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May I meet you?
Hello my name a Borat

Who is building the 37th world’s first AI-powered investment analyst?
Since last post we’ve seen 2 M&A deals, 3 funding rounds ($102.1M raised), 27 people moves & promotions, 2 roles, 7 articles, 1 podcast, 1 interactive map and table, and a bonus meme at the end (very nice!)
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Want to reach over 4,000 professionals from leading hedge funds, PE & VC, investment banks, consulting firms, corporations, market research firms, and data & software providers? Re-opening advertising opportunities via both posts as well as transcribed and summarized interviews. Attending an upcoming conference? Have a new product? Recently fundraise? These are all great things to share with the community, and I want you to leverage the reach and high engagement (65%+ readership rate) of this newsletter.
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Resources
Deal Tracker for full M&A and funding rounds.
Job Board for full listings. This week’s additions are below.
Market Map PDF, PNG, and Spreadsheet.
Compensation Study Summary. Participate here.
M&A
*Deals are announced but may not be closed.
Funding
People Moves, Promotions, and Appointments
David Berglund joined Consello as Chief Data & AI Officer.
Josh Bourone joined MSCI as Head of Private Equity.
Alexandra Calinikos was promoted to Chief Investment Officer at The Financial Times and Nikkei Group.
Philip Coughlin was promoted to VP of Sales, Americas at Grata.
Adi Davidov joined Gener8 as VP of Data Partnerships.
Patrick De Regt joined Esomar as COO.
David Dittmann joined The Walt Disney Company as VP - Data & AI, Technology Strategy.
Ammad Ejaz joined IDR as Head of Commercial, EMEA.
Mark Hale joined the Advisory Board of THEIA Analytics.
Jeffrey Kerridge joined Satellogic as SVP of Sales.
Eric Kider joined S&P Global as Head of Global Insights.
Nader Kobeissi joined PureSpectrum as SVP, Middle East & Africa.
Steve Kolatac joined Filament Syfter as Sales Lead, North America.
Michael Kostadinovich joined 73 Strings as CTO.
Maryam Longrus joined FE fundinfo as Head of Private Markets.
Victoria Maseda joined LPL Financial as Data & AI Transformation Lead, VP Product.
Stephen McDowall joined Addepar as Director, Data Operations.
Bob Moritz joined the Board of Directors of S&P Global.
Kiran Muraleedharan joined Carlsberg Group as Head of Data Strategy & Transformation.
Anthony Nicastro joined Lazard Asset Management as Director, Head of AI.
Jared Pinsky joined Embark as Head of Corporate Development.
Aditi Sawhney was promoted to Head of Data Science at Man Group.
Ryan Taylor joined QuantifyAI as MD, EMEA.
Wilson Tsai joined Alter Domus as Head of Data & AI.
Mike Weir joined Consumer Edge as Chief Revenue Officer.
Susan Weng joined Citadel Securities in Data Sourcing and Strategy, APAC.
Albert You joined BDT & MSD Partners as Principal, Head of Data Architecture and Data Engineering.
*may not have started roles, but roles are announced or updates provided online.
Who’s Hiring
Airbnb is hiring a Senior AI-Enabled Insights Lead ($208K - $260K).
Walr is hiring a Global Head of Data Solutions.
*salaries only listed where provided by the company and may vary based on location and other factors. See links for specific salary details.
What I’m Reading
What Would an “AI Bubble” Mean for Insights & Analytics? by Kristi Zuhlke.
A Crash Course on Synthetic Data: ESOMAR Congress 2025 Recap by Enric Cid.
What if We Rewarded Good Survey Participants Instead of Punishing the Bad? by Katie Casavant.
Data & Info: You're Asking the Wrong Question by George Watson.
Why Winning the Data Race in Financial Services Starts in the Middle Office by Brent Fierro.
Unstructured Returns, a new Substack from Cornelius Graubner.
Interactive Table of the Week
Check out this AI Data Deals Interactive Explorer from my friend Freeman Lewin at Brickroad. In it you’ll find a mapping of the data/content licensing deals (and values for many) across the ecosystem from the paper, A Sustainable AI Economy Needs Data Deals That Work for Generators.
What I’m Listening To
AI Exchanges: The Role of Data featuring Neema Raphael, Chief Data Officer at Goldman Sachs, in conversation with Allison Nathan and George Lee.
Upcoming Events
*new events added since last newsletter
BattleFin Discovery Day, Nov 20, London
FISD Holiday Party, Dec 11, NYC
Samplecon, Mar 16-18, 2026 Lake Oconee, Georgia
World of DaaS Summit, May 7, 2026, Washington D.C.

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Views here are the author’s own and not of any employers or companies. The author may be compensated for pieces in this newsletter.

