MONTAUK: DATA ON THE EDGE
10-11TH AUGUST 2026
A private, invitation-only retreat 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.
Event Overview
BattleFin Montauk is an exclusive gathering designed to foster real conversations, meaningful connections, and serious collaboration.
Set against the edge of the Atlantic, this two-day retreat brings together a carefully curated group of decision-makers to explore how data and artificial intelligence are actually being deployed across the buy-side today, and where the next opportunities lie.
This is where relationships are initiated, ideas are pressure-tested, and major deals begin.
Topics being discussed:
Agentic AI for Investment Research
Building the Modern Research Stack
Alternative Data in an AI World
What Datasets Are Still Producing Alpha?
Consensus vs Variant Perception
The Future of Fundamental 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.
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.
Who Should Attend
Attendance is by invitation only.
This retreat 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.
Luminary Committee
-
Sameer Gupta
Apollo Global Management
Chief Data and Analytics Officer -
Debbie Lawrence
London Stock Exchange Group
Group Head, Data Strategy & Management -
Tony Berkman
Ex Two-Sigma
Data Science -
Carson Boneck
Balyasny Asset Management
Chief Data Officer -
Martin Vulliez
Cadian Capital
President
-
Dan Entrup
AggKnoweldge
Co-Founder
Sponsorship Offerings
BattleFin Montauk offers sponsors something different to traditional conferences: Genuine proximity to the people who matter most.
In this intimate, retreat-style setting, you'll gain direct access to the senior decision makers shaping asset management, data, and A. 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 any of the offerings below in more detail, reach out to our team.
-
Starting at $15,000
2 company passes
3 buy-side guest invitations
-
Starting at $30,000
3 company passes
4 buy-side guest invitations
Speaking role
-
Starting at $40,000
4 company passes
8 buy-side guest invitations
Speaking role
Potential Sunday Experience
Naming rights to (Dinner, or Lunch, or Bonfire)
LUMINARY SPONSOR
Official KPI & Research Partner
GOLD SPONSORS
SILVER SPONSORS
