

Overview
After we welcomed 350 delegates from across the investment management community to the Neudata London Summit 2018, we are delighted to announce the Neudata New York Conference this May.
The theme of this event will be ‘going Quantamental’; decoding what Quantamental really means, and providing tools, hints & tips, and examples of integrating data for Fundamental investors. We will also examine the opportunities this movement presents for Quantitative investors, and the ecosystem of service and data providers.
Neudata will partner with a roster of leading providers and partners to deliver panels, workshops, seminars and provider meetings on this focused day of learning.
Who should attend?
- Asset managers
- Hedge Funds
- Alternative Data Providers
- Data Service Providers
- Pension Funds and Allocators
Speakers
Chris Petrescu ExodusPoint
Head of Data StrategyChris Petrescu is Head of Data Strategy at ExodusPoint Capital. Previously, Chris was a data strategist at WorldQuant LLC. Before joining WorldQuant LLC, Chris worked at iHeart Radio as a Manager of Financial Planning & Analytics as well at PepsiCo as Senior Manager of Financial Reporting. Chris has his MBA from NYU Stern and earned his Bachelors of Science in Financial Economics at SUNY Binghamton.
David Pope S&P Global Market Intelligence
Managing Director of Quantitative ResearchDavid 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.
Evan Reich BlueMountain Capital Management
Data StrategistEvan Reich is the Head of Data Strategy and Sourcing at BlueMountain Capital Management; a multi-strategy hedge fund, serving both quant and fundamental groups across all asset classes globally.
Nick Taylor Schonfeld
Market Data ManagerNick Taylor is currently a Market Data Manager at Schonfeld were he primarily focuses on data sourcing for the firm’s quantitative teams. He joined Schonfeld in January 2018 after having worked at Guidepoint for a number of years, most recently as a Strategic Partnerships Associate within the Data Insights team.
Olga Kokareva Quantstellation
Head of Data Sourcing and StrategyOlga Kokareva - Head of Data Sourcing and Strategy at Quantstellation, a multi-strategy, multi-horizon quantitative trading group. In her role Olga is responsible for proactive sourcing of traditional and alternative data sets, building strategic data partnerships and managing full cycle of data acquisition.
Silvio DeVincentis PanAgora Asset Management
Director of Data ScienceMr. DeVincentis is Director of Data Science, Equity. He is responsible for the oversight of a team which serves as the bridge between the investment, technology, and data groups, bringing an innovative perspective in implementing data science in the equity research process. Before joining PanAgora, he was a Director of Quantitative Development within Fidelity Investments, where he was responsible for teams that worked closely with Global Asset Allocation research which rapidly developed advanced portfolio analytics. Prior to Fidelity, he held various engineering roles developing portfolio optimization algorithms and investment management systems.
Stewart Stimson Jump Trading
Head of Data StrategyCurrently 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.
Andreas Zagos IPR Strategies
Advisor of the BoardAndreas 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.
Andrew Robson Earnest Research
PresidentAndrew 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 ResearchDaryl 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.
Simon Mahony Neudata
Senior Vice PresidentSimon is SVP of Research at Neudata, and is responsible for helping clients identify the right sources of alternative data for their investment needs. Prior to joining Neudata, Simon was an equity research analyst at Fidelity International where he covered consumer, retail, and agricultural companies. Simon holds a first-class degree in Classics from the University of Oxford.
Matin Kamali Quantxt
FounderMatin founded Quantxt in 2013 specializing in Search and Natural Language Processing offering solutions for advanced discovery in unstructured content for financial, legal and healthcare clients.
Matin started his career in as a scientist at BBN Technologies (also known as Raytheon BBN Technologies) where top world scientists in the fields of Speech Recognition and Machine Translation were pushing the boundaries of the technology on DARPA funded projects. He moved into finance and joined BlackRock, working on high-performance analytics systems used by traders and asset managers, and after that Thomson Reuters building advanced systems for analysis of financial content using Machine Learning techniques.
Matin holds an MS in Electrical Engineering from Northeastern University.
Carson Boneck Balyasny Asset Management
Chief Data OfficerCarson Boneck, CFA, Chief Data Officer, Balyasny Asset Management
Carson Boneck leads Balyasny Asset Management’s data science, data management, and data technology efforts across all of B.A.M.’s fundamental and quantitative strategies. He joined B.A.M. in 2016. Prior to Balyasny, Carson led S&P Capital IQ’s Investment Management business, and he has built data science organizations at both start-ups and large Fortune 500 companies.
Benny Wong Morgan Stanley
Vice PresidentBenny Wong is a Vice President and the lead analyst for the North American Refining and Canadian Oil & Gas industries. Prior to joining Morgan Stanley in 2013, he worked at Canaccord Genuity for seven years covering Canadian E&P and Oil Sands. Benny obtained a Bachelor of Commerce degree from the Haskayne Business School at the University of Calgary.
Drew Venker Morgan Stanley
Executive DirectorDrew Venker is an Executive Director and lead analyst for the mid-cap Oil & Gas Exploration & Production (E&P) sector. Prior to joining Morgan Stanley in 2012, he worked at Lazard Capital Markets covering mid- and large-cap E&P. Before joining Lazard, Drew covered E&P and upstream MLPs at Merrill Lynch. Prior to that, he worked in equity research at Petrie Parkman, covering commodities and E&P. Drew earned a degree in Economics from the University of Colorado and holds the Chartered Financial Analyst (CFA) designation.
Tipsy Talwar Morgan Stanley
Executive DirectorTipsy Talwar is an Executive Director and the Americas Head of Systematic Advisory Services (SAS). SAS aims to deliver the best of Morgan Stanley’s quant assets to our institutional clients, including Research, products and data sets. 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 from 2004-2008. She 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.
Nick Gill CPPIB
Senior Portfolio ManagerNick is a Senior Portfolio Manager and is responsible for the Investment Analytics & Insights (IAI) team that applies advanced analytics to discretionary investing at CPPIB. The team invests directly using alternative data and supports other investment teams at the fund with data science and data engineering capabilities. He joined CPPIB in 2011 in the Fundamental Investing team within the Public Market Investments department and focused on the Technology sector. He then transitioned to Thematic Investing where he managed a public equity portfolio focused on mobile technology. Prior to joining CPPIB, Nick spent 6 years in design and product management roles in the semiconductor and consumer electronics industries at Advanced Micro Devices (AMD) and ATI Technologies. Nick holds an MBA from the Richard Ivey School of Business and a BASc (Electrical Engineering) from the University of Waterloo.
Brad Lau Surveyor Capital
Deputy COOBrad 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.
Kathryn Forde Neudata
AnalystNorman Niemer UBS Asset Management
Chief Data ScientistNorman Niemer is the Chief Data Scientist within UBS Asset Management's Quant & Data Science (QED) team where he delivers data-driven investment insights. He is also responsible for both the business as well as technical aspects of multiple innovation projects that augment human decision makers with machine intelligence. Prior to UBS Asset Management, Norman led the data science efforts at UBS O'Connor, worked as an investment analyst at Caxton Associates and Morgan Stanley and even founded a tech company in high school. Outside of investment management, he has led teams that built data- and AI-based products that won several high profile hackathons including Techcrunch NY, Fintech NY and Mastercard Masters of Code NY. He holds a MS Financial Engineering from Columbia University and a BS in Banking and Finance from Cass Business School (London).
Dawson Smith 1010 Data
VP, Head of Sales for EquitiesDawson Smith is the VP, Head of Sales for the Equities group at 1010data and has been with the company for 5 years. He is responsible for new and existing client management and data product strategy. Prior to 1010data, Dawson had similar responsibilities at Guidepoint Global and Majestic Research. He graduated cum laude from Boston College.
Paul Reader Mind Foundry
CEOWei Pan Thasos Group
Co-founder and Chief ScientistWei Pan is a renowned researcher in big data and finance. He has spent the last eight years studying, measuring and predicting human and economic activities using modern sensing and modeling techniques. Pan previously worked at Fidelity Investments under the Chief Economist where he focused on systemic research and the Flash Crash. He also worked at Google Research China on Google’s first real-time indexing system. Pan holds a PhD in Computational Social Science from the MIT Media Lab.
Anju Marempudi EventVestor
CEO and FounderAnju Marempudi is the founder and CEO of IntelliBusiness, Inc. d/b/a EventVestor, the most comprehensive smart data platform for event-driven first-order alternative data. Anju works with major quantitative and quantamental investment firms, providing data and insights into key corporate market-moving events including hard and soft catalysts and hundreds of event-driven features. Anju has over two decades of experience in financial services, investment analysis, management consulting, and information technology. Anju holds an MBA from The Wharton School of the University of Pennsylvania and currently the Chair of The Wharton Fintech Network of the Wharton Club of New York.
Brad Schneider Adaptive Management
CEOBrad Schneider is the Founder and CEO of Adaptive Management. Throughout his career, Brad has focused on using alternative data to improve decision making and prediction. Brad was previously a Portfolio Manager at Tiger Management, and Managing Director at Jericho Capital, a $2bn AUM TMT-focused hedge fund. Prior to Jericho, Brad also worked at Palo Alto Investors as an equity analyst and was a co-founder and head of product development for InfoLenz, a predictive analytics company. Brad holds a Bachelor of Science degree in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology and is a CFA charterholder.
Dr Brandon Liverance Second Measure
Data ScientistBrandon began his data science career as a student of human behaviour, earning a BS in Neuroscience from Stanford University and a Ph.D. in Cognitive Psychology from Yale University. Brandon joined Second Measure in 2017 to develop new ways to analyze consumer behaviour and to collaborate with clients, data scientists, journalists and academic researchers using Second Measure's data set of billions of U.S. consumer transactions. In addition to publishing some of these discoveries on the company's research blog, he also works with external journalists (at outlets such as The Wall Street Journal, The Economist and the Financial Times) to help surface Second Measure's data in the press.
Rachel So Balyasny Asset Management
Data Sourcing & StrategyRachel So works in Data Sourcing and Strategy at Balyasny Asset Management, with particular interests in Healthcare and Industrials. Rachel previously worked at Oppenheimer & Co and JPMorgan Chase, and has a BS from New York University and MBA from Pace University.
Ryan Gross YouGov
Head of East Coast Accounts, Data ProductsRyan Gross is the Head of East Coast Accounts for YouGov’s Data Products. He is responsible for renewal sales, client management and ongoing product development of YouGov’s Data Products offerings.
Prior to joining YouGov he was an Account Executive at Yelp driving the full sales cycle to attain new business and earned a BA at New York University.
Ed Lavery SimilarWeb
Investor Solutions Business ManagerJohnathan Berkow AllianceBernstein
Alternative Data LeadJonathan Berkow is the Alternative Data Lead in the equities division at AllianceBernstein. He leads the research and adoption of alternative data in equity research and systematic strategies. Prior to joining AB in 2018, he was a systematic portfolio manager and researcher at the hedge funds Element Capital and Kepos Capital. He started his career at Goldman Sachs Asset Management where he managed quantitative research and was a portfolio manager for global equity portfolios. His research has spanned both equities and macro asset classes. He graduated from MIT with a degree in economics.
Todd Schmucker Balyasny Asset Management
Director, Data Sourcing & StrategyTodd Schmucker joined Balyasny Asset Management in 2016 to lead the firm’s data sourcing and strategy efforts. Todd has over 20 years of professional experience and joined Balyasny from Point72 Asset Management, where he was an Associate Director on the Data Sourcing & Strategy team for 6 years.
Todd graduated magna cum laude with a Bachelor of Science in Business Administration from Villanova University and holds a Master’s in Business Administration from New York University, Stern School of Business.
Programme
8.00 – 8.45 Registration & Breakfast
8.45 – 9.10 Neudata Presentation, “Discretionary Data”
9.10 – 9.50 Panel, “Going Quantamental”
9.50 – 10.15 Presentation, David Pope “Hanging on Every Word”
10.15 – 10.40 BREAK
10.40 – 11.20 Shark Tank, “Talk Data To Me”
11.20 – 12.00 Presentation, “The Price Is Right”
12.00 – 13.00 LUNCH
13.00 – 13.35 Panel, “The Quant View on Quantamental”
13.35 – 14.10 Presentation, “Inside the Mind of an Analyst”
14.10 – 14.30 BREAK
14.30 – 15.15 Provider Deep Dive Workshops
15.15 – 18.15 One-To-One Networking
18.15 – 19.45 Cocktail Hour
Venue
Address
135 W18th StreetNew York
USA
Sponsors
platinum sponsors
Morgan Stanley
Morgan Stanley have earned a worldwide reputation for excellence in financial advice and market execution. With offices in more than 41 countries, the people of Morgan Stanley are dedicated to providing their clients the finest thinking, products and services to help them achieve their most challenging goals. morganstanley.comgold sponsors
Quantxt
Quantxt was inspired by the “concept of search” to address gaps in the financial research market. In 2013 Quantxt was established to enhance and enrich the capabilities of the investment research analyst. Quantxt’s primary solution, Theia, is a propriety system for advanced search and analyzing documents from multiple sources and focused on assisting industry experts in finance, insurance, law, media, and politics. quantxt.comS&P Global Market Intelligence
S&P Global Market Intelligence provides clients worldwide with unrivalled insight into the companies and markets they cover. Every day, we gather, analyze and connect vast amounts of financial and industry data. The result? Streamlined, actionable intelligence to help you make business and financial decisions with conviction. Learn more about S&P Global Market Intelligence at spglobal.comSecond Measure
Second Measure is a technology company that gives investors a daily view into how consumers behave. Using data from billions of transactions, Second Measure has created a self-service platform for daily tracking and real-time exploration of thousands of public and private companies. Clients rely on this data to gain an advantage in financial investments, support ongoing analyses, and track intra-quarter company performance. A Y Combinator alumnus (YC2015), the company is proudly backed by top investors. secondmeasure.comSimilar Web
We empower you with the insights you need to win your market. SimilarWeb gives you global multi-device market intelligence to understand, track and grow your digital market share. similarweb.com/YouGov
YouGov is an international data and analytics group. Our highly participative panel of six million people worldwide provides a continuous stream of opinion which forms the heart of our unrivalled connected data set with over 200,000 variables. Our syndicated, proprietary data products include YouGov, BrandIndex, the daily brand perception tracker, and YouGov Profiles, our audience planning and segmentation tool. yougov.co.ukRakuten Intelligence
Rakuten Intelligence is the authority on e-commerce. With millions of consumers under measurement, Rakuten Intelligence has the richest, most timely data about everything and anything sold online, from small, emerging brands to the largest online retailers; across every category, including travel, digital media, and [yes, even Teslas] transportation. With 1.14 million online order transactions captured daily, the world’s largest brands and retailers rely on Rakuten Intelligence to understand the digital economy and quickly make decisions based on detailed digital transaction data. Our data and expert insights have made Rakuten Intelligence a trusted source for hundreds of clients and the world’s leading news media outlets. rakuten.comsilver sponsors
1010Data
1010data’s Equity Insights group has been delivering data-driven signals to Investment Managers for more than 5 years. They are widely recognized as the fastest and most reliable source for daily, near real-time data on >3,000 public and private companies. 1010data.comDataMonster
DataMonster is a terminal that allows for the seamless integration of alternative data in investment processes, backed up by the analytics necessary to get the most value from it. DataMonster was created by Brad, a MIT trained engineer turned hedge fund manager, to address all of the problems he was facing when using data within his investment process. Our team is composed of former NSA cryptology engineers and Applied Mathematics experts combined with Silicon Valley veterans. adaptivemgmt.comEventVestor
EventVestor is one of the most comprehensive event-driven alternative data platform for quantitative and quantamental investors. Powered by a unique combination of machine learning, natural language processing, and human intelligence, EventVestor provides event screening for the discretionary managers, event-driven insights and smart signals for the traders, and hundreds of point-in-time event-driven factors and filters for systematic traders. eventvestor.comEarnest Research
Earnest Research is a venture-backed data insights platform. We work with transaction data across millions of anonymous U.S consumers, we derive near real-time insights on company performance and customer behavior across hundreds of consumer-facing companies. earnestresearch.comIPR Strategies
IPR Strategies develops qualitative factors and investment strategies based on the quality and monetary value of a company's patent portfolio. It supports investors, fund managers or analysts in enhancing their existing strategy and optimizing their portfolio returns with a new, uncorrelated fundamental factor, measuring the hidden assets of a company. It delivers insights into a company’s technology roadmap and can determine risks and opportunities. The underlying methodology has been developed over the past 2 decades together with IPR-Strategies-affiliates and multiple awarded patent valuation experts. It is based on big data, crowd intelligence and market analogy principles. The data are worldwide unique. ipr-strategies.comMind Foundry
Mind Foundry, a University of Oxford spin-off, enables Investment Managers to ask questions and get answers from their data with an easy-to-use machine learning software platform. Some of the largest investment firms in the world use Mind Foundry to prepare their data, optimise their data modelling, publish and test their solutions without needing special data science skills, understand and anticipate the drivers of large price swings, forecast the accuracy of analysts estimates and more. The Mind Foundry team is composed of over 20 world class Machine Learning researchers and elite software engineers and is a portfolio company of the University of Oxford. mindfoundry.aibronze sponsors
Advan Research
Advan enables analysis of foot traffic data on over 1800 entities across multiple sectors, including consumer services, energy, technology, healthcare, REITS, financials and others. Advan derives its datasets using multi parameter models that analyze cellphone location data crossed with curated geofenced areas. Advan currently processes over 6 billion daily foot traffic measurements across 1.5 million geofenced locations in the US and Europe with time series data ranging back to 2015. advan.usAmenity Analytics
Amenity Analytics develops cloud-based analytics solutions to help businesses draw actionable insights from text on a massive scale. With domain-expertise in the Financial sector, Amenity’s products transform unstructured data into targeted information and deliver it in elegant formats that are intuitive to use, frictionless to onboard, and designed to complement existing workflows. amenityanalytics.com/Ascential
Ascential enable smart decision-making for the world’s most ambitious businesses. Through business-critical intelligence, world-class events and advisory services, we anticipate trends and connect brands to the market-leading, sector-specific expertise they need to find their focus, overcome commercial challenges and dramatically improve performance. ascential.comCirium
We work with customers to answer complex business questions and shape an intelligent future in the wider travel industry. We provide solutions to improve the traveler experience, develop commercial strategy, manage financial investments and elevate air operations. Our focus is on the quality of the data and advanced analytics to drive targeted, profitable, and informed decisions for our customers’ business. Our business is to ensure our customers’ success. cirium.comCLS Group
No one has contributed more to the growth of this market than CLS. We’re proud to be the world’s leading provider of FX settlement services. Our innovative thinking has transformed FX by reducing risk and, since our launch in 2002, we’ve created significant efficiencies and cost-savings for our clients. We’ve earned the trust of our members - over 70 of the world’s most important financial institutions. With more than 25,000 third-party clients using our services we settle USD5 trillion of payment instructions on an average day. cls-group.comConsumer Edge
Consumer Edge (CE) is a preeminent equity research and alternative data insights boutique focused on the global consumer sector. Since its founding in 2009 CE has focused on the nexus of research and data. CE continues this focus today, delivering leading equity research with next-generation alternative data solutions. consumer-edge.comEdison Trends
Edison Trends offers actionable insights and e-commerce research based on actual consumer purchase patterns and anonymized e-receipts. Access unparalleled visibility into daily sales trends from private and public companies. Forecast revenue, track key purchase metrics, discover which markets and product categories are ripe for entry and much more. trends.edison.techPatsnap
PatSnap has brought together the world's most comprehensive R&D dataset in one easy to use platform to help innovation leaders analyse tech trends, assess new opportunities, conduct competitor intelligence and maximise return on IP assets. PatSnap provides the world's most innovative organisations with a new intuitive source of information to accelerate their R&D. patsnap.comSmart Insider
Smart Insider provides data and insight into share transactions made by directors and senior managers in global listed stocks. Company ‘insiders’ can offer valuable clues to future share performance but investors can’t follow every trade. Identifying the ‘Smart Insiders’ through specialist desktop or quant feeds helps our clients achieve outperformance. smartinsider.comVisible Alpha
Visible Alpha is transforming the way Wall Street firms collaborate on research, financial models and corporate access events by providing breakthrough tools for discovery, analysis and valuation. With more than 500 employees globally, the rapidly growing company combines advanced data technology, a secure distribution network and sophisticated analytical tools to drive efficiencies and transparency into the research process while also enabling firms to generate alpha in new and differentiated ways. visiblealpha.comYewno
Yewno is a Silicon Valley award-winning Artificial Intelligence company whose patented Knowledge Graph technology extracts insights from millions of data sources at an unprecedented scale, allowing us to better understand the world and encouraging us to explore the unknown. Yewno applies this technology across financial services, education, publishing, life sciences, and government to deliver solutions that uncover hidden relationships. yewno.com/For all enquires about sponsorship, exhibitor or one-to-one table packages please email [email protected] or call +44 2036 082 162.