Join industry thought leaders, capital‑markets visionaries, corporate power users, and AlphaSense experts for two focused days of shaping the future of decision making. We’ll dissect AI‑driven discovery and analysis, faster diligence workflows, and always‑on monitoring through live demos and real‑world case studies.
6:00 PM
Kick-off Reception (The Refinery at Domino)
8:00 AM
Coffee & Networking
9:00 AM
General Sessions
12:45 PM
Attendee Lunch
2:00 PM -
2:45 PM
Breakout Sessions II
The Future of AI-Powered Discovery: From Signal to Strategic Advantage
Peer analysis has always been critical but painfully slow — often taking months of manual work. In this session, Diana Gowe of Johnson & Johnson shares how she transformed the process with AlphaSense, using Deep Research and the Generative Grid to cut timelines from months to minutes. By embedding AI into her workflow, she uncovers hidden signals, delivers executive-ready insights, and builds conviction faster. Attendees will see how AI is not just accelerating research, but redefining what’s possible in market intelligence.
Speaker:
Diana Gowe Kolek, J&J
Sina Falaki, AlphaSense
GenAI and the Next Era of Diligence: Speed, Scale, and Security
Discover how a leading pharma investor is using generative AI to revolutionize due diligence—integrating proprietary internal and premium external content for faster, more secure, and more accurate decision-making. Join this fireside chat to learn how to Enterprise Intelligence is setting the new standard for diligence at speed and scale.
Speaker:
Sandy Balkin, Royalty Pharma
Stephen Lynch, AlphaSense
Always On: How AI Agents Are Transforming Monitoring
Discover how industry leaders are using AI to transform workflows today, while building a foundation for the future. This session will break down what sets AI agents apart from traditional LLMs, how they’re reshaping monitoring of trends and developments, and practical use cases you can start applying now.
Speaker:
Matt Reustle, Business Breakdowns
3:00 PM -
3:45 PM
Breakout Sessions III
Navigating Market Turbulence
Discover how top decision-makers navigated one of the most turbulent years on record. In this dynamic panel, leaders from top global firms reveal how they leveraged AlphaSense to cut through the noise during 2025’s extreme market volatility —identifying signals others missed, building conviction before consensus, and taking decisive action that put their organizations ahead of the competition.
Speaker:
Delphine Cassidy, Orica limited
David Stone, HPE
Sina Falaki, AlphaSense
Humans in the Loop: The Banker’s Edge in an Agentic World
As AI agents take on grunt work, the value of human psychology, negotiation, and relationship-building rises. We’ll explore how to protect that edge while scaling efficiency and mapping the new skills mix, training path, and hiring profile for bankers while sharing the simple daily rituals that turn AI from experiment into advantage.
Speaker:
Stefano Combi, Evercore
Matt Wells, AlphaSense
Continuous Intelligence: The AI-Driven Future of Market Monitoring
Join AlphaSense product and industry leaders as they explore how generative AI is enabling real-time, continuous monitoring of markets, competitors, and risks. Learn about the latest advancements in AI workflows and predictive analytics, and how these tools are helping organizations stay ahead of volatility and disruption.
Speaker:
Ehsan Ehsani, Crescendo Partners LP
4:00 PM -
4:45 PM
Breakout Sessions IV
Beyond ChatGPT: Get 20× Faster Insights with The Latest AI Models
While OpenAI has become the default choice for many enterprises, cutting-edge teams — including AlphaSense — are turning to Cerebras’ high-speed AI platform to generate dramatically faster results. By combining powerful open-weight models like GPT-OSS and Qwen3 with purpose-built AI hardware, organizations are building agents, deep-research tools, and code-generation workflows that run up to 20× faster than traditional APIs. Discover how companies are leapfrogging OpenAI and Anthropic with powerful AI workflows that take minutes instead of hours.
Speaker:
James Wang, Cerebras
Women in Financial Services and Fintech Panel: Leading with Insight, Succeeding with Impact
Join a candid conversation with accomplished women shaping the future of financial services and fintech. In this inspiring panel, leaders will share their personal stories, career-defining moments, and hard-earned strategies for standing out, building influence, and driving success in a competitive, fast-moving industry. Whether you're early in your journey or charting your path to the C-suite, you'll walk away with real-world advice on leadership, mentorship, and making your mark in finance. All Summit attendees are welcome to join, inclusive of all genders.
Speaker:
Nacira Alioua, Emirates NBD
Inessa Even, Wells Fargo Strategic Capital
Katie Rapp, AlphaSense
Ask Our Directors of Research: Live Insight from the Front Lines
Step into the minds of AlphaSense’s research leaders in this informal, interactive session with our Directors of Research. With decades of experience across buy-side investing, sell-side analysis, expert networks, and sector strategy, Michelle Brophy (TMT), Sara Mallatt (Healthcare), and Xavier Smith (Energy & Industrials) bring unparalleled industry perspective to the table. Bring your questions—or just listen in—as they share real-world insights on market trends, the evolving role of AI in research, and how top professionals are navigating today’s most dynamic sectors.
Speaker:
Michelle Brophy, AlphaSense
Sara Mallatt, Alpha-Sense
Xavier Smith, AlphaSense
5:00 PM -
6:30 PM
Happy Hour
8:00 AM
Coffee & Networking
9:00 AM
General Sessions
12:00 PM -
12:45 PM
Breakout Sessions I
Spotting and Acting on Market Shifts with AI
How do you stay ahead of market-shaping shifts before they hit the mainstream? In this interactive discussion, AlphaSense customers will show how AI is transforming their research process. From surfacing early signals to separating noise from true insight, to packaging outputs into investor-ready narratives, you’ll walk away with practical approaches to accelerate your own discovery workflows and sharpen conviction in fast-moving markets.
Speaker:
Samuel Alvarado, BDO USA, P.C.
Mira Witzig Borja, Citigroup
Michelle Brophy, AlphaSense
Financial Data in AlphaSense: Where Numbers Meet Narrative
Discover how AlphaSense is redefining research with integrated financial data and domain-specific AI. See a live workflow that showcases how teams can view a company’s financial health, extract industry-specific KPIs, and generate research reports that connect numbers and narrative in seconds.
Speaker:
Corey Hammill, AlphaSense
Andy Pierce, AlphaSense
Decoding Regulatory Change with AI: From Complexity to Clarity
Join industry veterans for a fireside chat on how AI is transforming regulatory analysis and response. Through real-world case studies, they’ll unpack opportunities and challenges across global markets, share lessons on implementation, and explore the predictions for the future of AI regulation—covering ROI, cybersecurity, and what’s next.
Speaker:
Joseph Kenol, POLITICO
Xavier Smith, AlphaSense
12:45 PM
Attendee Lunch
2:00 PM
Conference Concludes