🗓️ 30 September 2025 | 📍 Monte San Salvatore Conference Center, Via delle Scuole 7, 6902 Paradiso-Lugano
Elevate Your View on Finance & AI
High above Lake Lugano, surrounded by natural beauty and panoramic views, join us for a day of forward-looking insights and meaningful conversations. This is where the financial industry’s future is discussed – from AI breakthroughs to software innovations that redefine efficiency and compliance.
🔍 What to Expect:
- Visionary talks by Bernardin Katic (CEO of INSA & Microsoft MVP in AI) and other industry guest speakers
- Sessions on General AI in Finance, AI within the INSA ecosystem, and next-generation features
- Insights of new innovations across the INSA platform and other products
- Exclusive opportunities to connect with peers and experts
- Scenic networking in one of Ticino’s most remarkable locations
Agenda
08:45 – 09:00 | Arrival of Guests (Please be on time for the funicular departure at 09:15)
09:15 – 09:30 | Funicular Ride to Monte San Salvatore
09:30 – 09:45 | Welcome Coffee
09:45 – 10:30 | Bernardin Katic | AI in Fintech
10:30 – 11:15 | Prof. Carlo Sala | Option Hedging Strategies and the Effect of 0DTE on Markets
11:15 – 11:35 | Coffee Break
11:35 – 12:20 | Adis Jugo | How We Used AI to Make Enterprise Content Management Cool – and Even Lovable
12:30 – 14:00 | Networking Lunch
14:00 – 14:45 | Bernardin Katic | INSA News & Updates
14:45 – 15:30 | Robert Vidović | AI Chat Bots
15:30 – 16:00 | Filippo Recalcati, VSV | Supporting Digital Transformation in Wealth Management
16:00 – 17:30 | Apéro & Networking
18:00 | Last Funicular Return
Meet the Speaker
Bernardin Katic – CEO INSA & Microsoft MVP in AI
A recognized expert in financial technology and Microsoft MVP for Artificial Intelligence, Bernardin will demonstrate how AI is transforming the fintech industry and share exclusive insights into the latest innovations on the INSA platform.
Prof. Carlo Sala – Associate Professor, ESADE Business School
With a Ph.D. in Finance from the University of Lugano and his role as Academic Director of the MSc in Finance at ESADE, Carlo Sala is a leading authority in option pricing, risk management, and quantitative finance research. He advises international institutions, co-founded a risk management startup, and regularly publishes in renowned journals.
Adis Jugo – Cofounder of KORTO & Microsoft MVP
With over 35 years of software experience and more than 400 international keynotes, Adis will demonstrate how AI can make documents “self-organize” – transforming enterprise content management from a tedious necessity into something surprisingly engaging.
Robert Vidović – AI Specialist
A mathematician with a focus on statistics, Robert began his career in banking before specializing in AI. Today he focuses on practical applications of artificial intelligence, especially chatbots that redefine client interaction.
Filippo Recalcati – VSV, Expert for Wealth Management
With extensive experience in the wealth management sector, Filippo supports digital transformation at the Swiss Association of Asset Managers (VSV/ASG). His focus is on supporting members to integrate technological innovation into daily operations.