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Thursday October 29 2026 | 08.30am - 13.30pm ET | The Lotte New York Palace
Credit markets are at an inflection point, with AI opening up a generational opportunity to expand what firms in the debt capital markets can pursue and the value they can deliver.
Yet fundamental questions remain. How can firms put their proprietary knowledge to work securely, while retaining ownership and control? And what needs to change — in their data, technology and ways of working — to rebuild organisations for the AI era?
These questions land with the people doing the building.
So, following our inaugural technology breakfast in London, 9fin and viaNexus are bringing that exact community together in New York to compare approaches, share practical lessons and tackle the questions still being worked through.
This half-day event is for technology leaders, data architects, engineering and AI strategy leads inside banks, asset managers and hedge funds, alongside the portfolio managers, lawyers and bankers driving adoption from within.
Hosted by Huss El-Sheikh, CTO at 9fin, the morning will explore the data foundations, technical building blocks and organizational changes needed to put AI to work in credit.
08:30 — 09:30am: Breakfast & networking
09:30 — 09:45am: All that glitters, the great AI buildout
- Huss El-Sheikh (CTO, 9fin) on what history can teach us about making the most of the AI moment in credit: how can firms take charge of the transformation, with a clear view of what they’re building and why?
09:45 — 10:30am: Agents in the wild: dispatches from the frontier
- Huw Richards (Head of Customer Partnerships, 9fin and former head of JPMorgan Chase’s digital investment bank), Helena Doná (Head of AI, Jefferies) and Brad Small (Head of Product — Credit, Allvue Systems) on why credit is judgment-heavy by design, and how to balance automation with keeping the judgement calls intact.
10:30 — 10:50am: Coffee break
10:50 — 11:45am: Architecting viaNexus: The streamhouse, an AI data lakehouse for real-time semantic data products
- Pedro Aguayo (CTO, viaNexus) and Danyal Akarca (CEO, Callosum) on building AI from composable components rather than black-box platforms, from the data layer to compute, with live demonstrations.
11:45 — 12:30pm: You have an AI rollout plan, do you have an AI training plan?
- Bogdan Tudose (Head of AI & Data Science, Wall Street Prep) and Alex Gorbansky (President Global B2B & Chief Revenue Officer, Wall Street Prep), in discussion with Huss El-Sheikh (CTO and Co-Founder, 9fin).
12:30 — 13:30pm: Final thoughts followed by light bites & networking
- Date: Thursday 29 October 2026
- Time: 8:30am – 13:30pm
- Venue: The Lotte New York Palace, New York
- Size: 60 attendees
