SF Fintech Week: Agentic Finance Summit - Hosted By JPMorgan & Cathay Innovation
Join us for a closed-door Agentic Finance Summit in San Francisco on May 27th, hosted by JPMorgan and Cathay Innovation as part of SF Fintech Week. This curated gathering brings together fintech founders, investors, financial institutions, and strategic partners to explore how AI agents are reshaping financial services — from embedded payments and fraud prevention to commerce, finance operations, compliance, and the office of the CFO.
During this exclusive summit in San Francisco, JPMorgan and Cathay Innovation - in collaboration with Homebrew, Infinity Ventures, QED Capital, Fin Capital and Clocktower Ventures, with participation from Deloitte, DLA Piper, Trinity Capital, and Visa - are convening a curated group of leaders shaping the future of finance.
The Agentic Finance Summit will focus on how AI agents are being applied across financial services, from commerce and payments to financial operations, tax, compliance, lending, insurance, fraud prevention, and the office of the CFO.
The event is designed to spotlight startups building agent-native infrastructure, alongside institutions and strategic partners actively exploring how these technologies will reshape financial workflows, decision-making, payments, and financial infrastructure.
This gathering is intentionally structured as a closed-door working session to encourage open discussion, practical insight-sharing, and meaningful exchange among participants.
No press. No recordings.
Who Is This Event For?
Founders building AI-native infrastructure for financial services
Venture investors focused on fintech and AI
Leaders from financial institutions exploring AI transformation
Strategic partners supporting innovation across the finance ecosystem
Operators and executives working across payments, fraud, financial operations, compliance, and the office of the CFO
What to Expect
A curated group of founders, investors, institutions, and partners
Institutional keynotes and founder-led panel discussions
Conversations on the future of agentic systems in financial services
A closed-door environment designed for candid discussion
Networking throughout the day and a closing reception
Agenda
9:30 AM — Doors open
10:00 AM — Panel 1: The Invisible Engine: How Embedded Payments Powers the Next Era of Growth
Bill.com - Archana Prasad, CPO
ScanPay - Venkat Paruchuri, CEO
Dream Payments - Brent Ho-Young, CEO
Payabili - Joseph Philips, CEO
Moderator: Christol Vincent, JPM - Embedded Finance
10:30 AM — Networking break
11:15 AM — Panel 2: Fraud in the Age of GenAI / Real-Time Fraud
Quantifind - Ari Tuchman, CEO
Modern Treasury - Dimitri Dadiomov, President
Oscilar – Saurabh Bajaj, CPO
Infinity Ventures - Jay Ganatra, Managing Partner
Moderator: Adrian Reed, JPM - Payments
12:00 PM — Lunch
12:30 PM — Opening remarks by Cathay Innovation & JPMorgan
12:35 PM — JPMorgan keynote by Matt Lytle, Co-Head Venture Capital Coverage
1:00 PM — Panel 3: Agentic Commerce & Payments Infrastructure
Natural - Khalil Lalji, CEO
Very Good Security - Chuck Yu, CEO
Sapiom - Ilan Zerbib, CEO
QED - Victoria Zuo, Partner
Moderator: Gabriella Brignardello, Fika Ventures - Partner
1:45 PM — Networking break
2:00 PM — Panel 4: The Autonomous Finance Stack
Anrok - Brad Silicani, CEO
Level Path - Alex Yakubovich, CEO
Numeric - Parker Gilbert, CEO
Doss - Wiley Jones, CEO
Fin Capital - Fan Wen, Principal & Director of AI
Moderator: Ilya Klets, JPM - Fintech & Payments
2:45 PM — Networking break
3:00 PM — Panel 5: Automating Financial Infrastructure with AI Agents
JPMorgan Chase - Bhushan Shinkre, Managing Director, Head of AI/ML Products
SKAN.AI - Manish Garg, Cofounder
Lorikeet - Steve Hind, CEO
Tessera Labs - Kabir Nagrecha, CEO
Moderator: Simon Wu, Partner - Cathay Innovation
3:45 PM — Networking break
4:00 PM — Fireside Chat with Ryan King, cofounder of Chime
4:30 PM — Happy Hour Reception
5:30 PM — Bar closes / wrap up
6:00 PM — Doors close
About Cathay Innovation
Cathay Innovation is a multistage venture capital firm investing in founders building transformative companies everywhere. With over $2.8B (€2.5B) in assets under management and a dedicated $1B Vertical AI fund, we invest in startups using AI and cutting-edge technologies to rewire how we live and work — from enterprise software to consumer platforms, fintech, digital health, energy and mobility. We’re backed by both institutional investors and Fortune 500 companies, combining capital and industry partners in a unique platform purpose built to help startups scale and turn bold ideas into real-world solutions.
From our office here in San Francisco to Paris, Berlin, Madrid, Singapore and Shanghai, we’ve backed over 120 transformative companies to date including category leaders and AI pioneers such as Chime (NASDAQ: CHYM), Pinduoduo (NASDAQ: PDD), Ledger, Owkin, Momenta, ZenBusiness, Sidecar Health, SkanAI, Nabla and Range.
Learn more at Cathay Innovation and follow us on LinkedIn.
About JP Morgan
J.P. Morgan’s Fintech & Payments banking team sits within the Technology Innovation Economy group of the Commercial and Investment Bank. We serve venture backed and high growth fintech companies at all stages. Partnering with Founders and top VCs, the Fintech & Payments banking team provides strategic guidance alongside capital solutions, venture debt, payments processing, treasury, risk management, and capabilities of JP Morgan’s Investment Bank and Private Bank.