Agentic AI
for Financial
Markets

The definitive one-day intensive for finance professionals ready to lead — not follow — the AI transformation. From machine learning foundations to autonomous agentic systems reshaping trading, risk, and investment management.

🎓Taught by Irene Aldridge
🏦Built for Finance Professionals
📜Certificate of Completion
🔄3 Delivery Formats
IA
Irene Aldridge
Managing Partner · AI in Finance Pioneer
Ivy League Author: 6 Books 15+ Yrs

World-Renowned
Quantitative Expert

Irene Aldridge is a pioneer at the intersection of machine learning, high-frequency finance, and AI-driven investment management. Author of three landmark books — including Big Data Science in Finance and Real-Time Risk — she brings two decades of hands-on experience building algorithmic and AI systems for tier-one financial institutions.

She has advised central banks, global asset managers, and fintech firms on the practical deployment of machine learning and, more recently, Agentic AI systems. Her courses are built for practitioners — no theoretical abstractions, no academic detours. Just the tools you need to act.

Author
6 books on AI & quant finance
Faculty
Ivy League & global institutions
Practitioner
20+ yrs building live trading systems
Speaker
Fed, BIS, IMF, top hedge funds

Built for Financial
Markets Professionals

If your role intersects with markets, data, or risk — and you need to understand what autonomous AI agents will change about your work — this course is designed for you.

Sales & Trading Desk
Understand AI-driven order flow, agentic execution systems, and how LLMs are being deployed for client intelligence and deal origination.
Portfolio Managers
Deploy agentic AI for portfolio construction, dynamic rebalancing, factor signal generation, and automated scenario analysis.
Risk Managers
Leverage autonomous agents for real-time risk monitoring, stress testing automation, margin optimization, and regulatory capital modeling.
Alpha Researchers
Build LLM-powered alternative data pipelines, semantic signal extraction, and multi-agent research workflows for systematic strategies.
Execution Managers
Understand AI-native TCA, smart order routing evolution, market impact prediction, and adaptive execution algorithms.
Family Office Principals
Assess AI vendor claims, understand agentic portfolio tools, and build an AI governance framework appropriate for your AUM.

One Day.
From AI Basics to
Agentic Systems.

A rigorous, practitioner-focused progression from foundational ML through the frontier of autonomous AI agents — with every concept grounded in real financial markets applications.

08:30
– 09:00
Registration & Networking Breakfast
09:00
– 09:15
Welcome & Course Overview
Irene Aldridge opens with the strategic landscape: why Agentic AI is the most consequential technology shift in finance since electronic trading.
Course objectives and structure What Agentic AI is — and is not The competitive landscape for financial firms
09:15
– 10:30
Module 1 — AI & ML Foundations for Finance
No assumed prior knowledge. A fast, rigorous tour of the machine learning concepts that underpin everything that follows.
Supervised vs. unsupervised vs. reinforcement learning How neural networks and transformers work (intuition, not math) Key models: regression, gradient boosting, LSTMs, transformers Overfitting, data leakage, and why finance is hard for ML Hands-on: loading a market dataset and running a basic price predictor
10:30
– 10:45
Coffee Break
10:45
– 12:15
Module 2 — Large Language Models in Financial Practice
From GPT-4 to domain-specific financial LLMs — how they work, what they can do, and where they fail in markets.
Transformer architecture and attention mechanisms (intuition) Prompt engineering for financial analysis LLMs for earnings call parsing, news sentiment, and SEC filings Fine-tuning vs. RAG (retrieval-augmented generation) for finance Case study: LLM-based alpha signal from 10-K filings Hallucination, bias, and compliance risk in LLM outputs
12:15
– 13:15
Working Lunch — Discussion Groups
Structured peer discussion on current AI adoption challenges at participants' firms.
13:15
– 14:45
Module 3 — Agentic AI: Architecture & Financial Applications
The core of the course. Autonomous agents — systems that perceive, reason, plan, and act — and what they mean for every finance function.
What makes AI "agentic": reasoning, tool use, memory, multi-step planning Agent frameworks: ReAct, AutoGen, LangGraph, CrewAI Multi-agent systems: collaborative vs. adversarial agent designs Agentic portfolio management: continuous rebalancing agents Agentic risk: autonomous stress testing and limit monitoring Execution agents: adaptive order routing and market impact minimization Case study: building a multi-agent research workflow
14:45
– 15:00
Coffee Break
15:00
– 16:00
Module 4 — Agentic AI in Risk, Compliance & Regulation
The governance dimension: how regulators are responding, and how to deploy agentic systems responsibly.
Basel IV, SEC AI guidance, and emerging EU AI Act implications for finance Model risk management for agentic systems (SR 11-7 in the agentic era) Explainability requirements: how to audit an autonomous decision Building an AI governance framework for your firm Systemic risk: what happens when everyone deploys similar agents?
16:00
– 17:00
Module 5 — Implementation Roadmap & Competitive Strategy
From theory to action: how to assess your firm's AI readiness and build a credible implementation plan.
AI maturity assessment for financial firms (diagnostic framework) Build vs. buy vs. partner decision matrix Data infrastructure requirements for agentic systems Talent, tooling, and budget: what it actually costs Prioritizing use cases by ROI and feasibility The 90-day action plan
17:00
– 17:30
Q&A, Certificate Presentation & Networking Reception
Open Q&A with Irene Aldridge, followed by certificate presentation and drinks reception.

Choose Your Format

The same world-class curriculum — delivered in the format that works for you, your team, or your entire firm.

🏙
In-Person
New York City
Starting from
$695 /
Full-day in-person session, NYC
Printed materials & USB
Working lunch + coffee breaks
Evening networking reception
Certificate of completion
30-day replay access
Private Slack (90 days)
Pricing tiers
Early Bird
Save $200 — ends 4 weeks before session
$1,295
Standard
Full access, materials, lunch & networking
$1,495
Group (5-9)
Per person — billed as one invoice
$1,195
Group (10+)
Per person — contact us for 20+ seats
$995
Academic
Full-time faculty & PhD students
$695
💻
Live Webinar
Online - Global
Starting from
$295 /
Live 7-hour interactive webinar (Zoom)
Digital materials (PDF)
90-day replay access
Live Q&A with Irene Aldridge
Breakout exercises
Certificate of completion
Private Slack (90 days)
Pricing tiers
Early Bird
Save $100 — ends 4 weeks before session
$595
Standard
Live access + full replay + Q&A
$695
Group (5-9)
Per seat — one firm, one invoice
$595
Group (10+)
Unlimited-seat firm license available
$495
Academic
Full-time faculty & PhD students
$295
🏛
On-Site Executive Education
Your Office - Worldwide
Starting from
$6,500 /
Delivered at your office (worldwide)
Tailored curriculum
All participant materials
Pre-session briefing call with Irene
Post-session summary report
Firm-branded certificates
Slack follow-up (60 days)
Pricing tiers
Half-Day Primer
3 hrs - up to 15 participants
$8,500
Full Day
7 hrs - up to 20 participants
$14,500
Custom (1-3 Days)
Bespoke curriculum - quote on request
$12,500
Virtual On-Site
Full day via private Zoom - up to 50 pax
$6,500
Enroll — On-Site Executive Education →

Custom engagements — contact us for a quote

Trusted by Finance
Top Professionals

"

"Finally a course that does not waste my time on toy examples. Every concept maps directly to something I face on the desk. The agentic execution module alone was worth the day."

Head of Algorithmic Trading
Tier-1 Global Bank
In-Person Attendee
"

"Irene has an extraordinary ability to make complex ML concepts accessible without dumbing them down. The risk governance module gave us a framework we immediately took back to our CRO."

Chief Risk Officer
Multi-Strategy Hedge Fund
On-Site Engagement
"

"We ran this as a firm-wide webinar for our investment team. The ROI conversation has completely changed — everyone now speaks the same AI language. Outstanding."

CIO
Single-Family Office, $4B AUM
Webinar — Group License

Questions

Is prior AI knowledge required?
No. Module 1 builds foundations from scratch. Participants with prior ML experience find the agentic systems content — Modules 3–5 — the most valuable.
Can we book the on-site course internationally?
Yes. Irene Aldridge delivers on-site engagements globally. Travel and accommodation costs are added for international locations — contact us for a full quote.
Is the webinar live or pre-recorded?
The webinar is fully live, with interactive Q&A, breakout exercises, and real-time polling. A full replay is available for 90 days.
Can the curriculum be customized for our firm?
Yes — particularly for on-site engagements. We offer pre-session briefing calls to tailor case studies and examples to your firm's specific asset class, strategy, or risk focus.
Is a certificate provided?
Yes. All participants receive a signed certificate of completion from RiskAICenter and Irene Aldridge. On-site participants receive firm-branded certificates.
What is the cancellation policy?
Full refund up to 14 days before the session. 50% refund 7–13 days prior. No refund within 7 days, but you may transfer your seat to a colleague.

Schedule

June 10, 2026
In-Person · NYC
7 seats left
Enroll →
July 15, 2026
Live Webinar · Global
35 seats left
Enroll →
September 17, 2026
In-Person · NYC
Early Bird
Enroll →
October 1, 2026
Live Webinar · Global
Open
Enroll →
Flexible
On-Site · Your Location
Request dates
Enroll →

Don't Watch AI
Reshape Finance.

Lead it. Three formats. One curriculum. Real-world tools you can deploy on Monday morning.

🏙 In-Person — from $695 💻 Webinar — from $295 🏛 On-Site — Request Quote