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AI Agents in Finance

Speaking & masterclasses

AI agents, explained so your audience actually gets it

I've already brought AI agents in finance to international conference stages, and taught them to everyone from executive committees to engineering teams. Backed by 16+ years in financial markets and the Packt book on the subject, your audience gets a practitioner's voice, not a futurist reading slides.

🎤 Keynotes & masterclasses 🌍 English & French 🌐 Speaker at international conferences 🖥️ Remote or on-site

Formats

Two ways to bring me in

From a 30-minute keynote that reframes how a room thinks about AI agents, to a full-day session where your people build one.

🎤 For conferences & events

Conference keynotes

30–60 minute talks for finance and tech audiences of any technical level. I make agent concepts accessible without dumbing them down: traders, CTOs, and compliance officers all leave with something they can use. Delivered in English or French.

Invite me to speak
🧑‍🏫 For private programs

Private masterclasses

2-hour to full-day deep sessions for private programs, executive education, and internal events. From strategic briefings for leadership to hands-on builds for technical audiences, scoped to what your group actually needs.

Discuss a masterclass

Signature talks

Talks I'm known for

These aren't abstracts waiting for a first stage: each talk below has been delivered, from conference keynotes to hands-on masterclasses. Every one adapts to your audience: more strategy for leadership rooms, more architecture for technical ones. Custom topics on request.

Designing reliable AI agents: architectures, evaluation and control

My flagship masterclass: the same design discipline I teach in-company, condensed for your stage. From the anatomy of an agent and the design patterns that structure one, to what actually makes agents reliable: evaluation, observability, guardrails, and production readiness. Anchored by the golden rule my trainings drill in: start simple, avoid agents by default, increase complexity only when justified. Runs as a keynote or a hands-on workshop; delivered as both, including at IMA in Paris.

AI agents: design patterns, architectures, frameworks, and use cases in finance

The foundational talk, delivered from London to Cannes. A clear, hype-free map of what genuinely changes between a language model and an agentic system (tools, memory, planning, and reasoning paradigms), and which financial use cases each pattern actually fits, illustrated across OpenAI Agents SDK, LangGraph, LlamaIndex, and Anthropic SDK. Including the question most talks skip: when NOT to use an agent. Your audience leaves able to tell substance from rebranding, whatever their technical level.

Multi-agent orchestration and agentic RAG for fundamental analysis

The finance deep-dive, delivered for CFA Institute UK and AI STAC London: how orchestrated multi-agent systems and agentic RAG automate fundamental analysis: analyst agents working over filings and reports, orchestration patterns that keep them coordinated, and strategy refinement with a human still deciding. Told from 16+ years in financial markets as an algorithmic trader and data science leader, grounded in how the analysis actually works, not vendor decks.

Autonomous, coordinated, and still under control

How do you let AI agents act autonomously, in coordination, and durably, without losing control, security, or business value? The question I debate on stage at IMA. Graduated autonomy (where agents act, where they only propose), guardrails and audit trails, and the failure modes that keep impressive demos out of production: evaluation gaps, unbounded autonomy, integration debt. Works as a talk, or as the interactive-debate format it was built for.

AI agents for decision-makers: from hype to roadmap

The no-code version for leadership rooms, drawn from the strategy program I've delivered to the executive committee of a global insurance group: what AI agents really are and aren't, which use cases justify an agent and which need simpler automation, where AI ROI actually lives, and the leadership questions that come with the answers. Frameworks for decisions, not code.

For organizers

What you get

A speaker who makes your event look good and your audience feel smarter.

  • Content grounded in 16+ years of financial markets and the Packt book on AI agents for finance, not theory secondhand
  • Every talk adapted to your audience's technical level and context
  • Slides and curated references shared with attendees afterwards
  • Available in English and French
  • Remote or on-site, keynote stage or closed-door session
📘 Author of Building AI Agents for Finance (Packt) 🎬 O'Reilly video course: AI Agents in Finance 🏭 Corporate AI-agent trainer for international groups: engineers & executive committees 🌐 Speaker at international conferences on AI agents in finance 📊 16+ years in financial markets: algo trading, ML for finance, data science leadership

Past & upcoming

Where you may have seen me

Recent conferences, masterclasses, and webinars on AI agents, in finance and beyond, in English and French.

July 2026 · Private engagement

Internal conference

AI Agents Made Simple

Internal conference for an international financial group; private event, delivered in-house.

June 2026 · AI in Finance, Paris

Moderator

AI Agents in Finance

Moderator of the AI Agents in Finance discussion at the AI in Finance conference in Paris.

Event page ↗

April 2026 · IMA, Paris

Masterclass

« Concevoir des agents d'IA fiables : architectures, évaluation et contrôle »

Hands-on workshop on designing reliable AI agents, for the Innovation Makers Alliance, the French innovation network of CAC 40 companies (Generative & Agentic AI cycle, season 6).

Session page ↗ · LinkedIn ↗

March 2026 · IMA DIMS 2026, Paris

Masterclass & debate

Reliable AI agents: workshop and interactive debate

Two sessions at DIMS 2026: the hands-on workshop « Concevoir des agents d'IA fiables », and an interactive debate: how do you let AI agents act autonomously and in coordination without losing control, security, or business value?

Workshop ↗ · Debate ↗

July 2025 · ML Summit by Packt

Webinar

AI Agents in Finance: Architectures, Patterns and Reasoning Paradigms

A tour of agent architectures and reasoning paradigms applied to financial workflows, now available as a recorded session on O'Reilly.

Watch on O'Reilly ↗

July 2025 · Thales Digital Factory, Paris

Learning session

AI agents: learning session for product & engineering teams

An in-house learning session on AI agents at Thales Digital Factory.

LinkedIn ↗ · LinkedIn (recap) ↗

June 2025 · CFA Institute UK

Masterclass

Fundamental Analysis using Multi-Agent System Orchestration and Agentic RAG

Part of CFA UK's Technology & Innovation Skills Pathway: automating equity analysis with orchestrated multi-agent systems and agentic RAG.

Event page ↗ · LinkedIn ↗

May 2025 · IMA

Webinar

Architectures of Multi-Agent Systems, Tool Use and Reasoning Patterns

Members-only webinar for the Innovation Makers Alliance community.

April 2025 · IMA, Paris

Conference talk

AI Agents: Definition, Design Patterns, Architectures, Frameworks, and Use Cases in Finance

From first principles to finance use cases, for the Innovation Makers Alliance.

Speaker page ↗ · LinkedIn ↗

April 2025 · AI STAC, London

Conference talk

Agentic AI for Fundamental Analysis and Strategy Refinement

How agentic systems support fundamental analysis and strategy refinement, presented to the AI STAC community of financial-markets technologists.

LinkedIn ↗

December 2024 · AI STAC, London

Conference talk

AI Agents in Finance: From Theory to Practical Use Cases

An early practitioner's map of AI agents in finance: theory, architectures, and working use cases.

September 2024 · WBS Conference in Quantitative Finance, Cannes

Conference talk

AI Agents in Finance

Bringing AI agents to a quantitative-finance audience at the WBS conference.

On X ↗

Next step

Let's put AI agents on your agenda

Tell me about your event, your audience, and your dates, and I'll come back with a format and topic that fit.