San Francisco Edition
Supported by Morgan Stanley as Diamond sponsor.
We are proud to announce that Neudata will be hosting its next Data Summit in San Francisco in September 2022.
- Hear from key industry players on how to scout and derive insights from external / alternative data sources
- Review the latest advancements in the cryptocurrency space and how blockchain technologies are enabling adoption for institutional investors
- Explore the latest technologies available to support your data strategies
- 400+ ATTENDEES
- 1000s 1-2-1 MEETINGS ARRANGED
- 60+ SPEAKERS
Data Insights and Scouting
Gain insight into the trends shaping the alternative data space and turbocharge your data acquisition efforts.
Blockchain, Bitcoin and Beyond
Discover the market forces impacting crypto, learn how blockchain and Web 3.0 are shaping data, and network with the industry’s hottest crypto and blockchain specialists.
Data Management and Tech
Drive efficiencies, improve data quality and deliver value to your firm by refining your data management strategy and enhancing your knowledge of the technology ecosystem.
Rado Lipuš, Founder & CEO, Neudata
Michael Hejtmanek, Vice President, Neudata
Turning Asset Management on its Head
From Data Provider to Asset Manager, the novel story of how Delphia used its own Alpha Signal and put its money where its mouth is.
Andrew Peek, Co-founder & CEO, Delphia
Panel: Driving Alternative Data Adoption
Discover how a data-driven approach can help investors find an edge in the market and generate necessary returns.
Moderator: Saif Zia, Business Development Manager, Neudata
Adam Nahari, Data Science & Analytics, Berkshire Partners
Tenley Foran, Director, Research & Data Services, Bain & Company
Cathy Tanimura, Vice President of Analytics and Data Science, Summit Partners
Systematic Equity Investing in a Changing Macroeconomic Environment
Stephan Kessler, Global Head of Quantitative Strategies (QIS) Research, Morgan Stanley
Panel: Finding ‘Killer’ Datasets
Uncover and explore the processes and research data buyers use to find those golden datasets.
Moderator: Barney Bruce-Smythe, Senior Analyst, Neudata
Roshan Raman, Head of Quantitative Research, Woodline Partners
Wachi Bandara, Chief Investment Officer of Asset Management, Exos Financial
Dominique DeRubeis, Data Strategy & Solutions Associate, BlackRock
Neudata Insights: State of the Alt Data Nation
Hear the latest insights, trends and future forecasts of the alternative data landscape.
Daryl Smith, Head of Research, Neudata
Four new data providers pitch their data proposition for established data providers, but only one data provider will be crowned the best in their class.
Tjeerd van Cappelle, Founding and Managing Director, aiLiftoff
J. Scott Hamiltoin, Founder & CEO, Live Data Technologies
Moyi Dang, Co-Founder & CEO, Coinfeeds
Liz Uliva, Associate, Morgan Stanley
Raja patnaik, Investment Analyst, Dodge & Cox
Paul White, CEO & Co-Founder, Quantbot Tecnologies
With Lunch & Learn from Apptopia
Can a Quantitative VC Exist?
Understand how data can be used in the venture capital investing process.
Nick Adams, Managing Partner, Differential Ventures
Using Alternative Data for Portfolio Optimisation
Adam Nahari, Data science & Analytics, Berkshire Partners
John Curaba, Executive Director, ACLED
ACLED: Real-time Conflict Data for Risk Monitoring and Prediction
Olivia Russell, Executive Director, ACLED
ESG Panel: What am I Missing?
ESG as been a trend for a few years now but why? What am I missing? Is there still alpha in ESG?
Barney Bruce Smythe, Senior Analyst, Neudata
Kathlyn Collins, Head of ESG, Matthews Asia
Anton Gorodniuk, Sustainable Investing & ESG Strategy, Allspring Global Investments
Blockchain, Bitcoin & Beyond
Dean Murphy, Global Events Director, Neudata
The Pathway to Digital Ownership
Where does Web 2.0 fintech meet Web 3.0? In this talk, we explore the opportunities and challenges in Web 2.5 – the “hybrid” version of Web 3.0, where institutional assets are being digitized, new markets for swapping between real and digital assets are emerging, and data is being provided through integrated Blockchain Oracle and RestFul API services.
Dr. Matthew Dixon, Associate Professor of Applied Math, Illinois Institute of Technology
Panel: Navigating Turbulence in Crypto Markets
Explore how DeFi has challenged many aspects of traditional capital markets and discover how it can create alpha returns.
Moderator: Todd Schmucker, Business Development, CoinDesk Indices
Paul White, CEO & Co-founder, Quantbot Technologies
Jason Zins, Partner, Skybridge Capital
Sidney Powell, CEO & Co-founder, Maple Finance
Cryptocurrency Regulation Updates
Navigate the array of cryptocurrency regulations globally, understand legislative attitudes and the implications for future government involvement in the space.
Moderator: Stephanie Desanges, Global Business Development, PayPal
Sheila Warren, CEO, Crypto Council for Innovation
Reba Beeson, General Counsel, AlphaPoint
Sandra Waliczek, Blockchain and Digital Assets, World Economic Forum
Macroeconomic Insights for Crypto and Stablecoins
Kathryn White, Digital Financial Markets leader, Accenture
How Digital Asset Industry Classification Is Shaping Investment Strategy
Jodie Gunzberg, Managing Director, CoinDesk Indices
To Infinity & Beyond – The Metaverse Opportunity
Discover the new world of opportunity that the metaverse has created.
Lorne Sugarman, CEO, Metaverse Group
Panel: How do Investors use Web 3.0?
Understand the importance of monitoring business using and investing in Web 3.0 and how that can impact the stocks being traded.
Jonathan G. Blanco, Founder, Niftmint
Mark Yusko, CEO & CIO, Morgan Creek Capital Management & Morgan Creek Digital
Tiffany McGhee, CEO & Chief Investment Officer of Pivotal Advisors, CNBC Contributor
Panel: VC Growing Interest in Crypto
Explore the reasons behind the elevated number of deals in crypto companies and find out if this trend is here to stay.
Moderator: Linda Kreitzman, University of California at Berkeley
Les Borsai, Co-founder & Chief Strategy Officer, Wave Financial
Eric Nemeth, Investment Associate, Sino Global Capital
with Lunch & Learn from Apptopia
Data Management & Tech
Managing Data Based Fintech Products
Deep Ratna Srivastav, SVP Head of Digital Investment
Solutions, Franklin Templeton Investment Solutions
Latency wars, spam wars, and auctions: High frequency trading on blockchains.
The idiosyncrasies of blockchains will give rise to new forms of high-frequency trading (HFT). We will review the categories of HFT, arbitrage, and economic exploits that will affect users, as well as the datasets that identify and quantify this activity.
Greg Kapoustin, Chief Technology, Clerkenwell Asset Management
Opportunities and Risks for AI in Alternative Data
AI could create highly valuable datasets by extracting structured insights from unstructured data. Cost and privacy concerns, however, could hinder these effects.
Jeremy Lewi, Software Engineer, ex-Google
Why Data Infrastructure and Machine Learning is critical to the future of transactional applications
Alfred S. Chuang, General Partner, Race Capital
Edith Yeung, Partner, Race Capital
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 2021, we set up 5,000+ hours of AltDating meetings – transforming how buyer-seller networking is done.
Interested in hearing more?
For this first time this year, we are so excited to bring back our Shark Tank session.
We will be inviting 4 upcoming data providers to give a 10 minute live presentation on their data product. Their pitch will then be critiqued and judged by 3 key users or influencers in the data space. The judges will then vote and the winner will be crowned best new data offering of 2022.
Join us 28th September and don’t miss out on this exclusive insight.
Differential VenturesCo-Founder & Managing Partner
Nick Adams is the co-founder and Managing Partner of New York-based seed fund Differential
Ventures. Previously, Nick was a Venture Partner at Supernode.vc, f.k.a. Flatiron Investors,
where he evaluated seed- stage tech companies and led the due diligence for multiple
investments. Before joining the venture capital community, Nick held senior sales, marketing,
and product management roles for software companies that have realized over $1.3 billion in
exit value, including: Opower (IPO), RAGE Frameworks (acquired by Genpact), Basware
(Publicly-traded on OMX), and Comverge (acquired by Itron).
Nick sits on the board of several tech companies, including Ocrolus, which was named the '2020
Fastest Growing FinTech Company in the US’ by Inc. Magazine. He is also on the board of ‘Off
the Record,’ a non-profit dedicated to the support of venture-backed startup founders. Nick
was an investor on ZeeTV’s startup show ‘Break Through the Crowd’ which follows the journey
of several entrepreneurs. Nick has a MSc in Global Finance from NYU and Hong Kong University
of Science and Technology, a MBA in Corporate Finance from Northeastern University, and a BA
in History from Brandeis University where he played four years of varsity baseball.
Exos FinancialChief Investment Officer of Asset Management
Wachi is the Chief Investment Officer of Asset Management for Exos Financial. He guides the investment process for the asset management businesses at Exos and chairs the Investment Committee for Exos Asset Management. Prior to joining Exos, Wachi was the Chief Investment Officer and Head of Research at Pluribus Labs where he led the investment team and executed on the Pluribus Labs vision to become the global leader in the use of qualitative data in a systematic investment process. Prior to that, he co-founded a data science and machine-learning start-up focused on investment management, which was eventually acquired by Golden Gate Capital. Wachi started his career as a machine-learning researcher focused on computer vision. Wachi advises a number of startups on issues related to technology and investments. He serves on the Corporate Advisory Board of the Cristo Rey De La Salle School, a non-profit school that prepares youth from low-income families for post-secondary educational opportunities. Wachi holds a PhD and an MS in Finance from The George Washington University, an MS in Applied Mathematics from the Florida Institute of Technology and a BS in Mathematics from the University of Colombo, Sri Lanka. He also holds the Financial Risk Manager certification from the Global Association of Risk Professionals.
Reba Beeson is the General Counsel at AlphaPoint, a white label exchange software provider powering crypto exchanges worldwide and the technology behind El Salvador’s bitcoin wallet, Chivo. She is a member of 100 Women in Finance and Digital Asset Regulatory and Legal Alliance and a member of the New York State bar, and she has held numerous FINRA licenses. Prior to joining AlphaPoint, Reba has had extensive professional experience as an attorney and capital markets banker, having served as Deputy General Counsel – US for World Gold Council and its US affiliated sponsors of the largest global gold-backed ETF product suite. Reba formerly held roles as lead counsel for UBS’s Alternative Investment Group and SVP/Head of Complex Financing for BNP/Paribas.
Jonathan G. Blanco
NiftmintCEO & FounderJonathan G. Blanco is the Founder and CEO of Niftmint, a NFT Commerce Infrastructure company allowing Brands to Mint, Sell, and Custody NFTs directly on their eCommerce platform while handling all crypto and crypto wallets on behalf of the Brand and their Customer. Jonathan has been working with Brands since 2009, building innovative retail technology for Brands since 2014, and building at the intersection of crypto and commerce since 2017. Jonathan is also the founder of TF Labs, a Web3 Management Consulting Firm and Startup Studio guiding Brands in their company adoption of Web3 across Software Development, Branding, Marketing, and Media while spinning out internal Web3 Startups such as Niftmint.Throughout his career, Jonathan has spent time leading Product Innovation in a large retail organization and built software products and practices from 0-1 for Startups, Growth Stage, and Enterprise Retail. Jonathan is a trusted voice and resource in Web3 Product Management, having been a product and technical consultant to Brands and Crypto Fintech CEOs and Executives. Jonathan teaches Software Product Management at the University of Washington PCE and is currently creating a curriculum for his Web3 Product Management Course which will be available via TF Labs.
Wave FinancialCo-founder & Chief Strategy Officer
Les Borsai has a knack for spotting emerging trends first and building community around new ideas and markets. A Los Angeles-based technology entrepreneur, music promoter, and cryptocurrency advisor, Borsai is the co-founder of Wave Financial, a registered investment advisor with $1.5 billion under management that bridges the gap between traditional asset management and cutting-edge digital currencies. He manages the firm’s highly successful NFT Fund, investing in NFT collectibles, platforms, and protocols.
Borsai began his career in the music industry, first gaining recognition as a rave promoter in the Southern California underground scene of the late 1980s. From there, he partnered with Avalon Attractions, now Live Nation Entertainment, to promote large-scale raves featuring performers like Moby and The Shamen.
At the age of 26 he became director of tour marketing for MCA Records. From there, he joined 911 Records as vice-president of artist development where he created a new business model for traditional concert promoters. Next, Borsai moved into entertainment management, co-managing artists such as Jason Mraz and Wynonna Judd.
In 2008, understanding the transformative power of the smartphone, Borsai transitioned to digital music and co-founded the iPhone application development company gridMob, which launched the first karaoke apps for artists such as Lady Gaga. He also founded SongLily in 2012, a digital platform company that simplifies music licensing for mobile application and game developers.
As early as 2013, Borsai understood that the next big cultural and financial revolution was crypto. That year, he took on the role of advisor to Ripple Labs and the following year became one of the earliest investors in Ethereum.
Sitting at the cross-section of entertainment and economics his entire career, Borsai was the one of the first to intuit the cultural significance of NFTs. In 2017, he bought his first CryptoPunk NFT, part of a set of 10,000 NFTs that are among the first to ever be created and can now sell for upwards of $1 million apiece.
Borsai regularly comments on today’s NFT trends and has been featured in a variety of top-tier global publications including The Wall Street Journal, The New York Times, Bloomberg, Forbes, CNBC, TechCrunch, CNN, and The Hollywood Reporter, among many others.
NeudataESG 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.
Sondra is the editor of Neudata's news platform. She covers the alternative data strategies of asset managers and data vendors, including new fund launches, product launches, fundraising, dataset usage and pricing. She takes a particular focus on legal, compliance and tax issues that impact buyers and sellers of alternative data.
Prior to joining Neudata, Sondra covered the machine learning and alternative data strategies of institutional investors for EQDerivatives/machineByte and commercial real estate debt markets for Real Estate Finance & Investment across the US, UK and Europe.
Sondra holds BA degrees in Economics and Public Communications from American University in Washington, D.C.
Tjeerd van Cappelle
aiLiftoffFounder & Managing Director
Tjeerd van Cappelle, CFA is the founder and Managing Director of aiLiftoff, a provider of alternative data and services to investment firms. Tjeerd has over 25 years’ experience in finance and technology. Before Tjeerd founded aiLiftoff, he worked for 16 years at NN Investment Partners. His last position was head of the AI Equity team, leading a team of portfolio managers and data scientists, managing over EUR 5 billion AuM in systematic strategies. Tjeerd is an innovator and someone who can connect the technological possibilities with what’s needed to be a successful investor.
Tjeerd is CFA charter holder, has a MSc degree in Applied Mathematics from Delft University of Technology and a MSc degree in Econometrics from Erasmus University Rotterdam (Cum laude).
Race CapitalGeneral Partner
Alfred is a cofounder and general partner at Race Capital, and Chairman of Magnet Systems.
Recognized by Andreessen Horowitz as the Silicon Valley CEO’s CEO, he is an accomplished entrepreneur and venture investor. Known for being the co-founder and CEO of BEA Systems, Alfred led BEA Systems to its acquisition by Oracle for $8.6 billion.
With extensive experience in venture investing since 2008, Alfred (and Race Capital) are first investors in Solana (~$28B Market Cap), Databricks ($38B 2021 valuation), FTX ($32B 2022 Valuation), and many others.
Alfred's notable awards include CIO Magazine 20/20 Vision Award Honouree, Ernst & Young Entrepreneur of the Year finalist, University of San Francisco President’s Ambassador, UC Davis Outstanding Alumnus Award, and UC Davis Distinguished Engineering Alumni Medal among others.
Matthews AsiaHead of ESG
Kathlyn Collins is Head of ESG at Matthews Asia where she is responsible for overall ESG Strategy on the investment team, including implementation of ESG integration and active ownership activities such as company engagement and voting. Prior to joining the firm in 2018, Kathlyn worked as an ESG & Global Strategy Analyst with Cartica Management LLC where she developed ESG integration and analyzed investments for portfolios, conducted company research and engagement, and wrote reports relating to Emerging Markets. She earned an M.A. in International Relations and International Economics from John Hopkins University School of Advanced International Studies and an M.A. in Italian Studies from Middlebury College in Florence, Italy. Kathlyn has a B.A. in Broadcast Journalism, Italian Language, Literature & Culture from Syracuse University. She has been part of the faculty for the International Corporate Governance Network’s (ICGN) ESG integration course and is a Sustainability Accounting Standards Board (SASB) Fundamentals of Sustainability Accounting (FSA) credential holder. She is a Chartered Alternative Investment Analyst (CAIA) and speaks Italian and Spanish.
CoinfeedsCo-Founder & CEO
Moyi is the co-founder and CEO of Coinfeeds, a social intelligence platform dedicated to cryptocurrencies. She was a senior data scientist at Uber, and previously did investment research for Chinese and other emerging market equities.
PayPalGlobal Business & Market Development, Blockchain, Cryptocurrency, and Digital Currencies
Stephanie Desanges is originally from Boston and attended Northeastern University undergrad where she majored in Finance. She has various experiences that span across the public and private sector. She has worked 5.5 years in a variety of roles in the private sector in investment banking, private banking, and asset management at JP Morgan and Goldman Sachs in New York City and London. She interned on the Northeast fundraising team for the Hillary Clinton Campaign and also interned in the office of the President and CEO of the Overseas Private Investment Corporation. She has a deep interest in international development and has helped build three organizations focused on economic development, specifically in Haiti after the earthquake: a for-profit sustainable development community in the central plateau, an impact investment fund, and a non-profit focused on the pillars of education and healthcare. She also spent two years building and scaling businesses in the Middle East based out of Dubai.
She now works in Global Business and Market Development in Blockchain, Cryptocurrencies, and Digital Currencies at PayPal. She focuses on ensuring the end-to-end management of PayPal’s underlying cryptocurrency product, technology infrastructure, partnerships and regulatory foundations to drive continued growth in the space. She was previously the Global CBDC lead and is now focused on Go to market for international expansion for PayPal’s current crypto products. She is deeply passionate about financial inclusion and the intersection of tech, policy and finance. She has an MPA from Harvard Kennedy School of Government and an MBA from Wharton Business School.
BlackRockData Strategy & Solutions Associate
Dominique is an Associate on the Data Strategy & Solutions within the Portfolio Management Group at BlackRock, which is a centralized function for data discovery, distribution and bespoke solutions. She leads their Acquisition efforts to identify, onboard and evaluate differentiated data sources that complement investment research.
Illinois Institute of TechnologyAssociate Professor of Applied Math
Dr. Matthew Dixon (FRM) is an Associate Professor in Applied Math at Illinois Tech. He holds a PhD in Applied Math from Imperial College, London, and has held a postdoctoral position at the Institute for Computational Math and Engineering at Stanford University, and an Arthur Krener Visiting Assistant Professorship at UC Davis. Prior to joining academia, Matthew, worked in structured credit trading for Lehman Brothers and has since been a freelance consultant to the several financial institutions including the Bank of International Settlements in Basel, Silverlake investments, Hedgefacts, Brookfield Investments, and Tradeforecaster. He has published over 40 articles relating to risk management, blockchain engineering, and machine learning in finance, including a textbook on Machine Learning in Finance. He serves on the board of the CFA NYC Quant Trading Committee, the AIMS Journals of Dynamics and Games, and the World Scientific Annual Review of Fintech. He is the recipient of Risk Magazine’s 2022 Buyside Quant of the year Award, an Illinois Tech innovation award, and the College of Computing's Dean Award for Excellence in Research, and his research has been funded by Intel, Dell, NASA JPL, and the NSF in addition to being quoted in the Financial Times, Barron’s Advisor, and Bloomberg Markets. Matthew is the co-founder of CFX Labs - providing the first global stablecoin settlement network.
Bain & CompanyDirector, Research and Data Services
Tenley Foran is Director, Research & Data Services, affiliated with the Private Equity Practice at Bain & Company, with over 25 years of industry experience. Tenley leads the global evaluation and on-boarding of alternative data, and works closely with Bain’s advanced analytics teams to create solutions and products for the firm’s private equity due diligence, and portfolio work. Her team has evaluated hundreds of data sources and works with dozens of them, supporting over 5,000 projects in the past few years. Previously she worked in strategy at BBC Technology and Sony Pictures Entertainment focused on the convergence of technology and media.
Allspring Global InvestmentsInvestment Strategist, Sustainable Investing
Anton Gorodniuk is an investment strategist for the Sustainable Investing team at Allspring Global Investments. In this capacity, he helps create ESG-driven analysis, manages custom projects for clients and prospects, and contributes to content development and thought leadership. Anton joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, he worked at the Value Reporting Foundation (formerly known as the Sustainability Accounting Standards Board), where he served as a lead analyst. Prior to that, Anton was an equity research analyst intern at Allianz Global Investors. Earlier, he served as a research analyst intern at Crestline Investors. He began his investment industry career in 2012. He earned an economics and management degree in real estate management from the Saint Petersburg State University of Engineering and Economics and a master’s degree in business administration from the University of Alaska, Fairbanks. Anton has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
ApptopiaDirector 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.
CoinDesk IndicesManaging Director
Jodie Gunzberg is Managing Director, CoinDesk Indices. Before CoinDesk, Jodie was the Chief Institutional Investment Strategist at Morgan Stanley. She has over 25 years of investment experience across the buy-side, indexing, and consulting. Ms. Gunzberg is a CFA charterholder, member, curriculum consultant, and volunteers on the Education Advisory Committee of the CFA Institute. She is also a former member of the Board of Directors for CFA NY and CFA Chicago and founded the CFA New Jersey Group of CFA NY. Ms. Gunzberg currently serves on the Advisory Board for the Department of Finance of Hofstra University and on the Industry Advisory Council and Editorial Advisory Board for the Global Commodities Applied Research Digest at the University of Colorado Denver Business School’s J.P. Morgan Center for Commodities. She received her M.B.A. from the University of Chicago, Booth School of Business, and earned a B.S. in Mathematics from Emory University.
J. Scott Hamilton
Live Data TechnologiesFounder/CEO
Scott is the founder and CEO of Live Data Technologies, a company providing real-time job change data for 100M+ US B2B professionals across 2M companies.
Scott is a longtime tech entrepreneur, with B2B contact data being a common thread. Additional interests include semantics (formal and lexical), context, and pattern recognition. He graduated Indiana University without distinction with a BA in Economics.
I am an avid builder of products and businesses at the intersection of technology and finance. These have ranged from core computing technologies used by hundreds of millions of people, to financial analytics platforms guiding tens of billions in assets, to cutting-edge stealth ventures. My current focus is on emerging technologies at the junction of finance and web3.
Morgan StanleyGlobal Head of Quantitative Investment Strategies (QIS) Research
Stephan Kessler is a Managing Director and Global Head of Quantitative Investment Strategies (QIS) Research at Morgan Stanley, focusing on research around signals, portfolio construction and risk management in systematic strategies. Prior to joining Morgan Stanley, he was lead portfolio manager and head of research in the alternative investment strategies team within Goldman Sachs Asset Management’s QIS platform. Other previous roles include tenures as an equity derivatives strategist, portfolio manager for a quantitative multi-strategy fund, and founding partner of a financial consulting firm in Switzerland. He holds a master’s in Economics and Business Administration from the University of Mannheim and a PhD in Economics from the University of St. Gallen, where he still lectures on financial modelling. He is the author of numerous academic-journal articles on financial markets.
Partner/CEO at 0xPartners.comBerkeley SkyDeck Blockchain/Crypto Track Co-Chair
Linda Kreitzman joined 0xP as partner and investor on May 1st, 2021. She is currently a lecturer at the Haas School of Business for the Master of Financial Engineering program, industry Lead for the Centre for Responsible Decentralized Intelligence (RDI) and also strategic advisor/crypto track chair for SkyDeck at UCB. Linda has spent the last twenty-one years at the Haas School of Business, University of California at Berkeley, first as director then executive director and assistant dean of the top tier MFE program which she helped launch in 2000. Linda was the first director in the United States to develop a pre-program set of courses and curriculum in data science and machine learning tailored to each admitted student as early as 2012 as well as seminars on blockchain and cryptocurrencies beginning 2013. In 2017, Linda was invited by Dr. Laura Tyson, Clinton's former presidential advisor and former dean of the Haas School, to be the co-lead on the Faculty Research Review Committee on the Berkeley Blockchain Initiative where she oversees the students' projects on blockchain and cryptocurrency. Linda possesses extensive worldwide industry contacts in finance, Fintech and blockchain. She is fluent in English, French and Spanish and is also investor, adviser, and board member to several start-ups in the United States, France, and Israel.
Jeremy Lewi spent 9 years at Google. He started his career working on YouTube’s Video Recommendation System before transferring to Cloud to launch Dataflow and then Cloud ML Engine. He co-created Kubeflow, a Kubernetes native MLOps platform. After Google he worked at Primer.ai which is building machines to read and write. He is currently exploring applications of AI to alternative data.
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.
Della Parola Capital ManagementManaging Founder and Principal
David is the Founder of Della Parola Capital Management, LLC and serves as the firm’s Chief Economist, and Head of Investment Policy and Research.
The focus of David's financial and professional career has been advising, lecturing and managing financial assets in areas related to investment management, private equity, macroeconomic and microeconomic forecasting, financial modeling, portfolio analysis, portfolio hedging models, machine learning, artificial intelligence and financial derivatives strategies. He has served highly affluent families, private family offices, foundations, charitable organizations, pension plans, and institutions for nearly 20 years.
David earned a B.A. in Economics and Business Management from the University of New Mexico, where his studies were financed by an athletic scholarship. In addition, he earned an MBA from the University of Liverpool (United Kingdom), and a PhD in Finance at EDHEC Business School. He is a member of the CFA Institute and a member of the CFA Society of Colorado.
Pivotal AdvisorsFounder, CEO & Chief Investment Officer
Tiffany McGhee is the founder, CEO and Chief Investment Officer of Pivotal Advisors and a CNBC Contributor. She leads Pivotal in its mission to exceed client investment objectives and maximize their impact. Tiffany works with firm leadership to set and execute Pivotal’s investment strategy, firm vision and voice within the institutional investment community. She chairs the firm’s investment committee, overseeing investment research and manager due diligence and is the lead advisor for the firm’s largest relationships. Pivotal Advisors is a Securities and Exchange Commission (SEC) Registered Investment Advisory firm focusing on institutions. It is also the first African American woman-owned and Afro-Latina owned firm of its kind in the country.
Prior to founding Pivotal, Tiffany was one of the founding partners of Momentum Advisors, an independent, Investment Advisory firm. She created Momentum’s institutional investment practice and served as the CEO and Co-CIO of the firm’s institutional business. Before her work with Momentum, Tiffany managed a portfolio of institutional clients in the Mid-Atlantic region for TIAA. She also worked in the private bank and broker-dealer business channels for T. Rowe Price. Tiffany has managed over $7 billion dollars in assets and relationships since beginning her career as an advisor in the Private Client Group at Merrill Lynch.
Tiffany frequently speaks on topics such as ESG investing, impact investing, Web 3 and brands, ERISA, asset allocation, alternative investments, and diverse ownership in asset management. She has been invited to speak at conferences such as SoCap, RAISE, the Congressional Black Caucus Foundation, the National Women’s Studies Foundation and the Florida Alternative Investment Association, Columbia Business School’s Elevate Conference, and the Rainbow PUSH Coalition’s Wall Street Project Summit.
Tiffany holds a B.A. degree in Political Science and International Relations from Morgan State University. She sits on the board of the Arthur Ashe Institute for Urban Health and Maryland Humanities where she serves on the finance and racial equity committees.
NeudataCommercial Director - Data Provider Products
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.
Berkshire PartnersData Science and Analytics
Adam leads Berkshire Partners’ innovative data science group. In this capacity, Adam harnesses alternative data in public and private equity investing and drives data related initiatives across the investment lifecycle: algorithmic sourcing, due diligence, and portfolio company value creation.
Prior to joining Berkshire, Adam worked as a Research Scientist at Harvard Medical School’s Predictive Medicine Group. In this role, he developed advanced predictive models in Medicine and Pharma. Previously, Adam worked as a Data Scientist across multiple industries, leveraging advanced computational methods and Machine Learning techniques to inform strategic direction, design and implement innovative, data-driven processes and systems, and improve performance.
Adam is a MIT System Design and Management Fellow. He received a B.A. from
Harvard University and an M.S. from MIT.
Sino Global CapitalInvestment Associate
Eric is SGC’s portfolio support lead, centralized and decentralized finance expert with a focus on DeFi infrastructure, on-chain structured products, and products that bridge Web 2 and Web 3. Prior to SGC, Eric was an Institutional Index Equities Product Strategist at Blackrock, partnering with portfolio managers to maintain and support the $2.6B AUM book of institutional index assets. Eric also worked at a decentralized exchange in 2018, conducting market research and developing strategies to onboard the first thousands of users to DeFi on Ethereum. Eric graduated from Boston College with degrees in Economics and Accounting.
Dodge & CoxAnalyst, Equity Research & Portfolio Strategy
Dr. Patnaik is an analyst in the Equity Research and Portfolio Strategy team at Dodge & Cox. He received his BSc and MSc degrees in computer science and statistics from the Vienna University of Technology, and his Masters and Ph.D. in Finance from London Business School. Prior to joining Dodge & Cox in 2019, he was an associate at Cornerstone Research.
DelphiaCo-Founder & CEO
Andrew is a technology entrepreneur with a penchant for standing at the intersection of complementary ideas and industries. After selling his previous venture to Shopify, Andrew purchased a Toronto-based research lab with the mission of helping people derive benefit from their data. He went on to steer the lab’s novel predictive methods toward the forecasting of capital markets, partnering with some of the top minds in quantitative investing along the way. With that, in 2018, Delphia was born — a growing collective of people sharing their data to inform a world-class systematic investment strategy.
MapleCEO & Co-founder
Sid Powell is the CEO & Co-Founder of Maple, and with his Co-Founder Joe Flanagan launched Maple in 2021. Maple is transforming capital markets through technology and counts traditional finance and crypto-native firms as customers. Sid comes from a background in debt capital markets and institutional banking. During his career in traditional finance, he participated in $3BN+ of corporate bond issuance, established and ran a $200M+ bond funding program, and managed Treasury at a commercial lending FinTech company.
Woodline Partners LPHead of Quantitative Research
Roshan is Head of Quantitative Research for the Investment Manager. Previously, Roshan served as a Quantitative Researcher at Citadel Global Equities. Prior to Citadel, he held Senior Quantitative Research positions at Ascend Capital, AQR Capital Management and Northern Trust Global Investments since 2006. Roshan graduated with an MBA from University of Chicago's Booth School of Business and a degree in Electrical Engineering from the University of Illinois Urbana-Champaign.
ACLED DataExecutive Director
Olivia Russell is Executive Director of the Armed Conflict Location & Event Data Project (ACLED). ACLED is a US-based non-profit organization which collects data and conducts analysis on global political violence and protests. Ms. Russell holds an MA in International Conflict and Security and has previously worked in operations, research, and communications in peacebuilding and conflict analysis organizations across the world.
CoinDesk IndicesHead of Data Partnerships
Todd Schmucker is Head of Data Partnerships for CoinDesk Indices. Todd is a seasoned data executive with over 20 years of experience buying, building, and selling data and insights to institutional investors. At CoinDesk Indices, Todd is responsible for commercializing the firm’s product offering as well as forging new data partnerships.
Todd joined CoinDesk Indices from Catalina, where he successfully led the go-to-market effort and drove all revenue opportunities for the financial services sector. Prior to Catalina, he was the founder and Head of Data Strategy & Sourcing at Balyasny Asset Management, a large multi-strategy hedge fund, where he oversaw all aspects of the firm’s data efforts. Prior to Balyasny, Todd was a senior member of Point72 Asset Management’s data strategy team. Todd’s prior experience also includes client facing roles at Goldman Sachs and at J.P. Morgan. Todd graduated magna cum laude with a Bachelor of Science in Finance from Villanova University and holds an MBA from New York University, Stern School of Business.
NeudataManaging Director and 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. In doing so, Neudata are able to deliver objective advice to clients on exactly which datasets are most appropriate for their investment strategy.
Franklin TempletonSenior Vice president, Head of Digital Solutions
Deep Srivastav is a senior vice president and head of digital solutions for Franklin Templeton Investment Solutions.
Mr. Srivastav is responsible for the development and deployment of Franklin Templeton's investment solutions
through digital channels. His role involves leveraging financial technologies, data science capabilities and
investment capabilities related to Goals Based Wealth Management to bring Franklin Templeton's personalized
investment solutions to market.
Most recently, Mr. Srivastav was the global head of data & analytics for Global Advisory Services within Franklin
Templeton. He has also held various leadership roles at the firm in the areas of client analytics, capital market
research, data sciences, digital analytics, data engineering, business intelligence, and business strategy. He
represented Franklin Templeton within Data Board (a board.org community) for 2020-21.
Prior to Franklin Templeton, Mr. Srivastav served as the head of operations at Oracle Financial Services,
technology manager at GE Capital, and engineer at Tata Motors.
Mr. Srivastav holds a bachelor of engineering in electronics from The M.S University of Baroda in India and an
MBA with a focus in quantitative research and marketing from Indian Institute of Management Ahmedabad. He
holds the Certificate in Quantitative Finance by CQF Institute of Fitch Learning. He is also a GE Capital certified
Six Sigma Black Belt and IBM certified in Python for Data Science and SQL.
Mr. Srivastav is the co-author of “A New Approach to Goals Based Wealth Management”, which was published in
the Journal of Investment Management and won the Harry M. Markowitz Award in 2018. Another one of his
papers, “Dynamic Portfolio Allocation in Goals Based Wealth Management”, was published in the Journal of
Computational Management Science in 2019.
Metaverse GroupChief Executive Officer
Lorne Sugarman is a seasoned senior executive with diverse experience across direct C-level operating experience, investment banking and principal investing.
Lorne is CEO and Director of the Metaverse Group. Prior to the Metaverse Group, Lorne was previously the CEO of Wellpoint Health Services for 9 years where he grew the business to over 250 employees, completed and integrated seven acquisitions and ultimately was sold to CloudMD (TSX: CMD).
Lorne spent over 20 years in advisory services with over 15+ years at GMP Securities, most recently as MD / Head of Technology Group, and spent almost 4 years as Principal at KES7 Capital Inc. Lorne started his career with Deloitte Consulting and Deloitte & Touche providing advice to clients in North America.
Lorne holds a BA from Western University and an MBA from the Rotman School at the University of Toronto.
Summit PartnersVice President, Analytics & Data Science
Cathy Tanimura is Vice President, Analytics & Data Science at Summit Partners. Cathy works closely with the Summit team and portfolio companies to help create and execute strategies that effectively use data and analytics to drive decisions and build better products. Prior to Summit, Cathy worked at Strava, where she built an analytics and data science team focused on product, marketing, and business development. Previously she led analytics teams at Okta and Zynga. Cathy is also the author of the book SQL for Data Analysis: Advanced Techniques for Transforming Data into Insights.
World Economic ForumBlockchain and Digital Assets
Sandra Waliczek is a Blockchain and Digital Asset Lead at the World Economic Forum with a current focus on digital currency governance and the future of digital assets in capital markets. Previously, Sandra worked at the intersection of blockchain and capital markets at the World Bank. Sandra holds a B.S. in International Business and Finance from Georgetown University’s McDonough School of Business and an M.S. in Foreign Service from Georgetown University’s School of Foreign Service.
Crypto Council for Innovation (CCI)Chief Executive Officer
Sheila Warren is the chief executive officer for Crypto Council for Innovation (CCI), a global
alliance formed to demonstrate the transformational promise of crypto and educate
policymakers, regulators, and people around the globe.
Sheila leads a group of the most influential crypto industry leaders in the world representing
Coinbase, Fidelity Digital Assets, Block, Andreessen Horowitz, Ribbit Capital, and Paradigm.
Prior to joining CCI, Sheila served as the World Economic Forum’s deputy global head of the
Centre for the Fourth Industrial Revolution, head of Data, Blockchain, and Digital Assets, and a
member of its executive committee. She founded the blockchain and digital assets team at the
Forum, and her pioneering policy work has helped shape the data and technology spaces to be
more inclusive, equitable, and sustainable.
Sheila began her career as a Wall Street attorney at Cravath, Swaine & Moore LLP before
turning to philanthropy and civic technology. She was a senior executive and general counsel at
TechSoup. She also designed and launched NGOsource, a groundbreaking service focused on
international grantmaking. Sheila is the co-host of "Money Reimagined", CoinDesk’s popular
podcast and serves on the board of directors of various nonprofit and social justice
organizations. She graduated with honors from Harvard College and Harvard Law School.
AccentureDigital Financial Markets leader
Kathryn White is a Digital Financial Markets leader at Accenture. She has just completed a two-year, full time, Fellowship with the World Economic Forum, where she was a leader of the first two phases of the Forum’s Digital Currency Governance Consortium (DCGC), co-authored the DCGC White Paper Series and, most recently, authored and published the Macroeconomic Impact of Cryptocurrency and Stablecoins. Kathryn is passionate about representing women’s voices and needs in financial services as well as studying applications of digital currency for emerging markets and developing economies. Kathryn holds a dual B.A. from the University of Southern California (USC) in International Relations and Spanish as well as a Masters in Public Affairs from UC Berkeley’s Goldman School of Public Policy.
Quantbot TechnologiesCo-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.
Morgan Creek Capital Management and Morgan Creek DigitalCEO and Chief Investment Officer; Managing Partner
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office.
Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation. Mr. Yusko is again at the forefront of institutional investing through Morgan Creek Digital Assets, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital assets.
Mr. Yusko received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago.
NeudataBusiness Development Manager
Saif is Business Development Manager for the Buyside in London. Prior to joining Neudata, Saif worked in Private Equity bringing vendor offerings to the investor community. Formerly an institutional equity research salesperson Saif has over 6 years of Capital Markets and Private Markets experience. Saif has held various positions with Barclays and more recently, Preqin.
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