Enterprise Data & Tech Summit NY 2025

The Enterprise Data & Tech Summit returns for a third annual gathering. This afternoon event will bring together senior financial leaders to explore how advanced data strategies and AI are reshaping decision-making across the industry. Through discussions with leading market participants, we will examine how data and technology shape the full lifecycle of a trade — from ideation to execution to post trade — and what the future of enterprise data means for long-term competitiveness. Gain fresh perspectives, practical strategies, and insights into how Bloomberg helps firms navigate a rapidly evolving investment landscape. Detailed agenda and speaker information below. Sessions subject to change. All event sessions are on-the-record. 1:00 PM - 1:10 PM Opening Remarks Vlad Kliatchko, CEO, Bloomberg 1:10 PM - 1:25 PM A Vision for the Future of Enterprise Data Tony McManus, Global Head of Enterprise Data and Index, Bloomberg 1:25 PM - 1:35 PM Lightning Round: Streamlining Cloud Delivery with Snowflake Private Share Data delivery is evolving as clients demand faster, more secure, and more scalable access to operational and research datasets. Bloomberg DL+ redefined industry expectations by enabling clients to access modeled data in the Unified Data Model directly within their cloud environments. Building on that foundation, Bloomberg has continued to push boundaries and elevate the customer experience from evaluation to adoption. This session will unveil Bloomberg’s adoption of Snowflake Private Share — a game-changing approach that simplifies onboarding, enhances scalability, and sets the stage for the next generation of cloud-based data delivery. Katherine Laue, Go-To-Market Lead, Data License Product Design, Bloomberg 1:35 PM - 2:10 PM Panel: Leveraging Large-Scale Data & AI to Transform Investment Research Investment research is shifting as large-scale data systems and AI become central to how insights are generated, and decisions are made. This conversation will uncover the practical challenges and opportunities of applying these capabilities at scale, exploring how investment firms are rethinking data architecture to support advanced analytics, adopting responsible approaches to AI within research workflows, and leveraging emerging opportunities in predictive analytics, alternative data, and real-time intelligence. Carson Boneck, Chief Data Officer, Balyasny Asset Management C.J. Jaskoll, Chief Technology Officer, Russell Investments Nan Xiao, Chief Intelligence Officer and Chief Technology Officer, Greenland Capital Management Moderator: Angana Jacob, Global Head of Research Data, Bloomberg 2:10 PM - 2:20 PM Lightning Round: From Exploration to Production: Streamlining Systematic Workflows with Bloomberg's Research Data Store Accelerating discovery, evaluation, and deployment with Data , VDR, DES and Bloomberg’s Python API for Point-in-time research. Michael Beal, Co-Head of Enterprise Data Science Specialists, Bloomberg 2:20 PM - 2:55 PM Panel: Evolving Front Office Decision Making with Real-Time Content Front office teams face growing pressure to make faster, sharper decisions in highly dynamic markets. Real-time content – ranging from market data to company insights and macroeconomic indicators - is critical to sustaining an edge. The discussion will focus on the technical and organizational shifts required for real-time decision making, as well as strategies for building resilient data pipelines and workflow automation, while learning how institutions are embedding real-time information into trading, investment, and client-facing workflows. Tom DeBow, Chief Technology Officer, Schonfeld Strategic Advisors LLC Rachel Zhang Head of Fixed Income Front Office Technology, Jefferies Moderator: Colette Garcia, Global Head of Enterprise Data Real-Time Content, Bloomberg 2:55 PM - 3:05 PM Lightning Round: From Tick to Trade: Turning Real-Time Data into Opportunity Cory Albert, Global Head of Real-Time Data & Technology, Bloomberg 3:05 PM - 3:20 PM Scheduled Break 3:20 PM - 4:00 PM Panel | From Fragmented to Connected: Integrating Private Market Data at Scale Private markets continue to evolve rapidly with demand for actionable insights growing. Policy shifts — such as the recent executive order allowing 401(k) plans to expand access to private equity, real estate, and digital assets — are reshaping how these markets intersect with mainstream investments, making the need for increased transparency around consistent, unified private market data that can be scaled, more critical than ever. We will explore how firms are working to unify disparate sources, integrate fragmented data into enterprise-wide analytics, strengthen governance and oversight, and enable advanced analytics that support more confident decision making in an increasingly complex and connected private markets landscape. Todd Hirsch, Head of Private Capital , Point72 Mark Neely, Director of Alternatives, GenTrust Avi Turetsky, Partner and Head of the Quantitative Research Group, Ares Moderator: Leila Sadiq, Global Head of Enterprise Data Content, Bloomberg 4:00 PM - 4:30 PM Closing Fireside Chat Umesh Subramanian, Chief Technology Officer, Citadel