AI in Financial Services: What’s Working & Where to Invest Next (+OpenAI Insights)
This pivotal gathering, designed to provide a comprehensive understanding of the year's advancements and future implications in Artificial Intelligence in the financial world and learn about the next wave of AI investment opportunities and unique insights from OpenAI.
Sponsored by
Come learn, explore, connect with financial services investors & executives, and AI innovators transforming the world of finance in the financial capital, NYC.
FEATURING:
(Left to Right):
Brittani Roberts, FINTOP | Libbie Frost, Bessemer Venture Partners | Vera Wang, FirstMark Capital
Mike Wilner, Head of Startups, OpenAI | Former 2x-founder | Ex-AWS
Agenda
Opening Remarks/Welcome
Jenn Byrne, Co-Founder, Female Investors Club & GP, Grit Capital Partners
Jae Zhou, Partner, Morrison Foerster
AI In Finance - Venture Capital Panel
Brittani Roberts, Principal | FINTOP
Libbie Frost, Investor, Bessemer Venture Partners
Vera Wang, Growth Investor, FirstMark Capital
Fireside Chat with Mike Wilner, GTM, Startups, OpenAI
Networking
All genders welcome
Meet the organizers
Jennifer Byrne is Co-Founder of The FIC and is a General Partner at Grit Capital Partners. She launched the world's first and largest Female Founders in FinTech & InsurTech accelerator -over 500 women-led startups participated, raising over $1.8B. Former exec, American Express & Verizon.
Kate Lynch is a deep tech entrepreneur with a focus on the convergence of deep tech, the future of on-Earth and off-world infrastructure, negotiation, geopolitics, and finance. Her technical focus is in aerospace, AI, blockchain, and novel forms of compute. Kate is also co-creator of the Female Investors Club.
Special thanks to the FIC team member VC, Dina Khattab.
Contact: [email protected]
FIC is here to support, educate and encourage more Female investors on their tech investment journeys which includes sharing insights, learnings and investment opportunities.
We are tech-oriented investors: Angels, LPs, GPs, Family Offices, Asset Managers, Allocators, Wealth Managers, Funds of Funds, Endowments, Pensions, and women starting their tech investment journey this year.
We are committed to empowering, building community, breaking down barriers, and advancing women in investing.
The value of our meetings is that we can share what we are working on, ask for or offer help (or both), have some fun with a supportive community who understands, while celebrating one others’ successes. Please fill out this intake form to help us create a more meaningful experience for you.
Follow us on LinkedIn. Membership Form
Thank you to our hosts at Morrison Foerster:
Jae Zhou, Partner & Shiri Shenhav, Partner
Morrison Foerster’s 170+ Emerging Companies + Venture Capital (ECVC) lawyers advise companies, venture capital funds, and corporate VCs at every stage, from formation and financings to strategic exits. We handle the full spectrum of needs, including M&A, IPOs, licensing, commercial contracts, IP, privacy, executive compensation, labor & employment, and governance.
Our team brings deep experience in AI, robotics, fintech, healthtech, life sciences, software, e-commerce, consumer packaged goods (including food, beverage, and beauty), data analytics, clean technology, alternative energy, impact investing and agtech. In the last five years, we’ve advised on $110+ billion in venture capital transactions. Visit us at mofo.com.
We will explore:
1. State of AI in Financial Services (2025 Recap)
Key breakthroughs and adoption trends this year
Which areas of finance saw the most traction (accounting, trading, payments, fraud, wealth management, underwriting, etc.)
2. Generative AI in Finance
From copilots for analysts to AI-driven customer service
Risks of hallucinations and compliance considerations
Still all in pilot mode? Case studies of successful deployments
3. Investment & Venture Trends
Where capital flowed into AI fintech in 2025- and in which areas. M&A activity
4. Investors USE of AI in their daily work
5. AI & Wealth/Asset Management
Personalized portfolios, robo-advisory 3.0, and AI-native investing tools. Impacts on RIAs, family offices, and wealth platforms
6. Workforce & Talent Shift
How AI is changing roles for analysts, advisors, traders, compliance officers
Re-skilling and the “AI + human” partnership in finance
7. NYC & Global Financial Hubs Perspective
Why NYC is positioning itself as the AI + finance capital