New York Data Summit 2022

Speakers

• 

  Farah Ruthnam-Sandys

  Neudata

  Business Development Manager

  Farah started in the alternative data space by providing patent intelligence to public and private equity investors. In conjunction, Farah worked with corporate research & development departments from a broad range of industries.

  Farah has an LLB in Law from Durham University.

• 

  Daniel Barile

  SkyBridge Capital

  Partner, Senior Portfolio Manager

  Daniel Barile, CFA is a Partner and Senior Portfolio Manager at SkyBridge Capital. Mr. Barile’s responsibilities include portfolio management, research and due diligence across a variety of alternative investment strategies, as well as new product research and development. Prior to joining SkyBridge in June 2010, Mr. Barile was a Vice President on the Hedge Fund Management Group investment team at Citi Alternative Investments.  Prior to joining Citi, Mr. Barile was an Associate Director covering financial institutions at Fitch Ratings. Mr. Barile started his career at Merrill Lynch in 2004. Mr. Barile received a B.S. in Management with a concentration in Finance from Binghamton University and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

• 

  Matthew Bergerman

  DTCC Data Services

  Executive Director, Product Management

  Matthew Bergerman is an Executive Director at the DTCC and has been part of the DTCC Data Services team since July of 2015. He is charged with product development of data solutions for Equity Markets.

  He has worked in the Financial Information industry for over 25 years. Previously, he has worked with financial market and reference data on the vendor side at Thomson Financial (now Refinitv-LSEG) and Pershing, as well as a consumer at Alliance Bernstein, Fortress Investment Group, and Deutsche Bank. Matthew has a BS degree from Syracuse University and an MBA from the New York Institute of Technology

• 

  Brian J. Bovino

  J.P. Morgan Asset Management

  Executive Director

  Brian J. Bovino, Executive Director, leads the Data Science Strategy team that supports Asset Management’s data science efforts. Based in New York, Brian focuses on working closely with Data Scientists and key practitioners across Asset Management to identify, design, and deliver big data and machine learning solutions that will enhance the client experience. Previously, Brian held other roles within J.P. Morgan Asset & Wealth Management, including Manager Research Analyst in Asset Management Multi-Asset Solutions, Business Manager in Asset Management Solutions, and Portfolio Construction Analyst in J.P. Morgan Wealth Management’s Endowments & Foundations Group. Brian earned a Bachelor of Science degree from Bentley University, and is a Series 7 and 63 licensed.

• 

  Stacey Brandenburg

  ZwillGen PLLC

  Shareholder

  Stacey Brandenburg advises clients on privacy, data security, and a range of emerging issues such as acquisition and use of alternative data. A veteran of the Federal Trade Commission’s Division of Privacy and Identity Protection (DPIP), Stacey regularly represents companies in FTC and State AG investigations involving consumer protection laws such as Section 5 of the FTC Act and state UDAP laws, the FTC’s endorsement and testimonial guidelines, and the California Consumer Privacy Act. She also works with companies proactively to reduce their regulatory exposure in connection with consumer-facing data collection and advertising-related disclosures.

  In the alternative data space, Stacey works closely with clients to develop compliance programs that help them navigate new issues and data sets, balancing legal considerations with business needs. She assists in diligencing vendors, reviewing agreements, and evaluating and mitigating risk arising out of the acquisition and use of alternate forms of data, including webscraping, drone, and consumer data.

• 

  Sondra Campanelli

  Neudata

  News Editor

  Sondra is the editor of Neudata's news platform. She covers the alternative data strategies of asset managers and data vendors, including new fund launches, product launches, fundraising, dataset usage and pricing. She takes a particular focus on legal, compliance and tax issues that impact buyers and sellers of alternative data.

  Prior to joining Neudata, Sondra covered the machine learning and alternative data strategies of institutional investors for EQDerivatives/machineByte and commercial real estate debt markets for Real Estate Finance & Investment across the US, UK and Europe.

  Sondra holds BA degrees in Economics and Public Communications from American University in Washington, D.C.

• 

  Tjeerd van Cappelle

  aiLiftoff

  Founder & Managing Director

  Tjeerd van Cappelle, CFA is the founder and Managing Director of aiLiftoff, a provider of alternative data and services to investment firms. Tjeerd has over 25 years’ experience in finance and technology. Before Tjeerd founded aiLiftoff, he worked for 16 years at NN Investment Partners. His last position was head of the AI Equity team, leading a team of portfolio managers and data scientists, managing over EUR 5 billion AuM in systematic strategies. Tjeerd is an innovator and someone who can connect the technological possibilities with what’s needed to be a successful investor.

  Tjeerd is CFA charter holder, has a MSc degree in Applied Mathematics from Delft University of Technology and a MSc degree in Econometrics from Erasmus University Rotterdam (Cum laude).

• 

  Jonathan Chin

  Facteus

  Co-Founder - Head of Data & Growth Strategy

  Jonathan has over 11 years of experience as a big data product and growth strategy leader in the financial technology industry. He has built complex data analytics big data platforms for some of the world’s largest payment processors. At Facteus, Jonathan heads the data and growth team across all verticals. This includes overseeing all the data pipelines from Facteus' various data partners and maintaining the foundational warehouse for all of Facteus' data products.

  Jonathan holds a bachelor’s degree in Business Economics and Accounting from the University of California Santa Barbara.

• 

  Simon Clode

  YouGov

  Director of Innovation

  Simon is responsible for YouGov’s new innovations including YouGov Finance, a financial transaction data tool; and YouGov Survey Direct, a self-service research tool allowing access to YouGov’s panel to return bespoke research within an hour. Simon also heads YouGov’s sales to the investment industry. Prior to joining YouGov, Simon was Chief of Staff to the UK Minister for Trade and Investment.

• 

  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.

• 

  Raphael Douady

  University of Paris

  Research Professor

  Raphael Douady is a French mathematician and economist specializing in data science, financial mathematics and chaos theory at the University of Paris I-Panthéon-Sorbonne. He formerly held the Frey Chair of quantitative finance at Stony Brook University and was academic director of the French Laboratory of Excellence on Financial Regulation. He earned his PhD in Hamiltonian dynamics and has more than 25 years of experience in the financial industry. He has particular interest in researching portfolio risks, for which he has developed especially suited powerful nonlinear statistical and data science models, as well as macroeconomics and systemic risk. He founded fin tech firms Riskdata (risk management for the buy-side) and Datacore (quantitative portfolio of ETFs) and is Chief Science Officer of NM Fin tech (numerical methods for fixed income trading in China). He also advises several quantitative hedge funds on their risks and trading strategies. With Nassim Taleb and Robert Frey, he founded the Real World Risk Institute, aimed at educating the industry on extreme risks. Douady is a
  founding member of the Praxis Club, a New York-based think tank advising the French government on its economic policy and sits on the board and the investment committee of Friends of IHES, a foundation
  supporting the Institut des Hautes Etudes Scientifiques (the French brother of Princeton IAS). He is an alumni of Ecole Normale Supérieure in Paris and was awarded a gold medal at the International Mathematical Olympiads.

• 

  Brandon Emmerich

  Suvretta Capital Management

  Data Scientist

  Brandon runs the data effort at Suvretta Capital Management. He works with the investment team to uncover and apply differentiated data insights in the fundamental investing process.

• 

  Tom Grant

  Apptopia

  Director of Equity Research

  Tom is Director of Equity Research at Apptopia. Tom leads the company's research effort, using Apptopia's mobile intelligence to uncover trends about companies that can be turned into investable decisions. Tom provides the link between the raw data and the customer's investment process. Tom has 15 years of experience investing across global equity markets, with unique expertise in small cap emerging markets stocks. Tom has covered all regions and sectors, performing rigorous fundamental analysis at the country, industry, and company levels.  Most recently, Tom was a Senior Research Analyst at Copper Rock Capital Partners.

• 

  Sameer Gupta

  Point72 Asset Management

  Head of Data Solutions

  Sameer Gupta is the Head of Data Solutions at Point72, and for the New York Mets where he has built teams responsible for creating cloud-native data and analytics platforms, with current focus on Crypto and Baseball data respectively. Prior to this, Sameer served in various leadership roles in data at Point72 including as the Head of Data Sourcing and Strategy team responsible for alternative data acquisition. Before joining Point72, Sameer was the Chief Operating Officer (COO) at iSentium, an artificial intelligence startup where he led key business functions including sales, business development, fundraising, engineering, and operations. Before iSentium, he was the COO for the Global Electronic Trading and Americas Cash Equities business at JPMorgan. Sameer also served in business development and product management roles at New York Stock Exchange Technologies, and in software development and technology strategy positions at Goldman Sachs. He is a senior advisor on the board for Cypher, the recently launched Blockchain Accelerator at the Wharton School. Sameer received his MBA from Harvard Business School, M.S. in Information Systems Management from Carnegie Mellon, and B.S. in Computer Science from the National Institute of Technology in India.

• 

  J. Scott Hamilton

  Live Data Technologies

  Founder/CEO

  Scott is the founder and CEO of Live Data Technologies, a company providing real-time job change data for 100M+ US B2B professionals across 2M companies.

  Scott is a longtime tech entrepreneur, with B2B contact data being a common thread. Additional interests include semantics (formal and lexical), context, and pattern recognition. He graduated Indiana University without distinction with a BA in Economics.

• 

  R.J. Hottovy, CFA

  Placer.ai

  Head of Analytical Research

  R.J. Hottovy, CFA is Head of Analytical Research for Placer.ai. He has covered the restaurant, retail, and e-commerce sectors for nearly 20 years, most recently serving as a Fund Manager for Aaron Allen Capital Partners. He has held several analyst positions in the past, including Global Consumer Equity Strategist at Morningstar and equity analyst roles at William Blair & Co. and Deutsche Bank. Hottovy also brings a wealth of experience with early-stage investments as an investor and member of the investment committee for the IrishAngels/Vitalize venture capital group. Over the past three years, he has worked with more than 50 consumer and technology companies, advising on more than $200 million in early-stage capital raises and other buy- and sell-side M&A transactions. Hottovy is also a member of the Chicago Seed Co. network, a group of Chicago-area investors focused on early-stage food & beverage companies.

  Hottovy's efforts have been recognized by several financial and trade publications, including CNBC, The Wall Street Journal, Investors Business Daily, Barron's, BusinessWeek, Forbes, and The Economist. He is an active member of the CFA Society of Chicago and maintains a regular teaching schedule through the University of Notre Dame Mendoza College of Business and the Girls Who Invest program. He was also a finalist for Crain's Chicago "40 Under 40" award in 2011. Hottovy graduated Magna Cum Laude from the University of Notre Dame with a BA in Finance and a second degree in Computer Applications.

• 

  Andy Lee

  Exegy

  Director of Quantitative Research

  Andy Lee has served as Director of Quantitative Research at Exegy since 2017. He is a patented inventor of machine learning models for high-frequency traders and has developed a number of automated quantitative trading strategies. Some of his notable contributions at Exegy are signals that predict the direction and duration of the next NBBO quote and a signal that detects and tracks hidden liquidity.

  Prior to joining Exegy, Andy was the managing director of Zacks Investment Research, where he created quantitative models from fundamental data. He has over 20 years of industry experience, as well as a master’s degree in applied data science from the University of Michigan in Ann Arbor and a bachelor’s in finance from Eastern Illinois University.

• 

  Richard Lichtenstein

  Bain & Company

  Expert Partner and Chief Private Equity Data Officer

  • Richard Lichtenstein is an expert partner in Bain & Company's New York office
  • Richard works is a leader in the firm's Private Equity and Advanced Analytics practices with deep expertise in Marketing Excellence and 17 years of consulting experience with Bain
  • He leads Bain's global effort to incorporate advanced analytics into private equity due diligence and portfolio work. He has extensive experience advising across a range of company sizes and industries. He often helps clients assess their target's digital capabilities and risk of disruption as well as identifying innovative techniques and data sources
  • Richard’s team has signed up 50+ data sources, many of which are applicable to retail diligence or corporate work. They also acquired an alternative data platform, Pyxis, in 2019. His team also builds new tools to automate output from many of these sources
  • Richard has worked on 160+ projects at Bain, and his team has supported over 3000.
  • Richard also leads Bain’s efforts around Test For Results (TFR). He has deep expertise in testing in both digital and traditional channels across many industries.
• 

  Rado Lipuš

  Neudata

  Founder & CEO

  Rado Lipuš, CFA is the founder and CEO of Neudata, an alternative data intelligence and SaaS provider. Prior to founding Neudata, Rado's professional experience spans 20 years of FinTech leadership, quantitative risk management and data innovation for the buy-side. An acknowledged expert, Rado is regularly invited to speak about alternative data at conferences and industry events.

• 

  Tom Liu

  Advent International

  Head of Data Science

  Tom is the Head of Data Science at Advent International. With past work experience in investment banking, private equity, hedge fund, and data science roles, he brings expertise in integrating AI / ML driven conclusions with traditional fundamental processes, particularly with alternative datasets. Most recently, Tom was the Head of Quantamental (Quantitative + Fundamental) Research at Melius Research, a data driven research firm based in New York City. Before Melius, he was a senior investment analyst at Hudson Way Capital, a long / short equity fund focused on long-term concentrated positions. Prior to that, Tom worked for over two years as an investment associate in private equity (with stints at IndUS Growth Partners and HarbourVest Partners), focusing on healthcare, industrials, and retail companies. Tom holds a BS in Finance from Carnegie Mellon University and enjoys playing no-limit poker as well as web-scraping car prices for fun in his spare time.

• 

  David Mascio

  Della Parola Capital Management

  Managing Founder and Principal

  David is the Founder of Della Parola Capital Management, LLC and serves as the firm’s Chief Economist, and Head of Investment Policy and Research.

  The focus of David's financial and professional career has been advising, lecturing and managing financial assets in areas related to investment management, private equity, macroeconomic and microeconomic forecasting, financial modeling, portfolio analysis, portfolio hedging models, machine learning, artificial intelligence and financial derivatives strategies. He has served highly affluent families, private family offices, foundations, charitable organizations, pension plans, and institutions for nearly 20 years.

  David earned a B.A. in Economics and Business Management from the University of New Mexico, where his studies were financed by an athletic scholarship. In addition, he earned an MBA from the University of Liverpool (United Kingdom), and a PhD in Finance at EDHEC Business School. He is a member of the CFA Institute and a member of the CFA Society of Colorado.

• 

  Deborah McGovern

  J.P. Morgan Asset Management

  Data Science Strategist, Executive Director

  Deborah McGovern, Data Science Strategist, Executive Director, J.P. Morgan Asset Management

  Deborah McGovern leads the strategy of various Asset Management Data Science initiatives, most recently with a focus on ESG.

  Based in New York, Deborah works closely with Data Scientists and key practitioners across Asset Management to identify, design, and deliver AI and machine learning solutions that will increase efficiency, generate alpha, and improve the client experience.

  Previously, Deborah held roles supporting J.P. Morgan’s Asset & Wealth Management division as a Business Management Associate for the global credit organization in Wealth Management and as a Capital Advisory Analyst for the Private Bank.

  Deborah earned a Masters of Business Administration from the Tuck School of Business at Dartmouth College and a Bachelor of Science in Finance and Economics from The University of Scranton.

• 

  Julia Asri Meigh

  Neudata

  Head of ESG Research

  Julia is a senior analyst at Neudata. She has over four years of experience as an analyst and account manager in consulting and financial services. Prior to Neudata, Julia worked at Macrobond Financial, the Foresight Factory and Gatehouse Advisory Partners. As an analyst, she covered a broad range of topics and sectors, including consumer trends, retail investing and the global macroeconomy.

  Julia holds an MSc in Economy, Risk and Society from the London School of Economics and a BA in Economics, Politics and Sociology from the University of Westminster.
• 

  Zaheer Mohiuddin

  Levels.fyi

  Co-Founder

  Zaheer co-founded Levels.fyi in 2018 which has now become the most accurate source of crowd-sourced compensation data. Prior to Levels.fyi, Zaheer held various senior roles as a developer at LinkedIn and Amazon Web Services. As a founder, he combines his experience with big data and career platforms to deliver data-driven solutions for job seekers, employers and investors.

• 

  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.

• 

  David Neigler

  Schonfeld

  Chief Technology Officer

  David Neigler is the Chief Technology Officer and joined Schonfeld in 2018. Prior to Schonfeld, David was a Director at Point72 where he managed back office technology. From 2003 to 2006, David was a Vice President at Bank of America Securities where he co-headed the web development team within the Prime Brokerage business. Prior to this, David held various senior roles as a developer at Bank of America and Internosis. He received his Bachelor of Fine Arts in Music from the New School.

• 

  Evan Reich

  Verition Fund Management

  Head of Data Strategy and Sourcing

  Evan Reich is the Head of Data Strategy and Sourcing at Verition Fund Management, a multi-strategy, multi-manager hedge fund, with both quant and fundamental groups across a diverse set of global asset classes. Prior to Verition, Evan was head of data strategy and sourcing at Quandl, the alternative data arm of Nasdaq. Before that, he was head of data at BlueMountain Capital Management, worked at Millennium Partners, and SAC Capital.

• 

  Maredith Sapp

  WisdomTree

  Director of Business Development, Digital Assets

  Maredith Hannon Sapp joined WisdomTree in May 2022 as Director of Business Development for Digital Assets. In this role, she is responsible for leading business development and partnership strategy for WisdomTree’s digital asset products, including WisdomTree Prime.

  Prior to joining WisdomTree, Maredith was an Executive Director at Morgan Stanley, Head of Business Development and Strategy for the Outsourced Chief Investment Office (OCIO). In this role, she was responsible for sales and operations across business development, marketing, strategic initiatives, and business management. OCIO’s client base included institutional clients, including family offices, ultra-high net worth clients, defined contribution and defined benefit plans, nonprofits, and corporations, both domestic and international.

  Maredith began her career at Bank of America Merrill Lynch where she worked across product, sales, and strategy roles before becoming Director, Head of Sales Performance and Strategy for their Workplace Financial Solutions business, which focused on delivering wealth management solutions to institutional clients and their employees.

  Maredith graduated Cum Laude with a Bachelor of Arts degree from Georgetown University. She is Series 7, 66 and 24 registered and earned her Chartered Retirement Plans Specialist (CRPS ®) designation through the College For Financial Planning. Maredith lives in Hoboken, New Jersey with her husband.

• 

  Jack Sarkissian

  Algostox Trading

  Managing Partner

  Jack Sarkissian (Algostox Trading, Managing Partner) - is an asset manager and physicist, known for demonstrating the quantum nature of price formation on microstructural level. Prior to Algostox, Jack worked as the Chief Investment Officer of EG Capital Partners managing $3 billion in assets of pension funds, HNWIs, and corporate accounts. Prior to EGCP Jack ran a risk management department and held senior quantitative analytic positions in investment banks.

  Jack's expertise includes portfolio management, high-frequency trading, risk management, and quantum intelligence algorithms.

• 

  Rayhaneh Sharif-Askary

  Grayscale

  Head of Investor Relations

  As Head of Investor Relations at Grayscale Investments, Rayhaneh Sharif-Askary leads Grayscale’s
  efforts to liaise with Grayscale’s private and public investors. She manages Grayscale’s growing investor
  base of family offices, hedge funds, institutional investors, and high net-worth individuals. Since joining
  Grayscale in 2018, Ray has helped raise billions in new capital into Grayscale’s products and been on the
  cutting edge of bringing the digital currency asset class to some of the world’s most sophisticated and
  significant investors.

  Prior to joining Grayscale, Ray was a Director in the Leveraged Finance Distribution group at UBS
  Investment Bank. Over the span of her ten years at UBS, Ray also held positions in the Leveraged
  Finance and Financial Sponsors Investment Banking and Leveraged Capital Markets divisions. She
  graduated magna cum laude from Duke with a Bachelor of Science in Economics. Ray was named as
  one of Business Insider’s 2020 Rising Stars of Wall Street.

• 

  Morgan Slade

  CloudQuant

  Founder

  Morgan founded CloudQuant in 2017 to accelerate investor access to novel data and investment signals. As Founder and CEO, he combines his 25+ years of systematic investment experience at some of the world’s largest investment firms and investment banks to deliver the most advanced enterprise data, research, and technology solutions.  Morgan is a recognized expert in the financial technology and investment management industries and a recognized thought leader in the areas of data sourcing, systematic investment management, artificial intelligence, high-frequency trading, blockchain, and digital strategy. Morgan graduated from MIT with a bachelor’s degree and a master’s degree in Engineering.

• 

  Daryl Smith

  Neudata

  Managing Director and Head of Research

  Daryl is Head of Research at Neudata. He and his team are responsible for researching and discovering alternative datasets for a wide range of asset managers worldwide. In doing so, Neudata are able to deliver objective advice to clients on exactly which datasets are most appropriate for their investment strategy.

• 

  Stewart Stimson

  Jump Trading

  Head of Data Strategy

  Currently the Head of Data Strategy at Jump Trading, a quantitative trading firm. At Jump, Stewart drives the Data Strategy Group to remain on the vanguard of current data-sphere and research methods. Stewart also collaborates with Jump Capital, Jump's venture capital endeavor, to seek out promising investment opportunities in the FinTech space. In the 19 years prior to joining Jump in mid-2017, Stewart has held similar roles at PDT Partners, Cubist Systematic Strategies, and HBK Capital Management.

• 

  Tipsy Talwar

  Morgan Stanley

  Executive Director

  Tipsy Talwar is an Executive Director at Morgan Stanley, and Americas Head of Systematic Advisory Sales (SAS). SAS is responsible for marketing and distribution of Morgan Stanley’s Quantitative Assets (MSQA) to our institutional clients; these assets include, among others, quantitative Research, data driven Research, Alpha Capture, data services and quant and data focused content and events. Prior to joining SAS in 2017, Tipsy was a senior member of Morgan Stanley’s Electronic Trading (MSET) desk, where she covered quantitative hedge funds trading into Americas for nine years. Before that, she helped build the firm’s electronic trading systems for the Market Making and later the Swaps desks.

  Tipsy received her BS and MS in Computer Engineering from NYU Tandon School of Engineering, and her MBA in Finance from NYU Stern School of Business. She lives in NYC with her husband and two daughters.

• 

  Aris Tentes

  Morgan Stanley

  Executive Director

  Aris Tentes is an Executive Director at Morgan Stanley and a member of the Quantitative Investment Strategies (QIS) Research team, based in New York. His research focuses on the development of quantitative signals and portfolio construction approaches, specializing in the cash equity space. Before joining Morgan Stanley, he worked as a quantitative researcher at Deutsche Bank after starting his career in finance at Goldman Sachs in London. Aris earned his PhD at New York University in 2014.

• 

  David Teten

  Versatile VC

  Managing Partner

  David Teten is Founder of Versatile Venture Capital and Chair of PEVCTech. He was previously a Managing Partner with HOF Capital (now >$1.2b AUM) and Partner with ff Venture Capital (now >$289m AUM). He has advised such institutional investors as Birch Hill Equity Partners, Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners, Real Ventures, Right Side Capital, and Orascom TMT Investments (Sawiris family office). He earlier was a serial fintech entrepreneur with two exits, and ran an outsourced software engineering/IT services firm. David holds a Harvard MBA and Yale BA, both with honors. He writes periodically at teten.com.

• 

  Robert Tupper

  RavenPack

  VP of Sales America
• 

  Ian Webster

  Neudata

  Managing Director

  Ian heads the Client Engagement group at Neudata, as well as its busy programme of events. He has spent the last six years helping asset managers, investment banks and retailers to get value out of traditional and alternative data. Prior to that, Ian's experience encompassed analytical and commercial roles at Vodafone, Bank of Scotland and Liberty Mutual.

  Ian holds an MA in Mathematics from the University of Oxford, and a Saltire Fellowship in Entrepreneurship from Babson College, Massachusetts.
  

   

• 

  Kristin Willoughby

  Brookfield Asset Management

  Global Head of Risk, Trading and Analytics

  Kristin Willoughby is the Global Head of Risk, Trading and Analytics for BHS Advisors at Brookfield Asset Management. She oversees risk, trading, quantitative analysis, software development and data integration for BHS. She is responsible for strategically expanding the firm’s quantitative capabilities with the goal of improving the performance, durability, and capacity of BHS’s portfolios. Prior to BHS, she worked at Ziff Brothers Investments for seventeen years, holding key positions in oversight of Trading, Quantitative Trading, Risk & Performance, Data, and Investment Operations. Ms. Willoughby earned a B.A. degree in Mathematics from Wesleyan University, where she won the Rae Shortt Prize in Mathematics.

• 

  Nelson Yu

  AllianceBernstein

  CIO - Investment Sciences and Insights

  Nelson Yu is CIO of Investment Sciences and Insights, which brings together resources in data science,
  quantitative research, corporate access, risk and execution to deliver differentiated insights to AB’s equity investment platform. He has more than 20 years of experience generating investment success in global equity markets by joining fundamental research with rigorous quantitative methods. Yu joined the firm in 1997 as a programmer and analyst, and served as head of equities quantitative research from 2014 until 2021. He was previously a supervising consultant at Grant Thornton. Yu holds a BSE in systems engineering from the University of Pennsylvania and a BS in Economics from the Wharton School at the University of Pennsylvania, and is a CFA charterholder. Location: New York

• 

  Matei Zatreanu

  System2

  CEO & Founder

  Matei founded System2 as a full-service data team to expand the universe of data-driven investing and decision-making.

  Clients, which include hedge funds, private equity and corporates, leverage System2's team and technology to build forecasts and machine learning models, source and diligence deals, deliver customer insights and otherwise
  solve hard problems with data.

  Matei also hosts Augvest, a community of investors who meet regularly to discuss trends in data-driven investing. He previously spent eight years at King Street Capital, where he started the data science initiative.

  Matei holds an MA in math from Columbia University and BAs in psychology, math, government, and economics from Cornell University.