Neudata

New York Conference 2019

7th May 2019 The Altman Building, New York City

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 Strategy

Chris 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 Markets

Managing Director of Quantitative Research

David is Managing Director, Quantamental Research at S&P Global Market Intelligence. Most recently Mr. Pope 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, Mr. Pope taught graduate and undergraduate classes as an Adjunct Professor of Finance at Bentley University

Evan Reich BlueMountain Capital Management

Data Strategist

Evan 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 Manager

Nick 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 Strategy

Olga 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 Science

Mr. 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 Strategy

Currently 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

Founder & Managing Partner

Andreas Zagos is one of the founders and management partners of the German based Intracom Group. He holds a degree in Chemical Engineering, and is nominated as Guest professor in several Universities/research centers. His research field is since the year 1995 the intellectual property rights management [IPRm], namely patent valuation. He has published several research papers and one patent application. He led several national and European joint research projects in the area of IPR.

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. Prior to Neudata, Daryl worked as an equity research analyst at boutique investment firm Liberum across a number of sectors including Agriculture, Chemicals and Diversified Financials. Prior to Liberum, he worked at Goldman Sachs as an equity derivatives analyst and regulatory reporting strategist. Daryl holds a Masters degree in Mechanical Engineering from the University of Bath and is a CFA charterholder.

Simon Mahony Neudata

Senior Vice President

Simon 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

Founder

Matin 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 Officer

Carson 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 President

Benny 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 Director

Drew 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 Director

Tipsy 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 Manager

Nick 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 COO

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.

Kathryn Forde Neudata

Analyst

Kathryn is an Analyst at Neudata. She holds a BA in Russian Studies and Classics from the University of Edinburgh and a BSc Hons in Economics and International Relations from the Open University. Prior to joining Neudata, Kathryn completed internships at Suncorp Bank in Brisbane and Yandex in Moscow. Kathryn is currently working towards attaining the CFA designation, having passed Level I of the CFA Program in December.

Norman Niemer UBS Asset Management

Chief Data Scientist

Norman 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 Equities

Dawson 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

CEO
Paul Reader is the CEO of Mind Foundry and a tech veteran with more than 25 years of experience in industry. Prior to his position as CEO at Mind Foundry, Paul set the strategic direction focused on ensuring sustainable growth and long-term shareholder value as Chief Strategy Officer and EMEA GM for Silicon Valley VC-backed digital marketing platform Wayin. Before that he was Global Head of Strategy and Organisation Development for $6BN of start-up technology assets that he integrated into the Marketing Cloud business unit at Oracle. He joined Oracle as part of the $871M acquisition of marketing automation platform start-up Eloqua where he was responsible for growth strategies as Global Senior Director of Strategic Initiatives (Corporate Development).

Wei Pan Thasos Group

Co-founder and Chief Scientist

Wei 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 Founder

Anju 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

CEO

Brad 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.

Brandon Liverance Second Measure

Data Scientist

Brandon 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 & Strategy

Rachel 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 Products

Ryan 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 Manager
Ed is currently leading SimilarWeb's new Investor Solutions business. Ed joined SimilarWeb two years ago, and has since been advising buy side clients, globally, on how to integrate Digital Alternative Data into their investment research. He has also worked with many of the world's leading brands, shaping their digital strategies through market intelligence data.
 
Prior to SimilarWeb, Ed started his career in Investment Banking in London, working at Rothschild and DC Advisory.

Johnathan Berkow AllianceBernstein

Alternative Data Lead

Jonathan 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 & Strategy

Todd 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 Street
New York
USA

Sponsors

For all enquires about sponsorship, exhibitor or one-to-one table packages please email [email protected] or call +44 2036 082 162.