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Join me at Alpha Innovation Required conference, Sep. 18-19, NYC

I hope you will join me next Wednesday & Thursday in midtown NYC, September 18-19, at the “Alpha Innovation Required” summit.  Attendance is complimentary and exclusively for senior capital markets professionals exclusively focused on emerging trends and technology companies impacting the asset management industry.

Speakers so far include:

Wendy Harrington, Nuveen – Head of Nuveen Labs​

Carrie Jaquith, Lazard – VP, Digital Product Manager & Head of Emerging Technology Group

Dave Dowsett, Invesco – Global Head Technology Strategy, Digital Transformation, AI & Emerging Technology

Rasheed Sabar, Co-Founder & Co-CEO of Correlation One

Tal Cohen, Nasdaq – EVP North American Markets

Mazy Dar, CEO of OpenFin

John Klick, Credit Suisse – VP, Program Innovations Program Lead

Adrianne Kadzinski, Credit Suisse – Group Head of Innovation

Buyside members generally draw from Portfolio Management, Research, Trading, Data Science, Risk and Innovation roles.  While AIR has a wide representation across mutual fund, hedge fund, asset owners, and sovereign wealth, attendees particularly tend to come from the large ’40 Act complexes (Franklin Templeton, T Rowe, Capital, Fidelity, GSAM).  Sellside tends to skew to the large bulge banks, such as MS, GS, Citi, BAML, State Street etc.


NYC Agenda:


AIR Summit is a membership organization whose flagship event is the annual AIR Summit event, an invitation-only gathering of senior people across the industry.  In a non-commercial setting, AIR invites subject matter experts from AI, Organizational/Behavioral Science, Big Data, etc. The highlight is the presentations given by 20 emerging AlphaTech companies that AIR hand-picks to present.

Since inception, of the 85 companies invited to present, 30 have raised nearly $1.5 billion, and 12 have been acquired for more than $6 billion in aggregate since presenting at the AIR Summit.  Since their September 2018 event, 5 companies have announced raises in excess of $115 million and a 6th has been acquired. Strategic corporate investors feature heavily in this activity, including members of the AIR community.  (That’s a better track record than many VCs!)

I will be speaking on “Quant Investing in Private Markets: How Private Equity and VC Investors are Using Technology and Analytics to Drive Returns”.  


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