

Building AI Agents for Investors - Amino Capital CXO Annual Summit @NYC
Building AI Agents for Investors - Amino Capital CXO Annual Summit @NYC
Location: UBS, 11 Madison Ave (2Below), New York
Time: Thursday, June 5 | 5:00 PM – 7:00 PM
Agenda
5pm-6pm Demo
6pm-7pm Panel
7pm-8pm CEO breakout rooms and networking
Join us to hear from Generative AI experts about how generative AI can be used in the Investment, Financial Service, Fintech, and MarTech domain and align AI with human values.
(Please register with full name for building access. ID is required at check-in.)
Speakers:
Larry Li, Managing Partner at Amino Capital — 2025 Forbes Midas List honoree, 2-time Forbes Midas Seed List recipient (2023–2024); early investor in Zoom (2011); Wells Fargo AAPI Alumni of the Year (2024). “AI-Driven Investment Strategies: Predicting the Next Wave of Unicorns.”
Charlie Federman, Partner, SilverTech Ventures – Early-stage investor in fintech and cybersecurity; Pre-seed Payoneer investor.
Eric P. Berger, Senior Vice President, UBS – Strategic advisor for high-net-worth clients; Specializes in technology and AI-driven investments
Oz Halabi, Partner, US Tax Practice Group, Pearl Cohen – Expert in cross-border tax structuring and compliance for tech and financial services
Angela Wen, Associate Director, UBS – Wealth management specialist; Leads initiatives in digital asset strategy and family office investments
Sue Xu, Ph.D., Managing Partner at Amino Capital (2012-present)— angel investor in nearly 20 unicorns; postdoc and entrepreneurship mentor at Stanford University; founding CEO of Stanford spin-offs CandyHouse and CyteSi; UNGA 2024 speaker advocating AI for combating human trafficking and protecting women and children; recipient of the Outstanding Asian American Woman Who Dared award (2025);
Robi Lin, Founder & CEO, Sepal (sepalai.com) – Formerly led the technical LLM training business at Turing; Expert in AI product development and fulfillment strategies in Financial Industries.
Henrique Teixeira, Managing Director, Americas, Hamsa Pay (hamsa.com)– Financial services leader specializing in cross-border payment solutions
Professor Junfeng Yang, Co-Founder & CTO, Exotica Labs – Pioneering AI infrastructure for enterprise applications; AI systems research head at Columbia University
Jackson Chen, founder and CEO, AlphaWatch, Former software engineer at Plaid and Google, specializing in machine learning infrastructure; holds a Computer Science degree from Columbia University.
Akhil Reddy, founder and CEO, Thera, All-In-One Payroll, CS BS, University of Maryland
This time around, we have a restricted number of openings for the upcoming intimate event. Feel free to submit your application, and if additional space becomes accessible, we will certainly accommodate more attendees.
We bring together an exceptional and carefully curated group of notable individuals from tech and venture. Each gathering features ample time to meet and get to know one another.
Last year's event was a phenomenal success, with 120 attendees chosen from 800 applicants. We’re excited to recreate that experience with you! The feedback was glowing, and participants didn’t want the night to end. https://www.linkedin.com/feed/update/urn:li:activity:7122787964404830208/
About Amino Capital (https://www.aminocapital.com/)
AMINO Capital is a global venture capital firm based in Palo Alto, with investment theme of data moat and network effect. With over $1 billion in capital under management, Amino has funded hundreds of companies in seed-to-growth stages across Consumer, PLG SaaS, Frontier Tech, and Web3, including 35 successful exits, 17 unicorns and over 35 companies which are valued over $100M, such as Chime, Webflow, Rippling, Grail, Weee, Replit, Turing, Dfinity, OmiseGo, Oasis Labs, Instawork, Wetravel, AIFI.io, Wyze, Avail MedSystems and Beacons.ai.
This event is a part of #NYTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.