The Alternative Data Podcast

In this episode I speak to Niall Hurley of Eagle Alpha.

Eagle Alpha, an alternative data aggregator, is one of the more established names involved in alternative data having first started in 2012, and Niall took over as CEO last year.

In our conversation, Niall and I explore the whole alternative data market together, along with Eagle Alpha’s place within it.

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In this episode I speak to Daniel Sheyner of Chimera Capital.

After a career focusing on the consumer sector from various viewpoints, Daniel in 2017 decided to start a consumer-focused hedge fund that would take advantage of the increasing availability of alternative data. Five years later Chimera is established and thriving, and looking to grow into the gaming and lodging sectors. 

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In this episode I speak to Robbert-Jan 't Hoen of Robeco.

Robbert-Jan is a Quantitative Researcher in the Fixed Income space for Robeco, and in our conversation we discussed the implications of how alternative data can be used to trade corporate bonds. 

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In this episode I speak to Florin Tufan of Soleadify, a provider of alternative data around private companies.

In our conversation, Florin and I explore the use cases, clientele and functionality of how Soleadify works, along with the burgeoning tech scene growing up in Bucharest.

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In this episode I speak to Dan Joldzic of Alexandria Technology.

Alexandria was one of the earlier alternative data providers on the scene, and in our conversation Dan discuss the early challenges of explaining NLP data to an unprepared market, and how the alternative data scene has developed in the subsequent decade and a half.

Meanwhile, it’s about time I gave a plug to John Farrell’s excellent weekly alternative data newsletter, sign-up link here: https://mailchi.mp/1c0d35628d4b/alt-data-weekly-subscriptions

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In this episode I speak to Carson Boneck, Chief Data Officer of Balyasny Asset Management.

In our conversation, Carson and I discuss the challenges of building out a data function at a multi strategy hedge fund like Balyasny Asset Management.

In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an interactive discussion around the International Data Landscape. We’ll broadly be trying to establish whether investors should be looking at Europe or Asia for more alternative data growth in 2022. Register here: https://www.eaglealpha.com/2021/11/24/interact-2-0-a-3-hour-virtual-event-february-2-2022/

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In this episode I speak to Herb Blank, all-round alternative data figure of interest.

Along with being one of the first investors to use an ETF, Herb boasts extensive experience in alternative data since its very earliest beginnings, and has a particular interest in ESG. We discuss all manner of topics in our conversation.

In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an interactive discussion around the International Data Landscape - https://www.eaglealpha.com/2021/11/24/interact-2-0-a-3-hour-virtual-event-february-2-2022/

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In this episode I speak to Ross Fabricant of CenterBook Partners a new investment fund that transforms discretionary insights into systematic strategies.

CenterBook is a fund that maximizes the benefit of having a privileged knowledge of a vast number of hedge funds’ investment positions, which it uses to build systematic portfolios adding in its own proprietary technology.

In other news, please join me at Eagle Alpha’s virtual Insight 2.0 event on February 2nd, where I will be hosting an interactive discussion around the International Data Landscape https://www.eaglealpha.com/2021/11/24/interact-2-0-a-3-hour-virtual-event-february-2-2022/

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In this episode I speak to Sean Austin and Gerwin Schalk, the CEO and Chief Science Officer of Helios Life, a company on the cutting edge of alternative data types.

Helios takes natural language processing a step further by analysing not just the words spoken in, for example, earnings calls, but actually delving into the tone and cadence of the speaker.

This technology attempts to reveal what the speaker is actually feeling about what they’re saying, allowing an analyst to expose potential mismatches.

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In this episode I speak to Aron Cooper, Head of MidFrequency Alpha at Maven Securities.

In our conversation, Aron and I discuss what drove him out of NASA and into quantitative finance, the quant quake, how much alternative datasets are worth and whether data reliability is the key issue, and what he means by ‘market-leading’.

On a more topical note, wishing all my listeners a very happy and prosperous new year!

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