Harnessing AI/GenAI Innovations for Financial Services


Date and Time
Thursday, May 30, 2024
7:00pm— 8:30pm
Add to calendar
Location
online
Contact
George Gvishiani
Who's coming
Paul van de Wal Reza Ansari
See more

Wharton Alumni AI Studio Presents:

 

An event with Gil and Mitas of the ficc.ai.
We will pick some of the topics below and discuss the major implications of AI.

AI-Assisted Tools for the Bond Market Participants

Trader's Assistant

Real-time, accurate pricing service for municipal bonds Models updated evaluation pricing in real time
Pre-trade analysis to identify alpha and verify prices before execution
Trader assistant ensures trades are filled at reasonable levels

Portfolio Manager's Guide

Tools for strategic portfolio optimization and resource allocation
Assistance with portfolio construction and rebalancing
Integration of AI-assisted tools into the portfolio management workflow
Case studies of AI adoption at investment firms

Compliance Officer's Best Friend

Compliance as a Service (CaaS) for the fixed income market
Best execution reporting using ficc.ai's compliance tool for internal audits and regulatory compliance
Post-trade analysis to verify transactions were executed in line with market conditions

Technology Overview

Reliable and valuable input data for automation
Real-time and accurate evaluated prices based on trade size
Dynamic market valuations, moving away from static pricing

AI Deep Dive

State-of-the-art artificial intelligence developed and maintained in-house
Models trained to provide accurate prices on-demand
Outputs include estimated bid, ask, and proprietary ficc.ai price predicting inter-dealer trade levels
Flexible system for pricing individual bonds, lists of bids or offers, and entire portfolios
Products available via API or custom-integrated solutions

Gil Shulman (WG08)

CTO

Gil Shulman is Chief Technology Officer at ficc.ai 
 
Prior to starting ficc.aiGil spent six years at Microsoft AI and in the Amazon core machine learning team, where he drove initiatives to apply state-of-the-art artificial intelligence techniques to real-world applications with several hundred million users. 
 
Earlier, Gil founded Amobee, the world’s first mobile advertising company, sold to Sing-Tel for $324mm. He started his career as a software engineer and has an MBA from the Wharton School, University of Pennsylvania. 
 
 

Mitas Ray

Founding Principal Scientist

Mitas Ray is a Founding Principal Scientist at ficc.ai
Prior to joining ficc.ai, Mitas was a researcher at the University of Washington in Seattle, working on machine learning methods for sequential decision making and decision-dependent optimization. Mitas holds a M.S. from the University of Washington. Immediately after earning his B.S. in computer science from the University of California, Berkeley, Mitas was appointed as a lecturer there.

Register

Or register manually

Map & Directions

online

by public transit by car by bike Walking