Future Wealth
Future Wealth Speaker.
Marlon Avery

Marlon Avery.

VP, Applied AI Lead at JPMorgan Chase | Founder & CEO, AImpact

Marlon Avery is VP, Applied AI Lead at JPMorgan Chase, where he works on taking AI tools out of the testing stage and into everyday use. He is also the founder and CEO of AImpact, an AI education company, and of VoicePath, which builds AI voice agents that answer phones and handle routine work for healthcare, insurance, finance and legal offices. Through AImpact he runs hands-on AI workshops and bootcamps for working professionals, including Azure OpenAI bootcamps for Microsoft. He has also led workshops for the A.I. x Library Project, a Dream Machine Innovation Lab program that brings free AI training to public libraries, with partners including Google and Operation HOPE. Earlier in his career he was Engineering Director at the venture fund Lightship Capital, founded the NextSteps DevCon engineering conference, and worked at LiveRamp, Udacity, Treehouse and Uber. He has co-hosted the AI With Friends podcast.

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On the schedule

One session.

Dec 5 2:45 pm to 3:20 pm 35 min

Agentic Trading: What AI Agents Can Actually Do With a Portfolio

The Lab Allocator Compute, Data & Energy Digital Assets & Alternative Capital Future Markets

An agent is software that goes off and does the work without you watching it. People are already pointing them at markets — reading filings overnight, tracking a dozen positions, flagging the thing you would have missed on a Tuesday. Live, on screen: what one of these actually looks like, what it is genuinely good at, and where it falls over. The honest version — research and monitoring are the parts that work today, and letting something press the button for you is where people get hurt. We will show you both, and where the line sits. You do not need to write code and you do not need a trading background. If you can use a chatbot you can follow this. This breakout is a placeholder — title, speaker and time are still being confirmed and are subject to change.

Times and rooms are still being refined — the full agenda always shows the latest.

December 4–6, 2026 · Miami

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