Thesis Check: Validating Investments with Alternative Data Ahead of Earnings
We’ll walk through a live pre-earnings example to give you a repeatable framework for stress testing positions. Whether you’re an Analyst, Trader, or Portfolio Manager, this is your chance to sharpen your edge with near real-time alternative data focused terminal workflows.
Speakers
Frank Trentacoste
Equity Market Specialist
Bloomberg
Frank Trentacoste is an Equity Market Specialist at Bloomberg based in New York. Frank brings a broad and impressive background in finance, with extensive experience across both the buy and sell sides of the industry. He began his front office career at Deutsche Bank on the Securities Lending Desk before earning his MBA from NYU Stern. Over the next decade, Frank worked as a Long/Short Equity generalist, serving as a buyside analyst and portfolio manager. His frequent use of options in portfolio construction led him to a role as Managing Director at Macro Risk Advisors, where he specialized in developing single-stock and thematic strategies utilizing options-based execution. Frank later transitioned into the alternative data space, holding roles at Similarweb and Bloomberg Second Measure. He joined Bloomberg in November 2022 and is a CFA charterholder.
Andrew McNellis
Senior Applied Data Analyst
Bloomberg
As a member of the Applied Data team at Bloomberg Second Measure, Andrew creates and distributes case studies on how to use alternative data sources in investment research workflows and helps clients interpret and apply that data to their own workflow. Prior to joining Bloomberg, Andrew worked in a similar role at Earnest Analytics after the company acquired his data startup Alpha Hat. Prior to getting into alternative data, Andrew was an equity research analyst at Evercore ISI, covering TMT companies. He holds a BA in Economics and Philosophy from Columbia University.