Consulting

I advise institutional investors on their data strategy.

Clients

I specialize in helping firms that have historically been more fundamentals-driven in their approach, use data more effectively across every aspect of their investing operations – especially new sources of data and new use cases for data.
I work primarily with large public markets investors – hedge funds, asset managers, investment banks, pension plans, sovereign wealth funds – but have also consulted across PE, VC, and other asset classes.

Practice Areas

I am an expert on all aspects of alternative data in finance – datasets that have not traditionally been used by investors, that nonetheless yield tangible, actionable, repeatable investment advantages if properly applied. I co-founded Quandl, the tech startup that pioneered this category, and led all its data operations through and beyond its acquisition by Nasdaq.
I am extremely adept at setting up scalable, robust, operationally excellent processes for capturing value from data: from initial data evaluation, selection and acquisition; through data transformation and analysis; to analytics and insight generation; to deployment and ongoing maintenance.
I move seamlessly between high-level data strategy – building highly-competent teams, defining processes and deliverables, designing technology infrastructure, fostering a data-driven culture – and low-level data execution – evaluating specific datasets, use cases, technical tools, people or skills.

Engagement Model

I work with a very limited number of clients, and will not take on projects where I do not feel I can have a significant impact.
Many data projects fail. I will not hesitate to advise you to pull the plug on initiatives that, in my expert judgement, are unlikely to drive long-term performance for your firm.
Most of my engagements are in the form of short- to medium-term advisory agreements. I’m not in the market for full-time employment at this time.

Contact Me

I prefer warm introductions for my consulting engagements. You’re welcome to email me, but in my experience, both you and I have greater credibility if we connect via trusted intermediaries.