In partnership with Morgan Stanley as Diamond sponsor.
This event is exclusive to Neudata and Morgan Stanley Buy-Side clients.
The first half of 2022 has been a turbulent time for global economics and, as we enter H2, it feels realistic to say that a recession may be looming. As the risk rises, how can alternative data be used to monitor these risks and enable strategic protection from any detrimental effects?
On August 10th, we’ll be delving into various themes surrounding the topic, such as: consumer debt interest, consumer confidence, macro impacts, central banks & institutional and retail flow.
Join Neudata as we try to identify exciting datasets that could help investors navigate an impending downturn.
Seeking AlphaSenior Editor
Nathaniel Baker is a podcaster and editor focused on various investing subjects. He has over two decades’ experience covering financial markets. He started his career at Institional Investor Newsletters before moving to Bloomberg News in 2010. At Bloomberg he started the Hedge Fund Brief and later managed a team in Hong Kong. Since 2017 he has been active on a freelance basis, contributing to Forbes, Seeking Alpha and other publications while hosting his own podcast and creating other forms of content.
NeudataBusiness Development Manager
Mason is a Business Development Manager at Neudata. Prior to working at Neudata, Mason spent over 3 years working at IHS Markit servicing clients across the buy and sell side with trading, regulatory and data led solutions.
Mason holds a BA in Philosophy, Politics and Economics from the University of Leeds.
Morgan StanleyGlobal Head of Morgan Stanley’s AlphaWise Primary Research
Melissa Franchi is the Global Head of AlphaWise Primary Research. She joined Morgan Stanley Equity Research in 2009 as part of the Software team and covered cybersecurity stocks from 2014-2020. Prior to Morgan Stanley, Melissa was a strategy consultant at Deloitte Consulting. Melissa holds an MBA from Harvard Business School and a BBA in Finance from Emory University, Goizueta School of Business.
Ryan Furey is a Rhode Island based technologist and product expert working as a
Solutions Consultant at Premise. He brings years of experience leveraging emerging
technologies to solve problems for both Commercial and Government clients. Ryan
works with the Business Development team to articulate Premise’s global data-
collection and real-time insight capabilities to prospective clients. When he’s not at his
standing desk, he can be found surfing along the coast of Rhode Island or climbing ice
and rock around greater New England.
PremiseSenior Business Development Executive
Kate has over 16 years of Institutional Sales and Client Development experience selling a
combination of products including data, research, software & analytics to a wide variety of
financial services clients.
Originally a Virginia native, Kate graduated from the University of Virginia with a BA in
Government. She currently lives in Rumson, New Jersey, with her husband, three children and
their dog named Bruce.
NeudataGlobal Events Director
Dean is responsible for leading, developing and expanding Neudata’s events programme.
Having spent the last decade creating, building and scaling conference and content businesses within the FinTech and Energy sectors, Dean has worked with some of the most recognisable global brands on B2B events of all sizes. Dean co-founded two conference companies in 2013 and exited through acquisition in early 2020.
Dean holds a BA Hons degree in Theatre and Performance Studies from Warwick University.
Nikolaj Schmidt, PhD
T. Rowe PriceChief International Economist
Nikolaj Schmidt is a Chief International Economist in the Fixed Income Division of T. Rowe Price. Prior to joining the firm in 2015, he worked as a director of Economic Research at Pharo Management. Schmidt also held positions at Goldman Sachs and the Danish Ministry of Finance. He earned a master's degree in finance and economics at the London School of Economics and a PhD in finance at the London School of Economics and Political Science
Morgan StanleyExecutive Director
Katie Solovieva is a Market Research analyst on Morgan Stanley’s AlphaWise Primary Research team, responsible for qualitative and quantitative market research analysis. She provides consultation services on market trends through the lens of the targeted decision-makers to both Morgan Stanley research analysts and investors. Katie joined Morgan Stanley in 2013 with more than 10 years of market research experience, most recently as Director of Business Insight at GfK. Katie graduated with honors from the Baruch Zicklin School of Business with a BBA in Finance.
John Toohey, CFA
Two Centuries InvestmentsPortfolio Manager
- 24 years of institutional portfolio management experience. 32 years of financial services industry experience.
- 2009 - 2019: Head of Equities at USAA Investments. Co-managed USAA Global Equity Income Fund. Served 10 years as an officer of the USAA Mutual Funds Trust.
- 2003 - 2008: Managing Director, AIG Investments. Chief investment officer for AIG's U.S. pension fund.
- 2000 - 2003: Vice President, AIG Investments. Responsible for investment risk management for over $400 billion in insurance and client assets.
- 2020 – present: Assistant Professor of Practice, UTSA Alvarez College of Business. Teach one investment course per semester to undergraduates, 40% first generation, 70% underrepresented populations. Volunteer as faculty advisor for student summer internships.
- 2020 – present: Volunteer Advisor, UTSA The Investment Society. Assist student organization, which offers student-led financial courses and manages a portfolio that funds micro loans for a rural community in Costa Rica.
- 2020 – present: Investment Committee and Audit Committee, St. Luke’s Lutheran Health Ministries. Volunteer for non-profit foundation.
- Bachelor of Arts degree in mathematics from Williams College. CFA Charter holder.
Dean Murphy, Global Events Director, Neudata
Investment considerations with Recession Risk looming
What have we learnt from previous recessions, and what should be considered when investing in a turbulent economic climate.
John Toohey CFA, Portfolio Manager, Two Centuries
Use Case from Premise
Gain insights from a wide range of data sources on how changes to the macro environment influence consumer confidence.
Kate Higgins, Senior Business Development Executive, Premise & Ryan Furey, Solutions Consultant, Premise
Assessing the health of the consumer with alternative data
Trending Themes from Morgan Stanley
Melissa Franchi, Global Head of Morgan Stanley’s AlphaWise Primary Research & Katie Solovieva, Executive Director, AlpaWise Primary Research, Morgan Stanley
How can I use Neudata to help me assess recession risk?
Learn how Neudata’s insights can be used to monitor the risk of recession and enable strategic protection from any detrimental effects.
Mason Caldwell, Business Development Manager, Neudata
Fireside Chat Recession: Where, When and What to look for?
Discover the latest economic developments edging countries closer to recession, what are the key indicators we should e looking for and how should Investors be reacting.
Nathaniel Baker, Senior Editor, Seeking Alpha
Nikolaj Schmidt, PhD, Chief International Economist, T. Rowe Price
- Central Bank
- Auto Loans
- Business Loans
- Consumer Debt
- Real Estate