The Digital Workforce for Finance
GenAI · Autonomous Agents · Algorithmic Trading
An invite-only lunch in São Paulo where finance leaders see Scalata's AI-native platform in action — autonomous agents for credit, portfolio surveillance, and vibe coding for trading workflows.
Why Scalata
AI Trading Agents
Autonomous agents that read market data, generate strategies, and execute via backtests & live widgets.
Credit & Portfolio AI
End-to-end credit workflows: data ingestion, credit memos, covenant monitoring, portfolio surveillance, and investor reporting.
Vibe Coding for Finance
Natural language → production code for trading, securities, and quant workflows.
Regulated & Enterprise-Grade
Built on a secure, audit-ready infrastructure with RBAC, audit trails, and data sovereignty.
Agenda
- 111:00 – 11:15 AM
Welcome & Brazil context
- Welcome remarks.
- The evolution of finance in Brazil and why AI-native infrastructure matters now.
- 211:15 – 11:40 AM
Scalata AI for credit & asset management
- AI-native platform overview with a focus on credit.
- Automated credit memos, covenant monitoring, and portfolio surveillance at scale.
- Real-world outcomes for asset managers, private credit funds, and banks.
- 311:40 AM – 12:10 PM
Live demos: agents in action
- AI agents for credit analysis, portfolio monitoring, and investor reporting.
- Vibe coding demo: natural language → backtests → widgets.
- From idea to production in minutes.
- 412:10 – 12:40 PM
Built for regulated finance
- Security, governance, and compliance by design.
- RBAC, audit trails, data lineage, and in-country data sovereignty.
- Trusted by leading financial institutions.
- 512:40 – 1:00 PM
Q&A and discussion
- Open discussion with our speakers.
Lunch & Networking
Enjoy lunch and continue the conversation with fellow finance leaders.
Speakers
Venue
Rua Haddock Lobo, 1738Jardins, São Paulo – SP01414-002
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