The workshop moves beyond isolated model capabilities toward reliable institutional systems, covering agent orchestration, harness engineering, workflow-level evaluation, red teaming, retrieval and tool use, governance, auditability, model-risk management, and human-agent collaboration. Applications span investment research, compliance, credit, risk, ESG, reporting, surveillance, and quantitative strategies, supported by new datasets, benchmarks, and infrastructure.
As LLMs move from single-turn text generation toward agents that plan, retrieve, reason, use tools, and coordinate with humans, financial institutions face a new class of system-level challenges around reliability, auditability, compliance, and operational risk. The 2026 edition sharpens the focus on governed agentic AI systems for institutional finance: reliable, auditable, and deployable systems for real institutional workflows.

A full-day, in-person program where on-site participation is strongly preferred for all sessions, though keynote and opening remarks may be delivered remotely if necessary.
We welcome papers on generative AI and LLMs across both quantitative and discretionary fund contexts, with a 2026 emphasis on agentic, tool-augmented, and governed systems for institutional finance. Topics include but are not limited to:
There is no length limit or strict format requirement. Formatting according to ACM guidelines is recommended, but we encourage an open format so authors can focus on content. Submissions should be in PDF. The workshop is non-archival and will not have official proceedings.
Single-blind (authors known to reviewers, reviewers anonymous). No rebuttal period. All submissions treated with strict confidentiality.
All accepted papers are invited to the poster session (presenters print and bring their own posters); selected papers may get an oral slot. Non-archival: only author names and titles of accepted papers appear on the website.

Prof. Yoon Kim
MIT

Prof. Alejandro Lopez-Lira
University of Florida

Prof. Alvaro Cartea
University of Oxford

Prof. Sotirios Sabanis
University of Edinburgh

Prof. Yongjae Lee
UNIST

Jacob Chanyeol Choi
LinqAlpha

Edward Tong

Sina Molavipour
SEB

Alireza Javid
SEB

Didier Rodrigues Lopes
OpenBB

Fayssal El Mofatiche
Flowistic


Jacob Chanyeol Choi
LinqAlpha




