Ian Webster, Managing Director, Neudata
In the last decade, data on the world's state has become abundant, offering the potential to nowcast economic conditions and make better financial decisions. However, these datasets often have short histories and biases that need correction. Investors and intermediaries, faced with an overwhelming array of data, must avoid blindly processing it as before. Instead, economic thinking provides a compass, helping navigate this vast dataset landscape by grounding choices in the real economy and guiding the focus on relevant data.
Moderator: Ian Webster, Managing Director, Neudata
Charles-Albert Lehalle, Professor, École Polytechnique
Exploring conditions under which Language Models can now find their place in a macro framework, beyond the initial hype, Laurent will share a few lessons from his experience working with LMs since 2018.
Laurent Bilke, Founder and CEO, Alternative Macro Signals
Assess whether current supply is meeting the increasing demand, discuss regional hotspots—comparing the dynamics in Europe, the USA, and China—and assess the shifting patterns of demand across these markets. Additionally, speakers will offer forward-looking predictions on the key trends and innovations likely to shape the alt data industry in 2025, providing valuable insights for businesses and investors navigating this rapidly growing field.
Moderator: Ian Webster, Managing Director, Neudata
Lauren Stevens, Quantitative Research & Development, ADIA
Grégory Andriamasy, Data Sourcing & Governance Lead, Pictet Asset Management
Mark Fleming-Williams, Head of Data Sourcing, CFM
Kristina Usaite, Senior Quantitative Researcher, Robeco
In the last few months, dozens of news articles have discussed the reality of ghost jobs and given advice to job seekers on how to identify one. As the labor market accepts these false demand signals as the norm, how should market analysts and investors adapt? In this talk, we will share our research that first uncovered the trend, and how our labor economists calculated "Expected hires per posting" to show accurate demand in our new job postings dataset COSMOS.
Josephine Donnelly, Data Scientist, Revelio Labs
Explore the evolving landscape of data supply across key Asian markets including China, Japan, India and South Korea. Delve into the challenges and barriers new vendors face when preparing to sell to investment firms and hear about some of the most innovative data providers emerging from the region.
Paris Tung, Associate, Neudata
Predicting crop production six months in advance with 95%+ accuracy, backed by two decades of data. How? By using petabytes of weather, satellite, pricing, and FX data, combined with deep learning and generative AI.
Rob Weston, Founder, HSAT
Explore how Quartr is transforming access to qualitative data in finance, addressing challenges companies and users face in leveraging insights like tone and context. They will showcase Quartr's role in making this data accessible through its Mobile App, Pro platform, and API, empowering market participants to make better-informed decisions.
Felix Rehnquist, Corporate Relationship Executive, Quartr
14:00 - AltDating slot 1
14:15 - AltDating slot 2
14:30 - AltDating slot 3
14:45 - AltDating slot 4
Receive an in-depth analysis of the EU AI Act, exploring its broad applicability to businesses worldwide, the obligations it imposes on entities that develop or use AI systems, and the wider implications for clients and investment companies—whether they are utilizing AI as a tool or considering AI as an asset.
Clara Hainsdorf, IP-IT Partner, White & Case LLP
Investigate how the information content of alternative data is impounded in prices and the duration of its value to mutual fund managers with specific examples.
Albert K. Mensah, Assistant Professor of Accounting and Management Control, HEC Paris
Albert will be joined by Barney Bruce-Smythe to discuss the latest research and whitepaper to come out of HEC Paris with the chance for audience Q&A
Moderator: Barney Bruce-Smythe, Senior Associate, Neudata
Albert K. Mensah, Assistant Professor of Accounting and Management Control, HEC Paris
The acceleration of data processing methodologies in recent years has opened a world of opportunities for data-driven strategies. From the analysis of alternative data to the introduction of large language models in various forms, investment managers now find their creativity as the only limit to discovering new sources of alpha. We will discuss the evolution of the data market for investment management in this dynamic landscape.
Frantz Moudoute, Portfolio Manager, Maso Capital Partners
