This agenda is live and evolving. New speakers, sessions, and surprises are being added as we build toward May 12.
Breakfast & Registration
Where Finance Meets the Future: Inside Stevens’ Fintech Research Engine
Professor George Calhoun, Stevens Institute of Technology
Professor Calhoun opens the day illuminating the dynamic between academic research, fintech, and the markets. As a leader of the Hanlon Financial Systems Center and CRAFT — the NSF-backed Center for Research Toward Advancing Financial Technologies — he reveals how asset managers will operate in the years ahead. Where the tech is going, what the research says, and why it matters for your firm.
Why Some Firms Will Win the AI Decade — and Most Won't
Rick Lake, Narrative Alpha
Asset management continues to transform as AI accelerates the digital revolution that exploded during the pandemic. In this opening keynote, Rick Lake examines the data: 80% of asset managers are now using AI, but only 27% are getting financial benefits. Lake presents leadership examples of firms that have leaped ahead, the diagnosis of why most won't, and the operating principles that separate the winners of the AI decade from those falling behind.
From Tech Stack to Growth Stack
Paul Das, Founder & CEO, ProFundCom
Most fund managers have a tech stack. Few have a growth stack. Paul Das has spent 20 years building ProFundCom into the digital marketing platform that asset managers and hedge funds rely on to turn engagement into AUM. In this session, the author of Marketing to the Invisible Investor breaks down what separates firms that check boxes from those who use technology to drive capital. Will AI change everything or nothing?
Deep Dive: The Disruption Survival Guide
Art Silva, Senior Vice President, Head of Digital Engagement & Martech Solutions, Fidelity Investments
AI disruption is redefining how brands are discovered, trusted, and chosen. Art Silva leads digital engagement at one of the largest investment platforms in the world. In this session, he opens the playbook on five strategies for today's marketing leaders: re-anchoring brand value and authentic voice, getting ahead of the zero-click search challenge, leveraging predictive data, shifting to AI-augmented workflows, and reinforcing sales-and-marketing alignment. A working guide you can adapt to your own firm.
Narrative Intelligence: How AI Reads the Stories That Move Markets
Ben Hunt, Ph.D., Co-Founder, Perscient; Founder, Epsilon Theory
The most powerful forces in financial markets aren’t hidden in spreadsheets. They’re embedded in the stories being told about companies, industries, societies, and economies. Ben Hunt shows how narrative science combined with large language models can turn unstructured media into actionable market intelligence. How is the story being told, who’s telling it, and where is it going next?
Coffee & Networking Break
Where Data, Tools, and Capital Meet: AI in Wealth Distribution
Moderator: Alex Steger, Director of Editorial US, Citywire
Panelists:
Russ D'Argento, Founder & CEO, FINTRX
Liam Hanlon, Vice President, Strategy & Head of Insights, Jump AI
David Teten, Partner, Orange Collective
Wealth distribution is being rebuilt in real time, and venture capital is funding the rebuild. Asset managers raising capital. Advisors and family offices deploying it. AI is reshaping both sides at once. This panel brings together two venture-backed operators on opposite ends of the flow and one venture investor watching the whole map: the data infrastructure that asset managers use to find family offices and RIAs, the AI tools that advisors use to serve their clients, and the investor's view on what gets funded next.
The Future Arrived Early: Inside the Race to Rebuild Market Infrastructure
James Tsai, Global Financial Services GTM Lead, Google Cloud
Rick Lake, Narrative Alpha
Recent headlines tell us BMO became the first bank to offer CME Group's tokenized cash on Google Cloud Universal Ledger. Real money. Real ledger. Real exchange. Real bank. The future arrived early. In the middle of the action is James Tsai, who leads Google Cloud's global financial services strategy and is helping to rebuild capital markets infrastructure with the largest banks in the world. In this fireside, James walks us through the latest in tokenization, what's actually being built, and what changes the day this goes live.
Four Authors, One Revolution
Moderator: Rick Lake, Narrative Alpha
Panelists:
Paul Das, ProFundCom (Marketing to the Invisible Investor)
Paul Magnone, Google/Columbia/Stevens Institute (Decisions Over Decimals, Drinking From the Firehose)
Gui Costin, Dakota (Millennials are not Aliens, The Dakota Way, Be Kind)
One wrote the playbook for reaching investors you may never meet. One built a framework for making smarter decisions when data isn't enough. One documented the outsiders who rewired how money moves. One built a multi-billion-dollar fundraising operation and then wrote a book arguing that kindness is the edge. Four authors, four lenses on the same question: where are financial services actually headed? This panel puts their ideas in collision.
Lunch & Discussion
The AI & Fintech Engine Rebuilding Finance
Moderator: Maria Anthony, Motive Partners
Panelists:
Lak Lakshmanan (Obin AI)
Moshe Lieberman (Steward)
Jenny Lin (Motive Partners)
Motive Partners has raised 6.4 billion and invested in 67 companies across fintech infrastructure that moves capital at global scale. Their portfolio is a map of where asset management is going:
· from early-stage agentic AI companies like Obin AI,
· to AI-powered AML/KYC compliance via Steward,
· to the leading turnkey alts platform CAIS,
· to With Intelligence, acquired by S&P Global for 1.8 billion.
Maria Anthony co-leads Motive's wealth and asset management technology investing. In this session, she brings portfolio companies spanning the full arc of the thesis to the stage. What did Motive see that others missed? How does AI actually rebuild asset management distribution at scale, with capital behind it? And what does the next generation of winning AI infrastructure look like?
This is how the best minds in fintech investing think and work. Witness them in action.
The New Rules: AI, Digital Marketing, and What Can Get You in Trouble
Moderator: Rick Lake
Panelists:
Richard F. Kerr (Haynes Boone)
Zachary Feinstein (Stevens)
Moshe Lieberman (Steward)
Your marketing team uses AI to generate content. Your distribution team runs digital campaigns at scale. Your competitors are pushing the boundaries. In this interactive session, we put real-world compliance scenarios to the test: AI Gone Wrong, Social Media Sins, Performance Puffery, and Documentation Disasters. Rich Kerr brings legal leadership. Prof. Feinstein applies AI. Learn how to build a compliance program that enables innovation instead of killing it.
Alts Unchained: AI at the Center of Alternatives Distribution
Mackenzie O'Connor, Senior Vice President, CAIS Group
Rick Lake, Narrative Alpha
Alternative investments are now distributed through channels that didn't exist five years ago. Digital platforms are reshaping how capital flows into private markets, from retail access to UHNW and institutions. CAIS sits at the center of that shift. Mackenzie O'Connor is at the forefront of the firm's deployment of AI to transform the advisor journey in alternatives — from research and onboarding to subscription, personalization, and education. In this fireside, Mackenzie walks us through the build and what's next.
Inside the Direxion Playbook: Education, Innovation, and the Future of ETFs
Moderator: Rick Lake, Narrative Alpha
Panelists:
Jessica Fernandez, Global Chief Marketing Officer, Direxion
Richard F. Kerr, Partner, Haynes Boone
ETF AUM is surpassing 20 trillion globally and is forecast to hit 30 trillion by 2030. The sponsors capturing the most flows aren't the ones with the largest sales forces. They're the ones building media operations, education centers, and product innovation flywheels that reach more investors and advisors at lower cost. Direxion is one of the firms living this transformation. In this case study, Global CMO Jessica Fernandez and outside regulatory counsel Rich Kerr take you inside what it takes to win in the ETF marketplace as competitive and regulatory forces continue to evolve.
Coffee & Networking Break
AI Demos: First Look at What's Coming
Guides:
Rick Lake, Narrative Alpha
Paul Magnone, Google, Stevens, Columbia
Presenters:
Al Collins & Larry Black, Wheelhouse
Suvrat Bansal, Clarista
Dave Carey, ROI Training
Milan Patel, Yayati
This is where Revenue {R}Evolution gets tactical. Demos, live on stage. Generative and agentic AI applied to how asset managers market, sell, communicate, invest, and train their teams. You leave with a vision of what your firm must adopt, build, or watch.
The Race to Rebuild Capital Markets
Moderator: Lou LaValle, CEO, Digital Fiduciary Standards Board
Panelists:
James Tsai, Global Financial Services GTM Lead, Google Cloud
Prof. Ionut Florescu, Stevens Institute of Technology
Prof. Zachary Feinstein, Stevens Institute of Technology
CME, DTCC, NYSE, Nasdaq, and JPMorgan have each recently announced major tokenization initiatives. Each chose a different chain. Each promises 24/7 settlement, freed-up collateral, and a rebuilt market structure for the next era of capital markets. By 2030, will securities settle on tokenized rails around the clock? Will collateral move at the speed of code? Will the rails connect — or will the industry end up with walled gardens? This panel brings four perspectives. How will the race change capital markets and the asset management industry?
Closing Keynote: We Are All Cyborgs Now
Rick Lake, Narrative Alpha
You've spent the day hearing how AI is transforming our industry. Now it’s about you. What happens when you stop using AI as a tool and start using it to produce at a level you couldn't reach alone? Rick Lake closes Revenue {R}Evolution with the 7 AI Prompt Archetypes — a framework born from countless hours of human-AI collaboration. Prompts determine what you produce. Discover the methodology to elevate your competitive advantage.
Reception
Join us for our closing reception, while enjoying stunning Hudson River views to network with speakers, attendees, and industry leaders.