Open Source in Finance Forum Toronto 2026

Running a high-performance computing platform is completely different when you move to the cloud. The emphasis on rapid, intelligent task scheduling to maximise the use of static on-premises compute clusters and the need to provide multi-tenancy at the cluster-level goes away.
In this session, we will present HTC-Grid, an open-source high-throughput compute (HTC) grid system built on top of tried and tested cloud native services.
HTC-Grid recognises that the game has changed and that the traditional schedulers often employed in financial services solve a problem that doesn't exist anymore.  HTC-Grid addresses massive computational demands by combining very high-throughput scheduling, low round-trip latency, and seamless infrastructure orchestration. 
HTC-Grid incorporates learnings from many FSI customer,s re-inventing their grid systems for the cloud. The project was initially developed as an open-source blueprint by AWS, but has been donated to FINOS in order to share the obtained knowledge, provide a reference architecture that can be used to build and adapt a modern high-throughput compute solution, and to incorporate contributions from customers and other CSPs alike.

The workshop will focus on the patent threat landscape in banking and financial services with acute emphasis placed on vulnerability associated with the adoption/use of OSS and ways in which companies in the sector can act to practice effective patent risk mitigation.  The elements of effective patent risk mitigation in this sector include the following:

• Participation in Organized Communities Designed to Innoculate Companies from Patent Litigation - eg. Open Invention Network (OSS-centered cross license), Unified Patents (Open Source Zone), LOTNetwork (Broadbased Anti-Privateering - not OSS specifc), Ad Hoc Licensing Initiatives designed to Limit Licensing Fees (Group Licensing at what is often a Dramatically Reduced Rate that Takes Advantage of Efficiencies), SAIL (soon to be launched generic OIN-style Patent Cross License focused on Foundation Models and is not OSS-specific)
• Prior Art Identification through External Relationships (OIN)
• Post-Grant Invalidation - Ex Parte Revews Designed to Invalidate Existing Patents that Allege to Read on OSS Technologies
• Use of OIN's Uniquely Expandable Linux System Definition (which determines the scope of cross license benefits/obligations among OIN Community Members), which allows for Unrivaled Patent Risk Clearance from the Thousands of Licensee Companies in OIN's Growing Licensee Community
• Pre-Issuance Submissions - identification of prior art designed to limit claim scope or trigger outright rejection of patent applications focused on core OSS technologies
•  Participation in OSS Legal/IP Regional and National Forums to ensure the sharing of best practices and the creation of networks designed to facilitate collaboration in and around patent risk mitigation (also copyright compliance/governance) that mirrors the technical collaboration model that underlies OSS innovation.

In addition to the foregoing discussions, the workshop will include testimonials from a leading company in the banking & financial services sector outlining its own multi-elemented strategies and experiences in ensuring patent risk mitigation in OSS and beyond.

Workshop Participants - Keith Bergelt, CEO, OIN, Raffi Gostanian, CEO, Proactive Patents and Long-standing IP Director at OIN, Mark Paulsen, Open Source Program Office Director, TD Bank