MONTAUK: DATA & AI ON THE EDGE
AUGUST 9-10, 2027
Agenda coming soon
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.
Event Overview
Following a successful inaugural event in 2026, BattleFin Montauk returns to the Montauk Yacht Club, bringing together senior investment leaders, data strategists, AI practitioners and technology founders for two days of candid conversations about the evolving investment research landscape.
Our 2026 gathering featured leaders from Apollo Global Management, Cadian Capital, London Stock Exchange Group and Daloopa, alongside AI innovators including Anthropic, OpenAI and Perplexity. We're building on that momentum for 2027, with another exceptional line-up taking shape. Stay tuned as we unveil the agenda and speakers over the coming months.
What to Expect
Key themes for 2027 include:
How agentic AI is transforming investment research
Building the modern research and data stack
The role of alternative data in an AI-driven world
Which datasets continue to deliver differentiated insight
Using data to identify consensus and variant perception
The future of fundamental research and the analyst workflow
Human Intelligence: Expert Networks
Beyond the sessions, BattleFin Montauk creates space for meaningful dialogue, fresh perspectives and direct engagement with the decision-makers shaping the next generation of investment research.
Format
Immersive AI workshops for the investment research space (previously led by Anthropic and Perplexity)
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
Fireside chats - by an actual bonfire
Just the right people, in the right place, with the right conversations.
Immersive AI Workshops
Hands-on, not hypothetical
Work directly with AI tools, data and research workflows rather than simply watching a product demonstration.
Built around real investment problems
Explore practical applications across research, alternative data, idea generation, due diligence, monitoring and analysis.
Technology + data in the same room
See how leading AI infrastructure, platforms and datasets can work together — and where they fit within your existing investment process.
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.
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.
Sponsorship Offerings
BattleFin Montauk offers sponsors something different to traditional conferences: Premium brand positioning and 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 options, reach out to our team.
