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Unbundling Uncovered

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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

See the full agenda here

300 of you joined us in November 2016 for a day of high quality debate and analysis. With weeks to go before the MiFID II deadline, Unbundling Uncovered 2017 will identify where you are ahead (or behind!) in your preparations, and ensure that your implementation meets the requirements.

Join us on the 2nd November at the IoD to hear industry leaders discuss their reactions to new regulations and benchmark your plans and priorities with peers.

Attendance for confirmed buyside delegates is complimentary if booked by September 8th, early booking discounts for all other delegates also apply.

Under the new rules fund managers need to set pre-agreed budgets for research payments, provide detailed audit trails of payments made to research providers, and also disclose transparent methodologies as to how they select, assess quality and pay for research. Unbundling Uncovered will allow asset managers to benchmark their plans to comply with the new rules, and provide end investors with the opportunity to understand how the changes will affect them. Will the enhanced-CSA payment model be the norm in 2018 or will firms pay from their own resources, and will it be regulation or competitive pressure that drives the choice? Panels will cover the CIO perspective, RPA best practice, the changes in provider business models, charging for FICC research, and technology and platform solutions.

Speakers include:

  • Julian Allen-Ellis, Director, AFME

  • Robert Alster, Director of Research, Close Brothers AM

  • Travis Barker, Business Manager, HSBC GAM

  • Ross Barret - Capital Markets Specialist, The Investment Association

  • Romain Boscher – CIO Equities, Amundi

  • Andrew Bowley, Head of Regulatory Response & Market Structure Strategy, Nomura

  • Chris Brown, CIO, IPS Capital

  • Amrish Ganatra – CEO, Commcise

  • Patrick Gill – Executive Director, Instinet

  • Shai Hill, Head of European Research, Macquarie Group

  • Dan James, Global head of Fixed Income, Aviva Investors

  • Philippe Lespinard, Co-Head of Fixed Income, Schroders

  • Vicky Sanders, Co-Founder, RSRCHX

  • Rudolf Siebel, Managing Director, BVI German Fund Association

  • Roland Spurr - Equities Business Manager - AllianceBernstein

  • Richard Taylor, Head of EMEA Equity Research, Jefferies

See the full agenda here

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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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