Agenda

JOIM Conference – AI in Finance II
April 21 – 23, 2025 / Santa Clara University campus
Leavey School of Business
Lucas Hall, Forbes Family Conference Room 126       
738 Franklin Street, Santa Clara, CA 95053

Monday, April 21st  – Reception/Dinner 
Lucas Hall, Forbes Family Conference Room 126                                                       business attire
5:00pm – 5:30pm        Reception
5:30pm – 7:00pm        Dinner
Opening Remarks – Sanjiv Das, Santa Clara University
6:10pm                              Bratin Saha, Digital Ocean, Keynote
                                               Democratizing GenAI: Why, How, and Implications

Tuesday April 22^nd   – General Sessions                                                                                                                                   
Lucas Hall, Forbes Family Conference Room 126                                                          business casual
8:00am – 9:00am  – Breakfast

Moderator: Seoyoung Kim, Santa Clara University

9:00am  – Opening Remarks
Harry Markowitz Award Announcement – presented by Robert Michaud, New Frontier Advisors

9:15am -10:15am – Brian Granger, Project Jupyter, AWS, Cal Poly SLO
Open Source and AI
Discussant:  Deep Srivastav, Franklin Templeton

10:15am – 10:45am  – refreshment break

10:45am – 12:00am – Markus Pelger, Stanford University
Do AI-Algorithmic Traders Lead to Market Instability? A Multi-Agent Reinforcement Learning Approach
Discussant: Iro Tasitsiomi, T. Rowe Price

12:00pm – 1:00pm  – Lunch

Moderator:  Dan Ostrov, Santa Clara University

1:00pm – 2:15pm – Gustavo Schwenkler, Santa Clara University
The Different Networks Of Firms Implied By The News
Discussant: Alex “Sandy” Pentland,  Stanford Digital Economy Lab and MIT

2:15pm – 2:45pm  – refreshment break
sponsored by Leavey School of Business

2:45pm -4:00pm – Mihail Velikov, Penn State University
AI-Powered (Finance) Scholarship
Discussant: Seoyoung Kim, Santa Clara University

4:00pm – 5:30pm  – Reception – Lucas Hall Lawn
sponsored by Leavey School of Business

Wednesday, April 23rd  – General Sessions
Lucas Hall, Forbes Family Conference Room 126
7:00am – 8:00am  – breakfast

Moderator – Sanjiv Das, Santa Clara University

8:00am -9:15am –  Roger Ibbotson, Yale University
The CAPM, APT, and PAPM
Discussant:  Kenneth Blay, Invesco

9:15am – 9:30am  – refreshment break

9:30am – 10:30am – Panel Discussion: AI and the Investment Value Chain
Kevin Pemberton and Jason Kappel, Microsoft
Moderator:  Deep Srivastav, Franklin Templeton

10:30am – 10:45 am  – refreshment break
sponsored by Leavey School of Business

10:45 am– 12:00pm –  Jose Menchero, Bloomberg
Why Traditional Risk Models Overstate Factor Risk
Discussant:  Weijian Liang, PGIM

A very special thanks to the Advisory Council: