Data, AI and Alpha: Turning Hidden Market Signals into Investment Insight
September 30, 2026 | 9AM ET | 2:00 PM BST
Summary
As markets become more competitive, volatile and data-intensive, investment firms are searching for differentiated signals beyond traditional market data. This roundtable will explore how broker-sourced OTC data, alternative datasets and AI-enabled research workflows are changing the way firms discover alpha, manage risk and improve market transparency.
Leaders from across the investment, data and technology ecosystem will discuss what makes a dataset truly valuable, how firms validate signal quality, where AI is improving research productivity, and how cloud-enabled delivery is helping teams move from data discovery to decision-making faster and with stronger governance.
Webinar Discussion Topics
Opening: Why data differentiation matters now
- Are traditional sources becoming too crowded?
- Where are firms finding new sources of edge?
- What does “unique data” actually mean?
Broker-sourced and OTC data
- Why opaque markets still matter
- How OTC data supports price discovery, liquidity assessment and risk
- How broker-sourced data complements listed and alternative data
Data quality and signal quality
- What separates clean data from investable data?
- How firms evaluate provenance, bias, point-in-time correctness and drift
- How data quality impacts alpha durability
AI in the data and research workflow
- AI for dataset discovery, feature exploration and notebook generation
- AI agents and “speak to the data” experiences
- Risks around hallucination, weak lineage and ungoverned decision support
Data economics and operationalization
- How firms measure ROI on datasets
- Trial-to-production best practices
- Vendor selection, usage monitoring and cost discipline
Future outlook
- Which datasets will matter more in the next 3 years?
- Will AI make data more valuable or more commoditized?
- What capabilities will separate winners from laggards?
Speakers
Sid Bhatia
Head of Managed Technology Data Solutions
Parameta
Evan Reich
Chief Product Officer & Head of AI
BWG Global
In Partnership with
