Museum of American Finance to Present In-Person Panel on “AI and Finance: Can We Learn to Love the Bot?”

Updated: 6/10/24

Museum of American Finance to Present In-Person Panel on “AI and Finance: Can We Learn to Love the Bot?”

New York, NY – On June 11, the Museum of American Finance will present “AI and Finance: Can We Learn to Love the Bot?”—a provocative in-person panel discussion on the complex and fast-changing topic of the impact of AI on finance.

Generative AI is rapidly becoming a more integral part of our lives. From the ubiquitous autofill tool to writing a business plan, Large Language Models (LLMs) are changing the way we interact and work. Like most disruptive technologies, along with innovation, it’s brought some fear and trepidation. There’s uncertainty and anxiety about how it will be used in financial planning and advice, what risks it presents and which jobs it might replace. But does disruption always lead to disintermediation? Or can it also create opportunity? The panel will explore these and other topics, including whether we should stop worrying and learn to love the bot.

Results from a research poll of those registered for the program indicate that most are curious about AI and overwhelmingly believe it will be significant in their own jobs within the next 10 years, but less than one-third believe it will replace them at work.

The panel discussion will be moderated by Josh Brown, CNBC Commentator and CEO of Ritholtz Wealth Management, and will include introductions by David Cowen, President and CEO of the Museum of American Finance, and Sarah Kirshbaum Levy, CEO of Betterment.

Panelists include:
Hema Balasubramanian, VP, Strategy and Innovation, Fidelity Center for Applied Technology (FCAT) 
John Mileham, Chief Technology Officer, Betterment
Jeremy Olshan, Personal Finance Bureau Chief, The Wall Street Journal

"AI and Finance" will be held from 5:45 – 7:00 pm (ET) at Betterment Headquarters, located at 27 West 23rd Street, 6th Floor, NYC. The panel will be followed by a cocktail reception. It is free to attend, but seating is limited and advance registration is required.

“AI and Finance: Can We Learn to Love the Bot?” is sponsored by Betterment. For more information or to register, visit

About the Museum of American Finance
As a socially relevant organization, the Museum of American Finance seeks to improve understanding of the influence of financial institutions and capital markets on the US and global economies, and on individuals’ lives. The Museum is dedicated to educating the public on finance and financial history through exhibits, financial literacy programs and public events. An affiliate of the Smithsonian Institution, the Museum seeks to empower individuals of all backgrounds to strive toward financial independence, while encouraging curiosity and discovery. For more information, visit or connect with the Museum on social media @FinanceMuseum.

Media Contact:
Kristin Aguilera, Deputy Director
Museum of American Finance