29 May 2024 - Open Source LLM/AI Tools Exploration Initiative: Kick-off Call

[karlmoll]

Date

2024-05-29 - 10am ET

Zoom details

Topic: Open Source LLM/AI Tools Exploration Kick-off
When: Wednesday, May 29 @ 10am ET
Join Zoom Meeting https://zoom.us/j/94358659215?pwd=VGNzekVPSEJwcUxTU0JWTU1DQy82UT09
Meeting ID: 943 5865 9215
Passcode: 542188

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open-financial-llm+subscribe@lists.finos.org

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Agenda

• Convene, roll call, welcome new people
• Approve previous meeting minutes
• How the OS-LLM-E initiative fits into the larger AI Strategic Initiative
• Existing work being done by different groups in the community on open source benchmarks, data frameworks, and open data sets AND how the initiative will act as a community hub to coordinate efforts between the existing & future work
• A discussion of the Model Openness Framework which will guide what kind of tooling we can build together and what openness means for us
• A presentation of the action plan for how the initiatives will coordinate efforts and the vision of what we can build by working together in the open.
• A showcase of our methodology for moving Proof of Concepts into Minimum Viable Products
• AOB, Q&A & Adjourn (5mins)

Decisions Made

• Decision 1
• Decision 2
• ...

Action Items

• Action 1
• Action 2
• ...

[tenatzen]

Keith O'Donnell | Feynic Technology

[rvema]

Ragha Vema | Fannie Mae

[yt-ms]

Yan Tordoff | Morgan Stanley

[dariomolinari]

Dario Molinari | Red Hat UK
Solutions Architect for Financial Services, ex-Puppet/Canonical/IBM/Riverbed/Infovista/Micromuse/etc... alumn of INSEAD "Transform your Business with AI", currently attending the Chartered Banker Institute's "Certificate in Digital & AI Evolution in Banking".
Passionate in Open Source, Addictive Manufacturing, VR/AR and AI

Regarding tooling to create/train/expand an Open Source LLM for FSI, Red Hat recently released InstructLab AKA "ilab", a Command-Line Interface (CLI) tool to perform the following actions:

1. Download a pre-trained Large Language Model (LLM).
2. Chat with the LLM and expand its training set

More details available in the repo and here but I would be more than happy to talk about it to the SIG

[jkotze]

Jacques Kotze | RizzBuzz

[LoriLorusso]

Lori Lorusso | Percona

[brooklynrob]

Rob Underwood | JP Morgan Chase

[davidalk]

David Al-Kanani | Regnosys

[alvin-c-shih]

Alvin Shih / Morgan Stanley

[mimiflynn]

Mimi Flynn / Morgan Stanley

[duggantRC]

Tim Duggan / RockCreek

[stephengoldbaum]

Stephen Goldbaum @ Morgan Stanley

[pierreneu]

Pierre Neu / Symphony

[adavies42]

Aaron Davies/Morgan Stanley

[leop-tcto]

Leo Papadopoulos / Symphony

[chubakakid]

Adam de Delva | DTR (DevSecOps Technology Research)

[btallman]

Ben Tallman / M Science

[rachnasriv]

Rachna Srivastava | Symphony

[Alex-Nalin]

Alex Nalin | Symphony

[aateeque]

Asad Ateeque | NatWest

[guspaul]

Gus Paul @ Morgan Stanley

[iamsingularity]

Sashi Kumar Nagulakonda | Independent Consultant | AI Solutions Architect with a background in Banking & Finance | BIAN Certified

[rsiddharthan]

Sid Siddharthan @ Barclays

[ColinEberhardt]

Colin Eberhardt / Scott Logic

[DuaneOBrien]

Duane O'Brien / Capital One

[Provectus24]

Oleg Blokhin | Provectus

[jasonfb69]

Jason Foster-Bey @ JPMorgan

[ajaym]

Ajay Mehta @ JPMorgan

[djohnston89]

David Johnston - Red Hat FSI Vertical

[andrey-tapekha-db]

Andrey Tapekha - Deutsche Bank

[vishalcap]

[Vishal Jayanty - I&D, Capgemini.]
(https://www.linkedin.com/in/vishaljayanty/)

[davidlifschitz]

David Lifschitz | JPMorgan Chase & Co.

[Nayuba93]

Nayuba Simpson-Lewis | JPMorgan Chase & Co.

[pjcrosbie]

Peter Crosbie, Provectus

[YangletLiu]

Yanglet Xiao-Yang Liu from Columbia University, XL2427@columbia.edu I created FinGPT and FinRL. Our group has been actively collaborating with FinOS, contributing to Open-Source FinLLM.

[kejiongli]

Kejiong Li, Lloyds Banking Group

[tenatzen]

Additional attendees from chat:

Donald Buchanan - LBG
Lata Sheth - Independent Consultant
Arpan Vaidya - State Street Bank & Trust
Paulo RIbeiro - Linkare TI
Chris Betz - EDM Council
Brenton Stevens - Fannie Mae OSPO
Pavan Deevi - Wellington Management
Michael Gavronsky - EPAM Systems
Auste Simkute - University of Edinburgh
Lori Lorusso - Percona
Adam de Delva - DTR
Duane O’Brien - Capital One
Sushma Onkar - Capital One
Sandeep Jain - State Street
Mehak Mehta - Morgan Stanley
Sanjiv Agrawal - Wellington
Riza Ture - Wellington
Shirin Mizan - Deustche Bank

[tenatzen]

The hackathon that Luca was talking about can be found here: https://www.eventbrite.com/e/entradas-the-structured-finance-hackathon-887526885807

[katnovakovic]

Katrina Novakovic - Citi

[vgorti]

Vishwanath Gorti - Deutsche Bank