US election

deep dive 2020

4th August 2020

Overview

With just over three months to go before the 2020 US Presidential election, Neudata presents a 90-minute virtual Deep Dive event — sponsored by Morgan Stanley — that will help investors explore the short- and long-term implications of this year’s most closely watched political event.

On 4th August, key buy-side and sell-side analysts will present their strategic investment approaches around the election and relevant data providers will showcase new data products that could help investors get an edge.

This event is the first in a monthly series of thematic Deep Dives with Morgan Stanley. See the full program of future events below.

Travel & airlines – 10th September

Macro & credit alt data – 15th October 

Asia's recovery – 29th October

Healthcare – 24th November 

Who should attend:

Public market investors

Venture capital investors

Private equity investors

Corporations using alternative data to influence strategy

Data and technology providers

Programme

  • 2:00pm BST Welcome & Introduction 
  • 2:05pm BST Inside the mind of the analyst – Katie Solovieva, Michael Zezas, John Storey & Matt Robertson, Morgan Stanley
  • 2:45pm BST Vox populi: alternative data for election season  Amy Dafnis, Neudata
  • 3:00pm BST Election forecasting with the wisdom of crowds & the madness of mobs – Karl Mattingly, Dysrupt Labs
  • 3:15pm BST Close 

Speakers

Amy Dafnis

Neudata Senior Analyst
Amy works on Neudata's research team and is responsible for identifying and evaluating alternative data sources for Neudata’s asset manager and hedge fund clients. Her areas of research interest include (1) applications of natural language processing (NLP) within alternative data, (2) the TMT sector, as well as (3) the wider alternative data landscape in APAC.

Karl Mattingly

Dysrupt Labs CEO & Founder

Karl is the founder and CEO of Dysrupt Labs. In the last 12 years, Karl has built Dysrupt Labs as a solutions provider in event forecasting. This is showcased since 2015 in Almanis, their leading public platform for predictions in geopolitics and macroeconomics. His academic publications on collective intelligence and prediction markets include event and risk forecasting in corporate governance, medical diagnosis, disease and epidemics, live sports, geopolitics, macroeconomics and elections.

Prior to Dysrupt, Karl was a senior banker and managed businesses with over 500 people, net earnings of more than $100M, gross trading limits of more than $50B, and trust assets of more than $100B. Karl also successfully conceived, designed, and launched multiple new products, end-to-end processes and new lines of business.

Karl has worked and lived in the USA, Asia and Australia, and has an MBA from Columbia University. He is also a qualified economist and accountant.

Matt Robertson

Morgan Stanley Vice President

Katie Solovieva

Morgan Stanley Executive Director

Katie Solovieva is a Market Research analyst on Morgan Stanley’s AlphaWise Primary Research team, responsible for qualitative and quantitative market research analysis. She provides consultation services on market trends through the lens of the targeted decision-makers to both Morgan Stanley research analysts and investors. Katie joined Morgan Stanley in 2013 with more than 10 years of market research experience, most recently as Director of Business Insight at GfK. Katie graduated with honors from the Baruch Zicklin School of Business with a BBA in Finance.

John Storey

Morgan Stanley Institutional Equity Sales

John Storey is a macro desk strategist within Morgan Stanley’s Institutional Equity Division. John works very close with the custom basket product to provide hedging and thematic trading solutions to clients. John began his career within Morgan Stanley Wealth Management, driving equity content and distribution and managing several of the team's best ideas lists. He holds a B.S. in finance from Villanova University and resides in New York with his wife and children.

Michael Zezas

Morgan Stanley Managing Director

Michael Zezas is a Managing Director of Morgan Stanley. He is the firm’s Chief US Public Policy & Municipal Strategist, heads the firm’s municipal securities research effort, and is a member of the municipal securities operating committee. He has been recognized by Institutional Investor Magazine as a member of its All-America Fixed Income Research team in the “Municipals Strategy” category from 2013-2019, by Smith’s Research & Gradings as an All-Star 1st Team member in multiple categories from 2014-2019, and is a member of SIFMA’s muni policy committee. He frequently appears as an expert on CNBC & Bloomberg Television, and is regularly cited by the Wall Street Journal, Financial Times, Economist, and the Bond Buyer. Michael joined Morgan Stanley in 2007 in the role of Head of Credit Analysis for the US Investment Group, a buy-side asset manager, and was responsible for municipal and corporate credit portfolio strategy and management. Prior to joining the firm, he was a credit analyst in the public finance group at Fitch Ratings, and started his career as a Coro Fellow in Public Affairs. Michael earned a BA in Political Economy from Georgetown University and a MPA from the LBJ School of Public Affairs at the University of Texas at Austin. He is a CFA charterholder and a member of the CFA Institute, the National Federation of Municipal Analysts, and the Municipal Analyst Group of New York.

For all enquiries about sponsorship please email [email protected], call +44 2036 082 162 or use the form below.