Ernest Chan | Principal
QTS Capital Management

Ernest Chan, Principal, QTS Capital Management

Appearances:



Day 1 @ 16:10

How can funds leverage non-traditional data sources to drive investment returns?

  • Nascent data – how will data from nanosatellites, drone imagery, Internet of Things and other emerging data sources be applied to capture alpha?
  • Choosing the right data – how do you go about making the decision whether to invest in “rare” data sources?
  • Exclusivity, novelty & data processing capability – is one more important than the other when mining for alpha?
  • Package alpha products – are they sustainable? If so, how are vendors offering products accounting for crowding and the resultant decay of the value with time?
  • Compute component – what do recent innovations in computing mean for achieving an information edge in the big data ecosystem?
  • Data access vs. human capital vs. compute – striking the right balance 

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