Unbundling Uncovered USA 2019

Substantive Research

Date: Jun 12th

Defining Best Practice in Research Procurement

See draft agenda here

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? Now that some US firms have decided to pay for research themselves will we see the rapid shift that happened in Europe in 2017?



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 balancing costs and the need for quality research, research valuation and budgeting, the changes in providers’ business models and their products, corporate access, and operational best practices.

Speakers include:
Alex Andronov, Global Head of Business Development, Global Research, HSBC
Elen Callahan, COO Global Debt Research, Deutsche Bank
Kevin Coleman, CEO, Coleman Research
Simon Edwards, Head of Business Development, BlueMatrix
Evan Fire, Chief Information & Operations Officer, Pzena Investment Management
Amrish Ganatra, CEO, Commcise
Margaret Hadley, Director, Market Solutions Group - Broker Relations, Balyasny Asset Management
Marc Harris, Head of Research, Evercore ISI
Mark Hale, COO, Visible Alpha
Robin Hodgkins, President, Castine LLC
Stuart Howard, Head of Investment Management Operations, Invesco
Roberta Howett, Research Manager, Man GLG
Michael Hufton, Founder & Managing Director, ingage IR
Howell Jackson, James S. Reid Jr. Professor of Law, Harvard University
Michael Mayhew, Chairman, Integrity Research Associates
Sarah Jane Mahmud, Senior Policy Analyst, Financial Services, Bloomberg
Eric Menzie, Director, Product Management, IHS Markit
John E. Pflieger, Jr., Global Head of External Research Services, T. Rowe Price
Henry Price, CEO, Red Deer
Oliver Pratley, Operations Manager, Invesco
Cath Rawcliffe, Vice President, Singletrack
Daren Riley, CEO, ERIC
Vicky Sanders, Co-Founder, RSRCHX
Indy Sarker, CEO, ANALEC
Terence Sinclair, Global Franchise Director, Citi Research
Neil Scarth, Principal, Frost Consulting
Chris Tiscornia, CEO, Westminster Research Associates
Pamela Torres, General Counsel, Global Investment Research, Goldman Sachs
Cari Walker, Chief Business Development Officer, CorpAxe
Adam Wreglesworth, Wholesale Conduct Policy, FCA
Warren Yeh, Head of US, Smartkarma

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