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Unbundling Uncovered London 2019

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Institute of Directors

116 Pall Mall

London

SW1Y 5ED

United Kingdom

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Defining Best Practice In Research Procurement

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Over 400 of you joined us in London in November 2018 and also in New York in June 2019 to debate the key implications of MiFID II for the European and US research markets. As we return to London on November 12th 2019 the job will be to lay out the global direction for unbundling with a market still in flux – pricing is moving, providers are consolidating and asset managers are now looking for actionable insight from their new research valuation processes. The US will not follow Europe from a regulatory perspective, but will US asset owners force through change regardless, and how will that affect global research providers?

Join us on the 12th November at the IoD to hear industry leaders discuss how their approaches to research budgeting, valuation and compliance have worked out in practice, and how they are being adapted. Attendance for confirmed buyside delegates is complimentary if booked by September 30th at unbundlinguncovered.eventbrite.co.uk – early booking discounts apply for all other delegates.

Many changes have been good for the research market, but asset managers also point to negative consequences for the end investor and the industry. How can buyside firms maintain efficient budgets whilst also minimising risk to performance? How are research providers faring under the new conditions, and what are the risks to the supply of essential external inputs and coverage of smaller companies? Can providers innovate themselves out of a downtrend in pricing and payments, and when does this market clear from the perspective of demand and price?

Panels will cover balancing budget efficiency with performance, the changes in provider business models, research valuation and budgeting, and corporate access. Speakers include:

Isabel Albarran, Macro Research Analyst, Close Brothers Asset Management

Alex Andronov, Global Head of Business Development, Global Research, HSBC

James Barnett, Global COO of Equities, J.P. Morgan Asset Management

Ross Barret, Capital Markets Specialist, The Investment Association

Joel Burnett, Director, Solutions Consultant, Red Deer

Kevin Coleman, CEO & President, Coleman Research

Simon Edwards, Head of Business Development, BlueMatrix

James Fitzsimmons, Head of EMEA Corporate Access, Goldman Sachs

Tony Flaherty, Head of Portfolio Management Support, Barings

Amrish Ganatra, CEO, Commcise

Tom Hinton, Head of Issuer Services, London Stock Exchange Robin Hodgkins, President, Castine LLC

Stuart Howard, Head of Investment Operations, Invesco

Roberta Howett, Research Manager, Man GLG

Michael Hufton, CEO, ingage

Mhairi Jackson, Manager, Wholesale Conduct Policy, Market Policy, FCA

Steve Kelly, CEO, Euro IRP

Francis Land, Director, IHS Markit

Barbara Lee, Vice President, Sales & Client Development, Visible Alpha

Michael Mayhew, Chairman, Integrity Research Associates

Steve Moreno, Head of Research Services, Capital Group

Daniel Murray, Deputy CIO, EFG Asset Management

Eoin Murray, Head of Investment, Hermes Investment Management

Abhik Pal, Head of Buy Side Practice, CRISIL Global Research and Analytics

Mark Pellegrino, CEO, CorpAxe

Oliver Pratley, Research Relationship Manager, Invesco

Cath Rawcliffe, Vice President, Singletrack

Victoria Redgrave, Director, Corporate & Broker Relations, FMR Investment Management (UK)

Vicky Sanders, Co-Founder, Rsrchxchange, a Liquidnet Company

Hugo Sanders, Director - Corporate Access & Research Services, Wellington Management

Indy Sarker, CEO, ANALEC

Neil Scarth, Principal, Frost Consulting

Terence Sinclair, Global Franchise Director, Citi Research

Christopher Tiscornia, CEO, Westminster Research

Vishnu Thurpati, CEO, Invisage

Aaron Walter, Head of Research Management, Janus Henderson

Lucas Wurfbain, Founder, Feedstock




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Date and Time

Location

Institute of Directors

116 Pall Mall

London

SW1Y 5ED

United Kingdom

View Map

Refund Policy

No Refunds

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