
The Alternative Data Podcast The Live@Neudata Episode
Dec 11, 2024
Matei Zatreanu, founder of System 2, and Alexander Izydorczyk, head of data science at CyberSyn, dive into the future of alternative data during a lively panel discussion. They explore the revolutionary impact of large language models on hedge funds and the landscape of data consulting. The conversation touches on regulatory changes affecting the industry, the potential for market consolidation, and the critical shift in recognizing data teams as profit drivers rather than mere cost centers. Tune in for insights on navigating the complex intersection of AI and compliance!
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Episode notes
Old Data, New Views
- Alternative data value often comes from new ways of slicing existing datasets rather than entirely new sources.
- Theme cycles (e.g., consumer, utilities) make old data fresh when investor focus shifts.
Compensate Data Leaders Like PMs
- Pay and incentivize data leads like portfolio managers to make them front-office risk takers.
- Treat data teams as revenue-generating contributors rather than back-office support.
Align Incentives To Unlock Value
- Align incentives so data and legal teams must bring in revenue or measurable value.
- Shift roles from cost centers to revenue-focused units to improve performance.
