Investment windows close fast. Firms that delay adopting agentic workflows risk arriving after the opportunity has passed. Yet agents are only as effective as the context they receive. High-quality research requires fresh, accurate data, relevant market context and a clear investment thesis. In this session, Ketaki Rao will explore the urgency of agentic adoption and the data choices that make it work. From identifying meaningful signals to delivering context where agents operate, attendees will discover how to build a foundation for faster, deeper research and act while the window is still open, with investment judgment firmly in their hands.

‍AI used to be a simple question: which model should we use? Now the more interesting question is what happens when you can use the best intelligence for the job. A live web search for what changed today. Multiple models when the stakes are high. Local or hybrid AI when the work needs to stay close to your data. This session looks at what that shift means for research. We will explore how teams can get better answers, move faster, and stay in control as AI becomes less about picking one platform and more about combining the right capabilities at the right moment.

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.

Private markets data has moved beyond quarterly benchmarking. The team from State Street Data Intelligence explains how granular fund and portfolio data now feeds pricing, risk and allocation decisions, and what investors need to put it to work.

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.

AI is reshaping how PE investors source, evaluate, and grow their deals and alternative data is central to that shift, from screening and due diligence through to post-deal value creation. Drawing on live case studies, the session shows these use cases in practice, from spotting AI targets to measuring real usage inside portfolio companies. In AI investing, the edge no longer comes from access to deals - it comes from access to data.

AI tools are changing what PE firms can find, not just how fast they work. Panellists will discuss which tools are helping deal teams surface companies that networks and standard databases miss. They will look at where these tools perform well and where they struggle, since some sectors leave a rich data trail and others barely register. The conversation will then turn to build versus buy: when to develop sourcing tools in house, and when a third-party provider makes more sense. Finally, the panel will ask what makes a tool genuinely useful to an investment team, from output quality to how well it fits the way deal teams already work.

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.

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

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.

Whether you're selling alternative data or buying it, the biggest barrier to value isn't the dataset itself, it's the identity chaos that prevents quick integration and confident decision-making. For data providers, messy entities mean stalled trials and lost deals. For hedge funds and asset managers, fragmented identities across vendors create integration nightmares that delay alpha extraction and increase operational risk. 

This workshop will guide participants through:
• How modern Entity Resolution (ER) removes friction on both sides of the alternative data transaction
• Why identity problems stall vendor sales cycles and prevent buyers from rapidly integrating and extracting signal from new datasets
• A demonstration showing real-time entity resolution across ticker symbols, corporate hierarchies, and people records using Senzing ER

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.

As data centre development accelerates, investors have more ways than ever to understand the sector across every stage of its lifecycle, from construction and grid access to ownership and components. This session maps the alternative data available across each touchpoint and examines what each category can reveal, which signals matter most to investors, and where opportunities are emerging across the space.

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.

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

LLMs can't read large financial datasets; they're word machines. Instead, an emergent pattern we call rubrication has appeared: the AI agent writes code containing pre-registered sentences, and the code analyses the data and reports back using those sentences. This talk demos the approach, shares lessons from real prediction-market research, and covers what it means for investors and data vendors.

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?

Every LLM has a system prompt. This one has a deck of cards. Take a break from the agenda and sit down with our resident tarot reader for a personal reading. Put your questions to a model that has been in production for 600 years. Hallucinations not guaranteed, but likely.