Profiting From Data

In this episode, Jessica Margolies and Tarik Shah, both special counsels at Schulte Roth & Zabel, joined us to provide a comprehensive overview of current compliance trends, regulatory developments, and the impact of generative AI on legal and compliance practices in 2024.

In this episode, Peter Greene and Ben Kozinn of Schulte Roth & Zabel review the most prominent legal themes from 2023 and provide some thoughts on what to expect in 2024. In 2023, we saw the regulatory demand placed on consumers of alternative data increase as rapidly as the technology itself, as the SEC continued its scrutiny on the risk of alternative data containing material non-public information and stressed the need for firms to adopt and consistently apply robust due diligence policies and procedures.

In this episode, Brendan Furlong, Head of Data Sourcing & Advisory at Eagle Alpha, speaks with Felipe Torres about his time working in the alternative data world, the data from G2 Data, and the use of firmographic data for investors.

In this episode, Brendan Furlong, Head of Data Sourcing & Advisory at Eagle Alpha, speaks with Ed Lavery about his rise in alternative data, the data from Placer.ai and their new role with Bloomberg.

In this episode, Brendan Furlong, Head of Data Sourcing and Advisory speaks with Max Warren, Team Director, Financial Institutions Sales. Max discusses why it is important to understand the quality of Sensor Tower's panel and what is different from peers. As App data can be large Max highlights how their analyst team can help clients understand the nuances of using app data. Max also gives some examples of how the data can be used and discusses how the Pathmatics data can be a differentiator.

On this episode of Eagle Alpha's Profiting From Data Podcast, host Brendan Furlong, Head of Data Sourcing and Strategy at Eagle Alpha, sits down with Garrett DeSimone, PhD and Head of Quant Research at OptionMetrics. We hear from Garrett on his background and transition from academia to OptionMetrics which is a leading provider for historical option price data, tools and analytics. On this episode of Eagle Alpha's Profiting From Data Podcast, host Brendan Furlong, Head of Data Sourcing and Strategy at Eagle Alpha, sits down with Garrett DeSimone, PhD and Head of Quant Research at OptionMetrics. We hear from Garrett on his background and transition from academia to OptionMetrics which is a leading provider for historical option price data, tools and analytics. On this episode of Eagle Alpha's Profiting From Data Podcast, host Brendan Furlong, Head of Data Sourcing and Strategy at Eagle Alpha, sits down with Garrett DeSimone, PhD and Head of Quant Research at OptionMetrics. We hear from Garrett on his background and transition from academia to OptionMetrics which is a leading data vendor covering the options market with end of day pricing and volumes back to 1996. The company also provides analytics on option market "greeks" and "option surfaces" that institutional investors can use to gain alpha opportunities or to hedge positions.

We were joined by Ben Kozinn from Schulte Roth & Zabel, Kjartan Slette from Unacast, and Jason Sarfati from Gravy Analytics to discuss recent geolocation data collection and sharing developments. The panel discussed data collection best practices and data processing vendors are undertaking, sensitive locations, the FTC case with Kochava, and the likelihood of a US federal privacy law coming into effect any time soon.

Dallán Ryan, Data Strategy Content and Advisory Lead was joined by Peter Greene and Ben Kozinn from Schulte Roth & Zabel to review the first six months of this year and the most prominent events including ChatGPT compliance, DTCC and data degradation, SEC exams, and web scraping updates.

On this episode, Gary Collier and James Munro of Man Group, one of the leading multi-asset investment groups globally, discuss the ideation and development of ArcticDB, an embedded, columnar datastore optimized for time-series data.

Once a quarter, Eagle Alpha's director of data strategy and analytics, Ronan Crosson, is joined by Peter Greene and Ben Kozinn from New York law firm, Lowenstein Sandler. These conversations are part of Eagle Alpha's client-only monthly legal workshops. In this episode, Peter and Ben reflect on the year gone by and highlight the most prominent topics for the alternative data community, such as the App Annie securities fraud case and SEC examinations, conducting appropriate diligence with risk-based assessments, and the documentation of vendor evaluation. The group also looks ahead to 2022 and highlights what they believe to be most important going into the new year. Please enjoy this dialogue between Peter Greene, Ben Kozinn, and your host, Ronan Crosson.

This episode features an interview with Femi Opeodu, Head of Data Product and Distribution at CLS Group. Femi began his data journey while at Bloomberg, focusing on growing the commodity side of the business across the globe. His time at Bloomberg helped him realize that if the global economy can be likened to the human body, then foreign exchange is the blood in circulation. Having earned his stripes experiencing how effective alternative data can be for commodities, Femi now works with CLS, a data vendor providing unique and relevant alternative data on the FX market since 2002. On this episode, Femi talks about historic events, such as the fall of Herstatt Bank, that acted as a backdrop for the formation of CLS, the focus on capturing flow, volume, and pricing data for the buyer market, and the importance of focusing on executed trades rather than quotes in FX trading data. He also discusses trends and flows in the FX market and what's coming down the line for CLS including the expansion of available currencies and increasing frequency of data for clients.

Once a quarter, Eagle Alpha's director of data strategy and analytics, Ronan Crosson, is joined by Peter Greene and Ben Kozinn from New York law firm, Lowenstein Sandler. These conversations are part of Eagle Alpha's client-only monthly legal workshops. In this episode, Peter and Ben discuss this quarter's most pertinent topic in the alternative data industry surrounding mobile app data provider, App Annie, and the SEC's decision to charge them with securities fraud. The group addresses the confusion surrounding the use of insider trading law in this securities fraud case, its impact on the decision on the wider market, and provides expert advice for app data buyers following the SEC's decision. Please enjoy this dialogue between Peter Greene, Ben Kozinn, and your host, Ronan Crosson.

Today's episode features an interview with Jonathan Kay, Founder, and CEO of Apptopia - a global leader in mobile market intelligence. Jonathan founded Apptopia in 2011 as a competitive intelligence tool for companies with few avenues to digitally benchmark themselves against peers. Now, Apptopia provides accurate estimates of downloads, revenue, and usage for all mobile apps to a wide range of clients, with financial services being the fastest-growing client segment. Jonathan explains Apptopia's data gathering process, partnering with app developers and collecting billions of publicly available metadata points for their relational algorithms. Additionally, they talk about growth in private markets, the importance of a robust compliance process when dealing with data sources in the media spotlight, regional variations for mobile app data, and what's to come in 2022.

Hello and welcome to Eagle Alpha's Profiting from Data podcast. Today's episode features an interview with Vikram Srimurthy and Elizabeth Badolato from EPFR. EPFR provides fund flows & allocations data to the broader market and is a subsidiary of UK firm, Informa financial intelligence. In this episode, the guests talk about EPFR's newest offering - a monthly view of fund flows into over 3,500 individual hedge funds managing over 1.6 trillion in assets. Additionally, the group discusses how hedge fund data and information around hedge funds is one of the most requested datasets by EPFR's clients, and dive deeper into insights around fund flows categorized by country.. The conversation focuses on value versus growth, the outperformance of value, and how this has developed since 2019. Please enjoy this conversation between Vic, Liz and your host, Niall Hurley.

Once a quarter, Eagle Alpha's director of data strategy and analytics, Ronan Crosson, is joined by Peter Greene and Ben Kozinn from New York law firm, Lowenstein Sandler. These conversations are part of Eagle Alpha's client-only monthly legal workshops. In this episode, Peter and Ben discuss developments surrounding alternative data from the past three months. Apple's controversial iOS 14.5 update has been central to many alt data discussions over the last year. They also discuss SEC examinations for alt data regulation and provide alt data insights based on questions the Lowenstein Sandler team are facing. Please enjoy this dialogue between Peter Greene, Ben Kozinn, and your host, Ronan Crosson.

This episode features an interview with Omri Ogard, Managing Director, North America at Bright Data. Omri has worked with Bright Data for 7 years, witnessing the evolution of the firm from a startup to over 200 employees today. On this episode, Omri talks about Brightdata and their focus on publicly available online data. He brings up the challenges to the adoption of alternative data by institutions, as data and technology, as well as legal and compliance are the existing hurdles to faster adoption. Omri provides advice to senior managers in banking and insurance, saying that firms can't exist and truly thrive in today's world without using data and that online data is the best possible resource to breakdown both value and risk. Please enjoy this dialogue between Omri and your host, Eagle Alpha's CEO, Niall Hurley.

This episode is a provocative discussion on the challenges and fallacies within ESG including greenwashing, social washing and measuring true changes without data and transparency as a result of flaws in frameworks and scoring. Hosted by Niall Hurley, CEO, Eagle Alpha.

Hello and welcome to the Profiting from Data podcast. Today’s episode is a brand-new segment focusing on legal and compliance issues surrounding alternative data. Once a quarter Eagle Alpha’s Director of Data Strategy and Analytics, Ronan Crosson, is joined by Peter Greene and Ben Kozinn from New York law firm, Lowenstein Sandler. These conversations are part of Eagle Alpha’s client-only monthly Legal Workshops. Here they will reflect on the most pertinent legal and compliance topics that face the alternative data industry. In this episode, Peter and Ben discuss due diligence questionnaires, materiality and SEC examinations, exploring whether the Reddit versus Wall Street controversy has had an impact on SEC visits. They provide updates from the HiQ versus LinkedIn web-scraping investigation, as well as new developments in The Weather Channel versus The City of Los Angeles geolocation case. Finally, the guests explore changes surrounding data vendors and rejection, and the very topical developments in China surrounding privacy laws, app tracking, and state secrets. Please enjoy this dialogue between Peter Greene, Ben Kozinn and your host, Ronan Crosson.

Today’s episode features an interview with John Farrall, Co-Founder of 90 West Data. John has a background in fundamental equity research and following his time at Cleveland Research started 90 West to take customer transaction data to institutional markets. 90 West Data now provides firms with a platform for the tagging, cleansing & contextualization of large data sets making it easy to derive insights from data. On this episode, John talks about his decision not to sell data to the sell side, the risks of allocating scarce resources when testing a dataset and his experience as an entrepreneur dealing with hot button issues like PII and MNPI. He also talks about the opportunities around streamlining the entire compliance process, data vendor consolidation and the most interesting datasets for institutional investors in 2021. Please enjoy this dialogue between John and your host, Emmett Kilduff.

This episode features an interview with Jason Hills, Chief Revenue Officer of Facteus. Facteus is a financial data provider within the consumer transaction category of alternative data and he represents the perspective of how data providers view the alternative data industry. In this episode, Jason discusses Corporate, Private Equity and buyside applications of alternative data and emerging use trends. He also reviews use cases on stimulus spending resulting from the pandemic and top predictions for 2021 including broader usage of external data in the corporate market.

This episode features an interview with Sylvain Forte, CEO of SESAMm, an innovative FinTech company specializing in Big Data and Artificial Intelligence for investment. Sylvain discusses his start with alternative data and Sesamm’s textual data, NLP, for ESG scoring with it’s growth and challenges. He also takes a deep dive into the importance of data for risk management, specifically for Private Equity firms, his thoughts on alpha decay and much more.

Today’s episode features an interview with Ben Zweig, CEO of Revelio Labs, a workforce intelligence company indexing hundreds of millions of public employment records to create the first universal HR Database. On this episode, Ben discusses workforce data that is growing with culture scoring and covid adaptability metrics for the buyside, private equity, corporates and government. He also lends his voice to the challenge of blending datasets, nuances of public profile data, forward looking predictions and much more.

Today’s episode features an interview with Neil Seeman, Founder, Chief Executive Officer, Chief Privacy Officer and Chairman of RIWI Corp. He leads overall Company strategy and RIWI's work in global public health security - and in data solutions to assess, predict, prevent and eradicate violent extremism. On this episode, Neil talks about data in the information ecosystem, covid issues in regards to mental health, vaccines and quiet voices to understand current issues. Neil also discusses global macro trends to data, buyside/private equity and corporate uses, spicy chicken, and future data growth. Please enjoy this dialogue between Neil and your host, Emmett Kilduff.

Today’s episode features an interview with Neil Hampson, Partner at Strategy&, part of the PwC network. Neil is an advisor to executives and investors in tech and industrial businesses and specializes in strategy development, value creation and M&A. Neil is also a member of PwC’s global Technology Leadership team. On this episode, Neil talks about companies using and gaining an advantage out of external data, challenges to adoption, use cases including corporates use of data across different divisions and departments, as well as PE firms using data to get an edge. Please enjoy this dialogue between Neil and your host, Emmett Kilduff.

Today’s episode features an interview with Sam Livingstone, Head of Data Science at Jupiter Asset Management. Sam has built the team to six FTEs comprising of both Data Scientists and Data Engineers. Sam and his team implemented a Data Science Studio Platform and built out an Azure cloud stack at Jupiter. On this episode, Sam talks about use cases, long-only vs. intraday strategy, geo-location, ESG and web crawled data uses, focus on US election data as well as data that corporates are using today. He also discusses blending datasets and his predictions. Please enjoy this dialogue between Sam and your host, Emmett Kilduff.

Today’s episode features and interview with Matthew Glickman, VP Data Marketplace, Consumer Product Strategy at Snowflake. Matt came to Snowflake after Goldman Sachs and has been with the company for over 5 years. At Snowflake, Matt helps to shape a world-class product to empower enterprises to embrace the Data Cloud. In addition, he helps them connect to each other over their cross-cloud data marketplace. On this episode, Matt talks about how different verticals are adopting and using alternative data including corporate, hedge funds, private equity and VCs. He also discusses the issues of exhaust data, symbology of mapping for the industry, uses cases and much more. Please enjoy this dialogue between Matt and your host, Emmett Kilduff.

Today’s episode features an interview with Toby Dayton, President & CEO at LinkUp. Toby is one of the veterans of the alternative data industry having started his company 20 years ago. On this episode Toby talks about the history of his business, the leading attributes of successful vendors, how his clients use employment data, lessons learned over the years, future predictions and much more. Please enjoy this dialogue between Toby Dayton and your host, Emmett Kilduff.

This episode features an interview with Berowne Hlavaty, Senior Quant Analyst at J.P. Morgan. Berowne has 20 plus years of quantitative, machine learning and data analytics experience. On this episode Berowne talks about how asset managers, PE firms, corporates and governments are using data. He also discusses natural language processing, his predictions for the future and much more. Please enjoy this dialogue between Berowne Hlavaty and your host, Emmett Kilduff.

This episode features an interview with Bill Pecoriello, Founder & CEO of Consumer Edge. Bill was one of founders of Morgan Stanley's Alphawise data offering over 15 years ago. His company, Consumer Edge, enables its clients to obtain insights about the consumer from consumer transaction data. On this episode Bill talks about how far the alternative data industry has come over the last 5-10 years, use cases of government, corporates, PE and asset managers. Plus, his predictions for the future and much more. Please enjoy this dialogue between Bill Pecoriello and your host, Emmett Kilduff.

Today’s episode features an interview with Jake Graham, Principal PM at Azure Data within Microsoft. Jake is involved in several interesting data projects and iniviatives at Microsoft. On this episode Jake talks about trends regading data marketplaces in the cloud, Amazon and Snowflakes data marketplaces, use cases, future predictions and much more. Please enjoy this dialogue between Jake Graham and your host, Emmett Kilduff.

Today’s episode features an interview with Hinesh Kalian, Head of Data Science at hedge fund Man Group. Hinesh is responsible for data strategy, data acquisition, data science and data engineering across Man Group. On this episode Hinesh talks about how asset managers are using data, how success is measured, how data is leveraged as a competitive advantage at Man Group, future use cases of data and much more. Please enjoy this dialogue between Hinesh Kalian and your host, Emmett Kilduff.