The Business of Data: Strategies to Monetize Financial Info

The Business of Data: Strategies to Monetize Financial Info
As data becomes a core asset, firms are exploring new ways to turn it into Revenue. This event focuses on monetization strategies across asset management, fintech, and data providers. Experts will share practical approaches to packaging, selling, and leveraging data for profit. Attendees will gain actionable insights on building scalable, ethical, and investable data businesses. This event is presented by the Education Advisory Group (EAG).








Learning Objectives
  1. Understand frameworks for monetizing proprietary and alternative data
  2.  Explore case studies of successful data-driven business models
  3. Learn how to price, license, and protect data assets
  4. Discuss legal, ethical, and regulatory challenges in data commercialization


Meet the Speakers!

Moderator:



James McGeehan | Snowflake

James McGeehan is based in New York and serves as the Head of Banking, Capital Markets, & Payments for Snowflake, where he is responsible for developing value propositions to drive client & revenue goals.  


With 30+ years of experience across banking, entrepreneurial, and technology ventures, he has held executive roles leading sales and trading businesses across the world's largest banks, such as UBS, HSBC, & Wells Fargo.


At AWS, James served as the Global Capital Markets Lead, overseeing global strategy and implementation efforts.  Prior, he was the co-founder and CEO of FX Transparency, a technology platform aimed at benchmarking FX transaction costs to assist asset managers in reducing costs and improving investment returns. 


James holds a BA degree in Government from Dartmouth College. 



Panelists: 



Carmen Li | SiliconData

Ms. Li is the CEO and Founder of Silicon Data, a company dedicated to revolutionizing compute markets through unparalleled data transparency. Under her leadership, Silicon Data has developed innovative products such as SiliconNavigator, providing GPU price insights, SiliconCarbon, focusing on carbon footprint tracking, addressing key challenges in the compute ecosystem, Silicon Index (BBG ticker: SDH100RT) and SiliconMark , a leading benchmark solution designed to evaluate and certify GPU performance

Prior to Silicon Data, Ms. Li amassed extensive experience in high-frequency trading and financial infrastructure, which inspired her to bring similar transparency and efficiency to compute markets. She previously served as the Global Head of Strategic Alliances – Enterprise Data at Bloomberg and as Senior Vice President – Global Marketing Manager for Working Capital Products at Citi.

As a thought leader, Carmen actively shares her insights on global GPU market trends and the evolving landscape of compute markets, contributing to industry discussions and knowledge sharing.

Ms. Li holds a degree from University of Illinois Urbana-Champaign and an MBA from Harvard Business School. 
 




Brad Franklin | Factset

Brad Franklin is a Director of Product Management within FactSet’s Data Solutions business, overseeing the strategy and development of company, market, pricing, and reference data products. Since joining FactSet in 2007, Brad has held diverse roles across consulting, sales, strategy, and product management. He holds a B.A. in Economics from the University of Richmond and an M.S. in Data Science from Northwestern University.



Andy Li | Merrill Lynch Bank of America

Dr. Andy Li, CFA, is an AI and finance leader with over 18 years of experience driving data- and AI-powered innovation across financial services and technology companies. He previously led generative AI initiatives at Amazon Ads and now serves as a Director at Bank of America, focusing on scalable AI adoption, risk management, and value creation in regulated environments. Dr. Li holds advanced degrees from Carnegie Mellon University and Harvard Business School and teaches graduate-level courses on LLMs and AI agents in finance at Fordham University.

 

When
2/23/2026 4:00 PM - 5:00 PM
Where
Virtual MS Teams Link Sent To Registrants UNITED STATES

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