Name: AI Meets CDM Workshop: PRE-REGISTRATION REQUIRED - Ian Sloyan, South Cardinal; David Lee, ISDA; Xiao-yang Liu, Columbia University; Manuel Martos, Tradeheader; Oleg Blokhin & Peter Crosbie, Provectus & Jane Gavronsky, FINOS
Start: 2024-10-01T13:35:00-0400
End: 2024-10-01T14:45:00-0400

September 30 - October 1, 2024 | New York, New York
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Note: The schedule is subject to change.

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Tuesday October 1, 2024 1:35pm - 2:45pm EDT

Palace

PRE-REGISTER HERE

The "AI Meets CDM" workshop is crafted for professionals involved in FINOS projects like CDM and the Open RegTech SIG, as well as AI engineers and researchers exploring the application of "LLM paradigms" to financial pre-competitive use cases. Participants will gain insights from industry experts and academics who will share lessons learned and challenges faced when implementing retrieval-augmented generation techniques on the CDM documentation itself. The workshop will cover fine-tuning strategies, best practices for integrating feedback from subject matter experts, and generating synthetic trade data from standardized derivative contracts. Attendees will have the opportunity to engage directly with live chatbot demonstrations, asking questions, evaluating responses, and experiencing an innovative approach to interactive learning.

Speakers

Jane Gavronsky

Chief Operating Officer, FINOS

Jane is a senior technology leader with extensive experience in delivering transformative, data-focused technology in the Financial Services industry. Most recently, Jane was Managing Director at Credit Suisse, where she was the Global Head of Reference Data Technology Services. In... Read More →

Xiao-Yang Liu

Research Scientist, Columbia University

Dr. Xiao-Yang Liu is a researcher of the lab GenAI Research on Open Finance at Columbia University and is a faculty member at RPI University. His research interests include deep reinforcement learning and high-performance computing. He has created several open-source projects, including... Read More →

Oleg Blokhin

Executive GM, Financial Services, Provectus

Oleg brings more than 22 years of professional experience to Provectus, with expertise in assisting financial services institutions. He focuses on change management and large-scale transformation programs, systems implementation and advising, strategic cost management, managed services... Read More →

Manuel Martos

Chief Technology Officer, Tradeheader

Manuel Martos is the Chief Technology Officer at Tradeheader, a global consulting firm specializing in financial standards, training and software development. With over a decade of experience in the industry, Manuel has held various tech leadership roles where he successfully implemented... Read More →

Peter Crosbie

Executive Director, Provectus

Peter is a seasoned financial technology leader with over 30 years of experience in banking, risk analytics, and fixed income securities trading. He has been a driving force behind the growth of several successful financial technology companies and has led groundbreaking research... Read More →

Ian Sloyan

Managing Director, South Cardinal

Ian Sloyan is currently a consultant to FINOS, advising FINOS on CDM project. Previously advising ISDA on the development and execution of their Data and Digital Strategy, including CDM, FpML and document digitisation plus other Fintech, Regtech and Legaltech issues which the association... Read More →

David I Lee

Senior Director, Digital Transformation, ISDA

David is a senior data expert at ISDA with over two decades of experience designing and managing data solutions, currently leading AI R&D efforts with a focus on Generative AI use cases in the derivatives space.

Tuesday October 1, 2024 1:35pm - 2:45pm EDT
Palace

Workshops

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