From Insight to Action: How AI-led Engineering is Creating the New Financial Management Frontier

Executive Dinner

January 14, 2025 - Boston, MA

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Visionaries

Girish Maraliga

Head of Architecture, Asset Management

Fidelity Investments

Claudia Visini

Director

DTCC

Sravan Kasarla

CDO, Head of Data & AI

Commonwealth Financial Network

Xiao Zhang

VP of Data Science

Fidelity Investments

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Agenda

January 14, 2025

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All times Eastern Time

5:30 PM-9:00 PM

From Insight to Action: How AI-led Engineering is Creating the New Wealth Management Frontier

This dynamic event will delve into how AI-accelerated innovation and agentic systems are transforming the industry. Discover how leading firms are leveraging AI to migrate legacy applications and systems faster, enhance client engagement, optimize operations, and drive predictive insights, all while navigating evolving regulatory landscapes. Engage with peers and industry visionaries to explore strategies for integrating cutting-edge AI technologies, accelerating digital transformation, and unlocking unprecedented value in a rapidly changing financial ecosystem.

Together With

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Attended the C-Vision International CISO Dinner last night and to sum it up in one word, "Wow!" Incredibly well moderated discussion and investigation into different viewpoints. I appreciate the openness of all the attendees to share their unique experiences and perspectives. I learned a lot, had a ton of fun, and look forward to further events like this!

Tory Knapp

Director of Strategic Accounts, IL Enterprise

Recently updated my "event vendors I will NEVER work with again" list, DM me if you're interested in the names and stories. On the other hand, I want to recommend Nelson Soares and C-Vision International who are true partners to our success, and I really enjoy working with. Happy to also share the great list of vendors we liked, as there are many of them, and we've recently had the pleasure of joining wonderful events, which we immediately renewed.

Lior Yaari

CEO and Co-founder

The day was awesome and the evening exceeded my wildest expectations. I've never been to a dinner like that where a table with 12 CIOs/CISOs was focused exclusively on Netskope. Just fantastic.
Thank you for including me!
I look forward to the next time we have the opportunity to meet

Martin tePoele

Regional Sales Manager

I had the pleasure of joining the C-Vision International, Nordics CISO Council Roundtable with a wonderful group of cyber executives. We had a wonderful, insightful conversation and the whole experience was enjoyable. I made great new contacts and reconnected with existing contacts on really important topics that matter to CISO’s and all in cybersecurity. I’d highly recommend joining in any C-Vision event.

Connie McIntosh

Head of Security Assurance & Head of Solution Security

Intimate, immersive experiences provided by a group of individuals always available to support our needs. Fantastic organization and very high-level executives. The promise was delivered!

Maarten Ectors

Chief Innovation Officer

C-vision's events combine relevant topics with a suitable audience. I found great value at my last attendance, and would definitely consider upcoming events.

Bjørn R. Watne

SVP & CISO

A group very focused in bringing diversity to the discussion table

Larry Whiteside Jr.

CISO

I love the engaging format of the councils. Very high level discussions and never a sales pitch. The C-Vision staff members are amazing.

Jeffrey Vinson

SVP CISO

A very warm welcome and interesting speakers. I was very pleased to be among such a dynamic group.

Allison Miller