Top Questions for Neudata’s Traditional and Market Data Summit 2025
On the 18th of September in London, Neudata dives into traditional market data. Here are my top questions for the speakers and panelists
Last year, Neudata expanded from alternative data into traditional market data. The conference goes deep on traditional market data, from sourcing and infrastructure to data-driven analytics and insights.
To help the community prepare, I’ve drafted targeted questions for each session. Three themes run through them:
Generative AI’s impact on data licensing, rights and governance
Vendor choices that shape cost, interoperability, and flexibility.
The path from raw data to alpha
Link to Agenda: https://www.neudata.co/events/traditional-and-market-data-summit-2025
Welcome to the Data Score newsletter, composed by DataChorus LLC. This newsletter is your source for insights into data-driven decision-making. Whether you're an insight seeker, a unique data company, a software-as-a-service provider, or an investor, this newsletter is for you. I'm Jason DeRise, a seasoned expert in the field of data-driven insights. I was at the forefront of pioneering new ways to generate actionable insights from alternative data. Before that, I successfully built a sell-side equity research franchise based on proprietary data and non-consensus insights. I remain active in the intersection of data, technology, and financial insights. Through my extensive experience as a purchaser and creator of data, I have a unique perspective, which I am sharing through the newsletter.
Note: Agenda as of September 15, 2025
Opening remarks
9:00 - 9:15 | Gracechurch Hub | Quantitative | Data providers | Fundamental
Ian Webster, Chief Revenue Officer, Neudata
Question: How do you see the consolidation of alternative datasets into the offering of traditional market data providers changing the industry?
A fireside chat with Peter Jackson, data innovation pioneer
9:15 - 9:40 | Gracechurch Hub | Quantitative | Data providers | Fundamental
Join Peter Jackson, renowned author and data thought leader, for an exclusive fireside chat. With extensive experience and groundbreaking work, including his books The Chief Data Officer's Playbook and Data Driven Business Transformation, Peter has transformed how organisations, both within and outside of finance, use data to drive strategic decision-making.
Ian Webster, Chief Revenue Officer, Neudata
Peter Jackson, Global Head of Data Office, Schroders
Question: As generative AI moves from proofs of concept to production, how should a chief data officer balance experimentation with cutting-edge tools and the need for robust governance and regulatory compliance?
FCA update—Bond and derivatives transparency regime
09:40 - 10:00 | Gracechurch Hub | Quantitative | Fundamental
Receive an update on the new bond and derivatives transparency regime, designed to deliver more timely and effective post-trade transparency while supporting liquidity and strengthening UK markets.
Fabio Braga, Manager - Trading Policy, Infrastructure & Exchanges, Financial Conduct Authority
Question: Beyond transparency, what other priorities does the FCA have for improving fixed-income market structure, such as a consolidated tape, and how should market participants prepare?
Data in Motion: Building the Framework for the Next Generation of Insights
10:00 - 10:30 | Gracechurch Hub | Quantitative | Fundamental
Join Sophie Beland in conversation with Simon Holden of Morgan Stanley for an exclusive fireside chat, where they will share insights on shaping the future of data and driving next-generation innovation.
Sophie Beland, Executive Director, EMEA Head of Systematic Advisory Sales, Morgan Stanley
Simon Holden, Head of Institutional Securities Data Group (IDG), Morgan Stanley
Question: As systematic investing expands beyond equities into multi-asset portfolios, what data gaps persist for fixed-income, commodities, or private-market strategies?
Till data do us part: Picking vendors you won’t regret
10:30 - 11:00 | Gracechurch Hub | Quantitative | Fundamental
Choosing market data vendors is a bit like marriage — easy to get into, hard to get out of. In this lively panel, expert data buyers share war stories, compliance challenges, and the red (and green) flags they look for when building long-term vendor relationships. From scouting scrappy newcomers to knowing which industry giants are still worth the price tag.
Sophie Beland, Executive Director, EMEA Head of Systematic Advisory Sales, Morgan Stanley
Leo Murison, Lead Data Scientist, Jupiter Asset Management
James Maddock, Global Head of Market Data Services, HSBC
Chelsea Lein, Vice President, Data & Research Compliance, Tudor Investment Corporation
Question: How do you weigh a new vendor that likely adds alpha today against its long-term viability as a business, given the vendor’s need for long-term ROI, potentially driven by higher prices or broader distribution, both of which erode alpha?
The Private Mind: Data You Own. Intelligence You Trust. 11:25 – 11:55 | Gracechurch Hub | Quantitative | Fundamental Join Tim Yockel and Ryan Ballantine as they unveil Private Mind—our secure, finance‑ready AI environment that gives you complete ownership, control and confidence over your data. They’ll show how Private Mind unites compute, AI and financial‑grade security, enabling firms to interrogate their data with precision and privacy. Discover how this breakthrough powers the next era of capital‑markets innovation
Tim Yockel – SVP – Global Sales, Options Technology
Ryan Ballantine – Director, Product Management, Options Technology
Question: If Private Mind runs as a self-contained GenAI environment inside an asset manager’s infrastructure with no vendor visibility into prompts or outputs, how do you learn and evolve the product while preserving confidentiality?
Transparency in licensing and pricing
11:55 – 12:25 | Gracechurch Hub | Quantitative | Data providers | Fundamental
This session will address the growing demand for clearer and fairer data pricing and licensing agreements to drive trust and efficiency.
Keiren Harris – Independent Consultant
Abigail McInnes – Data Sourcing and Strategy Manager, Man Group
Reinder Hoiting – Strategic Sourcing & Category Manager, Robeco
Jag Sidhu – Head of Market Data, Investec
Question: Some data providers are now adding clauses around how data can be used in AI models and in the creation of derived content. Asset managers have a long history of applying AI and analytics to generate insights from data, but the growth of generative AI has heightened provider concerns about usage rights. How can asset managers communicate the importance of derived content to vendors as the reason the data is worth paying for so that protections are respected without needlessly constraining insight generation?
Fixed income and derivatives: Providing data quality and transparency in a changing financial landscape
12:25 – 12:45 | Gracechurch Hub | Quantitative | Fundamental
Investors increasingly demand quality and transparency for data, while banks are striving for new and more complex datasets to meet regulatory demands. Join S&P Global Market Intelligence in this session to hear how data is helping both buy‑ and sell‑side institutions meet their growing requirements.
Gavan Nolan – Executive Director, Fixed Income Business Development and Research – TBD Derivatives, S&P Global Market Intelligence
Raphael Bruneau – Director, Derivatives Data Business Development, S&P Global Market Intelligence
Question: Post-trade reporting rules and the push for a consolidated tape in Europe should improve transparency. What role should commercial providers play versus public authorities in building that infrastructure?
The evolving dynamics of index rebalancing
12:45 – 1:00 | Gracechurch Hub | Quantitative | Fundamental
This session will explore how the dynamics of the index effect have changed over time and where market data underpins rebalancing forecasts.
Ethan Han – Research Analyst, Neudata
Question: Where do index effects remain most material, and what market structure features explain their persistence?
Applying data and AI at scale: Investment research & quant
2:00 – 2:20 | Gracechurch Hub | Quantitative | Fundamental
This session will explore how Large Language Models can be leveraged to generate novel sources of alpha, while integrating both traditional and alternative data to enhance signal discovery. It delves into scalable compute architectures that enable data and model efficiency, as well as approaches to navigating model risk and AI governance in the context of quantitative investing.
Angana Jacob – Global Head of Investment Data, Bloomberg Enterprise Data
Abhijeet Gaikwad – Chief Investment Officer, ADG Capital Management
Question: When deploying generative AI at scale in the investment decision process, which is harder to achieve: compute efficiency or data governance? How would you recommend addressing each challenge?
Applying data and AI at scale: Investment research & quant
2:00 – 2:20 | Gracechurch Hub | Quantitative | Fundamental
This session will explore how Large Language Models can be leveraged to generate novel sources of alpha, while integrating both traditional and alternative data to enhance signal discovery. It delves into scalable compute architectures that enable data and model efficiency, as well as approaches to navigating model risk and AI governance in the context of quantitative investing.
Angana Jacob – Global Head of Investment Data, Bloomberg Enterprise Data
Abhijeet Gaikwad – Chief Investment Officer, ADG Capital Management
Question: When deploying generative AI at scale in the investment decision process, which is harder to achieve: compute efficiency or data governance? How would you recommend addressing each challenge?
Mastering vendor contract complexity
2:00 – 2:40 | Ludgate Library | Quantitative | Fundamental
Gain practical strategies for optimising contract management, improving transparency, ensuring compliance and controlling costs.
Reinder Hoiting – Strategic Sourcing & Category Manager, Robeco
Richard Pedrick – Market Data Compliance Expert
Question: What common pitfalls do you see in data contract negotiations, and how should procurement teams structure RFPs to avoid them?
Market‑data challenger spotlights
2:20 – 2:50 | Gracechurch Hub | Quantitative | Fundamental
In this showcase session hear from some new entrants to the market‑data space, as they share the datasets and product launches set to challenge established vendors on quality, flexibility (and price).
Tim Tatum – CEO, Securities Quote Xchange
Liam Rogan – Head of Growth & Business Development, Primer
Viraj Patel – Deputy Head of Research & Partner, Vanda
Question: Good luck to the showcase participants. Can you highlight your strongest investment use cases, your methodology (including compliance considerations), and how your offering differs from competing datasets?
Neudata Ranger: A year in review
2:50 – 3:10 | Gracechurch Hub | Quantitative | Data providers | Fundamental
Neudata’s Ranger product launched with a bold promise: help investors discover, evaluate and monitor market data more intelligently. One year in, what have we learned? In this spotlight session, Neudata shares market trends from the first twelve months—including what data buyers are searching for and which data categories get the most traction. Neudata also provides a sneak peek into what the future of Ranger might look like.
Danesh Kissoon – Associate, Neudata
Question: What surprising usage patterns or dataset categories emerged from Ranger over the past year, and what do they reveal about investors’ evolving needs?
From data to alpha: Streamlining the data‑management lifecycle
3:10 – 3:45 | Gracechurch Hub | Quantitative Fundamental
This session will delve into the challenges funds face in managing the data lifecycle—from cataloguing, to trialling, budgeting, governing and migrating data. Panellists will highlight ways to streamline workflows to accommodate evolving regulatory demands whilst maintaining a competitive edge.
Will Wainewright – Founder, Alternative Fund Insight
Nico Smuts – Investment & Data Science Leader (Ex‑Citadel)
Emily Brooke‑Dean – Head of Data iSAM Helix, iSAM
Mark Thompson – Primary Research, Norges Bank Investment Management
Ruairi Powers – Senior Vice President, Product Management, Neudata
Question: How do firms maintain reproducibility of analytic results when migrating from one vendor to a direct substitute? How can buyers size switching costs in addition to data fees?
Neutral by design: Building a flexible future for market data
4:10 – 4:30 | Gracechurch Hub | Quantitative | Fundamental
Discover how to drive flexibility, optimise costs and avoid vendor lock‑in by exploring the pros and cons of vendor‑agnostic middleware solutions.
Bill Bierds – President, BCC Group
Anna Branch – Head of Strategic Partnerships – TP Quilter, Quilter
Kevin Morgan – Senior Principal – Market Data, BCG Expand
Question: How do you ensure interoperability between legacy systems and modern APIs without added latency or reduced data quality?
Defining your cloud‑migration strategy
4:30 – 5:00 | Gracechurch Hub | Quantitative | Fundamental
Look at how to manage your data‑migration strategy to avoid common pitfalls and ensure a seamless transition from on‑premise to the cloud.
Piers Thompson – Chief Technology Officer, Neudata
Sam Livingstone – Head of Quantitative Strategies & Risk, Ambienta
Richard Waters – Head of Data Engineering, Systematica
Maurits Blok – Cloud Architect, Oracle
Question: "Lift and shift" migrations often disappoint due to hidden dependencies. What strategies have you used to re-architect workloads for the cloud rather than replicate on-premises environments?
Have a question for the panelists? Leave a comment below.
Know someone attending or presenting? Feel free to forward this to them.
- Jason DeRise, CFA
Hi Jason! Thanks for the insightful write up as always. Apologies for the error in description for our 'Licensing and Pricing' panel - this session will address the growing demand for clearer and fairer data pricing and licensing agreements to drive trust and efficiency. Will be sure to pose some of your questions to the speakers on Thursday! (Laura at Neudata)