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How Alternative Data Is Changing the Research Process

March 29, 2023 | 1:30 PM - 6:00 PM

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Overview

Alternative data is changing the research process, allowing analysts to ask better questions than ever before. As the world becomes more technologically focused and integrated, data is growing exponentially. With this growth comes an opportunity for an analyst to be more efficient, more thoughtful, and dig deeper to understand the drivers of the businesses which they are researching.

The presentation will detail the benefits and risks associated with incorporating alternative data into your research process. From the basics of knowing what constitutes alternative data, to which datasets can be applied to which companies, to understanding the compliance issues around using external data, this conference will kickstart your journey into the world of alternative data.

Agenda

1:30 PM | REGISTRATION 


2:00 PM | WELCOME & INTRODUCTION

Jon Ciaio, CFA, Sr. Director, Customer Success, Facteus


2:05 PM | KEYNOTE – ALTERNATIVE DATA, PAST, PRESENT & FUTURE

Gene Ekster, Founder, Alternative Data Group; Adjunct Professor, NYU


2:35 PM | USING EMPLOYMENT DATA TO GAUGE COMPANY HEALTH

Tom Ashenmacher, Chief Revenue Officer, LinkUp


2:55 PM | INTEGRATING DATA INTO THE INVESTMENT PROCESS

Bob Efstathiou, Head of Client Success, Maiden Century


3:15 PM | COMPLIANCE DUE DILIGENCE BEST PRACTICES

Boris Lieberman, Esq., Co-Chair, Derivatives & Structured Products; Partner, Lowenstein Sandler LLP 

George Danenhauer, Esq., Counsel, Lowenstein Sandler LLP


3:45 PM | WEBSCRAPING INSIGHTS

Daniel Rooney, SVP, Commercial Sales, Vertical Knowledge


4:05 PM | DON’T BLAME THE AI: IT’S THE TRAINING DATA’S FAULT

Armando Gonzalez, CEO & Co-Founder, RavenPack


4:25 PM | DATA USERS PANEL

Moderator:

Jon Ciaio, CFA, Sr. Director, Customer Success, Facteus

Panelists:

Kevin Nutter, Partner, System2

Chris Petrescu, CEO, Head of Data, CP Capital Enterprises LLC


5:00 PM | CLOSING REMARKS

Jon Ciaio, CFA, Sr. Director, Customer Success, Facteus


5:05 PM | NETWORKING RECEPTION

Additional Details

Learning Outcomes

  • What is Alternative Data and why is it important?
  • What are some mainstream use cases for alt data?
  • What are the compliance risks in using alternative data?
  • How to combine multiple data sources to add to your mosaic?
  • Not just for public equity investments, how is alt data being used to analyze VC, PE and corporate credit?
  • Quantitative use cases vs Fundamental use cases