Data Minds - Triple Threat: Leveraging Data to Manage AI, ESG, and ETF Risks | April 11, 2024 [Recording Available]

Data Minds - Triple Threat: Leveraging Data to Manage AI, ESG, and ETF Risks

Institutional investors have largely been risk-averse since the beginning of the current bull market in early 2023. We started to see that slowly change in February as investors develop more of an appetite for risk. How can investors use data (and what types of data) to increase exposure to riskier assets such as stocks? If stocks are at a near-term top as some analysts have suggested, how would one use data in that environment?

In this Data Minds panel, capital markets experts weigh in on the following topics:

  • Given the increased regulatory focus on AI usage, what specific risks will firms face when it comes to data selection and usage within these models?

  • How will greenwashing impact firms' use of data in ESG, especially with the recent clarity from European Securities and Markets Authority (ESMA)?

  • How will the rise of more thematic and actively managed ETFs impact the sector's risk profile and affect data usage?

  • How can firms navigate misinformation and data quality risks as they look to leverage and source new data sets?


Virginie O'Shea

Founder & CEO
Firebrand Research

Virginie is a capital markets fintech research specialist, with two decades of experience in tracking financial technology developments in the sector, with a particular focus on regulatory developments, data, and standards. Most recently, she was a research director with Aite Group, heading up the Institutional Securities & Investments practice.


Jeremy Schwartz

Global Chief Investment Officer
WisdomTree Asset Management

Jeremy leads WisdomTree's investment strategy team in the construction of WisdomTree's equity Indexes, quantitative active strategies and multi-asset Model Portfolios. He joined the company in 2005 as a Senior Analyst and subsequently served as Global Head of Research until 2021. Jeremy is co-author of Stocks for the Long Run with Professor Jeremy Siegel and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132.

Mahima Sukhdev

SVP of Commercial Development
GIST Impact

Mahima is responsible for building new commercial partnerships and product propositions at GIST, the leading provider of science-based data and insights on social and environmental impact. She was previously a director at Xynteo, where she worked with multinational companies to design and develop solutions to complex societal and environmental challenges like plastic waste, access to energy, and clean water.

Chris Petrescu

Founder of CP Capital
Formerly at ExodusPoint and WorldQuant

Chris founded CP Capital to bring Data Strategy as a Service to the financial world. Chris was previously Head of Data Strategy at ExodusPoint Capital Management, where he managed global data sourcing and strategic enterprise data efforts across both quantitative and discretionary teams across all asset classes.

Tim Baker

Managing Director, Financial Services Practice Lead

Tim has over 30 years of US financial services expertise across a wide variety of disciplines, from sell side research, banking, M&A, technology, data and data science. Tim has served in senior roles at IEX, UBS, Refinitiv and Thomson Reuters. In 2021, Tim founded Blue-Sky Thinking as a fintech consultancy and investment firm, working with firms like BMLL, LSEG, and Expero.