A Financial Services Executive Summit

Securing the Agentic Enterprise

Date

November 10, 2026

Location

New York City, NY

Community

CISO

Financial services is being reshaped by AI faster than any prior technology wave: AI assistants are already embedded in daily workflows, and a new class of autonomous agents is beginning to act on its own - pulling data, navigating applications, executing tasks at machine speed. 94% of security leaders now name AI as the single biggest driver of change in their risk posture (World Economic Forum, 2026 Global Cybersecurity Outlook). Financial services absorb a disproportionate share of the fallout; 62% of AI-driven attacks concentrate on financial services and energy alone (IBM, 2026 Cost of a Data Breach Report).

That makes the browser the new control point for the agentic enterprise - and, for many security teams still running network and endpoint era defenses, a growing blind spot. The stakes are uniquely high for financial institutions: the most sensitive data, the most demanding regulators, the most determined adversaries. One in five enterprise phishing attacks still slip past the tools built to stop them (Menlo Security, 2026 threat research), and financial services breaches now average $6.29 million: 26% above the cross-industry average and rising faster than nearly any other sector (IBM, 2026).

Join a select group of financial services security and technology leaders at Nasdaq for a candid, peer-to-peer evening on securing the agentic enterprise. Participate in conversations on how to leverage AI's productivity, for humans and agents alike, without losing visibility, data control, or compliance.

Agenda

November 10, 2026
All times Eastern Time
4:00 PM-4:30 PM
Registration & Networking
4:30 PM-4:35 PM
Welcome Remarks
4:45 PM-5:15 PM
Panel
Securing the Agentic Enterprise: How Financial Services Keeps Control as AI Agents Take On More
Panelists
Jay B Mody

Speaker

Jay B Mody

CISO

Chimera Investment

Jay B Mody is a seasoned technology leader with over twenty five years of hands-on experience in maintaining strong Cybersecurity posture and availability of critical IT infrastructure for publicly traded global financial firms. Jay is playing an important leadership role for more than nine years at Chimera Investment Corporation, during which assets under management grew to over $40B. He leads the development and implementation of cybersecurity and infrastructure strategy, architecting and deploying next generation and emerging technologies across the organization. He represents cyber risk to the board, executive team, and auditors, and has introduced cybersecurity programs and controls aligned to the NIST framework that follow industry best practices and meet regulatory requirements.
Aviv Grafi

Speaker

Aviv Grafi

Field CTO

Menlo Security

Aviv Grafi is Field CTO at Menlo Security and founder of Votiro, the award winning cybersecurity company known for Zero Trust Data Detection and Response. As principal software architect, he developed Votiro’s patented Positive Selection® technology, which disarms malicious content in files before it reaches the user without disrupting workflows. His innovations are trusted by governments, financial institutions, and more than 400 enterprises worldwide. Aviv brings deep expertise across the full cyber product lifecycle, network security, penetration testing, and vulnerability research. A frequent speaker, he champions proactive security that lets organizations innovate without barriers and move forward with confidence.
Benjamin Trachtenberg

Speaker

Benjamin Trachtenberg

Cybersecurity Strategist

Mandiant (now part of Google Cloud)

Benjamin Trachtenberg is a Cybersecurity Strategist for Mandiant. Since 2004, Mandiant has been a trusted partner to security-conscious organizations. Effective security is based on the right combination of expertise, intelligence, and adaptive technology, and the Mandiant Advantage SaaS platform scales decades of frontline experience and industry-leading threat intelligence to deliver a range of dynamic cyber defense solutions. Mandiant's approach helps organizations develop more effective and efficient cyber security programs and instills confidence in their readiness to defend against and respond to cyber threats.
5:15 PM-6:00 PM
Peer Discussions

Interactive, small-group conversations with peer share-backs.

6:00 PM-7:00 PM
Cocktail Reception
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