Neudata’s showpiece Summit returns to London this Autumn, bringing together Investment Managers, Asset Allocators, Data & Service Providers and industry experts from across the globe. Our last events, and many others, have heard multiple funds and providers talk about ‘why’ alternative data – this event is all about the ‘how’!
How much alpha (if any) has decayed from transactional data?
How and when can I crawl websites for data? Is life simpler if someone does it for me?
What are the key factors to use to evaluate 100s of data providers?
What analysis / cleansing / data management solutions are being adopted? And why?
This event will provide deep dives into these and many other practical questions related to alternative data.
You will find a diverse mix of data providers – from the well-adopted providers with hundreds of clients, to brand new-to-market providers with unique offerings. In addition, a key strand of this event will be dedicated to the technology and services that funds can use to analyse and integrate data into their investment process.
Neudata will partner with a roster of leading funds, providers and partners to deliver panels, workshops, seminars and one-to-one meetings in our showcase, two-day, summit.
Who should attend?
Alternative Data Providers
Data Analysis & IntegrationProviders
Pension Funds and Allocators
8.45 – 9.30 Registration & Breakfast
9.40 – 10.00 2019: A Year in Alternative Data
10.00 – 10.30 What Can Finance Learn from Formula 1?
10.30 – 11.10 Integrating Alternative Data with Human Talent
11.10 – 11.35 BREAK
11.35 – 12.15 Top trend: Human capital and labour market data
Building your own alt data: Making sense of internal and external unstructured data
12.15 – 12.45 How Main Street Drives Wall Street: getting inside the mind of the consumer
Cracking the Combination: cross-dataset analytics
12.40 – 13.50 LUNCH
13.20 – 13.50 Startup Showcase
13.50 – 14.20 “How to” for one-to-one Networking: Seeing beyond the sales pitch and assessing value
14.20 – 15.55 One-To-One Networking
15.55 – 16.15 BREAK
16.15 – 17.00 Alt-data on trial: a guide to evaluating new datasets
17.00 – 17.30 Interview with ‘The Godfather of Alternative Data’
European alternative data: what Open Banking and PSD2 mean for investors
17.30 Drinks Reception
8.30 – 9.00 Doors Open
9.00 – 9.30 Brexit Alt Data
9:00 – 09:45 Consumer Sector Deep Dive – best place to start or full of sharks?
9.30 – 9.45 Fortune Telling: the UK’s future after Brexit
9.45 – 10.25 Sector Overview & Case Study – Oil & Gas
Patent value factor for enhancing investment strategies
10.25 – 10.50 BREAK
10.50 – 11.15 Same-Store Sales: A Novel Application of Transaction Data
11.15 – 12.50 One-To-One Networking
12.50 – 13.20 LUNCH
13.20 – 13.50 Startup Showcase
13.50 – 14.30 Inside the Mind of an Airlines Analyst
14:30 – 14.55 NLP: Deciphering the message within the message
AI/ ML – must-learns for funds, or tools for providers?
14.55 – 15.35 Breaking down the barricades – helping providers and funds to understand each other better
AI in action for investors – practical applications
15.30 – 15.40 Startup Showcase Winner, Closing Remarks
Alex earned a BS in Physics from Pepperdine University before transitioning from abstract math to real world data, earning a PhD in Geophysics from Stanford University. Moving from wrangling simulation and sensor data on national lab supercomputers, Alex now draws novel insights from the chaos of consumer behavior with the billions of transactions that make up Second Measure’s data set.
Since joining Fidelity in 2013, Annabel Hudson has been leading their global equity team’s use of primary research to inform investment analysis. She joined Fidelity from the market research industry where she gained a professional training in quantitative and qualitative survey research. Over the past six years, she’s been working within the investment team, designing and running research projects in collaboration with equity analysts and fund managers. One of her key areas of focus is customer intelligence (gathering insights on the end-users of products or services) where she is increasingly looking to combine primary research methodologies with insights from alternative data sources.
Annabel holds a BA Hons in Politics from the University of Liverpool and a Masters in Research, Global & Comparative Politics from Queen Mary, University of London.
Anatoli’s research interests include marketing strategy, marketing-finance interface and social media marketing. He earned his PhD in Statistics from ESSEC and holds a master’s degree in economics. His work has appeared in premier marketing journals (e.g. Journal of Marketing). He has taught courses on Analytics and Marketing Strategy at MSc, MBA, and Executive level. Prior to academia, Anatoli served as the co-owner of a business in the tourism sector, in addition to providing litigation support.
Andreas Zagos is one of the founders and management partners of the German Intracom Group. He holds a degree in Chemical Engineering, and is nominated as Guest Professor in several universities/research centres. Since 1995 Andreas’ research field has been the management of intellectual property rights (IPRm), ie patent valuation. He has published several research papers and one patent application. He has led several national and European joint research projects in the area of IPR.
Brad Lau is the Deputy COO of Surveyor Capital, a global, multi-manager equity strategy that is one of the three core fundamental equity businesses at Citadel. Brad joined Citadel in 2014, and he started Citadel’s Data Services team within Surveyor Capital.
Prior to joining Citadel, he served as the Chief of Staff to the Chief Administrative Officer and Head of Fixed Income at Point72.
Brad received a Bachelor’s and Master’s in Accounting from Miami University.
Carolina Dores heads the Morgan Stanley Transport team, with primary coverage of Airlines, Freight & Airport transport stocks. She joined Morgan Stanley in 2006 as a member of the Latam utilities and energy team, moving to London in 2010 to cover Southern European utilities. Carolina began her career in 2002 as a corporate credit analyst at Citi in Brazil, focusing on Brazilian utilities. She is a CFA charterholder and has a business degree from EAESP-FGV (Sao Paulo, Brazil).
Chash Wimalaweera is part of Neudata's data scouting team, responsible for researching and evaluating alternative datasets for institutional investors. Her areas of alt data research include satellite data, real estate, agriculture, as well as the wider data landscape.
Dr Chris Longworth is a Senior Scientist in GAM Systematic’s Cambridge team. He previously held the same role at Cantab Capital Partners, which became part of GAM Systematic in October 2016. Since joining the firm in 2010 Chris's focus has been on the development and improvement of investment strategies. Chris leads the firm’s efforts to incorporate novel or alternative data sources into the portfolio.
He also led the expansion of the firm’s tradable universe into new and unconventional markets and is responsible for the portfolio construction techniques used within GAM Systematic Discovery for trading exotic or less liquid assets. Prior to joining Cantab, Chris was part of the Machine Intelligence Laboratory at Cambridge University, where he obtained MPhil and PhD degrees. He also holds a BSc in Computer Science from Royal Holloway, University of London.
Dan Fieber joined Earnest six years ago and currently leads the company's product and strategy efforts for financial services. Previously, he led Earnest’s 25 person data analyst team and built out coverage to several hundred public equities. Prior to joining Earnest, Dan worked as an investment banker at Sandler O'Neill covering financial services companies, where he advised on M&A and capital raising efforts. Dan graduated Magna Cum Laude, Phi Beta Kappa from Williams College with a degree in Economics.
As co-founder and CEO of Hivemind, Dan spends his days building commercial partnerships, interacting with investors and the board, and overseeing Hivemind’s product development efforts.
Before Hivemind, Dan was Head of Research Data at Winton Group, where he led a team of data scientists in the collection, exploration and analysis of a diverse range of datasets. He was also involved in conceiving and creating the first fore-runner of Hivemind at Winton in 2014.
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.
Doug has been building his understanding of consumer behavior using data for over 25 years. Having graduated with a degree in Engineering from Cambridge University he has since spent his career working for blue-chip global advertising agencies, customer strategy consultancies, and retail analytics firms. In 2018, Doug spun out DecaData from his retail analytics firm. DecaData sources data from multiple consumer retailers to build, and market, data product ecosystems, curated for investment management firms.
David is Managing Director, Quantamental Research at S&P Global Market Intelligence. Most recently David was an associate partner and vice president at Wellington Management Company LLC, where he constructed quantitative stock selection models and managed international equity portfolios. Prior to joining Wellington, he worked at Colonial Management Associates as a fixed- income portfolio manager and researcher. He began his career at Fidelity Management and Research as a fixed-income quantitative analyst. David received his MSF from Boston College, and BS in Finance from Bentley College. He is also a member of the Chicago Quantitative Alliance, the CFA Institute, and the Boston Security Analyst Society. In recent years, David has taught graduate and undergraduate classes as an Adjunct Professor of Finance at Bentley University.
Edward has worked in commercial roles in media, technology and market research, with leadership positions at Vodafone, Nokia, Nielsen, as well as startup and early-stage companies. He leads Huq's commercial activities, delivering a uniquely accurate geo-data resource to data analysts in the finance, real estate and advertising verticals.
Floyd is Founder and CEO of Alphamatician. Alphamatician covers more than 15,000 publicly traded companies with a wide range of alternative data sources to help investors spot trends and generate alpha. Floyd has extensive research and data analysis experience as well as a unique blend of analytical and operating knowledge. His previous experience includes senior analyst roles at Lazard Asset Management, Prudential Securities, and Citigroup, as well as strategic and operating roles in industry. Floyd holds an MBA with honors from the University of Chicago Booth School of Business in Finance, Statistics and Operations Management. He earned his undergraduate degree in Economics at the University of Massachusetts at Amherst.
Gavin Littlejohn serves as Chairman of the Financial Data and Technology Association www.fdata.global, the Global Open Banking Trade Association, where he successfully led the campaign to have account aggregation added to PSD2 in 2013. Through FDATA he is a leader of the Open Banking Movement and campaigns for common technical standards and a consistent liability models across the Globe.
Gavin was appointed as Convenor of the Fintech Stakeholder Group of the UK Open Banking Implementation Entity in 2016 and is now working with a number of other markets engaged on the same mission. Gavin is a fintech entrepreneur with experience of developing innovative solutions to mass market problems and is well-renowned as the Founder of Money Dashboard, and acted as its CEO until 2015.
Suburbia founder Hamza Khan began his career as a quantitative analyst in Philadelphia and his career has spanned multiple senior roles in commodity financial markets. Prior to launching Suburbia, Hamza was head of commodities strategy at ING. Having worked on both the buy side and sell side, Hamza knows firsthand the difficulties of accessing good data and is a vocal advocate of improving data access for everyone
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.
Iuliia focuses on quant investment solutions and research for institutional asset owners, in particular SWFs and large pension funds at Sarasin Quant Solutions (SQS), a joint collaborative unit between Sarasin & Partners and Bank J. Safra Sarasin.
Iuliia’s research experience includes speculative bubbles and other market anomalies, volatility modelling and risk premia strategies in equities and commodity futures.
Her research on systematic investment strategies and in particular application of Machine Learning includes her appointment as a Quant Research Advisor to the Tech & Innovation arm of a large Sovereign Wealth Fund. Iuliia is also an Adjunct Researcher at the World Pensions Council (WPC), international research organization and association of pension funds dedicated to innovative research and analysis on a wide array of pension investments topics. Iuliia is a member of the Scientific Council at the Cross-Border Benefit Alliance.
Iuliia frequently delivers guest lectures at the London School of Economics and other academic institutions. She is a published author and a regular speaker at the industry’s leading conferences. She holds MSc in Operational Research and PhD in Finance.
Karl leads a function of Simulation Engineers and Data Scientists, providing technical and people leadership as well as guidance on best practice in applying data-driven methods to solve real-world industry problems. His technical area of interest is applying statistical machine learning to healthcare applications, and he is also engaged with academia through PhD supervision and involvement in an MSc advisory board. Prior to joining McLaren Applied Technologies, Karl completed a PhD in theoretical physics before working in F1 to develop (and use) real-time race strategy decision support tools.
Jeff is a Senior Associate on Balyasny’s Data Sourcing & Strategy team. Working alongside BAM’s Investment Professionals & Data Intelligence Group, his focus is to actively seek unique & differentiated alternative data resources to be used throughout the investment process. Prior to joining BAM in 2017, his background included institutional sales roles at 7Park Data & JNK Securities
Justin is a Co-Founder of Thinknum, a leading alternative data company specializing in web-crawled data. At Thinknum, Justin works with hundreds of investment firms, banks and corporations to develop innovative data sources which provide new insights into economic activity moving online. Prior to founding Thinknum, Justin worked at a quantitative hedge fund. He graduated from Princeton University with a degree in Financial Engineering. Justin is one of business Insiders 2019 Rising Stars on Wall Street.
Kev Vorhees has led the Data Science team at Lake Partners since 2018 and is primarily focused on data sourcing and analysis for a single buy side client. Prior to joining Lake Partners, he spent nine years working in healthcare across multiple disciplines including finance, public policy, and quality improvement. He holds a BS in Finance from Santa Clara University and an MHA from the University of Washington.
Mark joined Schroders in 2014 where he has formed the Data Insights Unit, a team of data scientists. The team focuses on using big data, analytics and machine learning for investment and research, to enhance and complement the existing skills of our fund managers and analysts, and to give Schroders an ‘information edge’ over competitors.
After his degree in Experimental Psychology from Oxford and masters in Operational Research, in 1999 he was recruited by the McLaren F1 team as a Race Strategy Analyst. In 2002 he moved to Tesco, initially reporting on trade performance and analyzing customer spending behavior and then heading up the analytics team in the Site Location Planning function. In 2007 he became Chief Technology Officer of Talent Innovations, a start-up selling online 360 degree feedback software. In 2012 he joined Telefonica Digital, as Head of Analytics of Smart Steps, their ‘big data’ monetization division.
Matei founded System2 to prepare for a world where investing and data are one. System2 is the data team for various fundamental hedge funds. Clients leverage the System2 team as an on-demand task force with expertise in data science, sourcing, engineering, and artificial intelligence to help them improve model estimates. Matei also hosts 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 initiative. Matei holds an MA in math from Columbia University and BAs in psychology, math, government, and economics from Cornell University.
Matt began his career in 2004 at Bear Stearns, working in Mortgage-Backed Securities trading. In 2007, Matt joined Two Sigma Investments, mainly to build out the infrastructure to value the firm’s trading in OTC derivative markets. He spent 8+ years with Two Sigma, most recently co-managing a strategy within Two Sigma’s Alpha Capture division.
Matt joined 1010data’s Equity Insights team in July 2017, and leads the firm’s Business Development efforts in non-US markets. He holds a BA in Economics from New York University.
Max Chapados is Co-Head of Sector Data Analysts at Surveyor Capital, one of three equity businesses at Citadel. He is responsible for leading the Analysts within the Consumer, CME and Technology sectors. Prior to joining Citadel in 2015, he worked at M Science, most recently as Vice President and Data Lead for Market Research. He joined M Science in 2010 as a Telecommunications Research Associate. Max received dual bachelor’s degrees in Mechanical Engineering and Finance from the University of Pennsylvania.
Michael Pisciotta is Head of Quantitative Sales at Morgan Stanley in London. Prior to joining Morgan Stanley in 2010, Michael spent 8 years at Rasini & C., a fund of hedge funds, where he was Director of Research. Michael holds a BS (cum laude) from the Stern School of Business, New York University.
Norrie Hernon is an Associate Director at YouGov, and specialises in helping companies understand brand-tracking and audience-profiling in greater depth, primarily through YouGov’s two proprietary digital platforms, BrandIndex and Profiles. He read English at King’s College, Cambridge.
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.
Rainbow is a founding member of the Investment Insights Team at Orbis Investments, a USD40B long-only fundamental asset manager. Her team oversees alternative data strategy end-to-end, from data due diligence and acquisition, feature augmentation, to delivering proprietary research insights.
Richard Dudley, CFA, CAIA is a quantitative portfolio manager at RPMI Railpen where he manages a series of internally-managed factor-based global systematic equity portfolios. His role involves researching, designing and implementing new signals and portfolio construction methods alongside the day to day management of portfolios. He holds a BSc in Mathematics and Physics from the University of Warwick, the CFA & CAIA charters and is completing an MSc in Statistics from the University of Sheffield.
Sam Livingstone joined Jupiter in December 2018 and is the Head of Data Science. He is responsible for building out the Data Science proposition across Jupiter. Prior to joining Jupiter, Sam was a Data Scientist at Citadel (~$30bn US Hedge Fund) focusing on Global Equities, a Quant Researcher sitting on the Quantitative Equity Products Investment desk at Schroders, and a Quant Analyst at Willis Towers Watson. Sam has a first class honours Bachelor degree in Economics & Business (UWE) and a Master of Science degree in Economics, Accounting & Finance from the University of Bristol. Sam is also a Chartered Financial Analyst.
Savvas Savouri has been involved in commercial finance since 1991 and is now a Partner and Chief Economist at Toscafund. Twenty years ago he developed and launched the QuantMetriks earnings simulation model, which is now part of Toscafund. He has taught extensively, in London at the LSE and the University of Woolwich, as well as at Oxford and Moscow Universities, covering statistics, mathematics, and economics. He has authored various academic papers published in peer-reviewed journals. Savvas holds doctoral, masters and bachelor degrees in Econometrics and Mathematical Economics from the London School of Economics
Simon Clode works on YouGov’s data for investors and on the development of YouGov Direct – a blockchain-based advertising platform. Prior to joining YouGov, he ran a marketing start up in Beijing and before that was Chief of Staff to the Minister for Trade and Investment in the UK.
Stephen is Director of the Oxford-Man Institute of Quantitative Finance, founding-Director of the Oxford Centre for Doctoral Training in Autonomous Intelligent Machines and Systems (AIMS) and co-founder of the Oxford spin-out company Mind Foundry Ltd., which pioneers principled automated machine learning at commercial scale. Stephen’s main interest is in machine learning for complex, large-scale problems, especially those in which noise and uncertainty abound. He has published widely, having some 350 publications which have accrued over 21,000 citations.
Steffen is a director at Neudata, working predominately on relationship management with buy-side firms. Prior to Neudata, he worked at Preqin,who provide Private Equity and Hedge Fund research. Steffen holds a BSc and MSc in Economics, and is a CAIA charterholder.
Tony Berkman is a Managing Director at Two Sigma in New York City. Prior to joining Two Sigma, Tony was a Partner at 12 West Capital, a “Tiger Cub” asset manager. Previously, Tony was the founder and CEO of Majestic Research (now known as M-Science and owned by Jefferies), the first firm on the sell side to leverage alternative data in a research product for investors. Tony has a BS in Computer Science and Math from Carnegie Mellon as well as an MS in Computational Finance, also from Carnegie Mellon.
Find out more about Neudata and keep up-to-date by signing up to our email newsletter.