Join us on November 3rd at Unbundling Uncovered..


Defining Best Practice In Research Procurement

See the full agenda here , register here

Over 200 of you joined us on November 3rd 2015 for a day of high quality debate and analysis. This year the focus moves onto implementation.

Join us in London at the IoD on the 3rd November to hear industry leaders discuss their reactions to new regulations and benchmark your plans and priorities with your peers.

Attendance for verified buyside delegates is complimentary

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 and pay for research. We have now seen how regulators in France and the UK interpret the MiFID II Delegated Acts, but it’s clear that the buyside was already changing its research sourcing and consumption processes.

Unbundling Uncovered will allow asset managers to benchmark their plans and efforts to comply with the new rules, and provide end investors with the opportunity to understand how these changes will affect them. Will the enhanced-CSA payment model be the norm in 2018 or will firms begin to pay from their own resources, and will it be regulation or competitive pressure that drives that choice? Whilst much of the focus has been on equity markets, implications for FICC research are perhaps even more structurally transformational. Panels will cover the CIO perspective, RPA best practice, the likely change in business models on the supply side, charging for FICC research, and technology and platform solutions.

Confirmed Speakers include:

  • Robert Alster, Head of Research, Close Brothers
  • Romain Boscher, CIO, Equities, Amundi
  • Fabrice Bouland, CEO, Alphametry
  • Sandy Bragg, CEO,  Integrity Research Associates
  • Chantal Brennan, CIO, Davy Asset Management
  • Chris Brown, CIO, IPS Capital
  • Jeremy Davies, Co-Founder, RSRCHX
  • Chris Deavin, Chairman, Euro IRP
  • Alberto Gallo, Head of Global Macro Strategies, Algebris Investments
  • Amrish Ganatra, Managing Director, Commcise
  • Jon Foster, Co-Founder, Smartkarma
  • Patrick Gill, Executive Director, Instinet
  • Alistair Haig, Fellow, University of Edinburgh
  • Gianluca Minieri, Global Head of Trading, Pioneer Investment Management
  • Russell Napier, Co-Founder, ERIC
  • Jens Nordvig, Founder and CEO, Exante Data
  • Jonathan Pitkanen, Head of IG Credit Research, Columbia Threadneedle
  • Indy Sarker, CEO, ANALEC
  • Neil Scarth, Principal, Frost Consulting & Advisory
  • Rudolf Siebel, Managing Director, German Investment Funds Association
  • Roland Spurr, Equities Business Manager, AllianceBernstein
  • Des Supple, CEO, Event Horizon Research

See the full agenda here