Connect NYC 2026

AI in capital markets: what's actually working

 
An evening for senior leaders in risk, trading, and capital markets - featuring a panel with industry leaders from CME, RenaissanceRe, BNY and others to be announced.

 

📍 Venue: Castell Terrace at the AC Hotel
🗓️ Thursday, 8th October 2026

Hear how some of the world's most forward-looking institutions are putting AI into production: what's working, what isn't, and what's coming next.

Stay for drinks, canapés and conversation as the sun goes down over the city.

Space is limited.

See the agenda below.

Register your interest

NYC Connect Agenda

4.30 pm

Registration & welcome drinks

Doors open at Castel Terrace, drinks in hand. A chance to ease in and catch a few familiar faces before we get going.
5.30pm - 6.15pm

Panel discussion - The future of AI in capital markets (Speakers TBC)

Join senior leaders from across the industry for a 45-minute panel on how AI is reshaping risk, decision-making and the broader capital markets landscape. Hear how some of the world's most forward-looking institutions are putting AI into production with what's working, what isn't, and what's coming next.
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Host: Brian Goodman
Head of Sales in North America
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6.15 - 8pm

Networking with drinks and canapés

The panel ends here, the evening doesn't. Stay for drinks, canapés, and conversation with peers from across the industry. Our team will also be on hand for informal demos of Atoti for anyone curious to see it in action.

Connect Global 2026 Agenda

12:00 - 13:00

Arrival - Welcome lunch

13:00 - 13:15

13:15 - 13:45

13:45 - 14:15

Pete Clarke is the Head of the Corporate and Institutional Banking practice for the Americas at Oliver Wyman and based in New York. Pete has 20 years of experience in capital markets and consulting to leading financial institutions in the US and Europe, focusing on capital markets and investment banking.

His recent experience includes supporting broker-dealer, bank, private equity and market infrastructure clients, with expertise in capital markets business strategy, technology, operating models and financial resource management.

Pete has also contributed to published articles and reports, including our annual joint Oliver Wyman-Morgan Stanley capital markets outlook, Sell-Side Capital Markets Fintech, Financial Resource Management, and Capital Markets: Evolution of the Financial Ecosystem.

Pete holds a first-class honors degree in Economics from the University of Warwick and a Licence in Economics (Erasmus Program) from the Université Paris I Panthéon-Sorbonne. He joined Oliver Wyman in 2010. Prior to Oliver Wyman, he worked for Deutsche Bank in the Financial Institutions Group.

14:15 - 14:45

This panel session will explore the impact of recent global economic shifts on the financial industry's Front Office, focusing on market volatility, geopolitical changes, and the role of technology like Atoti in managing risk and real-time metrics.

Panelists will discuss their responsibilities, the challenges faced, and how organizations are adapting to these changes. They will also share insights on how to leverage technology to enhance Front Office operations and provide predictions for the financial landscape under the Trump administration.

14:45 - 15:30

Tea Break Demo: Front Office Real-Time Portfolio Risk Management with Atoti

Join us during the tea break for a quick demo of Atoti in action—see how real-time portfolio management transforms risk and P&L monitoring across trading desks and asset types.

We'll explore how teams can stay resilient in volatile markets, handle growing trade volumes, and gain a consolidated view of performance to optimize trading strategies.This is your chance to experience powerful analytics tools driving smarter, faster decisions in live trading environments.

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Wouldn’t you like to see the metric of multiple desks, or the whole bank’s risk system data, and more, in real time? 

Join us at ‘Revolutionizing Front Office’ to learn more. Register today.

Attendees from our global connect events

and more...

Why attend?

2:00 PM

Guest Registration, Tea and Coffee

2:30 PM

Welcome Remarks

2:40 PM

Live Demo: Atoti PaaS

Watch the very first public demo of Atoti PaaS, the new cloud native managed offering developed by ActiveViam, that instantly provides you with the cloud's promises of saving time, increasing efficiency, and reducing costs.

3:15 PM

Panel Discussion: Cloud Implementation

Join us for an insightful panel discussion featuring our clients and community members sharing their experiences with cloud implementation. They will discuss the challenges encountered, lessons learned, and the benefits realized from transitioning to the cloud. Additionally, concrete examples will be provided to illustrate how strict deadlines were successfully met during this process.

3:45 PM

Tea Break

4:00 PM

Panel Discussion: Customer insights into Front Office and Enterprise Risk

Join industry leaders and experts from sell-side banks as they discuss the critical aspects of Front Office and Enterprise Risk technology. Discover what matters most to them, the challenges they've faced in mitigating risk, their vision of an ideal risk infrastructure, and real-world examples that show how achieving wins and minimizing losses is often easier said than done.

4:30 PM

Live Demo: Revolutionizing your Front Office

Discover the power of Atoti for real-time portfolio management. Transform your approach to risk and PnL monitoring across all trading desks and asset types. Stay resilient in volatile markets and manage increasing trade volumes efficiently. Optimize your trading strategies with an accurate, consolidated, real-time view of your organization's performance.

4:55 PM

Closing Remarks

5:00 PM

Networking Drinks on the Terrace

Thematic focus points:

Strategic Simplification

Discover how top banks are simplifying their processes to drive efficiency and effectiveness, with real-world examples from major institutions.

Flexibility in Technology

Understand the importance of flexible platforms that can adapt to evolving downstream and upstream systems, and how industry leaders are leveraging this flexibility.

Strategic Partnership

Explore how banks are selecting vendors capable of offering multi-faceted solutions that align with their broader business and technology strategies.

Cost Models and Cloud Strategy

Gain insights into how organizations are modeling future costs associated with cloud strategies and the tangible benefits they seek to achieve.

Generative AI

Learn about the latest advancements in Generative AI and how it is shaping the future of the financial sector, featuring perspectives from experts with extensive banking and consulting experience.

Expert insights

Gain valuable knowledge from industry leaders and experts.

Innovative solutions

Explore cutting-edge solutions and strategies that can drive your business forward.

Networking opportunities

Connect with peers, partners, and prospects in the financial technology summit.

 
Save your spot for an evening of real conversation with peers from across capital markets. 
  
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