Upcoming Events

Yes, I’m late on sending out the usual weekly, but just wanted to share some upcoming events I’m excited to be attending. Feel free to reach out with any questions. Which ones will you be at? Also, there’s a complimentary ticket request (be sure to read on).

Insights Association CEO Summit - January 20-22, 2026 at The Diplomat Beach Resort in Hollywood, Florida.

There are no sponsors. There are no booths. This event is for the senior leadership of the insights industry to learn and grow professionally and personally.

The Insights Association is the non-profit trade association that serves as the hub of the Insights community, particularly in the U.S. Through the support of more than 30,000 Corporate and Individual members and guidance of its Board of Directors, the Insights Association works to Protect, Connect, Inform and Promote the Insights industry, allowing companies to remain in the know and connected to initiatives, legislation, and the amazing professionals in our community.

I went to my first IA CEO Summit this past January and have been waiting to go back since. The caliber of discussions, fellow attendees, and contribution to leading industry initiatives makes this a must-attend.

• Understanding Digital Data Analytics - A Panel Discussion

• Paths to Prosperity: Rethinking Ownership in the Insights Industry

• How the Octopus Organization is Revolutionizing Market Insights

• From Bottlenecks to Breakthroughs: How to Unkill the Vibe and Keep Things Flowing Under Pressure

BattleFin Discovery Days - January 21-23, 2026 at The Eden Roc Miami Beach in Miami, Florida. Only a 30 minute drive from the event above, this will be my 6th BattleFin Miami. This is the top event for data & AI in investment research, bringing together top vendors, new innovative startups, and data strategists from the largest funds in the world.

Full agenda can be found here and highlighting below some discussions I’m particularly excited about:

• Future of Data in an AI world

• The Quant-Fund 2.0 Playbook: Integrating Generative AI into Research Pipelines

• Compliance in the Age of Intelligent Machines

• Evolution of the Data Strategist in an AI World

BattleFin is offering one complimentary buy-side ticket to asset management firms that are using data and participate in one-on-one meetings. Team packages are also available if you want to have your team offsite in Miami in January.

SampleCon - March 16-18, 2026 at The Ritz-Carlton Reynolds Lake Oconee in Greensboro, Georgia. SampleCon is the room where senior data insights decision-makers step out of the noise and into clear, candid conversations about where our industry is heading next. It is where the people shaping the future gather to compare notes, challenge assumptions, and move the industry forward together.

I attended my first SampleCon this past year. This is a must-attend for any leader dealing with data insights (not just sample providers).

The full agenda will be announced in January, but I’ve been talking with many people who submitted speaker requests and the topics are going to be awesome. Early Bird Registration ends this Friday, December 19th. Sign up now before the prices go up.