Agentic AI in Corporate Finance

Jeff McMillan serves as Head of Firmwide Artificial Intelligence. In this role, McMillan works across the Firm to help install and ensure appropriate AI strategy and governance, partnering with the various business and infrastructure areas to identify and prioritize AI opportunities.

Previous to this role, McMillan served as Head of Analytics, Data, and Innovation for Morgan Stanley Wealth Management, where he played a key role in driving the technological evolution of the business.

Jeff has held a variety of leadership roles at Morgan Stanley, as well as other financial services firms in the areas of Investment Products, Research, Operations, Digital Strategy and Technology.

Jeff is a graduate of the United States Military Academy at West Point where he earned a BS in economics. Upon graduation, he served on active duty as an armor officer and scout platoon leader stationed in South Korea and Fort Knox, KY.

Jeff is a 2-time Ironman Triathlete and a competitive boxer with a lifetime record of 1-0.

Hong Namkoong is a faculty member at Columbia Business School and a member of the Columbia Data Science Institute. His research builds trustworthy AI systems for real-world decision-making problems, and has been recognized with best paper awards at NeurIPS, ICML, ICLR, CVPR, and INFORMS Applied Probability Society. He received his Ph.D. from Stanford University and previously worked as a research scientist at Meta and a LinkedIn Scholar at LinkedIn’s Core AI team.

Ciamac C. Moallemi is the William von Mueffling Professor of Business in the Decision, Risk, and Operations Division of the Graduate School of Business at Columbia University, where he has been since 2007. He also develops quantitative trading strategies at Bourbaki LLC, a quantitative investment advisor. A high school dropout, he received S.B. degrees in Electrical Engineering & Computer Science and in Mathematics from the Massachusetts Institute of Technology (1996). He studied at the University of Cambridge, where he earned a Master of Advanced Study degree in Mathematics (Part III of the Mathematical Tripos), with distinction (1997). He received a Ph.D. in Electrical Engineering from Stanford University (2007). Prior to his doctoral studies, he developed quantitative methods in a number of entrepreneurial ventures: as a partner in a $200 million fixed-income arbitrage hedge fund and as the director of scientific computing at an early-stage drug discovery start-up.

Iris Meng is an entrepreneur and finance professional with extensive experience across investment banking and M&A advisory. A Columbia University alumna, she advised on over $40B in transactions at EY and worked in investment banking at CICC. Now, Iris is co-founder of TabAI, an AI agent that collaborates with workers inside Excel to solve productivity challenges she witnessed firsthand. She brings a practitioner’s view on how agentic systems can transform day-to-day workflows and will lead a hands-on session where participants can articulate their own finance workflows where agentic AI could make a difference.

Vasant Prabhu retired as Vice Chairman & CFO of Visa, Inc in Sept 2023. He had been Vice Chairman since 2019, and CFO since 2015. Vasant has been CFO at several large US public companies spanning multiple industries, financial technology, media, travel, consumer retail and consumer goods. He was EVP & CFO of NBC Universal (2014-2015), Vice Chairman & CFO at Starwood Hotels & resorts (2004-2014), EVP & CFO, President e-commerce at Safeway (2000-2004)

From 1998-2000, Vasant was President of the Information & Media Group at The McGraw-Hill Companies. He was CFO of various divisions of PepsiCo (1992-1998), including Pepsi-Cola International and PepsiCo Restaurants International. His Tenure at PepsiCo included stints overseas in Europe and Latin America. He started his career at Booz, Allen & Hamilton (1983-1992) where he was a partner serving media and consumer good companies.

Vasant is a member of the Board of Directors at Delta Airlines and Intuit. He is on the Board of Kenvue, Johnson & Johnson’s Consumer Health Spin-off, where he chairs the Audit Committee. He is also a member of the Board of Trustees of the Brookings Institution. In the past, Vasant has served on the Boards of Mattel and Knight Ridder, as well as a Trustee at the Nature Conservancy California and the Asia Art Museum of San Francisco.