Seides
Host
Capital Allocators

Michael Eastwood
Michael Eastwood
Director of Americas Research
Jefferies

Charles DeNoto
Charles DeNoto
Director - Corporate & Investment Banking
MUFG

Core Sessions
Reading the Business Like an Investor: How a Strategy Leader Turns Overlooked Signals Into Action

For Corporate Strategy and Intelligence Teams

Core Sessions
Reading the Business Like an Investor: How a Strategy Leader Turns Overlooked Signals Into Action

For Corporate Strategy and Intelligence Teams

The hardest part of strategy isn't finding information… it's knowing which signal actually matters, being right when a real decision rides on it, and getting the organization to act. Cindy Olsen spent 17 years as a consumer investor learning to go narrow and deep, get past the story to what's underneath, and separate what moves the needle from what doesn't. She now runs strategy at sweetgreen. In conversation with AlphaSense's Sina Falaki, she walks through the repeatable way she turns an overlooked signal into an operating change – how she validates it, sizes it, and brings the whole company along – and why the instinct that makes a good investor is the same one that makes a good strategy leader.

Session speakers

Sina Falaki
Sina Falaki
Sr. Director Solution Marketing
AlphaSense

Cindy Olsen
Cindy Olsen
Chief Strategy Officer
sweetgreen

Core Sessions
The New Perimeter: Securing Data Sovereignty in the Era of Agentic AI

For Business Leaders and AI Executives

Core Sessions
The New Perimeter: Securing Data Sovereignty in the Era of Agentic AI

For Business Leaders and AI Executives

As AI evolves from chat assistants to autonomous agents, the security perimeter is changing. When agents navigate internal systems and execute workflows, the mandate shifts from securing the user to securing the agent. This panel brings together CISOs from AlphaSense, Bridgewater, and WestCap to unpack what Decision-Grade AI truly means: trustworthy sources, traceable outputs, and defensible actions. Leave with a practical framework for how to scale and implement AI systems your organization can actually stand behind.

Session speakers

Sandeep Aulakh
Sandeep Aulakh
Director, Enterprise AI & Data Architecture
Salesforce

Pieter VanIperen
Pieter VanIperen
Chief Information Security Officer
AlphaSense

Andrew Cal
Andrew Cal
CISO
WestCap

Anthony Candeias
Anthony Candeias
CISO
Bridgewater

2:20 PM - 2:40 PM

Breakout Sessions

Core Sessions
From Speed-Readers to 24/7 Teammates: Building Autonomous Analyst Agents

For Business Leaders and AI Executives

Core Sessions
From Speed-Readers to 24/7 Teammates: Building Autonomous Analyst Agents

For Business Leaders and AI Executives

Standard chatbots read fast, but they don't think and they clock out the second you close your browser tab. Join Google Cloud’s Taylor Behmke for a look under the hood at the two breakthroughs reshaping financial research. Learn how deliberative reasoning models stress-test financial data to deliver higher accuracy. See how agents like AlphaSense's SuperAnalyst and Agent-to-Agent communication introduce new workflow paradigms - executing proactive triggers overnight, updating models while you're at lunch, and collaborating directly with your firm's internal AI agents.

Session speakers

Taylor Clancy Behmke
Taylor Clancy Behmke
AI Engineer
Google Cloud

Sector Spotlights
The Future of Physical AI

Sector Spotlights
The Future of Physical AI

Physical AI sits at the intersection of industrials and technology, from the humanoid robots on factory floors at Tesla, BMW, and Amazon to the underlying semiconductors making them possible. This session, featuring Xavier Smith, Director of Research for Energy and Industrials, and Michelle Brophy, Director of Research for TMT, brings the industrial and technology perspectives together to map where the category is heading.

Session speakers

Michelle Brophy
Michelle Brophy
Director of Research
AlphaSense

2:30 PM - 2:50 PM

Lightning Talk

Lightning Talks
Skills 101: From Zero to Hackathon-Ready

Lightning Talks
Skills 101: From Zero to Hackathon-Ready

Skills are how you teach AlphaSense to think like your team. Come out of this session with a better understanding of how great skills are built, page through our library of pre-built Skills, and walk out ready to build your own at the Skills Hackathon.

Session speakers

Angela Allen
Angela Allen
Principal, Expert Insights Products
AlphaSense

3:00 PM - 3:40 PM

Breakout Sessions

Core Sessions
The Future of Work: Your Always-On Analyst

For Business Leaders and AI Executives

Core Sessions
The Future of Work: Your Always-On Analyst

For Business Leaders and AI Executives

What if AI could know your workflows, remember how you like to work, and operate like a member of your team straight out of the box? In this session, Ian Lieberman, Director of Research at Talos Asset Management, sits down with Louis Botha, Director of Product, GenAI at AlphaSense, to talk about what it actually looks like to put that to work—from persistent memory to tailor-made skills. Join us to hear firsthand what went into building SuperAnalyst, and what changed once AI started doing the actual work.

Session speakers

Louis Botha
Louis Botha
Director of Product, GenAI
AlphaSense

Ian Lieberman
Ian Lieberman
Director of Research
Talos Asset Management

Core Sessions
From Theme to Thesis - AI-Powered Idea Generation for Investors

For Investors and Deal Teams

Core Sessions
From Theme to Thesis - AI-Powered Idea Generation for Investors

For Investors and Deal Teams

Alpha starts before the model. Go inside how leading hedge funds and asset managers are using AI to power idea generation, including scoping themes, pressure-testing early views, and knowing when to act. You will learn how proper deployment of AI is the new industry tradecraft.

Session speakers

Brett Caughran
Brett Caughran
Head Trainer
Fundamental Edge

Hala Kosyura
Hala Kosyura
Managing Director, Portfolio Strategy
Canada Pension Plan Investment Board

Core Sessions
Are We Winning, Why, and What Should We Do About It: Building a Competitive Intelligence Function That Answers Repeatably

For Corporate Strategy and Intelligence Teams

Core Sessions
Are We Winning, Why, and What Should We Do About It: Building a Competitive Intelligence Function That Answers Repeatably

For Corporate Strategy and Intelligence Teams

Good CI teams answer these three seemingly simple questions, and the best have a system for doing it continuously to help the business win more. In this conversation, Dan Hamilton from Salesforce will walk through his operating model to establish what is actually happening before anyone reaches for an explanation, separate what they know from what they are estimating, diagnose and prioritize causes, and turn the result into a vetted recommendation with an owner and a measure attached.

Hear why the best CI teams act like doctors, how internal CRM data gets triangulated against external signal, how a recommendation gets turned into action somebody actually owns, and how to turn CI from manual fact-finding to an always-on capability.

Session speakers

Dan Hamilton
Dan Hamilton
SVP, Corporate Strategy
Salesforce

4:00 PM - 4:20 PM

Lightning Talk

Lightning Talks
AI-Led Expert Calls: More Insights, Same Rigor

Lightning Talks
AI-Led Expert Calls: More Insights, Same Rigor

AI-Led Expert Calls pair vetted human experts with our AI Interviewer, built on your own research objectives, so teams get more perspectives without adding time or headcount. See a live walkthrough of how a call comes together, the outputs it produces, and why investors and firms are finding it an integral part of their expert research process.

Session speakers

Kelly Bishop
Kelly Bishop
Senior Director of Product
AlphaSense

Elizabeth Koskiewicz
Elizabeth Koskiewicz
Program Manager, AI Expert Calls
AlphaSense

4:30 PM - 4:50 PM

Lightning Talk

Lightning Talks
AlphaSense for PowerPoint and Excel: AlphaSense Where You Work

Lightning Talks
AlphaSense for PowerPoint and Excel: AlphaSense Where You Work

A live, start-to-finish demo of AlphaSense for PowerPoint and Excel: real workflows, real outputs, built inside the tools you already use. See how research turns into a finished deck or model without ever leaving your desktop.

Session speakers

Daniel Wolf
Daniel Wolf
Product Lead, Add-Ins
AlphaSense


5:00 PM - 6:30 PM
Happy Hour: Sponsored by Google Cloud

8:00 AM
Breakfast
Main Stage
Breakfast


Session speakers


9:00 AM
Welcome Back
Main Stage
Welcome Back


Session speakers

Kiva Kolstein
Kiva Kolstein
President & Chief Revenue Officer
AlphaSense


9:05 AM
Business Keynote
Main Stage
Business Keynote


Session speakers

George Lee
George Lee
Co-Head Goldman Sachs Global Institute
Goldman Sachs


9:40 AM
Customer Awards
Main Stage
Customer Awards


Session speakers


10:15 AM
Super Analyst Spotlight
Main Stage
Super Analyst Spotlight


Session speakers


10:20 AM
Sneak Peeks
Main Stage
Sneak Peeks


Session speakers

Chris Ackerson
Chris Ackerson
SVP, Product
Alphasense


10:45 AM
Customer Awards
Main Stage
Customer Awards


Session speakers


10:55 AM
Fireside Chat with Doug Petno
Main Stage
Fireside Chat with Doug Petno


Session speakers

Jack Kokko
Jack Kokko
CEO & Founder
AlphaSense

Doug Petno
Doug Petno
Co-President of JPMorganChase & CEO of Commercial & Investment Bank
 

11:15 AM - 4:00 PM

Experience Lab

11:30 AM - 12:10 PM

Breakout Sessions

Core Sessions
Standing Behind It - Building AI Workflows That Survive Scrutiny

For Investors and Deal Teams

Core Sessions
Standing Behind It - Building AI Workflows That Survive Scrutiny

For Investors and Deal Teams

In finance, every output has a signature on it. This session is for the people whose names are attached to recommendations, to partners, LPs, committees, and clients, and who need to know their AI-assisted work will hold up when it matters most. A candid conversation about what defensible AI actually looks like in practice, from the workflows to the governance to the culture.

Session speakers

Jennifer Conrad
Jennifer Conrad
Senior Writer
Inc.

Alanna Crank
Alanna Crank
COO of Global Equity Research
Jefferies

Jazmin Medina
Jazmin Medina
Investment Partner
D.E. Shaw Ventures

Wanyi Yang
Wanyi Yang
Partner
Panoramic Hills Capital

Core Sessions
Building the Connected Enterprise with Agent API

For Business Leaders and AI Executives

Core Sessions
Building the Connected Enterprise with Agent API

For Business Leaders and AI Executives

See how Accenture deployed the Agent API to embed AlphaSense's premium, citable intelligence directly into their proprietary applications and agentic workflows. Join Emma Griffin, Senior Director of Product at AlphaSense, and Chris Roark, Senior Managing Director at Accenture, for a discussion of live use cases and walk away with a clear view of the building blocks, real-world applications, and path to deployment within your firm's infrastructure.

Session speakers

Emma Griffin
Emma Griffin
Senior Director of Product, Enterprise Intelligence
AlphaSense

Chris Roark
Chris Roark
Senior Managing Director
Accenture

Core Sessions
Before the Street Asks: How IR Teams Turn Market Signals Into Management Conviction

For Corporate Strategy and Intelligence Teams

Core Sessions
Before the Street Asks: How IR Teams Turn Market Signals Into Management Conviction

For Corporate Strategy and Intelligence Teams

IR teams can’t afford to hear the market’s story on earnings day. Leaders from Mondelēz, Keurig Dr Pepper, and Acushnet share how they use AI and investor signals to anticipate the toughest questions, sharpen management’s narrative, and stay ahead of the Street.

Session speakers

Sina Falaki
Sina Falaki
Sr. Director Solution Marketing
AlphaSense

Chethan Mallela
Chethan Mallela
VP, Investor Relations
Keurig Dr Pepper

Rishabh Bhansali
Rishabh Bhansali
Director, Investor Relations
Mondelez

Cameron Vollmuth
Cameron Vollmuth
Director of Investor Relations
Acushnet


12:15 PM
Lunch
12:15 PM - 12:35 PM

Breakout Sessions

Core Sessions
How CFOs Make Decisions in the Age of AI

For Corporate Strategy and Intelligence Teams

Core Sessions
How CFOs Make Decisions in the Age of AI

For Corporate Strategy and Intelligence Teams

AI is changing the decisions CFOs are being asked to make, from where to invest to what information they can trust when the stakes are high. This session will unpack where AI is creating real value today, how finance leaders are reading market signals, and how those insights are shaping capital allocation and shareholder communication.

Session speakers

Samantha Greenberg
Samantha Greenberg
Chief Financial Officer
AlphaSense

Tricia Tolivar
Tricia Tolivar
CFO
CAVA

Katherine Fogertey
Katherine Fogertey
Chief Management Officer (COO & CFO) & Senior Strategic Advisor
Gluck & Co. LLP

Lightning Talks
Connectors: Richer Context, Richer Insights

Lightning Talks
Connectors: Richer Context, Richer Insights

See how real teams are using AlphaSense’s connector ecosystem to the tools they already use to the intelligence they trust. Meeting prep pulled together from CRM and call transcripts, competitive landscaping built on internal signals plus external intelligence. See what's connected today, how it works, and why we didn't take the easy MCP-only route to get there.

Session speakers

Emma Griffin
Emma Griffin
Senior Director of Product, Enterprise Intelligence
AlphaSense

Sector Spotlights
AI in 2026: The Shifts Reshaping Business

Sector Spotlights
AI in 2026: The Shifts Reshaping Business

2026 has been a pivotal year for AI. The phase of deploying AI to generate excitement has given way to a harder phase: deploying AI to generate measurable value. In this talk, Sarah Hoffman, Director of AI Thought Leadership at AlphaSense, takes stock of where AI actually stands heading into the final stretch of 2026, from the biggest developments of the year to the trends shaping what comes next. Attendees will leave with a grounded view of the AI landscape and a forward-looking perspective on what business leaders should be prioritizing going into 2027.

Session speakers

Sarah Hoffman
Sarah Hoffman
Director of AI Thought Leadership
AlphaSense

1:30 PM - 1:50 PM

Sector Spotlight

Sector Spotlights
How AI is Reshaping Biopharma R&D

Sector Spotlights
How AI is Reshaping Biopharma R&D

AI is reshaping how biopharma approaches discovery, trials, and development. This session, featuring Sara Mallatt, AlphaSense's Director of Research for Healthcare, examines where AI is producing measurable gains across R&D and what that shift means for the productivity and economics of drug development.

Session speakers

Sara Mallatt
Sara Mallatt
Director of Research, Healthcare
AlphaSense

Brendan Smith
Brendan Smith
Director, Equity Research Analyst
TD Cowen

2:00 PM - 2:40 PM

Breakout Sessions

Core Sessions
From Data Room to Conviction - How Top Deal Teams Are Scaling Diligence with AI

For Investors and Deal Teams

Core Sessions
From Data Room to Conviction - How Top Deal Teams Are Scaling Diligence with AI

For Investors and Deal Teams

Evaluating opportunities today requires moving quickly without losing depth. In this session, see how deal teams and their service providers are using AI to streamline how they assess, pressure-test, and diligence investments. From early signal detection to deep document analysis in AlphaSense, learn how leading teams are surfacing what matters sooner, aligning around key insights, and building conviction faster without compromising rigor.

Session speakers

Sid Luthra
Sid Luthra
Principal
Kearney

Core Sessions
How AI Is Rewiring Life Sciences Workflows

For Corporate Strategy and Intelligence Teams

Core Sessions
How AI Is Rewiring Life Sciences Workflows

For Corporate Strategy and Intelligence Teams

Life sciences teams are making higher-stakes decisions faster than ever, often on questions no one can afford to get wrong. This session brings together leaders from across pharma and biotech to show how AI is reshaping three of the hardest research jobs in the industry: getting smart fast on a new topic, running competitive intelligence as a live function, and placing decade-long discovery bets. 

Session speakers

Chintan Oza
Chintan Oza
Executive Director, Enterprise Strategy
Merck

Christopher Salatto
Christopher Salatto
Head of Competitive Intelligence
Pfizer Inc

Yasuhiro Tsukimi
Yasuhiro Tsukimi
Assistant Division Director, Innovative Drug Discovery Division
ASKA Pharmaceutical Co., Ltd.

Ray Pressburger
Ray Pressburger
Global Industry Lead, Life Sciences
Accenture

Core Sessions
Inside the AI Review Board: From Pilot to Enterprise Approval

For Business Leaders and AI Executives

Core Sessions
Inside the AI Review Board: From Pilot to Enterprise Approval

For Business Leaders and AI Executives

AI adoption is no longer a single-team decision. It requires alignment across executive leadership, IT, security, legal, data, compliance, and the business teams responsible for realizing value.

In this panel, executive and technical leaders will unpack how AI review boards and buying committees evaluate new tools—and what it takes to move an AI initiative from pilot to enterprise-scale deployment. Hear how leading organizations define high-value use cases, build stakeholder-specific proof points, address security and client-data considerations, and set success criteria that turn pilots into clear go/no-go decisions.

Attendees will leave with a practical framework for making the case for AI investments, navigating governance without slowing innovation, and accelerating approval with the evidence executives and technical reviewers need to say yes.

Session speakers

Sarah Flaccavento
Sarah Flaccavento
Senior Vice President, Strategic Initiatives
AlphaSense

Elena Perrier
Elena Perrier
Global Head of Knowledge & Research
Arthur D. Little

3:00 PM - 3:30 PM

Breakout Sessions

Sector Spotlights
Ask Our Directors of Research: Live Insight from the Front Lines

Sector Spotlights
Ask Our Directors of Research: Live Insight from the Front Lines

This verticalized session gives attendees the chance to converse with AlphaSense's sector-focused Directors of Research, the AlphaSense product team, and industry peers. Sit down with Sara Mallatt (Healthcare), Xavier Smith (Energy and Industrials), or Michelle Brophy (TMT) to dig into the trends shaping your sector and swap ideas on use cases specific to your work with the AlphaSense product team.

Session speakers

Michelle Brophy
Michelle Brophy
Director of Research
AlphaSense

Sara Mallatt
Sara Mallatt
Director of Research, Healthcare
AlphaSense