2026 Events — Scalata AI
Company / Events
Upcoming Event

2026
Events

Exclusive, invitation-only gatherings where institutional investors and the Scalata AI team explore the frontier of AI-native investment workflows.

Next Event June 18, 2026
Location 295 Madison Avenue, New York
Format Buy-Side Forum

Buy-Side Forum
New York City

By Invitation Only
Scalata AI
Buy-Side Forum
The AI Intelligence Layer for Finance
Date Thursday, June 18, 2026
Time 5:30 – 8:30 PM ET
Venue 295 Madison Avenue, 3rd Floor
Entrance on 41st Street, New York, NY

Event Agenda

5:30 – 6:00 PM
Arrival & Networking
Welcome cocktails and hors d'oeuvres. 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 Centerbridge Partners
A practitioner account of deploying Scalata in live credit workflows: from first implementation to measurable operational impact. Centerbridge will share what changed, what they'd do differently, and where they're expanding usage.
6:45 – 7:20 PM
From Thesis to Backtest in 20 Minutes Live Demo
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.

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
Centerbridge Partners — Use Case
A practitioner account of deploying Scalata in live credit workflows: from first implementation to measurable operational impact. Centerbridge will share what changed, what they'd do differently, and where they're expanding usage.
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 from day one.
04
Live Demo: Prompt-to-Production
Watch a natural language prompt transform into a fully backtested, production-ready trading system in minutes — data ingestion, signal generation, position sizing, and exportable outputs. No engineers required.
05
Who Scalata AI Serves & Integrations
Built for institutional buy-side firms running liquid portfolios (hedge funds, asset managers, internal capital desks). Augments Bloomberg AIM, BlackRock Aladdin, Charles River IMS, Enfusion, SS&C Geneva, Salesforce FSC, and more. No rip-and-replace.
06
Foundation Models — Model-Agnostic
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.

Event Partners

Scalata AI
Alpha FMC
Centerbridge Partners

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.

Table AI Document AI Charts AI Pivots AI Financial Models AI CRM AI Grid Summary AI
Compliance
SOC 2 Type 2 ISO 27001 Aligned GDPR & CCPA Bank of Italy Regulated
Data Policy No AI training on client data, ever.
Website scalata.ai