New York Winter Data Summit 2024
December 5, 2024
7:40
Registration & networking breakfast
7:40 - 8:40
Exhibition area
8:40
Opening remarks
8:40 - 9:00
Empire Stage
Rado Lipuš
Founder & CEO, Neudata
An interview with a CIO
09:00 - 9:30
Empire Stage
In this opening fireside chat, leading investment management professional and author Mark Carhart, the Chief Investment Officer at Kepos Capital, will share his outlook on the evolution and future of the alternative data industry.
Ian Webster
Managing Director, Neudata (Moderator)
Mark Carhart
Chief Investment Officer, Kepos Capital
Blurring boundaries - Uniting asset classes in a data-driven future
9:30 - 9:50
Empire Stage
This session will delve into how the traditional lines between asset classes are rapidly fading, creating new opportunities and challenges in a data-driven world. Whether you’re navigating public or private markets, equity or fixed income, discover how housing all data under one-roof can offer unprecedented decision making power, allowing for a more agile and holistic investment approach.
Laura Misher
Vice President – Head of Business Development and Growth Strategy for Data & Insights, S&P Global Market Intelligence
Morgan Stanley’s US strategy outlook and election implications in 2025
9:50 - 10:20
Empire Stage
Michelle Weaver
Executive Director, US Thematic Research Strategist, Morgan Stanley
10:20
Coffee break
10:20 - 10:40
Exhibition Area
10:40
AltDating
10:40 - 12:10
AltDating Room
Our AltDating sessions facilitate interactions between data buyers and sellers via a programme of personalised matchmaking based on your needs.
Slot 1 - 10:40 - 10:55
Slot 2 - 10:55 - 11:10
Slot 3 - 11:10 - 11:25
Slot 4 - 11:25 - 11:40
Slot 5 - 11:40 - 11:55
Slot 6 - 11:55 - 12:10
Slot 1 - 10:40 - 10:55
Slot 2 - 10:55 - 11:10
Slot 3 - 11:10 - 11:25
Slot 4 - 11:25 - 11:40
Slot 5 - 11:40 - 11:55
Slot 6 - 11:55 - 12:10
10:50
Generative AI: Launching a new era in investment intelligence
10:50 - 11:10
Empire Stage
In the fast-evolving world of institutional investing, staying ahead demands not just data but deep, actionable insights. This session will explore how Generative AI is redefining the investment process, drawing from AlphaSense's latest advancements - such as Generative Search - to illustrate the practical applications of AI-driven content analysis and provide a glimpse into the future of investment intelligence.
Chris Ackerson
VP of Product, AlphaSense
Unlocking alpha: How labor market data is transforming investment strategies
11:10am - 11:30
Empire Stage
This session explores how cutting-edge labor market data signals can provide investment managers with a unique edge to generate alpha, outperforming traditional economic indicators. Whether through buying test data sets, utilizing SaaS platforms, or integrating APIs into your trading platforms, the time to experiment is now.
Michael Beygelman
EVP of Product, WilsonHCG and Founder, Claro Analytics
Panel: Is market data a trading strategy differentiator?
11:30 - 12:10
Empire Stage
Investment managers are increasingly relying on market data to inform their investment decisions. How can different levels of data depth and granularity accommodate diverse trading strategies? How can analysts use historical data to identify long-term trends and market cycles?
Konstantinous Vafeidis
Associate, Neudata (Moderator)
Rob Laible
Head of the Americas, BMLL
Evan Reich
Global Head of Data Strategy and Sourcing, Verition
Eliza Raphael
Head of Data Services, Jump Trading
Quantitative alpha in cross-asset and traditional alternative data
10:50 - 11:10
Chrysler Stage
With alpha spillage between assets and increasing demand for point in time quality data – cross-asset signals have proven to be a great solution for quantitative strategies for new information. This presentation will explore how quantitative investors can derive value from traditional and alternative data, linking assets and companies to create new ideas and datasets with deep point in time history.
Aditya Sharma
Director, Alpha Signals, S&P Global Market Intelligence
Quant data trends revisited
11:10 - 11:40
Chrysler Stage
Quantitative investment funds have been faced with notable changes to the data market in the last 5-10 years. This session will explore the current trends in alternative data usage. What dataset types have grown in availability and popularity? What challenges do quantitative investors face in integrating new data? Does data supply meet demand?
Todd Schmucker
Data Strategy Executive, ex Walleye Capital (Moderator)
Shicong Wang
Partner, Portfolio Manager and Controller, Integrated Quantitative Investments
Stewart Stimson
Head of Data Strategy, Jump Trading
Striking the balance between human insight and machine intelligence
11:40 - 12:10
Chrysler Stage
Delve into the value of human intuition, creativity and strategic thinking, alongside the power of machine learning models. This panel will examine the potential and limitations of AI in quantitative investing, debating where human oversight remains essential and how both can work together to optimize investment strategies.
Commercial insurance: Not as boring as you think
10:50 - 11:10
Madison Square Stage
This session will highlight data innovation at global insurance and reinsurance business AXA XL, with a focus on getting more value out of internal data and navigating risk through third party data, while adressing some of the challenges with advocating for change to internal stakeholders.
Jeff Shacket
Head of Pricing Analytics & Models, AXA XL
Robert Moss
Head of Business Solutions, Pricing & Analytics, AXA XL
Insurance data case study
11:10 - 11:30
Madison Square Stage
More details coming soon.
The insurance data revolution
11:30 - 12:10
Madison Square Stage
The insurance industry has long relied on traditional data sources to assess risk, set premiums and manage customer relationships. Panelists will consider how new sources of third-party data can drive enhancements, with discussion of how insurance use cases for alternative data compare to investor use cases and considerations for upholding data security and privacy.
Steve Cannon
Chief Data Scientist, e-TeleQuote Insurance
Jeff Tyler
Chief Technology Officer, Insurance Quantified
Kevin Kinnee
U.S. National Security Liaison Officer, Kpler
12:10
Lunch Break
12:10 - 1:15
Exhibition Area
1:15
AltDating
1:15 - 2:45
AltDating Room
Our AltDating sessions facilitate interactions between data buyers and sellers via a programme of personalised matchmaking based on your needs.
Slot 1 - 1:15 - 1:30
Slot 2 - 1:30 - 1:45
Slot 3 - 1:45 - 2:00
Slot 4 - 2:00 - 2:15
Slot 5 - 2:15 - 2:30
Slot 6 - 2:30 - 2:45
Slot 1 - 1:15 - 1:30
Slot 2 - 1:30 - 1:45
Slot 3 - 1:45 - 2:00
Slot 4 - 2:00 - 2:15
Slot 5 - 2:15 - 2:30
Slot 6 - 2:30 - 2:45
1:15
What finance bros need to know about the climate crisis
1:15 - 1:30
Empire Stage
This session will highlight how the climate crisis will personal impact 'finance bros,' with changes in the amount and the pattern of snowfall posing the threat of no more ski. Can integrating alternative climate data sets into investment strategies both save ski season and add alpha?
Julia Asri Meigh
Head of ESG and Macro Research, Neudata
Recent trends in alternative macro data
1:30 - 2:10
Empire Stage
Ongoing climates of economic uncertainty and market volatility create opportunities for investors to benefit from macro strategies. Panelists explore the impact of recent macro and geo-political trends and consider the alternative data sources that can help track the global economy and drive sustainable investments.
Julia Asri Meigh
Head of ESG and Macro Research, Neudata (Moderator)
Asha Mehta
Managing Partner and CIO, Global Delta Capital
Avinash Srinivasan
Director of Research & Insights, Fable Data
The Neudata new vendor showcase
2:10 - 2:40
Empire Stage
In this showcase session hear from some of the industry's newest providers, as they share the datasets and product launches set to take the world of alternative data by storm. Ensure you're keeping on top of all the latest updates and case studies to inform your future data acquisition strategy.
Matt Stein
CEO, Salient Predictions
Michael Podolsky
CEO, WiserBrand
Joseph Byrum
CTO, ConsilienceAI
New frontiers for traditional alternative data
1:15- 1:35
Chrysler Stage
This session will explore new use cases and asset classes for alternative data beyond equities. How can fixed income and high yield investors leverage new data sources to gain a competitive advantage? Which data sets and signals are proving impactful for credit and industrial investors?
Ed Lavery
VP of Investor Intelligence, Placer.ai
Strategies and emerging technologies for credit data innovation
1:35- 2:05
Chrysler Stage
Across the credit industry, there exists both uncertainty and excitement around the impact of AI and advanced analytics on investing. As the market grows more digitalized how are investors defining their data and analytics innovation strategies? What are the main use cases for alternative data in credit investing?
Danesh Kissoon
Senior Analyst, Neudata (Moderator)
Robert Slater
CEO and Founder, Cognitive Credit
Rainbow Chik
Director of Data Insight, ex GoldenTree Asset Management
An introduction to Neudata Ranger
2:05 - 2:20
Chrysler Stage
This session will introduce data buyers to Neudata Ranger, a platform providing technical intelligence on market data sources. Find out more about the tools offered by Ranger to help buyers enter vendor conversations confidently, avoid trading disadvantages and keep abreast of the datasets offering best results relative to peers.
Konstantinos Vafeidis
Associate, Neudata
Why should the alternative data industry care about market data?
2:20 - 2:40
Chrysler Stage
Alternative data is often defined as what it is not, but should the industry pay closer attention to the insights traditional data can offer? In this session, panelists will discuss the current challenges and opportunities in market and traditional data. How can complex data licensing and reporting be best managed? How is AI transforming data usage?
Rich Brown
Global Head of Market Data, Jain Global
Private equity case study
1:15 - 1:30
Madison Square Stage
More details coming soon.
Data-driven deal sourcing: Unlocking new opportunities in private equity
1:30 - 2:00
Madison Square Stage
A growing number of private equity and venture capital firms are leveraging alternative data to identify and evaluate investment opportunities. How can new datasets better pinpoint undervalued assets and emerging market segments to support deal origination efforts?
Ronnie Shah
Head of Research and Data Strategy, M2M Capital
Diligence 2.0: How can private equity firms maximise the value of alternative data
2:00 - 2:40
Madison Square Stage
This panel will explore how private equity firms can leverage non-traditional data to unlock a market edge. How can alternative approaches to data enhance the speed and accuracy of due diligence processes? What current and future trends should firms be aware of?
Warren Valdmanis
Managing Partner, Future of Work Partners
Ian Picache
Managing Director, ex Roark Capital
Adam Nahari
Partner, Pinegrove
2:40
Coffee break
2:40 - 3:15
Exhibition Area
3:15
The alternative data podcast: Live recording
3:15 - 4:00
Empire Stage
Listen in to a live recording of the 'The Alternative Data Podcast,' where host Mark Fleming-Williams speaks to data providers, asset managers, and anyone else in the sector to better understand the dynamic phenomenon of alternative data and how data sources are increasingly being used by investors to gain a competitive edge when making market decisions.
Mark Fleming-Williams
Head of Data Sourcing, Capital Fund Management (Moderator)
Alex Izydorczyk
ex Coatue, ex Cybersyn
Kelly Koscuiszka
Partner, Schulte Roth & Zabel LLP
Tjeerd van Cappelle
Founder & Managing Director, aiLiftoff
4:00
Networking drinks reception
4:00 - 5:00
Exhibition Area