What to expect?
Join Neudata, Apptopia, and a panel of industry experts and representatives for our discussion on App Data beyond the developers board room.
On the 9th September we will be tackling subjects such as:
- Sector-specific use cases for app data
- Types of datasets that are complementary to app data for equity research
- How to measure app performance through unique KPIs (e.g. usage vs. downloads)
We’ll further expand on the subject matter through use case examples and insights provided by our Gold sponsor Apptopia.
Join the disucssion
Thursday 9 September
Welcome & Introduction
Jose Elias Terriquez
PANEL: App Data Beyond the Developer’s Board Room
Jeremy Baksht, Josef Schmalfuss, Petter Kolm, Tom Grant and Jose Elias Terriquez as moderator.
Latest Insights & Use Cases of App Data
Tom Grant, Director of Equity Research, Apptopia
ApptopiaDirector 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.
Portsea Asset Management LLPPartner
Josef is the Co-Founder of Portsea Asset Management, he is an Investment Analyst with a successful track record of fundamental investments in internet and technology companies.
Josef is a leader in the use of alternative data for fundamental investing, alongside his role at Portsea Asset Management he guest lectures at Oxford University for the following topics: discussion of "Alternative Data in Fundamental Investing" for the masters course on "Advances in Machine Learning with Big Data"
Jose Elias Terriquez
Jose is bilingual fluent in Spanish and English and holds a first-class degree in Advertising and Marketing Communications. His areas of research interest include alternative analysis of corporate filings, advertising expenditure, and the wider alternative data landscape in South America. Jose is currently working towards attaining CFA designation.
NYU CourantDirector and Clinical Professor
Petter Kolm is the Director of the Mathematics in Finance Master’s Program and Clinical Professor at the Courant Institute of Mathematical Sciences, New York University. Previously, Petter worked at Goldman Sachs Asset Management where his responsibilities included researching and developing new quantitative investment strategies. Petter has coauthored many articles and books on quantitative finance and financial data science and financial data science, serves on several editorial boards for academic journals, professional associations, and company advisory boards. He holds a Ph.D. in Mathematics from Yale, an M.Phil. in Applied Mathematics from the Royal Institute of Technology, and an M.S. in Mathematics from ETH Zurich.
Petter’s work and research interests include alternative data, data science, econometrics, forecasting models, high frequency trading, machine learning, portfolio optimization w/ transaction costs and taxes, quantitative and systematic trading, risk management, robo-advisory and investing, smart beta strategies, transaction costs, and tax-aware investing.
DataFrame VenturesGeneral Partner
Jeremy Baksht is a product builder with 20+ years working in various multi-disciplinary capacities in technology & finance. Jeremy designed, launched, and ran the Bloomberg & Ascential alternative data businesses. Jeremy was an investment banker at Citi & JPMorgan focused on Global Industrials companies.
Jeremy helps accelerate companies in deep tech with 40+ angel & seed investments spanning finance, consumer, and healthcare across predictive analytics, cloud infrastructure, and blockchain. Jeremy co-founded DataFrame Ventures, a seed stage follow-on investor for data-powered startups.
Jeremy has played a founding and/or leadership role at several early stage companies including Estimize (acquired by ExtractAlpha) and ACE Portal (acquired by Beneficient Group).