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.

​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.

​Agenda
​5:00 PM — Doors Open
Guests arrive, check in, meet the authors, and begin networking.

​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 will discuss the core ideas behind AI in Finance: Agentic Financial Organizations, alongside policymakers, investors, and financial leaders. The conversation will focus on governance, institutional adoption, AI-powered decision-making, and the future of agentic financial systems.

​Moderator: Roger Rappaport, Partner, Snell & Wilmer LLP
Author: Ravi S. Bhagavatula, Managing Partner, WFA Global Investments
Co-Author: Professor PK Prasanna Kumar, Bestselling Author; Adjunct Professor; Expert Practitioner in AI-Powered Platform Engineering, Datacenter Infrastructure, Agentic AI, Critical Security Infrastructure, Finance AI, and Healthcare AI

​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.