New York Summer Data Summit 2023

1st June 2023 In-Person Summit

New York Summer Data Summit

Supported by Morgan Stanley as Diamond sponsor.

The biggest alternative data event within the investment industry, our summit will be a day full of non-stop networking, exclusive content and talks – as well as our coveted AltDating programme.

This June, join Neudata at the forefront of data’s largest conversation.

  • 500+ attendees
  • 100s data provider
  • 60+ speakers


The Forum

  • 8:50

    Opening Remarks

  • 09:00

    The Impact of ChatGPT


    Moderator: Ian Webster, Managing Director, Neudata

    Matthew Rothman, Millennium Management

    Nicholas Venuti, Executive Director, machine learning research, Morgan Stanley

    Parnaz Tabrizian, Director investment science, CPP Investment Board

    Jonathan Chin, co-founder, Facteus

  • false
  • 09:40

    The latest & greatest in alternative data

    Moderator: Daryl Smith, head of research, Neudata

    Paul White, CEO, Quantbot

    Lilian Quah, managing director, portfolio manager, head of quant research, Epoch Investment Partners

    Sheedsa Ali, managing director, Pinebridge Investments

  • 10:20

    How big picture trends impact investments

    Yesim Tokat-Acikel, managing director, portfolio management, Principal Asset Management

    Danesh Kissoon, research analyst, Neudata

    Duncan Robinson, director of scientific learning, Allspring Global Investments

  • 10:50


  • 11:20

    Leveraging Systematic Tools and Dynamic Infrastructure for Portfolio Construction

    Lila Martz, Vice President, structured derivative sales, Morgan Stanley

  • 11:50

    Freight transportation: The largest commodity in the world

    Daniel Pickett, chief data & technology officer, FreightWaves

  • 12:20

    Changing winds: tracking and assessing global supply chains

    Barney Bruce-Smythe, senior analyst, Neudata

  • 12:40

    Real-time macro data for investment strategies

    Thanh-Long Huynh, CEO, QuantCube

  • 1:00


  • false
  • 2:00

    Regulation updates

    Don D’Amico, managing director, Neudata

    Adam Storch, associate director, event & emerging risks examinations team lead, SEC

    Maurya C. Keating, associate regional director for examinations in New York regional office, SEC

  • false
  • 2:40

    Generating alpha with mobile
    device data: Social media

    Tom Grant, VP of research, Apptopia 

  • 3:00


  • 3:20

    The art of financial clairvoyance:
    How zodiac signs, mood rings and
    advanced market data can inform
    trading decisions

    Henry Schwartz, VP, global head of client engagement, Cboe Global Markets

  • 3:40

    The data view at scale

    Gunja Gargeshwari, Chief Revenue Officer, Bright Data

  • 4:00

    Using sentiment data to drive
    alpha and insights

    Tom Endean, Product leader, Symphony

    Nate Storch, Franchise leader, Data & Analytics, Symphony

  • 4:20


  • 4:40

    Investing on intangible assets

    Mikhail Samonov, CEO lead portfolio manager, Two Centuries Investments

  • 5:00

    New vendor highlight session

    Lobbying Data, Neil Bhatia, Niko Nalli
    D.A.T.A, Jason Voss

    Josef Schmalfuss, guest lecturer, Oxford University

    Mikhail Samonov, CEO, lead portfolio manager, Two Centuries Investments

    Duncan Robinson, director, scientific learning, Allspring Global Investments

  • false
  • 5:40


The West Hub

  • 8:50

    Opening Remarks

  • 9:00

    Sitting on a data gold mine: Extracting
    investment use cases

    Omer Yackov Laor, head of consultancy, Neudata

    Scott Trabucco, director of account management,

  • 9:20

    Deception And Truth Analysis: How to
    rapidly surface actionable investment

    Jason Voss, co-founder & CEO, Deception and Truth
    Analysis (D.A.T.A.)

  • 9:40

    How alternative data is transforming private market investing

    Moderator: Saif Zia, business development manager, Neudata

    Aneesha Raghunathan, vice president, Susquehanna Growth Equity (SGE)

    Beth Pollack, Managing Partner, Decision Science Advisors

    Chandler Klose, VP of Engineering Vendor Managemen, Insight Partners

  • 10:20

    Traditional vs trending: A fireside chat on market data and alternative data

    Moderator: Konstantinos Vafeidis, analyst, Neudata

    Aditya Sharma, CFA, Director, Data Valuations and Analytics, S&P Global Market Intelligence

    Eliza Raphael, Head of Market Data Services, Schonfeld Strategic Advisors



  • 10:50


  • 11:20

    Small but mighty: The rise of emerging managers in alternative data investing

    Moderator: Farah Ruthnam-Sandys, business development manager, Neudata

    Garence Staraci, Analyst, Wellington

    Daniel Sheyner, CIO, Chimera

    Josef Schmalfuss, Guest Lecturer, Oxford University

  • 11:50

    Is it your tech stack or your people stack?

    Moderator: Tipsy Talwar, managing director, Morgan Stanley

    Sham Mustafa, co-founder & co-CEO, Correlation One

    Carson Boneck, CFA, Chief Data Officer, Balyasny Asset Management

  • 12:20

    Where’s technology used in hedge funds?

    Michael Watson, founder,

  • 12:40

    Macroeconomic forecasts:  earlier & more accurate  with Machine Learning.

    Professor Anne-Louise Ponsonby, Head | Research, Dysrupt Labs

  • 1:00


  • AltDating
  • 2:00

    Slot 1

  • 2:20

    Slot 2

  • 2:40

    Slot 3

  • 3:00


  • 3:20

    Slot 4

  • 3:40

    Slot 5

  • 4:00

    Slot 6

  • 4:20


  • 4:40

    Slot 7

  • 5:00

    Slot 8

  • 5:20

    Slot 9

  • 5:40


Data Provider Workshop

New data-products: market-entry strategies, pricing and positioning. Everything vendors wanted to know and were afraid to ask.

In this session, Neudata’s Head of Consulting will discuss ways in which vendors can strategically enter the Alt-data market, saving precious time and resources in designing products which the buy-side won’t buy. How can we leverage what we already know about supply and demand in the market to allow for smoother, faster, and more lucrative sales-cycles? Whether you’re an existing vendor or a new market entrant- this session is for you.

Omer Yackov Laor, Head of Consultancy, Neudata


Neudata AltDating Programme

Alongside thematic panels and presentations, our Data Summit provides a chance for buyers and sellers to interact before, during and after the event, via a programme of personalised matchmaking. Data buyers and sellers provide their ideal profile and we match them up to ensure the most successful sales meetings for both parties.

During 2022, we set up 5,000+ hours of AltDating meetings – transforming how buyer-seller networking is done.

Interested in hearing more?

Private Markets Workshop

Join Neudata analyst, Jamie Croucher, as we unpack the private markets alternative data landscape; focusing on supply and demand trends, dataset pricing and the risks/opportunities available for PE/VC investors.


  • Sheedsa Ali

    PineBridge Investments

    Managing Director, Portfolio Manager and Head of Quantitative Equity

    Ms. Ali heads quantitative equity research efforts and has portfolio management responsibilities for Research Enhanced Strategies. Ms. Ali has been with the firm since 2005 as a Quantitative Researcher responsible for building, testing, and implementing the research-enhanced platform by quantifying the firm’s equity investment philosophy and research. She is also a key contributor to our firmwide Listed Equity Allocation calls and our cross-asset class forum, Investment Strategy Meetings. Previously, she was a consultant for the Financial Models Company working on equity and fixed income attribution models. She completed graduate coursework as part of the Master of Science in computational finance at Carnegie Mellon University and has Master of Science from Rensselaer Polytechnic Institute. Ms. Ali holds a Bachelor of Science in Mathematics and Computer Science from St. Francis College in India and an MBA from the University of Hyderabad. Ms. Ali has been a quant conference speaker and is member of client advisory board for MSCI Barra. She is a CFA charterholder.

  • Neil Bhatia

    Founder & CEO

    Neil is the Founder & CEO of, based in Santa Monica, California. He is responsible for driving business growth and development at, working with partners in the alternative data industry, and leading AI, data science, and data engineering projects for innovative data-driven use cases. With extensive experience in data science consulting and solutions engineering, Neil is committed to delivering innovative, data-driven insights to new markets. Mr. Bhatia holds a Bachelor’s in Economics from NYU, a Master’s in International Economics and Finance from Johns Hopkins SAIS, and a Master’s in Data Science from UC Berkeley.

  • 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.

  • Barney Bruce-Smythe


    ESG analyst (London) Research

    Barney joined Neudata in 2021 as an ESG analyst, having previously worked for three years at an executive search firm executing mandates across distribution and investment roles. During this time, he also led the Asset Management Practice’s intelligence gathering and analytics.

    He holds an MA in History from the University of St Andrews.

  • Gunja Gargeshwari

    Bright Data

    Chief Revenue Officer

    Bright Data provides cutting-edge public web data solutions to businesses and organisations of all sizes, helping them make informed decisions and achieve their business and organisational goals.
    Gargeshwari joined the company in February, leading the Go-to-Market (GTM) teams to expand market reach to new data territories — addressing the most large-scale emerging data requirements across multiple industry sectors.

    He holds an impressive track record of business leadership roles in IT services and SaaS (Software as A Service) at leading tech companies. Most recently, Gargeshwari served as Global VP of Platform Sales at Zendesk, where he led the GTM teams for multiple product lines and drove Zendesk's Enterprise growth. Prior to Zendesk, Gargeshwari managed GTM operations at Amazon Web Services, working with leading customers in the Digital Native and ISV space. He also spent 18 years at Oracle where he held various leadership positions advancing the company's overall GTM strategy with outstanding results.

  • Tom Grant


    Director 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.

  • Thanh-Long Huynh



    He has been a pioneer in the data-driven investment world. He started his career in 1998 by creating and implementing systematic investment strategies for the prestigious equity derivatives department of Société Générale New York. He founded his own investment firm in Chicago in 2000 at the age of 25 and managed to anticipate the emergence of business applications based on multiple sources analytics.

  • Maurya Crawford Keating

    U.S. Securities and Exchange Commission

    Associate Regional Director

    Maurya Crawford Keating is an Associate Regional Director in the New York Regional Office of the U.S. Securities and Exchange Commission. She joined the SEC’s Division of Examinations in 2018 as co-head of the NYRO Investment Adviser/ Investment Company unit.

    She also served as acting head of the NYRO Broker-Dealer/Exchange unit in 2020, and as Co- Acting Regional Director of NYRO in 2022.

    Before joining the SEC, she was a Lead Director and Associate General Counsel in the National Compliance Office of AXA Equitable Life Insurance Company.

    Her work for AXA Equitable included advising on a wide range of securities, insurance and investment advisory compliance, product and distribution issues, including international legal and compliance issues associated with AXA Equitable’s affiliation with AXA Group, a global financial services organization.

    Maurya was also Vice President, Chief Broker-Dealer Counsel & Investment Advisor Chief Compliance Officer of AXA Advisors, LLC, a full-service broker-dealer and investment adviser. Prior to AXA Equitable, she was an Associate General Counsel at New York Life Insurance Company and Royal Alliance Associates, Inc. Maurya received her J.D. from St. John’s University School of Law, and her B.A. and M.A. from The Catholic University of America.

    She is admitted to practice as an attorney in New York state, and is on the Roll of Solicitors of the Law Society of England & Wales.

  • Danesh Kissoon


    Research Analyst

    Danesh graduated from Queen Mary University of London in 2019 with a Bachelor of Laws.
    Following the completion of his degree, he went on to sell telecommunications products
    door- to- door. In 2020, he took on a Legal and Business Consultant role at SingleKey; a SaaS
    start-up company venturing into the real estate insurance market based in Toronto, Canada.

  • Chandler Klose

    Insight Partners

    VP of Engineering Vendor Management

    Chandler Klose is the VP of Engineering Vendor Management at Insight Partners, having joined in 2021 with 25 years of experience in Product Management and Database Development. He explores the vendor landscape, navigating build versus buy decisions across a wide variety of product channels, including Alternative Data and Knowledge Management Tools and services. During his 19-year tenure at SiriusXM, he contributed to the company's growth from a startup to a household name, building the Business Intelligence organization and managing core business functions. He lives in western Massachusetts with his wife and 2 teenagers.

  • Doni Lerner


    VP of Strategy

    Doni Lerner is the VP Strategy at PeerSpot, where he has been instrumental in driving innovation and growth for over 8 years.

    Doni is responsible for enhancing existing offerings, developing new solutions, and fostering valuable partnerships. He specializes in guiding enterprise technology marketing executives in formulating GTM strategies based on voice of customer content and intent data from Doni has built strategies with 10+ large cap companies and many other public companies in his time at PeerSpot.

    With a profound understanding of the industry and a passion for innovation, Doni's leadership and strategic insights have played a pivotal role in shaping PeerSpot's success.

  • Sham Mustafa

    Correlation One

    Co-founder & Co-CEO

    Sham Mustafa is the Co-founder & Co-CEO of Correlation One, an education technology company that helps enterprises identify, upskill & develop their data talent. Correlation One's customers include industry-leading firms like Amazon, Citadel, Point72, Bloomberg, G-Research, IMC Markets, GSA Capital, Citi and more. Correlation One also provides free training and mentorship to thousands of students and professionals from underrepresented groups every year. Prior to launching Correlation One, Sham led Operations at two specialty finance firms. He has also developed several national entrepreneurship development programs on behalf of the US Department of Commerce and advised more than 600 start-ups. Prior to that, he practiced criminal defense in India. He is a published author in Data Science talent markets.  Sham holds an MBA and MPA from Columbia University and a BA & LLB from the University of Madras, India.

  • Niko Nalli

    Co-Founder and CEO

    Niko is the Co-founder and CEO of, an AI-powered company and market analysis platform founded in 2021. With a strong background in corporate finance, Niko has gathered extensive experience in managing and advising on a wide range of strategic transactions, capital raisings, and integration efforts for prominent organizations. He has a Master's degree in Accounting & Finance and a passion for anything related to AI and data. At, Niko wants to empower finance professionals to work more efficiently and produce higher-quality analyses by harnessing the power of artificial intelligence.

  • Daniel Pickett


    Chief Data & Technology Officer

    Daniel Pickett leads the FreightWaves data science team collecting, cleaning and analyzing freight market data to drive actionable insights in the freight markets. The data team is focused on finding industry activity metrics to inform the freight/logistics community about market conditions at the local (not national) level. Using his career blend of technology and capital markets, Daniel is also focused on what high-frequency logistics data can tell us about the real-time health of the economy, the consumer and global trade.

  • Professor Anne-Louise Ponsonby

    The Florey Institute of Neuroscience and Mental Health

    Head of Neuropidemiology

    Dr Anne-Louise Ponsonby is Head of Neuroepidemiology at the Florey Institute for Neuroscience and Mental Health in Melbourne, Australia.

    With a background in epidemiology and public health medicine, Dr Ponsonby has a wealth of data science experience, having designed, conducted, and analysed numerous birth cohorts, trials, and other studies. Her recent work combines population epidemiologic and biostatistical methods with system biology, as detailed in Nature (2014) and the International Journal of Epidemiology (2021). She employs these approaches in population-based research projects.

    Dr Ponsonby has established study platforms featuring advanced analytics for integrating highly multi-dimensional data, such as the AusImmune Study and the Barwon Infant Study cohort, which she co-directs. Her global partnerships enable these platforms and bolster Australia's ability to evaluate the health impacts of chemical mixtures, conduct epigenetic analyses, and apply innovative techniques to population studies.

    Since 2014, Dr Ponsonby has extended to other crowd-sourced forecasting using collective intelligence theory and prediction markets. In response to the urgent need for improved epidemiological forecasting during the COVID pandemic, she and her team have devised novel methods to enhance the accuracy of group forecasting for disease and epidemic trends. Dr Ponsonby has recently applied these advancements to boost forecaster accuracy for DARPA's Next Generation Science Program and to generate earlier and more precise actionable intelligence in US macroeconomic forecasting for Dysrupt Labs.

  • Beth Pollack

    Decision Science Advisors

    Managing Partner

    Beth is a Data/Data Science Operating Partner with 20+ experience building Decision Systems.  She supports PE-backed growth oriented companies in achieving top line growth and scale through Data Science integrated Product vision, Data Monetization and overall Data Strategy execution.

    Previous to launching her own firm, she led Data Driven Value Creation efforts as an Operating Advisor for Warburg Pincus.  Beth has led operationally-oriented deep diligence and decision system development roles at institutions including Goldman Sachs and Private Equity firm Littlejohn.   She completed a Masters Degree and Post Grad work in Data Science at the Massachusetts Institute of Technology (M.I.T.) and an undergrad from Rutgers University.

  • Lilian L. Quah


    Portfolio Manager; Head of Quantitative Research; Leads the Systematic Strategies team

    Lilian is a portfolio manager, Head of Quantitative Research, and leads the Systematic Strategies team at Epoch. Prior to joining Epoch in 2013, she spent five years at AllianceBernstein, where she was a senior quantitative analyst in the Value Equities Group. Before Bernstein, Lilian was a senior consultant in the finance practice at the ERS Group, an economics consulting firm. Lilian has a BA in Economics from Wellesley College and a Masters in Economics from Stanford University. She is a Past President and current board member of the Society of Quantitative Analysts (SQA).

  • Aneesha Raghunathan

    Susquehanna Growth Equity (SGE)

    Vice President

    Aneesha Raghunathan is a Vice President at Susquehanna Growth Equity (SGE), an entrepreneur-centric growth equity fund, where she leads investments in growth-stage technology companies across software and data. Aneesha has nearly 10 years of experience working with companies across growth stages from seed stage to mature industry leaders. Aneesha began her career at Bessemer Venture Partners and later moved to TA Associates, before joining Susquehanna Growth Equity in 2021.

  • Eliza Raphael

    Schonfeld Strategic Advisors

    Head of Market Data Services

    Eliza Raphael is the Head of Market Data Services at Schonfeld Strategic Advisors, LLC, a global multi-manager hedge fund.  Eliza oversees a team that is responsible for the strategy and sourcing of market data.  This spans both traditional and alternative data within a variety of asset classes and regions.  In addition to her role within market data, Eliza is an active leader in Schonfeld’s Diversity Equity and Inclusion Alliance, specifically co-leading the Women’s Network.

    Prior to joining Schonfeld, Eliza spent over 13 years at Nasdaq where her various roles included market data sales, product management, and business development.  Her last role within Nasdaq was as Head of Alternative Data Partnerships for the Nasdaq Analytics Hub which acquired Quandl in late 2018.  Eliza began her career at Bloomberg where she held both product and sales roles in New York and London.

    Eliza’s extensive career spanning market data vendors, exchanges and the buy-side provides her a unique perspective into the market data landscape.  Her experiences with alternative data, acquiring data sets for Nasdaq and Quandl as well as end-user consumers at Schonfeld, gives her insight into the many sides of the alternative data space.

    Eliza is a graduate of James Madison University with a double major in International Business and Spanish.  She currently lives in Westchester with her husband Adam and her two children, Jake and Lily.

  • Duncan W. Robinson

    Allspring Global Investments

    Director | Scientific Learning

    Duncan W. Robinson is the Director of Scientific Learning at Allspring Global Investments, a data scientist, a former options market-maker and the creator of several patent-pending inventions covering alternative data, including ESG, SDGs, data privacy and signal evaluation. In this capacity, he leads a team that is responsible for innovation, research, risk measurement, regime analysis and exploring alternative data using quantitative and statistical learning techniques.

  • Matthew Rothman

    Millennium Management

    Quantitative Strategies

    Matthew Rothman is a member of the senior management team of the Quantitative Strategies business unit at Millennium Management functioning as the deputy head of the team and the Head of Quantitative Services. He is on the finance faculty at the MIT Sloan School of Management.

    Matthew has held a variety of positions both in academia and industry. Prior to joining Millennium, Matthew was a Managing Director at Goldman Sachs where he was the global head of Quantitative Strategies and Solutions for the Securities Division. Immediately prior to that position, Matthew was the global head of Quantitative Equity Research at Credit Suisse. Previously, Matthew was the director of Global Quantitative Macro research at Acadian Asset Management in Boston, a purely quantitative asset management firm with approximately $100 billion in assets under management. He was also the global head of quantitative research at Lehman Brothers and then Barclays Capital, post the Lehman bankruptcy. He has also held senior research positions at Sanford C. Bernstein and Goldman Sachs Asset Management.

    Matthew has served on the faculty in the Economics Department at Brown University and in the Finance Department at the Samuel Curtis Johnson Graduate School of Management at Cornell University.

    Matthew is involved with a number of philanthropic institutions, including having served for over a decade on the Board of Directors of the Innocence Project, a non-for-profit committed to the exoneration of the wrongfully convicted through DNA evidence. He also is deeply committed to funding and working with photographers documenting social conflict and civil unrest both domestically and globally.

    Matthew earned a BA in philosophy from Brown University, an MA in statistics from Columbia University, and a PhD in finance from the University of Chicago Booth School of Business.

  • Farah Ruthnam-Sandys


    Business Development Manager

    Farah started in the alternative data space by providing patent intelligence to public and private equity investors. In conjunction, Farah worked with corporate research & development departments from a broad range of industries.

    Farah has an LLB in Law from Durham University.

  • Rasheed Sabar

    Correlation One

    Co-Founder & Co-CEO

    Rasheed Sabar is the Co-founder and Co-CEO of Correlation One, a technology company building the workforce development platform of the future.  We believe that data literacy is the most important skill for the jobs of tomorrow.  Our solutions help enterprises and governments close workforce skills gaps, enabling them to participate in the data economy.

    Prior to founding Correlation One, Rasheed was a Managing Director at a multi-billion dollar hedge fund, where he built the Global Quantitative Trading business.

    Rasheed graduated summa cum laude from Harvard University with research published in professional journals in both theoretical mathematics and the humanities.

  • Mikhail Samonov

    Two Centuries Investments

    CEO, and lead portfolio manager

    Mikhail Samonov is the founder, CEO, and lead portfolio manager of Two Centuries Investments, which was established to create long term wealth for investors through its blend of innovative and behaviorally-focused investment strategies.

    In an industry suffering an alpha drought, Mikhail continuously explores previously unmeasured sources of alpha to build resilient approaches that support long-term investor compounding. Two Centuries Investments serves a range of clients including family offices, financial advisors, corporations and HNW individuals. Mikhail has been a portfolio manager for over 15 years, with a consistent track record of high performance and innovation.

    In prior roles he managed >$5 billion in systematic equities at PineBridge Investments, including a $1 billion socially responsible strategy, over $1 billion in multi-asset and alternative factor strategies at Forefront Analytics. He is a published author and sought after speaker on topics including factor investing, quantitative innovation, sustainable investing, and asset allocation. His work has been cited by leading financial journalists, academics, and authors, including in the Financial Times and the Wall Street Journal, and is in the top 10% of authors on SSRN.

    An honors graduate of Brown University with a Bachelor of Science in Applied Mathematics and Economics, Mikhail also holds an MBA degree from the Wharton Business School at the University of Pennsylvania and is a CFA Charterholder.

  • Henry Schwartz

    Cboe Global Markets

    Vice President, Global Client Engagement

    Henry Schwartz is Vice President, Global Head of Client Engagement at Cboe Global Markets, Inc. (Cboe). Based in New York, Schwartz joined Cboe upon the company’s acquisition of Trade Alert, which he co-founded after nearly 15 years in the industry.

    In his role at Cboe, Schwartz leverages extensive subject matter expertise and industry experience to lead a team of professionals responsible for the satisfaction and success of market participants using data-driven tools and services provided by Data and Access Solutions, including Risk and Market Analytics, Cboe Global Indices Feed and Cboe Global Indices.

    Henry got his start on the Cboe floor as a runner for the Hull Group in the early 1990s, which led to market-making roles in New York, Frankfurt, and Paris, followed by index trading positions at Salomon Brothers and Bear Stearns.

    Before founding Trade Alert in 2005, Schwartz ran electronic option market making and traded institutional flow at Bank of America, where he observed the impact of increasing automation and fragmentation on trading teams. His experience led him to found Trade Alert, which provides instant market information through tools and analytics for traders and portfolio managers.

    Schwartz holds a Bachelor of Arts in Economics from University of California San Diego and an MBA from New York University’s Leonard N. Stern School of Business.

  • Josef Schmalfuss

    Oxford University

    Guest Lecturer

    Josef is a recognised industry leader in Alternative Data for Fundamental Investing. He has spent twelve years as equity investor, seven years as a hedge fund partner – and is an industry pioneer in using alternative data, having created trackers in-house before the alternative industry even existed. Josef is a regularly invited Conference Speaker and Guest Lecturer at The University of Oxford for “Alternative Data for Fundamental Investing”.

    Josef is the ex Co-Founder and Partner of Portsea Asset Management, an investor with a successful track record of fundamental investments in internet and technology companies. His other previous roles also included Investment Analyst for QVT Financial and Equity Trader for Barclays Capital.


  • Aditya Sharma

    S&P Global Market Intelligence

    Director, Data Valuations and Analytics

    Aditya focuses on alternative data products within the Data, Valuation & Analytics division. He joined S&P Global Market Intelligence (following the S&P Global and IHS Markit merger) in April 2021. Previously, he has held Data Science and Strategy roles with global remit at Western Union Business Solutions in London and Social Market Analytics, Inc in Chicago. He has worked closely on projects involving machine learning and natural language processing application in Finance.


    Aditya holds a Master of Science in Finance from Illinois Institute of Technology, United States and a Bachelor of Technology Degree in Electronics and Communication Engineering from the National Institute of Technology, India. He is a current member of CFA Society of the UK.

  • Daniel Sheyner

    Chimera Capital Management


    Daniel Sheyner is the founder and managing member of Chimera Capital Management, a market neutral equity fund focused on the consumer vertical. Prior to founding Chimera, Daniel worked as a consumer vertical investor at Atika Capital, Bain Capital, and Fidelity Equity Partners.

  • Garence Staraci

    Wellington Management


    Garence Staraci is an Analyst at Wellington Management.

    He recently joined from Balyasny Asset Management, where he was a Sector Data Analyst and a Quantitative Researcher working extensively with both alternative and traditional data sets. Prior to that, he was a quantitative researcher (AJO, AQR) and economist (European Central, IMF). Garence holds a PhD in Finance from Yale, an M.Sc. in Financial Mathematics from Stanford, and a B.Sc. in Mathematics and Physics from McGill University.

  • Nate Storch


    Franchise Leader, Data & Analytics

    Formerly, CEO & Co-Founder of Amenity Analytics

    Financial industry executive with two decades working as an investor, entrepreneur and business builder. Previous roles include Managing Partner of Pilgrim Hill Capital; Partner and Senior Portfolio Manager at Swieca Holdings/Talpion Fund Management; Partner and Head of Equities at One East Partners; and Head of Merger Arbitrage Research and Event-Driven Healthcare at Highbridge Capital Management. Began his career with Morgan Stanley as an analyst in the Mergers, Acquisitions and Restructuring Group. Member of the Young Presidents Organization. A graduate of Harvard College with a BA in Government.

  • Parnaz Tabrizian

    Canada Pension Plan Investments

    The director of Investment Science

    Parnaz is the director of Investment Science at Canada Pension Plan Investments. In her current role, she is researching and implementing advanced analytics technologies with applications that can enhance the financial and ESG outcome for millions of participating Canadians.

    She has more than a decade of experience in technology consulting and has led the end-to-end delivery of impactful AI projects in different industries. She has an in-depth knowledge of operationalizing AI solutions and an advocate of user-centric AI design.

    Parnaz holds a B.Eng from McGill University, an MSc from Concordia university and an MBA from HEC.

  • Tipsy Talwar

    Morgan Stanley

    Executive Director

    Tipsy Talwar is an Executive Director at Morgan Stanley, and Americas Head of Systematic Advisory Sales (SAS). SAS is responsible for marketing and distribution of Morgan Stanley’s Quantitative Assets (MSQA) to our institutional clients; these assets include, among others, quantitative Research, data driven Research, Alpha Capture, data services and quant and data focused content and events. 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.

    Tipsy 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. She lives in NYC with her husband and two daughters.

  • Yesim Tokat-Acikel

    Principal Asset Allocation

    Managing Director, Head of Dynamic Risk Multi-Asset Strategies and Portfolio Manager

    Yesim is a Managing Director, Portfolio Manager for Principal Asset Allocation and serves as the Head of Dynamic Risk Multi-Asset Strategies. Yesim joined the firm in 2023. Prior to her current role, Yesim served as a Managing Director, Head of Multi-Asset Research, Co-head of ESG, Portfolio Manager at PGIM. Prior to that, Yesim worked as a Vice President, Senior Quantitative Analyst at AllianceBernstein and as a Manager, Senior Investment Analyst for the Vanguard Group. She received a PhD in Economics from University of California, Santa Barbara, a master's degree in Industrial Engineering from University of Arizona and a bachelor's degree in Industrial Engineering from Bilkent University, Turkey.


  • Scott Trabucco


    VP of Investor Industries
    Scott heads Similarweb’s Global Investor client group. Scott joined Similarweb in 2017 and has been building the client support motion to help investors make the best possible use of the data offered.
    He has also worked with many of the world’s leading brands, shaping their digital strategies through market intelligence data.
    Prior to Similarweb, Scott started his career in data management and consumer behavior programming at Epsilon.
  • Nick Venuti

    Morgan Stanley Machine Learning Research

    Executive Director

    Nicholas Venuti is a Research Scientist and an Executive Director in Morgan Stanley’s Machine Learning Research Team.

    The group is a collection of  hyper-specialist scientists who focus on the research and development of various ML centric products and systems across the firm, such as in Fixed Income, Investment Management, Electronic Trading, and other groups.

    Nicholas leads research efforts for various products including deep learning pricing algorithms, recommender systems and NLP based clustering tools.

  • Jason A. Voss

    Deception And Truth Analysis (D.A.T.A.)


    Jason A. Voss, CFA, is the CEO of Deception And Truth Analysis (D.A.T.A.), Inc, which provides highly accurate deception and truth analysis of any text with the ability to assess over 250 pages per second.

    Prior to that he was CEO of Active Investment Management (AIM) Consulting, LLC, a firm that advised some of the largest global
    investment managers on how to improve their process and execution for delivering increased alpha. Jason is also the retired co-portfolio manager of the Davis Appreciation and Income Fund. During his tenure the Fund bested the S&P 500 by 49.1%, was Lipper #1, a Morningstar Analyst Pick, and one of the first ten funds awarded Morningstar’s Stewardship Grade “A.” Previously, Jason served as the Director of Content for CFA Institute where his job was to help its 160,000 members’ skills stay cutting edge.

    While there, with criminal justice professionals, he conducted history’s first research into the deception detection
    capabilities of investments pros, resulting in two pieces of research published in the Journal of Behavioral Finance. This culminated in the publication of the co-authored Lie Detection Guide: Theory and Practice for Investment Professionals.

  • Michael Watson


    Michael Watson was former Head of Equities Technology, Head of Enterprise Data, Head of Data Engineering, Head of SRE Asia and a software engineer at Citadel for 7 years where he was the youngest Managing Director in the company.

    He is a founder of Chained Metrics Inc, a derivatives platform, and Hedgineer Services LLC, a technology consulting and media company for investors and asset managers. He is also a long time Python, Javascript, Solidity, and C++ Developer and has spoken on using software in asset management at various conferences around the world.

  • Paul White

    Quantbot Technologies

    Co-founder and the CEO

    Mr. White is a co-founder and the CEO of Quantbot Technologies, LP. Before co-founding Quantbot, he was co-head of Merrill Lynch's statistical arbitrage proprietary trading group (QSA). As an original founding member of QSA he was responsible for creating a new global business from scratch. Before joining Merrill, Paul had a senior position in Morgan Stanley's Equity Trading Lab (ETL) proprietary trading group, responsible for developing statistical arbitrage black box automated trading strategies. Prior to ETL, Paul held senior technology roles at Morgan Stanley, an Internet startup and a major European software company. Paul holds a BSc. in Mathematics and Computer Science.

  • Omer Yackov Laor


    Head of Consultancy
    Omer leads the Consulting arm at Neudata, informing and assisting data-owning firms to enter and better compete in the alternative-data market.
    Omer had spent the last 8 years spearheading strategic client engagements across a variety of industries, as Head of Business Development and Sales Executive, most recently selling data-products to a variety of EMEA buy-side institutions. Prior to that, Omer was involved in data-partnerships for the largest provider of data-driven public market research, helping firms monetize their data assets and create new revenue streams.
    Native Israeli, Omer is fluent in Hebrew, French, and English. He holds a B.A in History and Political Science from Tel-Aviv University and SciencesPo Paris, and M.A in Management from the London School of Economics.

Convene - 1 Liberty

Convene, 1 Liberty St, New York, NY 10006, United States