Data as an Asset
It is now cliche to say that ‘data is the new oil’ - and yet surprisingly little thought has been given to what that means from an investment perspective. We are working to organise a panel discussion with several thought leaders in this space.
26 Sep 2019
As the use of alternative data is becoming more and more mainstream, hedge funds have to start shifting their focus from discrete applications to long-term opportunities for value creation. COOs from three leading hedge funds have kindly agreed to share their perspectives and to discuss some of the challenges involved in staying competitive in a rapidly evolving market.
1 Aug 2019
Data science tech
Three executives used their own data science technology firms as reference points to talk about what they perceive the current opportunity set to be for their peers as well as for investors in the space:
17 Jan 2019
Data for Allocators
As more and more funds claim to be using big data and machine learning, it is ever more important for allocators to be able to run due diligence on GPs' capabilities in those areas.
< Recap >
16 Jan 2019
Panel discussion of the current state of regulations around alternative data and what investment firms should be doing to make sure they remain compliant as regulations continue to evolve. Featuring:
Mark Schonfeld - Partner at Gibson, Dunn, & Crutcher
Michael Recce - Chief Data Scientist at Neuberger Berman
Stefanie Donath - Chief Compliance Office at Southpoint Capital
Laurence Herman - General Counsel at GLG
20 Sep / 4 Oct
27 Sep 2018
23 Aug 2018
Alternative Data 101 (San Francisco)
In our first event on the West Coast we will provide an overview of how the alternative data ecosystem has evolved in New York and then delve into specific techniques data scientists use to analyse transaction records and geolocation data.
26 Jul 2018
19 Jul 2018
3 May 2018
Teach-In: Panel Management
Alternative data is seldom perfectly correlated with the KPIs it is used to track - most of the time investors have to make do with small samples. In this event, we will provide an overview of the tools statisticians typically use to compensate for bias and churn in data.
22 Mar 2018
Real Estate Round-table
Round-table discussion of emerging opportunities to make use of alternative data in real estate investing.
9 Nov 2017
12 Sep 2017
13 Jul 2017
Discussion of Exante Data's data driven tools for analysing capital flows in and out of China. Followed by a short presentation on the various datasets available for tracking Chinese consumers.
< Recap >
12 Jul 2017
Round-table discussion between heads of data recruiting from several leading funds as well as PMs spearheading the build-out of alternative data efforts at their respective firms.
12 Apr 2017
19 Jan 2017
Through our offline conversations we have found that there is now broad agreement on what constitutes a sophisticated buy-side data effort. We will provide an update of what that setup looks like - and discuss how it is likely to evolve going forward.
< Recap >
14 Dec 2016
A chance to catch up with Augvest regulars after a hectic end to the year.
26 Oct 2016
Thought Leaders' Dinner
Private meeting of select thought leaders in the alternative data space.
7 Sep 2016
6 Sep 2016
Augvest Roundtable SG (Singapore)
Hosted by J.P. Morgan and featuring the head of data science from a major Asian sovereign wealth fund.
4 Aug 2016
Establishing Best Practices
Panel discussion featuring:
Michael Beal - Co-Founder of JPMorgan Intelligent Solutions, CEO of Data Capital Management
Michael Recce - Former head of data science at a leading Connecticut based hedge fund
Matei Zatreanu - Founder and former head of data science at a leading New York based hedge fund
< Recap >
28 Apr 2016
Alternative Data Demo Day
The event consisted of:
Presentations of select alternative data projects completed by Upgrade Capital students
Overview of YipitData's work on Priceline, AirBnB, JD.com, Etsy, and Groupon
Talk on the state of the alternative data space by Gene Ekster
A detailed recap is available here.
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