MONTAUK: DATA & AI ON THE EDGE

10-11TH AUGUST 2026

An exclusive summit for senior investment, data, and AI leaders shaping the next decade of financial markets. Taking a different shape to our Discovery Day events, this experience will be designed to foster relationship-building.

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Sponsor opportunities

Event Overview + Highlights

BattleFin Montauk brings together senior investment leaders, data strategists, AI practitioners and technology founders for two days of candid discussion about the changing research landscape.

We are excited to welcome leaders across Apollo Global Management, Cadian Capital, London Stock Exchange Group, Daloopa, and AI pioneers such as Anthropic, OpenAI, and Perplexity.

Speakers and participants will explore:

How agentic AI is changing investment research
Building the modern research and data stack
The role of alternative data in an AI-driven world
Which datasets are still producing differentiated insight
Using data to identify consensus and variant perception
The future of fundamental research and the analyst workflow

There will be extended conversations with the senior decision-makers building the next generation of investment research.

Montauk Yacht Club

At the eastern edge of Long Island, Montauk offers rare distance from the noise - yet remains easily accessible from New York City. Surrounded by ocean, open sky, and quiet stretches of coastline, it’s a setting designed for clear thinking, candid conversation, and unhurried connection.

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What to Expect

Provocative keynotes and two-person fireside conversations

Small-group, closed-door roundtables (12-15 participants max)
Curated one-on-one introductions with true strategic intent
Extended time outside formal programming, designed to deepen trust and dialogue

Just the right people, in the right place, with the right conversations.

Three women standing around a campfire outdoors at dusk, talking and smiling.

Who Should Attend

Attendance is by application only.

This event is designed for:

Senior leaders at Hedge Funds and Asset Managers
CIOs, Portfolio Managers, Heads of Research, and CTOs
Founders and CEOs of leading data and AI firms
Select advisors, former operators, and trusted industry connectors

There are a limited number of sponsorship opportunities for data providers in this space.

Nighttime view of a beach with rocks in the foreground, calm water, and a row of colorful houses on the hill illuminated with lights in the background.

Luminary Committee

Sameer Gupta

Apollo Global Management
Chief Data and Analytics Officer

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Debbie Lawrence

London Stock Exchange Group
Group Head, Data Strategy & Management

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Tony Berkman

Ex Two-Sigma
Data Science

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Stewart Stimson

Data Thought Leader
Ex Jump Trading

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Martin Vulliez

Cadian Capital
President

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Dan Entrup

AggKnoweldge
Co-Founder

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Sponsorship Offerings

BattleFin Montauk offers sponsors something different to traditional conferences: Genuine proximity to the people who matter most.

In this intimate gathering, you'll gain direct access to the senior decision makers shaping asset management, data, and AI. Not glimpsed across a crowded expo floor, but met through curated introductions designed to spark the right conversations.

The smaller scale means extended, unhurried time to build the kind of relationships that actually move business forward, while your voice helps shape the industry dialogue rather than getting lost in it. As a sponsor, you also tap into the influential Luminary Committee network, connecting you to leaders and tastemakers driving the future of the space.

To discuss the offerings, reach out to our team.