Over 400 of you joined us in London in November 2018 and also in New York in June 2019 to debate the key implications of MiFID II for the European and US research markets. As we return to London on November 12th 2019 the job will be to lay out the global direction for unbundling with a market still in flux – pricing is moving, providers are consolidating and asset managers are now looking for actionable insight from their new research valuation processes. See agenda here

The US will not follow Europe from a regulatory perspective, but will US asset owners force through change regardless, and how will that affect global research providers? Join us on the 12th November at the IoD to hear industry leaders discuss how their approaches to research budgeting, valuation and compliance have worked out in practice, and how they are being adapted.

Attendance for confirmed buyside delegates is complimentary if booked by September 30th at unbundlinguncovered.eventbrite.co.uk – early booking discounts apply for all other delegates.

Many changes have been good for the research market, but asset managers also point to negative consequences for the end investor and the industry. How can buyside firms maintain efficient budgets whilst also minimising risk to performance? How are research providers faring under the new conditions, and what are the risks to the supply of essential external inputs and coverage of smaller companies? Can providers innovate themselves out of a downtrend in pricing and payments, and when does this market clear from the perspective of demand and price?

Panels will cover balancing budget efficiency with performance, the changes in provider business models, research valuation and budgeting, and corporate access.

Speakers include:

Alex Andronov, Global Head of Business Development, Global Research, HSBC
James Barnett, Global COO of Equities, J.P. Morgan Asset Management
Ross Barrett, Senior Policy Advisor, Investment Management Association
Joel Burnette, Director, Solutions Consultant, Red Deer
Kevin Coleman, CEO & President, Coleman Research
Simon Edwards, Head of Business Development, BlueMatrix
James Fitzsimmons, Head of EMEA Corporate Access, Goldman Sachs
Amrish Ganatra, CEO & Co-founder, Commcise
Margaret Hadley, Head of Broker Relations & Corporate Access, Balyasny
Tom Hinton, Head of Issuer Services, London Stock Exchange
Robin Hodgkins, President, Castine LLC
Stuart Howard, Head of Investment Operations, Invesco
Roberta Howett, Research Manager, Man GLG
Michael Hufton, CEO, ingage
Mhairi Jackson, Manager, Wholesale Conduct Policy, Market Policy, FCA
Steve Kelly, Special Adviser, Euro IRP
Francis Land, Director, Brokerage & Research Services, IHS Markit
Barbara Lee, Vice President, Sales & Client Development, Visible Alpha
Brijesh Malkan, Founder & CEO, Acquired Knowledge
Michael Mayhew, Chairman, Integrity Research Associates
Steve Moreno, Head of Research Services, Capital Group
Daniel Murray, Deputy CIO, EFG Asset Management
Eoin Murray, Head of Investment, Hermes Investment Management
Abhik Pal, Director, Global Head of Buy-side Practice, CRISIL
Mark Pellegrino, CEO, CorpAxe
Oliver Pratley, Research Relationship Manager, Invesco
Cath Rawcliffe, Vice President, Singletrack
Victoria Redgrave, Director, Corporate & Broker Relations, FMR Investment Management
Vicky Sanders, Co-Founder, RSRCHXchange, a Liquidnet Company
Hugo Sanders, Director – Corporate Access & Research Services, Wellington
Indy Sarker, CEO, ANALEC
Neil Scarth, Principal, Frost Consulting
Terence Sinclair, Global Franchise Director, Citi Research
Christopher Tiscornia, CEO, Westminster Research
Vishnu Thurpati, CEO, Invisage
Aaron Walter, CFA, Head of Research Management, Janus Henderson
Lucas Wurfbain, Founder, Feedstock
Karen Zachary, COO, Crux Asset Management

See agenda here