Artificial Intelligence in Finance

The disruptive force of new algorithms and big data has reached the financial world. What does this imply for the traditional banking system? What are the scientific underpinnings of the innovations of “Fintech”? Join us for the third segment of our Future of Money Series.

Event Details


swissnex Boston
420 Broadway, Cambridge , Massachusetts 02138 United States


November 19, 2015 from 6:30 pm to 8:30 pm America/New York (UTC-05:00)


free // SOLD OUT

The disruptive force of new algorithms and big data has reached the financial world. What does this imply for the traditional banking system?

What are the scientific underpinnings of the innovations of “Fintech”?  How is crowd and data intelligence going to change the relationship between financial institutions and their costumers? Will traditional portfolio management, decision making, and risk-taking be replaced by artificial intelligence? On November 19, a panel of FinTech experts from Switzerland and the US are going to discuss the underpinnings of Artificial Intelligence, and examine key questions about its implications.

Event Hashtag: #AIfinance


Moderated by Sarah Biller, COO of Innovation, State Street Global Exchange

  • Nader Erfani, FinTech Entrepreneur, Founder of Quantesys
  • Sridhar Iyengar, IBM T.J. Watson Research Center
  • Adam Broun, COO at Kensho
  • Andreas Heinrich, Swiss AI lab IDSIA



6 PM Doors Open

6:30 PM Welcome Address by Dr. Felix Moesner, CEO of swissnex Boston

6:40 PM Panel discussion and Q&A, followed by Networking Reception

8:30 PM Closing


Speaker Bios


Nader Erfani is the founder and CEO of Quantesys SA, a Fintech company founded in 2009 to scale up the output of a proprietary Algorithm  which successfully  predicted the 2008-2009 market swings. Today, Quantesys enables Private Banks to re-engage their clients with tailored online content matching their investor profile. Prior to this Nader worked as Vice President in major Swiss Banks with expertise in Management Information Systems particularly in the realm of Wealth Management. Nader is married with two children and lives near Lausanne in Switzerland.


SridharIyengarSridhar Iyengar, a distinguished engineer, is a technical leader at the IBM T.J. Watson Research Center. Sridhar leads the Cognitive Applications and Solutions Research agenda for IBM with a special focus on Financial Services Cognitive Applications. His technical areas of expertise spans Cognitive Computing, Databases & Data Analytics, Modeling, Middleware and Software Engineering Frameworks. Sridhar is also an industry standards leader and has pioneered several core Architecture, Modeling, Semantic and Data Interchange standards at OMG. Sridhar holds several patents in modeling, metadata management and tools integration and is a frequent speaker at conferences worldwide. Sridhar also serves on the OMG Board of Directors and is a member of the IBM Academy of Technology.

BillerSarah Biller is the Chief Operating Officer for Innovation at State Street Bank’s Global Exchange division. She has also represented State Street’s commitment to innovation through interviews in the business media and by speaking at industry events and conferences. Prior to joining State Street, Ms. Biller has been a Principal in the launch of several successful start-ups in the FinTech and Life Sciences sectors. Most recently she was the Co-Founder and President of Capital Market Exchange (CMX), a predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads. She has also held roles at Fidelity Investments; worked on MCI’s corporate venture team; and launched and led research divisions for Fortune 500 CFO’s and treasurers Corporate Executive Board. Ms. Biller is very active in the FinTech start-up community. She currently sits on the Advisory Board of the FinTech Sandbox, a RoboAdvisor (FinMason) and a trading platform for Bitcoin Options (Alt-Options). She is also supportive of the arts and plays tennis competitively. Ms. Biller studied Finance at West Virginia University and George Washington University.

AdamBrounAdam Broun is COO at Kensho. Prior to joining Kensho, Adam was the CIO of Credit Suisse, covering all three revenue-generating divisions of the bank: Investment Banking, Private Banking, and Asset Management. As CIO, Adam successfully drove the integration of disparate technology teams at Credit Suisse into a cohesive department, while saving over $190 million over a 12 month period (13% of operating expenses). Prior to serving as the CIO, Adam was the Global Head of Information Technology Strategy at Credit Suisse. Adam served as CTO-in-residence for the Partnership Fund for New York City’s 2013 Financial Technology Innovation Lab, and was named to Institutional Investor’s Trading Technology Top 40 for 2013. Adam holds a B.A.(Hons) in Physics and an MA in Physics from Oxford University.A committed global citizen, Adam is on the advisory board of Lend-a-Hand-India, which provides vocational education to over 100 schools in rural India, increasing university enrollment and career opportunities for over 12,000 students. Adam lives in Lexington, MA with his wife and son, where he enjoys flying – he is an instrument-rated private pilot – road cycling, photography, cooking and international travel.


Andreas Heinrich is a PhD student at the Swiss AI lab IDSIA under the supervision of Prof. Jürgen Schmidhuber. Originally from Germany, Andreas got his M.Sc. in Physics from TU München. His specialization is computational sciences with a focus on non-linear dynamics and complex systems.
Since 2013 he lives in Southern Switzerland and is doing research in Artificial Intelligence. His current focus lies on improving the performance of recurrent neural networks (RNNs). RNNs are connectionist models to process a wide variety of sequential data. They have demonstrated superior performance in sequence classification tasks such as speech recognition, or sequence-to-sequence transformation such as machine translation. Further applications are in reinforcement learning environments such as robotics, autonomous vehicles, or game controllers. Processing financial data is an emerging field that provides new opportunities and challenges.
In his free time, Andreas plays piano and has performed with various bands in Europe, the US, Mexico, Japan, Thailand and the Philippines.

Event Photos