Artificial intelligence is rapidly reshaping the practice of counterparty credit risk analysis, offering new ways to improve efficiency, consistency, and monitoring across the credit lifecycle. This session brings together working-level credit professionals to discuss how AI is being applied in day-to-day underwriting and portfolio surveillance, with a particular focus on practical use cases rather than theory. Panelists will share how prompt-driven workflows are helping generate substantial portions of initial credit memo drafts, including financial analysis, company background, qualitative scorecard inputs, risks and mitigants, and preliminary recommendations, allowing analysts to focus more of their time on judgment, challenge, and decision-making. The discussion will also explore the growing role of agentic AI tools from providers such as Moody’s and S&P Capital IQ, along with emerging AI-enabled services designed to identify changes in company trends and potential early warning indicators. In addition, the panel will examine how AI can enhance ongoing counterparty monitoring by scanning a broad set of news, filings, and web-based information, assessing relevance to credit risk, and producing concise summaries that support faster escalation and more informed oversight. Attendees will leave with a clearer view of where AI can add meaningful value in credit risk workflows, where controls and human oversight remain essential, and how to apply these tools responsibly in practice.
Speakers:
- Andrew Behlmann, Partner, Lowenstein Sandler LLP
- Forrest McMillan, Head of Credit, North America, Bondaval
- Eric Twombly, Co-Head of Commodities Credit Risk, Balyasny Asset Management L.P.
Time: 9:15-10:15 a.m. ET
Location: Omni Orlando Resort at ChampionsGate,1500 Masters Blvd., Championsgate, FL 33896
*This event is open to the public but requires a registration fee.
