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Unbundling Uncovered USA 2019

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Metropolitan Club

1 East 60th Street

New York, NY 10022

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Defining Best Practice in Research Procurement

The investment research industry has undergone a revolution in Europe. Many changes have been good for market efficiency but asset managers also point to negative consequences for the end investor and the industry. How can the US market benefit from the positive trends while ensuring it avoids the pitfalls? Will a global standard of best practice emerge?

400 buy and sellside delegates joined us in London in November 2018 for a day of high quality debate and analysis. We now move to New York to focus on best practices for the buy and sellside – and what the American end investor should make of it all. If US-based asset managers adopt a transparent approach to research procurement will they avoid the European shift to paying for research out of their own resources?

Join us on the 12th June at the Metropolitan Club, New York, to hear industry leaders from the US and Europe discuss the direction and pace of change for the US investment research industry. Panels will cover research valuation and budgeting, the changes in providers’ business models and their products, corporate access, and best practice in managing CCAs.

2018 Speakers included:

Ross Barrett, Capital Markets Specialist, The Investment Association

Richard Bove, Chief Strategist, Financial Opportunities Strategy, Hilton Capital Management

Elen Callahan, COO Global Debt Research, Deutsche Bank

Kevin Coleman, CEO, Coleman Research

Sean C. Davy, Managing Director Capital Markets, SIFMA

Scott Douglass, Head of Commission Management, Instinet LLC

Evan Fire, Chief Information & Operations Officer, Pzena Investment Management

Amrish Ganatra, CEO, Commcise

Jason Glazer, COO, Cornerstone Macro

Francois Gour, Senior Advisor, Frost Consulting

Marc Harris, Head of US Research, RBC Capital Markets

Robin Hodgkins, President, Castine LLC

Stuart Howard, Head of Investment Management Operations, Invesco

Michael Hufton, Founder & Managing Director, ingage

Michael Mayhew, Chairman, Integrity Research Associates

Oliver Pratley, Operations Manager, Invesco Perpetual

Henry Price, Chief Commercial & Product Officer, Red Deer

Daren Riley, Head of Business Development, ERIC

Vicky Sanders, Co-Founder, RSRCHX

Terence Sinclair, Global Franchise Director, Citi Research

Larry Tabb, Founder & Research Chairman, TABB Group

Pamela Torres, General Counsel, Global Investment Research, Goldman Sachs

Warren Yeh, Head of US, Smartkarma

Adam Wreglesworth, Technical Specialist, Markets Policy Department, FCA




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Date and Time

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Metropolitan Club

1 East 60th Street

New York, NY 10022

View Map

Refund Policy

No Refunds

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