Rock Lobster + Mets Game

Find The Signal, Not The Noise

This year’s BattleFin Discovery Day NYC returns to midtown (53rd and 7th) on June 10th and 11th. As cool as the Battleship Intrepid is, this year will be much more convenient and close to the office for those working at funds. It’s also the first NYC BattleFin since the company merged with Exabel. Plus, there’s some awesome entertainment and events (see bottom of this email).

What’s New This Year

• AI Track

• Exabel Vendor Day (vendors be sure to sign up and attend, this was a huge hit in Miami)

• Data-Driven Research Track.

Some Exciting Topics

Here are a few that stand out to me that I’m looking forward to attending sessions on.

• Are U.S. investors rotating to European and Asian markets? What sectors are avoiding tariff chaos

  • A look at the European consumer sector

  • Asset, Sector and Country Rotations Is China Bottoming?

  • Tracking Asia Consumer Behavior

• Data Mosaic: Healthcare - Analyzing Alt Data to Identify Emerging Healthcare Trends

  • GLP-1: Using data to understand the size of the market (Connector effects like RO, Hims/Hers, etc).

  • What other patterns are shifting: grocery health patterns, connect the dots with data

  • Will less obesity lead to less knee and hip surgeries

I’ll be doing a panel titled “The future of expert-based research: quantifying the qualitative,” touching on all things expert networks, transcript libraries, and AI. Jason DeRise, I’m looking forward to your questions in advance.

Check out the full agenda here.

Mets Game

Rock the Data (bring your +1)

If you’d like to attend or sponsor, please contact [email protected], or you can reply to this email and I’ll put you in contact with the team.