In this episode I speak to Richard Dudley, Senior Portfolio Manager at Railpen, the fifth largest pension fund in the UK.

In our conversation, Richard and I talk about a lot of the unusual realities that come from being part of a ten person team managing £7bn systematically from within a pension fund.

Separately, I will be on stage at Neudata in London this week, and look forward to seeing many familiar faces there.

DISCLAIMER

This podcast is an edited recording of an interview with Richard Dudley recorded in March 2025. The views and opinions expressed in this interview are those of Richard Dudley and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Tom Liu, Founder of Ideate Capital, an alternative data expert with many years experience working in both hedge funds and private equity.

In our conversation, Tom and I talk around various types of alternative data and their use cases, before digging into the corporate sector’s growing relationship with external data and AI, and the outlook for the future.

Separately, I will be on stage at Neudata in London this month, and look forward to seeing many familiar faces there.

DISCLAIMER

This podcast is an edited recording of an interview with Tom Liu recorded in March 2025. The views and opinions expressed in this interview are those of Tom Liu and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Mark Thompson who works in Primary Research for NBIM, the Norwegian sovereign wealth fund with $1.7tn under management.

In our conversation, Mark and I discuss many of the unique challenges and opportunities that come with managing such a large amount of money, and the ways that the relatively lean team at NBIM ingest and use alternative data.

DISCLAIMER

This podcast is an edited recording of an interview with Mark Thompson recorded in January 2025. The views and opinions expressed in this interview are those of Mark Thompson and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I speak to Tim Harrington, Founder and CEO at Battlefin, the alternative data discovery and events business that recently announced its acquisition of Exabel, the alternative data technology platform.

In our conversation, Tim and I discuss the new acquisition, Battlefin’s history, the future of alternative data events and what data seems to be most in demand right now.

Wishing all listeners a very Happy Christmas and New Year.

DISCLAIMER

This podcast is an edited recording of an interview with Tim Harrington recorded in December 2024. The views and opinions expressed in this interview are those of Tim Harrington and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

Hosted on Acast. See acast.com/privacy for more information.

This is the first ever live recorded episode, which took place at Neudata’s Winter Summit in New York on December 5th.

For the panel, I was fortunate to share the stage with Matei Zatreanu of System 2, Tjeerd van Cappelle of aiLiftoff, Alexander Izydorczyk of CyberSyn and Kelly Kosciuszka of Schulte, Roth & Zabel, as we embarked on an attempt to predict the Future of Alternative Data in five years time.

In our conversation we covered topics like innovation in datasets, the impact of LLMs, the new US administration’s regulatory plans, consolidation in the space, the structure of hedge funds, and more.

DISCLAIMER

This podcast is an edited recording of an interview with recorded in at the Neudata Winter Summit Event in December 2024. The views and opinions expressed in this interview are those of the event panelists and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Wenqi Zhou, a quantitative researcher currently on gardening leave after stints at Balyasny and Citi.

In our conversation, Wenqi and I discuss the different uses of data on the sellside and the buyside, and her view on the current state of the China market.

I will be moderating the New Provider Showcase at Battlefin London on November 21st, do come and say hi if you’re there.

DISCLAIMER

This podcast is an edited recording of an interview with Wenqi Zhou recorded in November 2024. The views and opinions expressed in this interview are those of Wenqi Zhou and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Tom Liu, founder of ChinaScope and invaluable guide to the Chinese market.

In our conversation, Tom and I discuss his data offering and the development of China’s attitudes towards data, as well as the buyers and sellers of alternative data in China today.

In other news, I will be moderating the New Provider Showcase at Battlefin London on November 21st. If you are a new data provider and would like to enter, please do get in touch with me.

DISCLAIMER

This podcast is an edited recording of an interview with Tom Liu recorded in November 2024. The views and opinions expressed in this interview are those of Tom Liu and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

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In this episode I am delighted to welcome back Abraham Thomas, the co-founder of Quandl and now angel investor and haver of interesting thoughts.

In our conversation, we dig into the varios impacts of AI and LLMs specifically on the alternative data and hedge fund worlds, exploring the winners, losers and potential futures that might come out of this technological breakthrough.

Separately, I will be speaking at the Quant Strats event in London this Tuesday so do say hi if you happen to be there too.

DISCLAIMER

This podcast is an edited recording of an interview with Abraham Thomas recorded in October 2024. The views and opinions expressed in this interview are those of Abraham Thomas and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

Hosted on Acast. See acast.com/privacy for more information.