AlphaSummit 2026 Sessions

Featuring:

• Kiva Kolstein - President & Chief Revenue Officer at AlphaSense

Featuring:

• Jack Kokko - CEO & Founder at AlphaSense

Featuring:

• Chris Ackerson - SVP, Product at AlphaSense

Featuring:

• Heather Zynczak - CMO at AlphaSense

Featuring:

• Danielle Simms - Vice President, Customer Success, Financial Services at AlphaSense
• Nishith Desai - Global Head of Investment Banking Engineering & One GS Engineering at Goldman Sachs

Featuring:

• Samantha Greenberg - Chief Financial Officer at AlphaSense
• Andrew Feldman - Co-Founder & CEO at Cerebras

Lexi Reese, CEO of Lanai, joins AlphaSense's Chief People Officer Nilka Thomas for a fireside chat on what AI adoption actually looks like inside the enterprise. Together they'll dig into what it actually takes to bring an organization through an AI transition, not just the technology, but the visibility, the culture and the human systems underneath it all.

Featuring:

• Nilka Thomas - Chief People Officer at AlphaSense
• Lexi Reese - CEO at Lanai Software

Featuring:

• Matt Wells - SVP, Product Marketing at AlphaSense
• Ian Lieberman - Partner, Director of Research at Talos Asset Management

The best investors and deal teams aren’t just moving faster, they’ve reworked how they sequence research, diligence, and decision-making around AI. This session walks through the full arc from raw signal to committee-ready output, showing what an AI-native workflow looks like in practice.

Featuring:

• Ted Seides - Host of the Capital Allocators Podcast
• Michael Eastwood - Director of Americas Equity Research at Jefferies
• Charles DeNoto - Director, Corporate & Investment Banking at MUFG

The hardest part of strategy isn't finding information… it's knowing which signal actually matters, being right when a real decision rides on it, and getting the organization to act. Cindy Olsen spent 17 years as a consumer investor learning to go narrow and deep, get past the story to what's underneath, and separate what moves the needle from what doesn't. She now runs strategy at sweetgreen. In conversation with AlphaSense's Sina Falaki, she walks through the repeatable way she turns an overlooked signal into an operating change – how she validates it, sizes it, and brings the whole company along – and why the instinct that makes a good investor is the same one that makes a good strategy leader.

Featuring:

• Sina Falaki - Sr. Director, Solution Marketing at AlphaSense
• Cindy Olsen - SVP, Chief Strategy Officer at sweetgreen

AI can now do in minutes what used to take strategy teams weeks: synthesizing market data, building scenarios, stress-testing assumptions. For consultants, institutional investors, IR, and corporate development and intelligence teams, that changes what strategy work actually looks like. This panel brings together Robyn Pirie, who leads strategy and AI transformation work at BCE Consulting, and Sarah Hoffman, Director of AI Thought Leadership at AlphaSense, to unpack how AI is actually reshaping strategy development, not by replacing the process, but by changing what happens at every layer of it, from data to scenario analysis to the judgment calls only humans can make. They dig into new survey data showing consulting lags corporate strategy and investor relations in AI trust and adoption, and what's behind that gap. The conversation will also get candid about the disintermediation fear (will clients just cut out the middleman?) and end with a practical view of what to build toward next: the skills that matter more as AI takes over the analytical grunt work.

Featuring:

• Sarah Hoffman - Director of AI Thought Leadership at AlphaSense
• Brett Griffin - Vice President, Corporate Sales - Consulting at AlphaSense
• Robyn Pirie - Global AI and Data Analytics Strategy at BCE Consulting

Standard chatbots read fast, but they don't think and they clock out the second you close your browser tab. Join Google Cloud’s Taylor Behmke for a look under the hood at the two breakthroughs reshaping financial research. Learn how deliberative reasoning models stress-test financial data to deliver higher accuracy. See how agents like AlphaSense's SuperAnalyst and Agent-to-Agent communication introduce new workflow paradigms: executing proactive triggers overnight, updating models while you're at lunch, and collaborating directly with your firm's internal AI agents.

Featuring:

• Taylor Clancy Behmke - AI Engineer at Google Cloud

Featuring:

• Angela Allen - Product at AlphaSense
• Rohin Shivdasani - Product (AI Team) at AlphaSense

Alpha starts before the model. Go inside how leading hedge funds and asset managers are using AI to power idea generation, including scoping themes, pressure-testing early views, and knowing when to act. You will learn how proper deployment of AI is the new industry tradecraft.

Featuring:

• Brett Caughran - CEO at Fundamental Edge
• Hala Kosyura - Managing Director, Portfolio Strategy & Investment Partnerships, Equities at Canada Pension Plan Investment Board

Good CI teams answer these three seemingly simple questions, and the best have a system for doing it continuously to help the business win more. In this conversation, Dan Hamilton from Salesforce will walk through his operating model to establish what is actually happening before anyone reaches for an explanation, separate what they know from what they are estimating, diagnose and prioritize causes, and turn the result into a vetted recommendation with an owner and a measure attached. Hear why the best CI teams act like doctors, how internal CRM data gets triangulated against external signal, how a recommendation gets turned into action somebody actually owns, and how to turn CI from manual fact-finding to an always-on capability.

Featuring:

• Dan Hamilton - VP, Competitive Intelligence at Salesforce
• Nick Green - Senior Product Marketing Manager at AlphaSense

What if AI could know your workflows, remember how you like to work, and operate like a member of your team straight out of the box? In this session, Ian Lieberman, Director of Research at Talos Asset Management, sits down with Louis Botha, Director of Product, GenAI at AlphaSense, to talk about what it actually looks like to put that to work, from persistent memory to tailor-made skills. Join us to hear firsthand what went into building SuperAnalyst, and what changed once AI started doing the actual work.

Featuring:

• Louis Botha - Director of Product, GenAI at AlphaSense
• Ian Lieberman - Partner, Director of Research at Talos Asset Management

AI is changing the decisions CFOs are being asked to make, from where to invest to what information they can trust when the stakes are high. This session will unpack where AI is creating real value today, how finance leaders are reading market signals, and how those insights are shaping capital allocation and shareholder communication.

Featuring:

• Samantha Greenberg - Chief Financial Officer at AlphaSense
• Tricia Tolivar - Chief Financial Officer at CAVA
• Katie Fogertey - Chief Management Officer (COO/CFO) at Gluck & Co. LLP, Valvoline Board Member, Former CFO of Shake Shack

AI-Led Expert Calls pair vetted human experts with our AI Interviewer, built on your own research objectives, so teams get more perspectives without adding time or headcount. See a live walkthrough of how a call comes together, the outputs it produces, and why investors and firms are finding it an integral part of their expert research process.

Featuring:

• Elizabeth Koskiewicz - Program Manager, AI Expert Calls at AlphaSense
• Kelly Bishop - Sr. Director, Product Management, Expert Research at AlphaSense

Discover our 25+ available connectors, see how we're building an ecosystem around your enterprise applications, and watch a demo of a high-value workflow in SuperAnalyst, from connected sources to a finished, source-linked deliverable.

Featuring:

• Emma Griffin - Senior Director of Product, Enterprise at AlphaSense

Featuring:

• Kiva Kolstein - President & Chief Revenue Officer at AlphaSense

Featuring:

• Katie Ditano - Global VP, Sales Development at AlphaSense
• Barrett Touhy - Corporate Vice President, Global Commercial Sales Transformation at AMD

Featuring:

• Danielle Stefanello - SVP, Enablement & Chief of Staff to President & CRO at AlphaSense
• Junaid Arefeen - Investment Analyst, Special Situations and Event Driven at Element Capital Management

Featuring:

• Chris Ackerson - SVP Product at AlphaSense

Featuring:

• Peter Kovacs - SVP Corporate Sales at AlphaSense
• Chris Roark - Senior Managing Director at Accenture

Featuring:

• Ryan Fennerty - Vice President Sales at AlphaSense
• Hala Kosyura - Managing Director, Portfolio Strategy at CPP Investments

In finance, every output has a signature on it. This session is for the people whose names are attached to recommendations (to partners, LPs, committees, and clients) and who need to know their AI-assisted work will hold up when it matters most. A candid conversation about what defensible AI actually looks like in practice, from the workflows to the governance to the culture.

Featuring:

• Jennifer Conrad - Senior Writer at Inc.
• Alanna Crank - COO of Global Equity Research at Jefferies
• Jazmin Medina - Investment Partner at D.E. Shaw Ventures
• Wanyi Yang - Co-founder of Panoramic Hills Capital

IR teams can’t afford to hear the market’s story on earnings day. Leaders from Mondelēz, Keurig Dr Pepper, and Acushnet share how they use AI and investor signals to anticipate the toughest questions, sharpen management’s narrative, and stay ahead of the Street.

Featuring:

• Sina Falaki - Sr. Director, Solution Marketing at AlphaSense
• Chethan Mallela - Head of Investor Relations at Keurig Dr Pepper
• Rishabh Bhansali - Director of Investor Relations at Mondelez International
• Cameron Vollmuth - Head of Investor Relations at Acushnet Company

See how Accenture deployed the Agent API to embed AlphaSense's premium, citable intelligence directly into their proprietary applications and agentic workflows. Join Emma Griffin, Senior Director of Product at AlphaSense, and Chris Roark, Senior Managing Director at Accenture, for a discussion of live use cases and walk away with a clear view of the building blocks, real-world applications, and path to deployment within your firm's infrastructure.

Featuring:

• Emma Griffin - Senior Director of Product, Enterprise at AlphaSense
• Chris Roark - Senior Managing Director at Accenture

Featuring:

• Daniel Wolf - Product Lead, Add-Ins at AlphaSense

2026 has been a pivotal year for AI. The phase of deploying AI to generate excitement has given way to a harder phase: deploying AI to generate measurable value. In this talk, Sarah Hoffman, Director of AI Thought Leadership at AlphaSense, takes stock of where AI actually stands heading into the final stretch of 2026, from the biggest developments of the year to the trends shaping what comes next. Attendees will leave with a grounded view of the AI landscape and a forward-looking perspective on what business leaders should be prioritizing going into 2027.

Featuring:

• Sarah Hoffman - Director of AI Thought Leadership at AlphaSense

2026 has been a dynamic year for AI infrastructure, with neoclouds, the growth of chip challengers, and the shift to inference reshaping demand for compute. AlphaSense's Director of TMT Research, Michelle Brophy, walks through the trends AlphaSense is seeing across hyperscalers, neoclouds, and the chip market, as well as what those trends point to for 2027.

Featuring:

• Michelle Brophy - Director of Research at AlphaSense
• Nick Mazing - Sr. AI Analyst at AlphaSense

Evaluating opportunities today requires moving quickly without losing depth. In this session, see how deal teams and their service providers use AI to accelerate foundational diligence and go deep on the assumptions, risks, and signals that actually shape investment decisions. From early signal detection to deep document analysis in AlphaSense, learn how leading teams surface critical insights sooner, align around the questions that matter, and build conviction faster without compromising rigor.

Featuring:

• Sid Luthra - Principal at Kearney

Life sciences teams are making higher-stakes decisions faster than ever, often on questions no one can afford to get wrong. This session brings together leaders from across pharma and biotech to show how AI is reshaping three of the hardest research jobs in the industry: getting smart fast on a new topic, running competitive intelligence as a live function, and placing decade-long discovery bets.

Featuring:

• Ray Pressburger - Global Industry Lead, Life Sciences at Accenture
• Yasuhiro Tsukimi - Deputy Head, Innovative Drug Discovery Division at ASKA Pharmaceutical Co., Ltd.
• Chintan Oza - Executive Director, Enterprise Strategy at Merck
• Christopher Salatto - Head of Competitive Intelligence CoE, Commercial Strategy and Innovation at Pfizer, Inc

Featuring:

• Heather Zynczak - Chief Marketing Officer at AlphaSense