Neudata

the new global normal

APAC & EU investor online event

19th May 2020

Overview

Investor interest in Asia has never been higher: looking to understand the shape and scope of the recovery in Asian markets; to assess 'the new normal' for countries who have experienced COVID-19 for longer; and to model how Europe and US may follow in these footsteps.

This Neudata event, in partnership with Morgan Stanley as Platinum Sponsor, will dive deep into this theme. The event will unpack the data and tools that investors can use to track the macro trends in the major APAC economies, as well as to spot the behaviours, sectors and companies emerging and thriving.

The event will also showcase the best global data providers, helping investors in Asia optimise their local and global portfolios in this time of extreme volatility. Profiles of key data providers will be shared with investors, with priority one-to-one meetings with those providers available in the days following the event

Speakers

Amy Dafnis Neudata

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.

Brian Kelleher Morgan Stanley

Executive Director

Brian Kelleher is an executive director on the Asia research product team. Previously, he had been providing pan-Asia equity strategy aimed at Morgan Stanley's non-institutional investor client base. Brian joined Morgan Stanley in August 2011 from Citigroup, where he had been an Asia wealth management strategist in Hong Kong for the previous four years. Brian spent the first eight years of his career as a journalist covering financial services and markets for Reuters in Hong Kong and New York and graduated with a BA degree in economics from Wake Forest University in the US.

Sixuan Li DataYes

Sales Director, Global Market

Sixuan is currently working in the DataYes US office as business analyst and alternative data specialist. Through his work in DataYes, he has been providing services to over 50 top global hedge funds clients, delivering use case ideas for alternative data in China A share investing. With background in quantitative finance, Sixuan actively engages in the data product development and has helped launch multiple products in the field of alternative data.

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.

George D. Mussalli PanAgora Asset Management

Managing Director & Chief Investment Officer, Equity Investments

Mr. Mussalli is Managing Director, Head of Equity Research, and Chief Investment Officer of Equity Investments at PanAgora. He is responsible for the oversight of the firm’s Dynamic and Stock Selector Equity strategies, as well as the Equity Trading & Implementation, Data Science, and Portfolio Strategy teams. He is also a member of the firm’s Investment, Operating, Risk, and Directors’ Committees.

As the Chief Investment Officer of Equity Investments, Mr. Mussalli directs innovative equity research used in the development of models implemented in PanAgora’s equity strategies. Mr. Mussalli’s current focus is centered on combining fundamental and quant investing using big data. As a leader in the field, he was appointed to the Editorial Board for The Journal of Financial Data Science as well as the AI and Data Science in Trading Advisory Board.

Prior to becoming Managing Director and Chief Investment Officer of Equity Investments, Mr. Mussalli served as Head of PanAgora’s Stock Selector strategies. His work focuses on combining fundamental insights with sophisticated quantitative techniques to develop proprietary models designed to analyze companies across many dimensions. In addition to overseeing the management of the firm’s Stock Selector strategies, he has significantly contributed to the proprietary pool of equity research leveraged across the entire firm during his tenure.

Before joining PanAgora, he was a Portfolio Manager on the Putnam Investments Structured Equity team, where he was responsible for Structured Equity portfolios. He contributed to quantitative research and analysis that supported all equity strategies, including International and Global strategies.

Prior to joining Putnam, Mr. Mussalli worked as a Senior Investment Analyst at John Hancock Funds.

Andrew Robson Earnest Research

President

Andrew Robson is President of Earnest Research. He joined Earnest after over ten years with Gerson Lehrman Group (GLG), the leading platform for professional expertise and insights. Andrew was a member of GLG’s executive team, most recently as Head of Business Development for the firm’s largest business unit. He held a variety of product, service, and business development leadership roles throughout his GLG tenure. He holds a MBA from Columbia Business School and a BS from Syracuse University.

Daryl Smith Neudata

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. To date, Neudata's research team have thoroughly covered c.900 datasets.

Ian Webster Neudata

Senior Vice President

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.

 

Deyi Wu WeBank

Senior Researcher and Product Manager of AI Department

Deyi is currently working in Webank's AI department as a senior product manager responsible for leveraging alternative data such as satellite imageries and geospatial data combined with AI technology to generate investment insights. Prior to that, Deyi worked for Blackrock passive investment team as a product specialist, and prior to that she was in the institutional client team responsible to develop relationships and strategies in China. Deyi graduated from the States University of New York at Buffalo with a degree in economics and mathematics, another degree in business finance.

Robin Xing Morgan Stanley

Managing Director

Robin Xing is a managing director at Morgan Stanley who joined the Firm’s Asia ex-Japan economics research team in 2016 as Chief China Economist, leading the firm’s macro and FX research on China. Prior to joining Morgan Stanley, he was an investment strategist at Goldman Sachs’ investment management division. Previously, he worked as director of China macro research at S.A.C Capital, and vice president and economist at China International Capital Corporation. Robin’s team was ranked #1 for Economics in the 2019 Institutional Investor All-Asia survey, and he has written extensively on China’s long-term economic outlook, including the rising consumption potential of lower-tier cities, China’s deleveraging process, the impact of trade tensions, and the outlook for the Greater Bay Area. He has presented his views frequently to senior policymakers in China. Robin has a BA in economics from Peking University, an MSc in economics from the National University of Singapore, and a PhD in economics from the Chinese Academy of Social Sciences.

Gary Yu Morgan Stanley

Managing Director

Gary Yu is a Managing Director at Morgan Stanley who joined the Firm in 2006 and covers the China’s telecom and internet industry. Gary has a BBA degree from Simon Fraser University in Canada. He holds the Chartered Financial Analyst designation.

Helena Yu Neudata

Data Strategist

Helena is responsible for discovering and researching China-related alternative datasets for a wide range of asset managers worldwide. Prior to Neudata, Helena worked as sales operation manager at UBS Evidence Lab and alternative data product manager at 86 Research and Juwai.com. Helena has also worked at Pacific Epoch as Co-Head of Research and senior TMT analyst.

Helena holds a Masters degree in Political Economy of Late Development from the London School of Economics.

Programme

  • 1.00pm HKT / SGT Welcome and state of the alt data nation – Rado Lipuš, Neudata
  • 1.10pm HKT /SGT Overview: Consumer behaviours in the ‘new normal’ –  Ian Webster, Neudata, Brian Kelleher & Robin Xing, Morgan Stanley
  • 1.30pm HKT/ SGT Tracking COVID through our wallet – Andrew Robson, Earnest Research
  • 2.00pm HKT /SGT Measuring the economic impact of Coronavirus in China with alternative data and AI – Deyi Wu, WeBank
  • 2.30pm HKT/SGT The risks and opportunities for Chinese firms operating during the epidemic: an alt-data perspective – Sixuan Li, DataYes
  • 3.00pm HKT /SGT Break
  • 3.30pm HKT /SGT  Inside the Mind of an Internet Analyst Amy Dafnis, Neudata, Gary Yu & Brian Kelleher, Morgan Stanley
  • 4.00pm HKT / SGTAsian Markets – most popular datasetsDaryl Smith, Neudata
  • 4.20pm HKT / SGTChina – understanding where we are now – Helena Yu, Neudata
  • 4.40pm HKT / SGTQuant Investing in Biotech – George D. Mussalli, PanAgora Asset Management 

 

One-to-one meetings with providers will be taking place on May 21st, May 22nd.

Sponsors

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