Defining Best Practice in Research Procurement

In November 2021 over 600 attendees from the buy and sell side joined us in London and online to debate how the European research market was reemerging from lockdowns and the urgent need for ESG-aligned research and data.

On June 15th 2022 we will reunite the North American investment research industry at the Metropolitan Club, New York to consider how geopolitical turmoil, inflationary pressures, a post-pandemic recovery and ESG requirements are affecting the external research and data that asset managers need to consume and how they will reward it.

Panels will cover how buy side approaches to research budgeting, valuation and consumption are evolving, how the corporate access calendar is reinstating itself, how cryptocurrency research is becoming more institutional, what is driving greater usage of expert networks, and how the greater focus on ESG research and data adapts in the light of security concerns and the need for context beyond ratings.

Attendance for confirmed buyside delegates is complimentary, and there are also a limited number of complimentary sellside places. See full agenda here

Speakers include:

Allison Binns - Head of ESG & Sustainable Investing Strategy, Angelo Gordon

François Boutin-Dufresne - Managing Partner, Sustainable Market Strategies

Kevin Coleman - CEO, Coleman Research

James Crouch - Global Head of Commission Management, Morgan Stanley

Max Friberg - CEO, Inex One

Amrish Ganatra - Chief Executive Officer, Commcise

Jason Glazer - Head of Product Management, Piper Sandler

Stuart Howard - Global Head of Research Relationships, Invesco

Kevin Kang - Founding Principal, BKCoin Capital LP

Todd Klein - Head of US Operations, Singletrack

Mark Loehr, CEO at OpenExchange

James Maggio - Business Manager, UBS Asset Management

Brijesh Malkan, VP Product, Singletrack

Nicholas Mather - CEO, TS Lombard

Joshua Maxey - CMO & Co-Founder, Third Bridge

Michael Mayhew - Chairman, Integrity Research Associates

Steve Moreno - Global Research Relationship Manager, Capital Group

Zarko Panic - Chief Product Officer, Eidosmedia

Mark Pellegrino - CEO, CorpAxe

John E. Pflieger, Jr., Global Head of External Research Services, T. Rowe Price

Gabrielle Rabinovitch - SVP, Corporate Finance and Investor Relations. PayPal

Neil Scarth - Principal, Frost Consulting

Aniket Shah - Global Head of ESG and Sustainable Finance Research, Jefferies

Ryan Schoen - President & CEO, Washington Analysis