Schedule a teach-in to learn about the alternative data opportunity.

Goal Of The Teach-in

The goal of the teach-in is to bring your firm’s understanding of the alternative data opportunity up-to-speed. Teach-ins are led by Shannon Callan. Shannon was Director of Equity Research at TCW Group, a $185bn investment manager based in LA. Shannon has been working with alternative data since 2011.

Content To Prepare For The Teach-in

To get the most value out of the teach-in, we will give your firm access to all the “must read” documents that Eagle Alpha has produced or sourced since our inception in 2012. This “starter pack” includes:

  • White paper that discusses how asset managers can drive investment performance with alternative data.
  • White paper that outlines the first steps to innovating your investment process with alternative data.
  • Case studies that demonstrate how to get value from alternative data.
  • Presentations that review alternative data developments for each quarter of 2016.
  • Web crawling white paper produced by Eagle Alpha, in conjunction with Wilson Sonsini Goodrich & Rosati, outlining legal and compliance issues that asset managers need to be aware of when using web harvested data.
  • 10+ carefully selected white papers and videos with topics ranging from text and sentiment analysis to leveraging online search data to the mechanics of geo-location data collection.

Draft Outline

Below is an example of a draft outline for a teach-in. Please note that we can tailor the schedule to suit your specific needs. 

Introduction to Alternative Data

  • The data revolution is the next major change to the fundamental research process.
  • How is it relevant to asset managers? What long-term insights can be obtained?
  • How are other asset managers using it?
  • Market size and growth.

Mechanics of Integrating Alternative Data into Investment Process

  • The 6 stages of integrating alternative data into an investment process
  • The 9 challenges of integrationman having presentation at seminar
  • Corporate organization
  • Skills and capabilities of personnel
  • IT requirements
  • Legal and compliance
  • Outsourcing

Categories of Alternative Data

  • Overview of 20+ categories of newly available alternative data sources
  • In-depth examination of specific data categories including: use cases, data provenance, legal and compliance consideration, technology skills required, analytical approaches, data provider landscape, data costs.

Presentations of Use Cases to Analysts and Portfolio Managers

  • Consumer goods
  • Retail and restaurants
  • Computer software and hardware
  • Macro applications

Recommendations for Next Steps

  • Keep on top of the alternative data space and best practice
  • Organise a bespoke project(s) to demonstrate usefulness and ROI and to set-up frameworks for continuing work in-house
  • Speak to the most qualified headhunters and candidates
  • Schedule demos of relevant datasets

Benefits:

  • Bring your firm’s understanding of the alternative data space up-to-speed.
  • Make effective use of your time by receiving customised information specific to your needs.
  • Take advantage of Eagle Alpha’s 4+ years of expertise in the alternative data space.

Price: US$ 5,000 plus expenses.


Contact us to discuss a schedule that suits your needs: