📖 Book Release: AI in Finance: Agentic Financial Organizations

Strategy, Governance and Risk in the Age of Bounded AI Autonomy

Authors: Ravi S. Bhagavatula & Professor PK Prasanna Kumar

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Celebrate the official launch of a landmark new book at the intersection of artificial intelligence and modern finance. This exclusive evening gathering is crafted for senior capital allocators and financial professionals ready to engage with the ideas, people, and platforms shaping the next generation of investment decision-making.

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🎯 Who Should Attend

This event is purpose-built for leaders who actively allocate capital and drive investment decisions, including:

• 🏛️ Family Offices & Multi-Family Offices
• 📊 Investment Advisors
• 🚀 Corporate Venture Capitalists & Venture Capital Firms

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🗓️ Evening Program

5:00 PM — Doors Open & Arrival Networking
Guests check in, mingle with fellow attendees, and meet the authors.

**5:45 PM — Interactive Discussion: *What Does Your Current Finance Workflow Look Like?***An open conversation exploring how today's financial professionals are leveraging AI, where current tools fall short, and which challenges remain unsolved.6:00 PM — Panel Discussion: AI in FinanceThe authors will be joined by policymakers, investors, and financial leaders for an in-depth conversation covering governance, institutional AI 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, and Expert Practitioner in AI-Powered Platform Engineering, Datacenter Infrastructure, Agentic AI, Critical Security Infrastructure, Finance AI, and Healthcare AI7:00 PM — Book Signing & NetworkingMeet the authors in person, receive a signed copy of the book, and continue meaningful conversations with fellow attendees.8:00 PM — Closing RemarksFinal networking and event conclusion.

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💡 What the Evening Offers

• 💬New Ideas for a New Era— Bold thinking on AI-powered investment workflows and portfolio intelligence
• 🤝Insightful Conversations— An investor roundtable on real-world workflow and decision-making roadblocks
• 📚A Bold Vision for AI-Powered Finance — An introduction to the connected AI investment management platform inspired by the book's core framework
• 🖊️ Signed copies of AI in Finance: Agentic Financial Organizations

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🏢 Venue Sponsor

This event is graciously hosted by Snell & Wilmer LLP, whose support provides a professional and welcoming setting for investors, advisors, financial leaders, and operators to gather for high-value dialogue around AI, governance, risk, and the future of financial decision-making.

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Strategy. Governance. Risk. The Age of Bounded AI Autonomy.