Alternative Data for Crypto Analysis

28th April 2022 11am - 1pm ET

In partnership with Morgan Stanley as Diamond sponsor.

This event is exclusive to Neudata and Morgan Stanley Buy-Side clients.

From the Bitcoin Boom/Bubble to $69m NFTs, crypto assets have been center stage over the past 12 months. Add to that the IPO activity among firms operating in this space and it’s unsurprising that we’re seeing growing interest in data sources that can be used to understand the crypto market.

The transparent nature of the blockchain creates a unique data landscape where large volumes of data are publicly accessible, including near real-time data on crypto transactions. Much of this data is challenging to make sense of or to derive value from in its raw form, which is being capitalised on by a growing ecosystem of crypto data and analytics providers who attempt to add further value to this public information. Beyond blockchain data, there are also a range of other alternative data categories that can be used to analyse crypto markets, from social media data to credit card data.

Join Neudata on April 28th as we explore the following; What does the future look like for de-centralised finance and smart contracts? Are we at risk of crypto assets becoming ‘too big to fail’? What is the risk appetite of global asset managers and sell-side traders for crypto assets?

Speakers

  • Carlos Gomez

    BELOBABA CRYPTO FUND

    Chief Investment Officer

    Carlos Gomez is the Chief Investment Officer of Belobaba Crypto Fund.
    Is a CPA and Attorney from Australia currently living in Miami who has been involved in the crypto industry since 2015.
    With a combination of legal and financial skills, Carlos oversees the Investment decisions of the fund based on a wide range of data analytical tools and at the same time is well positioned to navigate the legal complexities that the crypto and blockchain industries faces.
    Previously to his current post, Carlos was the Performance Manager of a large State government fund (one of the few remaining jurisdictions with a AAA credit rating in the world).
    He was the Ambassador during 2020 of the Polkadot protocol in Miami and also has been a Board member of a very influential Non-For-Profit organization in Sydney.
    During his spare time, Carlos enjoys practicing Fencing (Foil) with his wife Elda.

  • Sheena Shah

    Morgan Stanley

    Head of Cryptocurrency Research

    Sheena Shah is the head of the Cryptocurrency Research team. She was previously the head of G10 FX Strategy, based in Europe, and has been writing about cryptocurrencies for Morgan Stanley for several years. Sheena was ranked a top 3 FX analyst in the latest Institutional Investor Survey. Sheena uses a scientific approach to analyse markets, which she developed while previously working as a Computational Physicist at the University of Oxford. She holds a doctorate in Materials (Physics) and a Masters in Chemistry.

  • James Check (aka CheckMate)

    Glassnode

    Lead Analyst

    James is the lead analyst at Glassnode, and has been contributing to the on-chain analysis discipline since its inception in ~2018. His background is in civil engineering, with past experience in the design of tunnels, mines, underground stations and deep foundations. He combines his experience in big data visualisation, with skills in explaining complex engineering topics, with a specialisation for analysing the Bitcoin market using the immutable data contained within the ledger itself.

  • Kara Kuchar

    Schulte Roth & Zabel

    Partner

    Kara A. Kuchar concentrates her practice on the regulation of financial services providers, and specifically, the regulation of money services businesses, payment processors, stablecoin issuers, cryptocurrency exchanges and fintech companies. Kara represents and advises leading fintech companies and private equity firms in transactional and regulatory matters associated with payments products and services, including e-commerce marketplaces, traditional brick and mortar money transmitters, cross-border B2B payment solution providers, prepaid card managers, payment processors, multi-currency wallet providers, cryptocurrency exchanges and emerging payments companies. She manages money transmitter and virtual currency licensing projects for companies of all sizes. She has advised a number of non-bank financial service providers regarding compliance with Consumer Financial Protection Bureau regulations and guidance, including the establishment and enhancement of compliance management systems, implementing remittance rule programs and strengthening policies and procedures to prohibit unfair, deceptive, or abusive acts or practices.

  • Kelly Ye

    CoinDesk Indices

    Head of Index Research

    Kelly Ye is Head of Index Research for CoinDesk Indices. In her role, she leads the research group in designing indices, providing thought leadership to expand CoinDesk’s offering of industry benchmarks and index-linked products. Kelly and her team develop new index strategies and educational content to support clients and investors. Kelly has 15 years of experience in leading investment research teams in both sell side and buy side firms. Before joining CoinDesk, Kelly was the Director of Research at IndexIQ. Prior, she led quantitative research for New York Life Investments’ Multi Asset Solutions team, led the quantitative research team for credit investing at Goldman Sachs Asset Management and began her career as a credit derivative structurer at BNP Paribas.

  • Donald D’Amico

    Neudata

    General Counsel

    Don is the General Counsel of Neudata. In addition to managing the company's legal affairs, Don leads the review of the compliance and regulatory aspects of new datasets and assists with product development. He previously served as Legal Counsel at Davidson Kempner Capital Management LP, where he onboarded third party research providers and conducted related due diligence. Don started his career as a research analyst on a merger arbitrage trading desk.

    Don holds a JD from the Fordham University School of Law and a BA from Washington University in St. Louis. He has received CIPP/E and CIPP/US certifications from the International Association of Privacy Professionals.

  • Sunny Tran

    Neudata

    Analyst (London) Research

    Sunny holds an MSc in Risk and Finance from the University of Southampton. Prior to that, she graduated with a BSc in Business & Finance and a BS in Studio Art from Skidmore College, New York. At Neudata, Sunny leverages on the analytical skill sets acquired through her academic studies and previous experiences as a metadata researcher in Canada and USA. In her free time, she enjoys volunteering in local charities.

  • Dean Murphy

    Neudata

    Commercial Director - Data Provider Products

    Dean is responsible for leading, developing and expanding Neudata’s events programme.

    Having spent the last decade creating, building and scaling conference and content businesses within the FinTech and Energy sectors, Dean has worked with some of the most recognisable global brands on B2B events of all sizes. Dean co-founded two conference companies in 2013 and exited through acquisition in early 2020.

    Dean holds a BA Hons degree in Theatre and Performance Studies from Warwick University.

Programme

Our jam-packed agenda:

  • 11:00am EST
    Welcome, Introduction

    Dean Murphy, Global Events Director, Neudata

  • 11:05am EST
    The Cryptocurrency Markets

    Join Morgan Stanley as they dive into the interest blah blah

    Sheena Shah, Head of Cryptocurrency Research, Morgan Stanley

  • 11:35am EST
    An Introduction to On-chain Analytics for Institutions

    James Check  (pseudonym Checkmate), Lead Analyst, Glassnode

  • 11:45am EST
    How Classifying Crypto May Improve Investment Strategy

    Jodie Gunzberg, CFA – Managing Director, CoinDesk Indices & Kelly Ye, CFA – Head of Index Research, CoinDesk Indices

  • 12:05pm EST
    Analysing Crypto and Riding the NFT Bull Run

    Sunny Duong Tran, Analyst, Neudata

  • 12:20pm EST
    Finding Alpha in Crypto Markets. Past, Present and Future

    Carlos Gomez, Chief Investment Officer, Belobaba Cryptoasset Fund

  • 12:40pm EST
    Crypto Governance Fireside Chat

    Kara Kutcher, Partner, Schulte Roth & Zabel and Don Damico, General Counsel & Managing Director, Neudata

  • 01:00pm EST
    Close

Sponsors

  • Ethereum
  • Digital Currencies
  • Cryptoassets
  • Cryptocurrency
  • Blockchain
  • Bitcoin
  • BTC
  • ETH
  • ERC-20
  • On-chain