Book Release - AI in Finance: Agentic Financial Organizations by Ravi S. Bhagavatula & Professor PK Prasanna Kumar
Book Release - AI in Finance: Agentic Financial Organizations by Ravi S. Bhagavatula & Professor PK Prasanna Kumar
Join us for an evening celebrating the release of AI in Finance: Agentic Financial Organizations: Strategy, Governance and Risk in the Age of Bounded AI Autonomy by Ravi S. Bhagavatula and P. K. Prasanna Kumar.
This event introduces both the book and the broader vision behind it: a new approach to AI-powered investment workflow, portfolio intelligence, and decision support for modern capital allocators. Designed for family offices, investment advisors, venture firms, and financial leaders, the evening will bring together thoughtful dialogue, practical insights, and high-value networking around the future of finance.
The program will feature an investor roundtable on today’s biggest workflow and decision-making roadblocks, a discussion with the authors on the key ideas behind the book, and an introduction to the connected AI investment management platform inspired by its core framework.
Guests will also have the opportunity to meet the authors, receive signed copies, and connect with fellow investors and operators shaping the next era of financial intelligence.
Agenda
5:00 PM — Doors Open
Guests arrive, check in, meet the authors, and begin networking.
5:25 PM — Sponsorship Announcements
5:45 PM — Discussion: What Does Your Current Finance Workflow Look Like?
An interactive conversation exploring how attendees are currently using AI in finance, where existing tools fall short, and what challenges remain unsolved.
6:00 PM — Panel Discussion: AI in Finance
Ravi S. Bhagavatula and Professor PK Prasanna Kumar join policymakers, investors, and financial leaders to explore AI in Finance: Agentic Financial Organizations. Discussion topics include governance, institutional adoption, AI-driven decision-making, and the future of agentic financial systems.
Moderator — Roger Rappaport, Partner, Snell & Wilmer LLP
Roger Rappaport is Co-Chair of Snell & Wilmer’s Emerging Growth & Venture Capital Group, advising startups and investors from formation to exit. With 20+ years across venture financing, M&A, and growth strategy, he brings deep legal and entrepreneurial expertise to scaling innovation.
Author — Ravi S. Bhagavatula, Managing Partner, WFA Global Investments
Ravi S. Bhagavatula is a multi-strategy investor and AI strategist with 30+ years spanning quantitative finance, risk systems, and applied AI. Formerly at UBS and AIG, he leads WFA Global and introduced Bounded Agency in AI Systems for responsible agentic intelligence.
Co-Author — Professor PK Prasanna Kumar
Professor PK Prasanna Kumar is a bestselling author, adjunct professor, and AI platform engineering expert specializing in finance, healthcare, datacenter infrastructure, and critical systems. He helps enterprises deploy agentic AI with governance, reliability, and auditability at scale.
Panelist — Ashwin Rao — EVP AI, o9 Solutions & Adjunct Professor, Stanford
Ashwin Rao leads AI Strategy, Architecture, and R&D at o9 Solutions and teaches Applied Mathematics at Stanford. A reinforcement learning expert and author, his prior leadership includes roles at QXO, Target, Morgan Stanley, and Goldman Sachs.
Panelist —Rahul Varshneya — Executive Director — Morgan Stanley
Senior executive driving innovation at the intersection of financial markets, institutional strategy, and emerging technologies, with experience shaping enterprise-scale initiatives across global finance.
7:00 PM — Book Signing & Networking
Guests meet the authors, receive signed copies of the book, and continue conversations with fellow attendees.
8:00 PM — Event Conclusion
Closing remarks and final networking.
Target Audience
The events are designed for senior capital allocators and financial professionals including:
• Family Offices
• Multi-Family Offices
• Investment Advisors
• Corporate Venture Capitalists
• Venture Capital Firms
The goal is to attract individuals who actively allocate capital and influence investment decision-making.
We are grateful to our venue sponsor, Snell & Wilmer, for hosting the AI in Finance: Agentic Financial Organizations book release. Their support provides a professional and welcoming setting for investors, advisors, financial leaders, and operators to gather for meaningful dialogue around AI, governance, risk, and the future of financial decision-making.
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