Neudata is excited to bring its fifth alternative data Summit to San Francisco, in February 2020.
The SF Summit will bring together hundreds of West Coast public market investors looking to use alternative data in their process. Investors presenting use cases and top tips for alternative data are a key part of the event.
Alternative Data has also seen significant interest from the PE / VC worlds, with hundreds of firms buying alternative data to help in screening, due diligence and monitoring.
The event also will feature some of the best known alternative data providers, and the technology that is being used in the effort. In addition, we take pride in featuring lesser known providers, at the cutting edge of adoption globally.
Who should attend?
Public market investors
Venture capital investors
Private equity investors
Corporations using alternative data to influence strategy
Startups looking to bring their data products to market
Established data providers, looking to reach new buyers
Data platforms and technology providers
Julia Asri Meigh NeudataVice President of ESG Research
Amy Dafnis NeudataAnalyst
David DeRose Pacific EpochPartner, Head of Institutional Sales
David joined the team in 2013 and is responsible for managing the research sales team and directly covers several clients globally. Prior to this, David was Co-CEO and Co-Founder of Primary Insight, originally built inside Bear Stearns in 2006 and acquired by J.P. Morgan in 2008. In 2009, David led a management buyout from JPM along with his partners and establish the company as an independent entity where he expanded the firm into China, UK and Australia through early 2013. Previously, David held senior direct sales and sales management roles for Vista Research and Jupiter Research earlier in his career. David holds a BA from Colgate University.
Elizabeth Elliott Morgan StanleyVice President
Elizabeth is a Vice President in Equity Research and member of Institutional Investor's top three ranked IT Hardware team led by Katy Huberty. She joined Morgan Stanley in 2012 after graduating from Wake Forest University with a B.S. in Finance, and has 7+ years of industry experience. Elizabeth holds the Chartered Financial Analyst designation and Series 7, 63, 86 and 87 registrations. She is the co-head of undergraduate recruiting in Equity Research and a member of the department's technology steering committee.
Christian Gilson HivemindCo-Founder and Head Of Data Science
Christian Gilson is the Head of Data Science at Hivemind, where he leads a team of data scientists who help businesses transform their messy or unstructured data into relevant, accurate, and valuable data assets. Christian holds a first-class honours degree and MSci in Physics from the University of Bristol where he also received the ‘Best Astrophysics Research Award’ and the ‘Best Physics Research Award’. In 2013 he was selected as one of the ‘top three physics students in the UK’ at the Science, Engineering & Technology Awards.
Sajjad Jaffer Two Six CapitalCo-Founder & Managing Partner
Sajjad Jaffer is Founder, Managing Partner at Two Six Capital, the technology firm that has pioneered Data Science for Private Equity. Founded in 2013, Two Six has participated in over $32 billion worth of private equity transactions that have closed. The firm's technology platform has analyzed over $140 billion of granular transaction data to date. Two Six's intellectual property is backed by 25 years of breakthrough research from Wharton. Sajjad holds a B.A. from Bowdoin and an M.B.A. from Wharton. He proudly serves on the Advisory Board for the Wharton Customer Analytics research center.
Mark Kriss Geofinancial AnalyticsCEO & Co-Founder
Mark Kriss is Co-Founder and CEO of Geofinancial Analytics, an alternative ESG data provider using satellite remote sensing technology. Mark also serves as Chair of the External Advisory Board of Minnesota’s world-renowned Institute on the Environment — one of the top climate science research centers – and is a charter member of the Sustainability Funds Council of Dimensional Fund Advisors. His prior tech startups were acquired by Dow Jones (financial analytics) and Cisco (network security). From 1995 through 2008, he served as a mentor in the Center for Entrepreneurial Studies at Stanford’s Graduate School of Business. Mark holds an M.A. (communication research) from University of Minnesota, B.A. from University of California, Berkeley, and is a graduate of the Executive Program in Financial Management at Stanford Graduate School of Business.
Rado Lipuš NeudataFounder & CEO
Rado Lipuš, CFA is the founder and CEO of Neudata, an alternative data intelligence and SaaS provider. Prior to founding Neudata, Rado's professional experience spans 20 years of FinTech leadership, quantitative risk management and data innovation for the buy-side. An acknowledged expert, Rado is regularly invited to speak about alternative data at conferences and industry events.
Nicolai Lundy SASBDirector of Education and Partnerships
Nicolai Lundy is the Director of Education and Partnerships. He helps asset owners, asset managers, and data and analytics firms that are using the SASB standards in their work. In his role, Nicolai oversees SASB’s research licensing, membership, and education programs as well as the annual SASB conference and the SASB Navigator research platform. He led the development of SASB’s credential program – the Fundamentals of Sustainability Accounting (FSA). He's been with SASB since 2013 and before that he had a variety of client management and operations roles in Norway and the U.S.
Zander Lurie SurveyMonkeyCEO
Zander is CEO of SurveyMonkey and serves on its board of directors, which he has been a part of since 2009. Previously, Zander was Senior Vice President of Entertainment at GoPro; he has served on the company’s board of directors since 2016. Prior to GoPro, Zander was SVP of Strategic Development at CBS Corporation, via its acquisition of CNET Networks, where he served as Chief Financial Officer and Head of Corporate Development. Zander began his career in the technology investment banking group at JPMorgan, leading equity transactions and mergers and acquisitions in the Internet sector. He holds a JD and an MBA from Emory University, and a BA in Political Science from the University of Washington. Zander co-founded the California-based nonprofit organization CoachArt, which serves chronically ill children and their siblings.
Austin Mayeux ACA AponixDirector of Client Development
Austin Mayeux joined ACA Aponix, ACA’s cybersecurity, privacy, and IT risk division, in December 2018. As Director of Client Development at Aponix, Austin handles the firm’s west coast business development efforts and manages client relationships and is based in Los Angeles, CA. Prior to ACA, Austin worked as an Associate Director at Eze Software Group. Before that, he served as a business consultant at the same firm. Austin earned his Bachelor of Science degree in Economics from Louisiana State University.
Ishaan Nerurkar LeapYearCEO
Raquel Rodriguez CircleUpSenior Machine Learning Engineer
Raquel is a Senior Machine Learning Engineer at CircleUp, an investment platform powered by technology. She leads the Knowledge Graph team, which links and organizes data from hundreds of sources at scale. Prior to CircleUp, Raquel was a Software Engineer at Procter & Gamble, where she developed systems for price forecasting applications. Raquel received her B.S. in Computer Science from the University of Costa Rica and her M.S. in Information Technology from Carnegie Mellon University.
Todd Schmucker ex Balyasny Asset ManagementDirector, Data Sourcing & Strategy
Todd Schmucker spent the past 3 years at Balyasny Asset Management where he led the firm’s alternative data sourcing and strategy efforts. Todd has over 20 years of professional experience and was previously at 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.
Daryl Smith NeudataHead 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. 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.
Ben Spero Spectrum EquityManaging Director
Ben joined the firm in 2001 and is a Managing Director. His areas of investment focus include Internet, software and information services. Prior to joining Spectrum, Ben worked at Bain & Company and co-founded TouchPak, Inc. He is Board Chair at Destination: Home, a public private partnership to end homelessness in Santa Clara County and is a Board member at Children’s Day School. Ben holds an AB, magna cum laude, from Duke University.
Michael Stern Earnest ResearchSenior Director, Financial Services
Michael Stern joined Earnest over two years ago and heads the company’s Financial Services Data Analyst team. Previously, he built and led a team at Earnest responsible for generating hundreds of new data assets and expanding coverage of the U.S. consumer economy. Prior to joining Earnest, he was an equity research analyst at Impala Asset Management across a number of sectors including homebuilders, building products, and retailers. Michael graduated from Swarthmore College with a degree in Economics and is a CFA charterholder
Michael Tich AirbnbMarketing & Data Science Leader
Michael Tich is currently Data Science lead and Head of Marketing Technology at Airbnb, with a focus on Host Growth. He previously had senior Marketing Technology roles with Zynga, Google and iCracked. His cross-sector experience has given him a multitude of lessons in how to apply first and third-party data to real world marketing challenges. Michael holds Master of Engineering (Systems Engineering) and Bachelor of Science (Operations Research / Mechanical Engineering) degrees from Cornell, and is a Six Sigma Black Belt.
Marta V. Lopata ThinknumChief Growth Officer
Marta V. Lopata is the Chief Growth Officer at Thinknum where she helps investors, businesses and media to leverage alternative data sources. Her specialties include web crawling, ESG, knowledge graph technologies, late stage startups analytics, portfolio performance and forecasting. Marta has also co-founded Thinknum's media outlet which attracted more than a million reader with its alternative-data focused market insights about leading public and private companies. Prior to joining Thinknum, she led product teams in digital fabrication & robotics in China and France.
Anagha Vaidhyanathan Morgan StanleyExecutive Director
Anagha Vaidhyanathan is an Executive Director in the Institutional Equities Division at Morgan Stanley. She has worked at the firm for 8.5 years, in both New York and San Francisco. Anagha advises hedge funds and asset managers on investments in global equities with a focus in Pan-Asia and technology, media, and internet companies. She spearheads Morgan Stanley’s Quantitative and Systematic Advisory Services efforts on the West Coast. Anagha has a BA in Economics from Wellesley College. She is on the board of the Wellesley Alumni Club of Silicon Valley and has a deep passion for financial literacy and education.
Ian Webster NeudataSenior Vice President
Ian heads the Client Engagement group at Neudata, as well as its busy programme of events. He has spent the last six years helping asset managers, investment banks and retailers to get value out of traditional and alternative data. Prior to that, Ian's experience encompassed analytical and commercial roles at Vodafone, Bank of Scotland and Liberty Mutual.
Ian holds an MA in Mathematics from the University of Oxford, and a Saltire Fellowship in Entrepreneurship from Babson College, Massachusetts.
Artemiza Woodgate Man NumericQuantitative Researcher
Artemiza Woodgate is a quantitative researcher at Man Numeric. Her research efforts focus on alpha signals, data processing and model construction. Prior to joining Man Numeric in 2015, she was a senior researcher at Russell Investments. Previously, Artemiza taught courses in finance and economics at the Foster School of Business, University of Washington. Artemiza received a bachelor’s degree with first class honors in mathematics and a master’s degree with distinction from the University of Auckland, New Zealand, and a doctorate degree in finance from University of Washington.
Takashi Yamada NikkeiVP, Head of Sales
Takashi Yamada is the VP, Head of Sales for the Data Solution at Nikkei America and has been with the company for 2 years after seconded from Nikkei. He is responsible for client management in the US for its unique Japanese Alternative/Market Data. Before Nikkei, He has got experience as a business consultant at a consulting firm and engineer at an advertising firm and Daiwa Institute of Research after graduating from The University of Tokyo.
Anjun Zhou ex MellonInstitute for Quantitative Research in Finance
Anjun has two decades of investment management experience. Her latest role was Head of Multi-Asset and Multi-Factor Research at Mellon Capital, responsible for the R&D of investment strategies and solutions. Prior to Mellon Capital, Anjun held senior roles at Wall Street firms such as Morgan Stanley and Deutsche Bank, responsible for portfolio management, research and product development. Anjun serves on the Research Committee of Q Group. She has authored publications on real asset investing, stock selection using artificial intelligence and volatility modeling. Anjun earned her Ph.D. in Finance from the University of Illinois at Urbana-Champaign, and a B.A. in Business Administration from Peking University. She completed the Stanford GSB LEAD Program on Corporate Innovation.
0800 – 0840 Welcome Breakfast
Introductory Remarks – Rado Lipuš, Neudata
2019: a year in alternative data – adoption and pricing trends – Daryl Smith, Neudata
Compare/ Contrast: the use cases of alternative data across public markets, private markets, corporates – Anjun Zhou, Institute for Quantitative Research in Finance, Sajjad Jaffer, Two Six Capital & Michael Tich, Airbnb
Market Research 2.0: a secret weapon for VC and Investment managers – Zander Lurie, SuveyMonkey & Ben Spero, Spectrum Equity
1010-1045 Coffee Break
TMT: Inside the mind of the Analyst – Elizabeth Elliott, Morgan Stanley, Amy Dafnis, Neudata & Anagha Vaidhyanathan, Morgan Stanley
Overcoming the technical challenges of alt data for PE & VC – Raquel Rodriguez, CircleUp
TMT case study walk through – Michael Stern, Earnest Research
“Uses and mis-uses of models” – Artemiza Woodgate, Man Numeric
“Alt data in Asia” – the challenge and opportunities – Todd Schmucker, ex Balyasny, Takashi Yamada, Nikkei, David DeRose, Pacific Epoch & Amy Dafnis, Neudata
“Building your own alt data”: making sense of internal and external unstructured data – Christian Gilson, Hivemind
Data Privacy: the impact of CCPA and consumer/ media sentiment on alt data; the current state of web-scraping – Ishaan Nerurkar, Leapyear, Austin Mayeux, ACA Aponix & Marta V.Lopata, Thinknum
ESG: Moving beyond ratings; overcoming ESG data challenges – Nicolai Lundy, SASB , Julia Meigh, Neudata & Mark Kriss, Geofinancial Analytics
Additional one-to-one networking slots
1425-1600 One-to-one Networking
1600-1625 Coffee Break
1625-1800 One-to-one Networking
1800 Drinks Reception
AddressInterContinental Mark Hopkins, 999 California Street, San Francisco , California, 94108 United States
Morgan StanleyMorgan 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.com
HivemindUsing the collective intelligence of man and machine, Hivemind helps clients create valuable, bespoke datasets from messy or unstructured sources, and brings control and efficiency to their data processing—making it auditable, and more accurate. With Hivemind you can: Create proprietary, structured datasets from any source Produce accurate, unbiased training data for machine learning Enrich, clean, map and monitor your datasets in detail and at scale Make informed decisions using aggregated opinion or sentiment hvmd.io/
SurveyMonkeySurveyMonkey is a leading global survey software company on a mission to power the curious. The company’s People Powered Data platform empowers over 17 million active users to measure and understand feedback from employees, customers, website and app users, and the market. SurveyMonkey’s products, enterprise solutions and integrations enable 335,000+ organizations to solve daily challenges, from delivering better customer experiences to increasing employee retention. With SurveyMonkey, organizations around the world can transform feedback into business intelligence that drives growth and innovation.
Arm InsightARM Insight is the leading provider of actionable insights from financial data. The company’s innovative data products have been gathered from over 1,000 financial institutions, giving you access to the “truth” of actual transaction data, not just general trends. These rich insights can be used for investment decisions, benchmarking, competitive analysis and other strategic initiatives. To learn more, visit arminsight.com
Earnest ResearchEarnest Research is a data analytics company driven to change the way investment professionals understand consumer and business behavior. Working with transaction, web-sourced and mobile geolocation data, we derive near real-time insights on company performance and customer behavior across thousands of consumer-facing companies. Earnest clients cover the spectrum from emerging managers and family offices to global asset managers, private equity and venture capital firms.
LeapYearLeapYear provides privacy preserving analytics software for enterprises to securely unlock value from their most sensitive data assets, enabling our customers to bring new data products and services to market. Privacy, security, and regulatory restrictions limit access to data – without LeapYear, organizations face challenges leveraging data internally, across clients or with third parties. LeapYear’s system implements patented differentially private algorithms that enable companies to gain access to unique and confidential data, including their most sensitive information, for analysis and machine learning. LeapYear has partnered with companies across the financial services, investment, health care and technology sectors to unlock unique use cases to drive increased revenue and profitability.
AscentialAscential Plc owns innovative data companies – WGSN and Edge – that specialize in providing retail e-commerce data to brands, manufacturers, and retailers. As a by-product, we have valuable alternative data to offer to the investment community. WGSN provides apparel e-commerce data and daily apparel consumer data across five regions, with history back to 2013. Edge provides Amazon sales and share data, tracking grocery, health and personal care categories, and general retail e-commerce pricing and promotion data, with up to 5 years’ historical data in the US and UK.
causaLenscausaLens is a London deep-tech company building the next generation data cleaning and signal discovery products. It serves the full spectrum of financial services firms and data providers. The causaLens product is unique on the market and can search and extract signals from raw time-series data in a fully automated manner. They launched their first product on August '18 and already attracted some of the most sophisticated banks, hedge funds, asset managers, exchanges, market makers & data providers as customers.
Consumer EdgeConsumer 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.com
RakutenRakuten, which means “optimism” in Japanese, is synonymous with e-commerce and innovation. Our name allows us to leverage the global power of Rakuten: a brand that has 1.4 billion users around the world. Our data intelligence group offers trusted data and insights that investors rely upon to better understand e-commerce, technology, retail and consumer trends. We offer proprietary data products as well as those sourced via third-party partnerships.
Second MeasureSecond 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.com
YewnoYewno 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/
YouGovYouGov is an international research data and analytics group headquartered in London. Our data-led offering supports and improves a wide spectrum of marketing activities of a customer-base including media owners, brands and media agencies. We work with some of the world’s most recognised brands. With a proprietary panel of over 8 million people globally and operations in the UK, North America, Mainland Europe, the Nordics, the Middle East and Asia Pacific, YouGov has one of the world’s largest research networks. yougov.co.uk
Visible AlphaVisible 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.com
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