2026 Events — Scalata AI
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2026 Events

Exclusive, invitation-only gatherings where institutional investors and the Scalata AI team explore AI-native investment workflows — live, in New York City.

Date Thursday, June 18, 2026
Time 5:30 – 8:30 PM ET
Location 295 Madison Ave, 3rd Floor, New York
RSVP
5:30 – 6:00 PM
Arrival & Networking
Welcome refreshments. Check in and connect with fellow attendees.
6:00 – 6:10 PM
Opening Remarks Scalata AI
Market framing: why AI-native investment workflows matter now. Introduction to Scalata AI as decision infrastructure.
6:10 – 6:30 PM
Partner Presentation Alpha FMC
Client work and market positioning with buy-side firms: how leading institutional investors are navigating the AI landscape and where workflow transformation is creating the most impact. How the buy-side's AI adoption curve is bifurcating — firms that treat AI as a productivity tool versus those building it into the investment decision itself — and what that means for competitive positioning over the next 18 months.
6:30 – 6:45 PM
Case Study Buy-Side Practitioner
A practitioner account of deploying Scalata in live credit workflows: from first implementation to measurable operational impact. The speaker will share what changed, what they'd do differently, and where they're expanding usage.
6:45 – 7:20 PM
Live Platform Demo Scalata AI
From Thesis to Backtest in 20 Minutes: A Live Credit Strategy Build. Watch a portfolio manager's natural language thesis — entered live, unrehearsed — become a fully operational, backtested investment strategy on stage. We'll take a real credit signal, build the logic in plain English, synthesize the execution code, run it against historical data, and produce a performance dashboard, all without a single engineer in the loop. Attendees are encouraged to suggest the prompt.
7:20 – 8:30 PM
Networking Reception
Cocktails and passed hors d'oeuvres. Direct conversations with Portfolio Managers, CIOs, and the Scalata AI team. Pilot and integration discussions.

Session Highlights

What We'll Cover

01
Market Perspective — Alpha FMC
How leading buy-side firms are positioning for AI-driven workflow transformation and where the most meaningful operational and investment edge is being created.
02
Buy-Side Practitioner Use Case
A practitioner account of deploying Scalata in live credit workflows — from first implementation to measurable operational impact, including lessons learned and expansion plans.
03
How Scalata AI Is Different
Clients train their own LLM on proprietary data. Your data is never used to train Scalata's models. Finance-native by design, sovereign deployment, full auditability — built from day one for institutional workflows.
04
Live Demo: Prompt-to-Production
No code. No engineers. No waiting. See a live investment thesis become a fully backtested, production-ready strategy in minutes — built entirely in natural language, on stage, in real time.
05
Who Scalata Serves & Integrations
Built for institutional buy-side firms running liquid portfolios. Scalata augments Bloomberg AIM, BlackRock Aladdin, Charles River IMS, Enfusion, SS&C Geneva, Salesforce FSC, and more. No rip-and-replace.
06
Model-Agnostic Foundation
Anthropic, OpenAI, Google (Gemini & Vertex AI), Microsoft Azure AI Foundry, AWS Bedrock, Mistral AI, HuggingFace open-source, and bring-your-own-provider. Custom proprietary LLMs available on the Platinum tier.

About

Scalata AI

A finance-native, enterprise-grade generative AI platform for institutional financial services. Founded 2022, headquartered in New York, with offices in Milan, London, São Paulo, and Tokyo.

Led by Bruno Lorenzelli, CEO & Founder, and Christopher Thomas (C.T.) Rusert, Chief Revenue Officer.

Scalata was built from day one for institutional workflows — with compliance, auditability, and sovereign deployment as baseline requirements, not afterthoughts.

Compliance
SOC 2 Type 2 ISO 27001 Aligned GDPR & CCPA
Data Policy
No AI training on client data, ever.
AI Widgets
Table AI Document AI Charts AI Pivots AI Financial Models AI CRM AI