I See Data People

Judith is a Managing Director and Head Equities Quantitative Strategist for Scotiabank’s US Equities Sales and Trading. Prior to Scotiabank, Judith was a VP at Goldman Sachs and Citadel, after starting her career at Morgan Stanley.  Judith discusses how market makers leverage data to hedge trading risk. She delves into why market makers increasingly need to leverage fundamental data, in addition to traditional market data, to effectively hedge risk. Judith also alludes to the market making use cases for alternative data and explains why trading operations need to have complete control over their technology infrastructure, particularly regarding trade execution. 

Richard is co-founder and Chief Customer Officer of Datarade, working with thousands of different data providers and data buyers to make data commerce easy. Datarade operates Data Commerce Cloud™ (DCC) which enables data providers to sync data products instantly to sales channels including Google Cloud Analytics Hub, SAP Datasphere Marketplace, Alation Marketplaces, and Datarade’s proprietary Marketplace. Prior to founding Datarade in 2018, Richard was scaling sales & revenue teams for many Berlin-based B2B Startups. On I See Data People, Richard discusses best practices for monetizing data successfully, his predictions for the data industry, and what DCC is doing differently to empower data provider businesses.

Jeremy is the founder of a new stealth startup in supply chain data infrastructure. Prior to co-founding his current company with Travis May (the founder and CEO of Datavant), Jeremy was the Head of Data Strategy for Walmart Data Ventures. Before Walmart Jeremy held a variety of roles in the data industry, including Global Head of Alternative Data at Bloomberg, Chief Revenue Officer at Estimize and Chief Product Officer at ACE Portal. Jeremy started his career in global industrials investment banking at Citi and JP Morgan, after briefly consulting at Accenture.  Jeremy discusses the evolution of the data landscape over the course of his illustrious career, and why he is pursuing a compelling opportunity in the world of supply chain data. Jeremy delves into how he has spotted early trends in the data landscape ranging from alternative data to Web3. He shares his views on both asset management data use and corporate data use, as well as the roles of data scientists, data engineers and data analysts. Jeremy even shares the controversial view that a lot of data has net negative value due to how challenging it may be to derive insights from mediocre datasets.

David is the co-founder and CEO of Catylex, where he and his team leverage AI to extract data from contracts. Prior to Catylex, David was senior counsel at Bridgewater Associates, Executive Director and Counsel at UBS, and Director and Counsel at Credit Suisse. David started his career as a database developer before jumping into law at Cleary Gottlieb. David discusses the parallels between legal contracts and code, and how those similarities led him to building Catylex, a company focused on extracting data from contracts. David explains how contract data can be utilized to more efficiently understand the content of the hundreds or thousands of contracts many companies possess. David even suggests that contracts as we know them today may be replaced by smart contracts that rely on company-specific data that can be inserted into a model that generates optimal contract terms based on the data inputs.

Kirk is one of the most brilliant and intense entrepreneurs in the data industry. He is the co-founder of Carbon Arc, a decision intelligence company. Prior to Carbon Arc, Kirk was the head of proprietary research at Point 72 Asset Management. Earlier in his career Kirk was head of proprietary research at Glenview Capital and an analyst at Tudor Investments. Kirk discusses how data analysis couples fundamental frameworks and purpose driven pipeline engineering to provide decision intelligence. With this framework in mind, he explains how the tools investors use to gain insight can be applied to corporate decision-making. Kirk also delves into the challenges with both data and methodology, highlighting how data engineers and data scientists need to understand business applications, and how business users need to understand the core functions and limitations of data technology. Kirk concludes the episode by providing vital insights into the future of the data ecosystem.

This is our second special recap episode of I See Data People!  This recap episode summarizes 3 key themes: Data quality is vital to not only making the data usable, but also to trusting the results from models leveraging that data.  Failure to handle data quality issues correctly can lead to “fake news” problems, compounding biases and exacerbating societal challenges about whether we can trust the information we are seeing.  Alternative data becoming mainstream is inevitable, especially as corporates see more and more use cases for these novel data insights Our hosts, Omri Shtayer and Evan Schnidman, go into detail on each of these themes, referencing remarks made by our guests and inserting their own commentary. 

Scott is the founder and CEO of AltHub, where he helps data providers refine their offering so that investors and corporate data users can make use of the data. Prior to AltHub, Scott was the Managing Director Briarcliff Hall, a sales consultancy. He also ran sales at Roubini Global Economics, was COO of a division of Morningstar, a Managing Director of Data Feeds at Thomson Reuters, and started his career at JP Morgan before joining Lehman Brothers and Zacks Investment Research. Scott discusses the history of investors generating alpha from novel data sources, and where alternative data fits into that landscape. Scott also delves into the challenges with making data usable for asset managers as well as for corporate data users. 

Salam is a Senior Director of product at Similarweb, leading the market research data product which utilizes a combination of user based data and behavioral science. Salam is also a board member of Women in Tech. Prior to Similarweb she led product at Toluna, and previously worked at eBay, Microsoft and Intel. Salam discusses the rise of personalized data experiences, leveraging data to protect future behavior, and the role of human emotion as an added layer in data analytics. Salam highlights that more women are needed in the data industry.

David is the founder and CEO of New Constructs, an investment research company leveraging AI to provide improved equity analysis. In addition to founding New Constructs, David previously ran a long/short equity hedge fund. Prior to New Constructs, David started his career at Credit Suisse, where he pioneered methods for analyzing regulatory disclosures and accounting information, and worked in executive compensation consulting. David discusses the process of extracting data from regulatory filings, how that process has changed over the last 25 years, and how to glean novel insights from these public disclosures. David explains how extracting accurate data is vital to making informed investment decisions, as well as crucial to training AI models.

Stefania is the founder and CEO of Physis Investment where she leverages ESG data and analysis to help investors understand, track, and measure the impact of investments. Prior to Physis, Stefania was an impact fund manager and an advisor to large institutional investors on ESG investing.  Stefania discusses use cases for sustainability data and how she sees ESG evolving over the next few years. Stefania explains the nuances between impact investing, sustainability and ESG, while also highlighting how important data is in driving these investment strategies.