Upcoming events
TBC
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 investing perspective. We are working to organise a panel discussion with several thought leaders in this space.
Past events
22 Sep 2022
Data driven investing in Asia (Hong Kong)
A virtual talk exploring trends and opportunities in use of data in investing in Asia, featuring Jason Ng and Bertrand Chen.
14 Sep 2022
Consumer investing in 2023
We will be speaking with Alex Urdea, co-founder of Upper90, and Nick Ling, co-founder and CEO of Pattern, about the challenges and opportunities they see in the market as consumer investing is beginning to slow.
8 Sep 2022
16 Aug 2022
Fundamentals 2.0 (Virtual)
A discussion of how data can is changing fundamental analysis with two of the foremost thought leaders in the application of data science to private markets:
Daniel McCarthy, Co-Founder at Theta
Robert Britt, Head of Data at Blue Owl
26 May 2022
State of Ecommerce
An overview of the trends shaping ecommerce, provided by:
Nik Sharma, “The DTC Guy” and founder of Sharma Brands
Donald Nitti, Partner at Social Leverage
Alex Izydorczyk, Former Head of Data for Coatue
Anish Prabhakar, Portfolio Manager at Chimera Capital
17 Sep 2020
2 Mar 2020
Super Tuesday preview
Scott Tranter from 0ptimus shared work his firm had done ahead of “Super Tuesday.”
30 Jan 2020
Data Science in Private Markets
While we have thus far seen alternative data work be dominated by hedge funds, as private market investors begin to build out their own data science capabilities, they are discovering a whole new opportunity set - and bringing to market a number of compelling new datasets.
Event highlights:
7Park spoke about what goes into monetising a Vista portco dataset; details for the insurance POS dataset they detailed can be accessed here.
Liquidata has been kind enough to share the slides they used to present their github for data; they have also made available a getting started guide.
Samples of work investment firms have done with Carto can be viewed here.
26 Sep 2019
Long-Term Strategy
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.
< Recap page >
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
Staying Compliant
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
Teach-In: Bayesian Statistics
Taught by Munji Choi, a researcher and instructor at Princeton. We will focus on differences between frequentist and Bayesian statistics in the case of geolocation data. Co-Hosted with AlternativeData.Org.
< Deck >
19 Jul 2018
Teach-In: Manipulating Alternative Data with Python
Taught by Norman Niemer, Chief Data Scientist at UBS Asset Management (QED). Hands-on technical session on using python for ingesting, preprocessing and analyzing data. Co-Hosted with AlternativeData.Org.
< Recap >
22 Mar 2018
Real Estate Round-table
Round-table discussion of emerging opportunities to make use of alternative data in real estate investing.
22 Feb 2018
30 Nov 2017
Data Platforms
Hosted jointly with NYC Data Engineering (since renamed NYC Data Council).
9 Nov 2017
Data Platforms
Panel discussion featuring the CEOs of:
12 Sep 2017
Data Infrastructure
Discussion of recent advances in data engineering and the typical costs and timelines associated with building out a cutting-edge alternative data platform.
< Recap page >
13 Jul 2017
China Analytics
Discussion of Exante Data's flagship China Flow Analytics product with Jens Nordvig was followed by a short presentation by Sandalwood Advisors, a vendor of credit card, online purchasing, and mall data for mainland China.
12 Jul 2017
Recruiting Dinner
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
Transaction Data Trends
Panel discussion featuring:
Bill Pecoriello - Founder and CEO, Consumer Edge
Jason Hills - Chief Revenue Officer, ARM Insight
Mike Babineau - Co-Founder and CEO, Second Measure
19 Jan 2017
2017 Kick-Off
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 page >
14 Dec 2016
Holiday Drinks
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
Market for Exhaust Data (Hong Kong)
Kindly hosted by Mettā and supported by Credit Suisse and HSBC.
< Recap page >
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 page >
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.
Prior to 2016 Augvest operated as an informal buy-side dinner group.