OnCorps has reserved a limited number of places for personally invited guests at this closed-door roundtable, taking place as part of TSAM New York 2026 on 22nd & 23rd September at the Marriott Marquis, New York.
Confirm your place below to join the discussion. Your pass also provides access to the full two-day TSAM New York programme, featuring 37 sessions across 7 content streams and bringing together 600 attendees and 120 speakers from across the asset management industry.
AI in investment operations often stops at identifying an issue, leaving teams to complete the work required to resolve it. This roundtable will explore how agentic AI can move beyond alerts and recommendations to support the completion of reconciliation, NAV oversight, cash, position, valuation review and document workflows from end to end.
The discussion will examine what it takes for an agent to move from identifying root cause to taking action within source systems and resolving operational breaks, while maintaining appropriate human oversight and sign-off. Participants will also consider why many AI pilots perform well in demonstration environments but struggle to reach production, and what is required to bridge the gap between a successful prototype and a scalable, live deployment within existing investment operations workflows.
Hosted by: Ron Allen, CEO, OnCorps; Rob Seidman, Chief Product Officer, OnCorps
When: Wednesday, 23 September | 10:15–10:50 | Day 2
Format: Closed-door roundtable | Limited seating
This is a highly curated, discussion-led session designed for senior investment operations, technology, data and transformation leaders evaluating how agentic AI can be deployed within complex operational workflows.
The small-group format will enable candid peer-to-peer discussion around production readiness, integration with existing systems, operational controls, human oversight and the practical challenges of moving AI from demonstration to live deployment.
Your pass also provides access to the wider TSAM New York 2026 programme, featuring 37 sessions across 7 content streams, 600 attendees and 120 speakers.
TSAM New York 2026
Tuesday, 22 – Wednesday, 23 September 2026
Marriott Marquis
1535 Broadway, New York, NY
Day 2 programme begins on Wednesday, 23 September.
OnCorps Roundtable
Wednesday, 23 September | 10:15–10:50
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