🚀 Next cohort of Architecture to Production is opening end of September: join the waitlist
AI Agents in Finance

Offers

How to work with me

One practitioner, two offers, and a stage. After 16+ years in financial markets (algorithmic trading, machine learning applied to finance, leading data science teams) I teach one thing: reliable AI agent systems for financial workflows. Learning on your own, bringing your company, or organizing an event: pick by who you are, not by what sounds most impressive.

Start with who you are

An analyst who wants to build, a company that needs its teams and leaders up to speed, or an event that needs a speaker: each situation has its door. The doors below cover them all, and they share one core: reliable agent systems, built from first principles, applied to finance.

🎓 I'm learning on my own

Self-Paced Course + Flagship Cohort

One path, two steps. New to agents? Start with the self-paced on-ramp, Level 1: Foundations (~8h, 9 chapters, 14 labs). Then the cohort, Architecture to Production: 8 weeks, live, one cohort per season. One arc from multi-agent architectures you can defend in a design review (stateful graphs, memory, orchestration, agentic RAG) to the production discipline that makes them auditable: guardrails, security, tracing, and evaluation in depth. The pedagogy is deliberate: you build everything raw first, then move to the SDKs (OpenAI Agents SDK, LangGraph, LlamaIndex) so you understand what the abstractions hide.

8-week cohort · one cohort per season · self-paced on-ramp · finance-native labs

See the program →
🏢 I'm bringing my company

Corporate Training

One in-company program delivered to international groups, two tracks. Technical track: Designing Reliable AI Agents, a 2-day intensive, five modules with hands-on Colab labs throughout, not slideware. Leadership track: AI Strategy for Executive Committees, a no-code program in two half-day sessions, for leaders who need to understand AI, GenAI, and especially AI agents well enough to set their strategic AI roadmap themselves. Take one track or both; the scoping call settles it. Also available as a 1:1 sprint for individual executives: see executive coaching.

2-day technical track for teams · two half-days for executive committees · one track or both

Bring it in-house →
🎤 I'm organizing an event

Speaking & Masterclasses

30 to 60 minute conference talks that make AI agent concepts genuinely accessible to a finance audience, with no hand-waving and no vendor pitch. For private programs, executive education, and internal events, I deliver 2-hour to full-day masterclasses that go beyond the keynote: real architectures, real failure modes, real trade-offs, the same material behind the Packt book and the corporate trainings. English or French, remote or on-site.

30 to 60 min keynotes · 2-hour to full-day masterclasses · EN/FR, remote or on-site

Invite me to speak →

Not sure which?

A 30-second self-selection guide

Most people fit one of these three situations. If yours is different, or spans several, just write to me.

1

You're one person who wants to build. Go to the training program: start with the self-paced Foundations if you're new to agents, or join the flagship cohort directly if you've already built one.

2

You're bringing your company. Corporate training is the right door: a technical track for your builders, a leadership track for your committee, one or both. Book a call to scope it; if it's one executive rather than a team, ask about the 1:1 sprint on the same call.

3

You're organizing an event. For a conference keynote or a private program, see speaking & masterclasses: 30 to 60 minute talks, 2-hour to full-day masterclasses, EN/FR, remote or on-site.

Why me

The same practitioner behind every format

Whichever door you pick, you get the same person: 16+ years in financial markets (algorithmic trading, machine learning applied to finance, leading data science & business intelligence teams) now writing, training, and speaking on AI agents in finance.

📘 Co-author of Building AI Agents for Finance (Packt) 🎬 O'Reilly video course 🏭 Corporate trainings for international groups 🎤 International conference speaker 🏦 16+ years in financial markets