San Francisco Data Summit 2026

October 29, 2026

AltDating

AltDating Hub - Coastal Gallery & Coastal Hub North

Our AltDating sessions facilitate interactions between data buyers and sellers via a program of personalized matchmaking based on your needs.

Slot 1 - 11:50

Slot 2 - 12:05

Slot 3 - 12:20

Slot 4 - 12:35

Slot 5 - 12:50

Slot 6 - 2:30

Slot 7 - 2:45

Slot 8 - 3:00

Slot 9 - 3:15

Slot 10 - 3:30

Registration & networking breakfast

8:00 - 8:50

Exhibition Area

Welcome & opening remarks

8:50 - 9:00

Golden Gate Stage - Coastal Hub South

Farah Ruthnam Sandys

Head of Sales (Americas), Neudata

Keynote presentation

9:00 - 9:20

Golden Gate Stage - Coastal Hub South

Panel: From niche to necessity: Alternative data's decade of change

9:20 - 10:00

Golden Gate Stage - Coastal Hub South

Marking Neudata's 10-year anniversary, this panel looks at how buying alternative data has gone from a strategic edge reserved for the largest players to an operational necessity for funds of every size. Panelists will explore how sourcing and licensing have evolved as AI has lowered the barriers to entry, letting smaller funds compete for the same signal that was once the preserve of the biggest desks. The discussion will examine how data is refined and filtered today, what AI has changed about that process, and how buyers now separate real edge from noise. It will also consider what this shift means for the vendor ecosystem, and where the next advantage is likely to come from as adoption keeps widening.

Rado Lipuš

Founder & CEO, Neudata

Artemiza Woodgate

CIO & Founding Partner, Integrated Quantitative Investments

Keynote presentation

10:00 - 10:20

Golden Gate Stage - Coastal Hub South

Morgan Stanley Keynote

10:20 - 10:50

Golden Gate Stage - Coastal Hub South

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Data monetization seminar & networking (pre-registration required)

10:05 - 10:55

Lombard Library - Vista Studio East

Join a select group of data owners and buyers for a closed-door session built around one question: how do you turn data into revenue? A panel of Neudata and external experts will unpack the strategies shaping the market today, followed by open Q&A and invite-only networking with the people who matter most in this space.

Michael Hejtmanek

Vice President, Corporate Solutions, Neudata

Robert Britt

Managing Director & Head of Data Science, GP Strategic Capital, Blue Owl

Coffee & networking break

10:50 - 11:20

Exhibition Area

State Street Keynote

11:20 - 11:50

Golden Gate Stage - Coastal Hub South

Private markets track sponsored by

Workshop: AI for fund managers

11:10 - 11:50

Union Square Forum - Vista Studio West

This intensive, interactive workshop is designed specifically for private fund managers navigating the rapidly evolving AI landscape. Participants will receive actionable insights on the key issues shaping AI adoption in investment management from crafting robust AI policies and governance frameworks, to updating fund documentation, leveraging transcription and analysis tools, and preparing for regulatory scrutiny.

Kelly Koscuiszka

Partner, Schulte Roth & Zabel

Investing in AI: Alternative Data Across the PE Deal Cycle

11:50 - 12:10

Golden Gate Stage - Coastal Hub South

Reyna Eapen

Senior Analyst (Team Lead), Neudata

Private markets track sponsored by

AI for private markets

12:10 - 12:30

Golden Gate Stage - Coastal Hub South

Private markets track sponsored by

Panel: The crystal ball: Can public data predict private returns?

12:30 - 1:00

Golden Gate Stage - Coastal Hub South

Big data and predictive analytics are reshaping how private equity forecasts performance and identifies risk. But can public company performance actually predict private market returns, or does opacity make the comparison flawed? Panelists debate what public benchmarks can genuinely tell investors about a private deal, and where the analogy breaks down given different capital structures and hold periods. We'll also confront a common failure mode: firms adopting new data sources without the trust or workflow integration needed to actually act on them. What makes private markets forecasting reliable rather than aspirational?

Private markets track sponsored by

AltDating

11:50 - 1:05

AltDating Hub - Coastal Gallery & Coastal Hub North

Our AltDating sessions facilitate interactions between data buyers and sellers via a programme of personalized matchmaking based on your needs.

Slot 1 - 11:50 - 12:05
Slot 2 - 12:05 - 12:20
Slot 3 - 12:20 - 12:35
Slot 4 - 12:35 - 12:50
Slot 5 - 12:50 - 1:05
‍

Lunch break

1:00 - 2:00

Exhibition Area

Lunch & Learn: The financialization of compute

1:10 - 1:50

Union Square Forum - Vista Studio West

Compute is becoming a financial asset, but the market pricing it still trades largely in the dark. This session covers the infrastructure making it tradable: GPU forward curves, residual value models that replace straight-line depreciation with discounted rental income, independent performance benchmarking, and the indices soon settling CME's compute futures. Silicon Data CEO Carmen Li walks through what a reference price layer for AI compute looks like and how it is built.

Carmen Li

Founder & CEO, Silicon Data

Lunch & Learn: Hosted by Senzing

1:10 - 1:50

Lombard Library - Vista Studio East

AI solutions showcase

2:00 - 2:30

Golden Gate Stage - Coastal Hub South

This session showcases the newest AI vendors, datasets and product launches shaking up the alternative data industry. Stay on top of the latest tools and case studies to sharpen your AI data acquisition strategy.

Presentation slot

2:30 - 2:50

Golden Gate Stage - Coastal Hub South

Data centres for investors 101

2:50 - 3:10

Golden Gate Stage - Coastal Hub South

Kaitlyn Majkoski

Research Analyst, Neudata

Panel: Textual data for AI inputs

3:10 - 3:50

Golden Gate Stage - Coastal Hub South

Social media and audio data have become rich sources of data for AI input, valuable not just for training models but also for powering them in real time. This panel will explore the full lifecycle of social data in AI systems: how it's sourced and licensed for training, and how emerging protocols like Model Context Protocol (MCP) are enabling AI agents to query social platforms in real-time, pulling sentiment, trends, and context directly into workflows. We'll discuss the shifting legal and commercial landscape around data access, the infrastructure (e.g. MCPs) being built to serve both training and querying use cases, and what investors should look for.

Drew Davies

Senior Analyst - Market Data Lead, Neudata (Moderator)

Deep dive: Beyond the spreadsheets: Turning portfolio data into growth

2:30 - 3:10

Union Square Forum - Vista Studio West

With operational performance now the primary driver of returns, portfolio company data can no longer stay an afterthought. This panel explores how portfolio companies move from fragmented, backward-looking reporting to viewing data as a genuine growth lever. Panelists will discuss what it actually takes to standardize KPIs across finance, sales, and operations and where adoption typically breaks down. The conversation will also weigh how far general partners should push standardization across a portfolio versus tailoring the approach to each business because getting that foundation right is the groundwork for everything that follows.

Deep dive: Rewritten rulebooks: Private markets in the age of mega-deals

3:10 - 3:00

Union Square Forum - Vista Studio West

A new wave of mega-deals is outgrowing the data infrastructure built to track them. This panel explores how private capital is funding growth at scales once only achievable through public markets, how regulators are seeking to revive IPO activity, and why hedge funds are increasingly underwriting pre-IPO investments once dominated by private equity and venture capital. With deals struck almost entirely out of public view, we'll turn to what it takes to assess risk and valuation before listing day, and where private markets data infrastructure needs to go next, from deal structuring to regulatory exposure.

AltDating

2:30 - 3:30

AltDating Hub - Coastal Gallery & Coastal Hub North

Our AltDating sessions facilitate interactions between data buyers and sellers via a programme of personalized matchmaking based on your needs.
‍
Slot 6 - 2:30 - 2:45
Slot 7 - 2:45 - 3:00
Slot 8 - 3:00 - 3:15
Slot 9 - 3:15 - 3:30
Slot 10 - 3:30 -3:45
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Coffee & networking break

3:50 - 4:10

Exhibition Area

Presentation

4:10 - 4:30

Golden Gate Stage - Coastal Hub South

Panel: Smarter deals, smarter data: AI's next chapter for investment firms

4:30 - 5:00

Golden Gate Stage - Coastal Hub South

AI is rewriting the investment playbook through faster sourcing, sharper diligence, and real-time portfolio monitoring. This panel cuts through the hype to explore what's actually working, from public market screening to private deal sourcing. We'll look at what AI tools are boosting productivity, the infrastructure firms need to scale, and how investment and data teams are adapting in the way of roles, skills, and processes. We'll also tackle the governance question every investor is asking: can you trust the data behind the decision? And where does this all go next?

Networking drinks reception

5:00 - 6:00

Exhibition Area