March 17, 2022

Unbundling Uncovered New York – June 15th

Over 600 attendees from the buy and sell side joined us in person and online in November 2021, to debate how the European research market has reemerged from lockdown protocols and the urgent need for better ESG-aligned research and data. On June 15th we will reunite the North American investment research industry at the Metropolitan Club, New York to discuss how geopolitical turmoil, inflationary pressures, a post-pandemic recovery and ESG requirements are affecting the external research and data that asset managers consume and how they 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 bespoke surveys and market intelligence, 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.


Speakers Include: 

Christy Bancone, Head of Syndicate and Counterparty Relationships, Polar Asset Management

Allison Binns, Head of ESG & Sustainable Investing Strategy, Angelo Gordon
François Boutin-Dufresne, Managing Partner, Sustainable Market Strategies
Tracy Caliendo, Managing Director, Head of Global Commission Management, Bank of America

Mike Carrodus, CEO, Substantive Research

Douglas Christensen – Head of Account Management, Tier1 Financial Solutions

Kevin Coleman, CEO, Coleman Research

Michael Crosby, CEO, Leadership Connect

Simon Edwards, Chief Revenue Officer, BlueMatrix

Pedro Fernandes, Founder & CEO, ResearchPool
Amrish Ganatra, CEO, Commcise

Lauren Giametta, Director, Research Management, Blackrock

Seth Ginns, Managing Partner and Head of Liquid Investments, CoinFund
Jason Glazer, Head of Product Management, Piper Sandler
Francois Gour, Senior Advisor, Frost Consulting

Robin Hodgkins, President, Castine LLC
Stuart Howard, Global Head of Research Relationships, Invesco

Tom Johnson, Managing Director Americas, Dynata

Kevin Kang, Founding Principal, BKCoin Capital LP

Daniel Kean – Head of Strategic Partnerships, Sentieo
Todd Klein, Head of US Operations, Singletrack

Ted Lin, Co-Founder and Chief Executive Officer, Business Connect China
Mark Loehr, CEO, OpenExchange
James Maggio, Business Manager, UBS Asset Management
Brijesh Malkan, VP Product, Singletrack
Nicholas Mather, CEO, TS Lombard
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

Christine Sandler, General Partner, Walden Bridge Capital
Ryan Schoen, President & CEO, Washington Analysis
Aniket Shah, Global Head of ESG and Sustainable Finance Research, Jefferies

Deb Wasser, VP, Investor Relations and ESG Engagement, Etsy

Thomas Yasin, Regional Director, Liquidnet Investment Analytics

Coffee & Registration
8:30 – 9:00

Welcome Address
8:55 – 9:00

Q&A: The Integration of Research & Data
9:00 – 9:45

Given that data and analytics are increasingly incorporated into alternative and long only managers’ internal processes, how is supply and demand for external research adapting to align with this trend? How have brokers adapted and repackaged research for their clients’ more data driven approaches, and how is the buy side delineating research and market data budgets given this overlapping trend? Finally, how have brokers applied more data driven approaches to ensure they are resourcing their teams most effectively to meet demand and align with research valuation processes amongst the buy side?

Moderator: Mike Carrodus, CEO, Substantive Research
Speakers: 

Thomas Yasin, Regional Director, Liquidnet Investment Analytics

Lauren Giametta, Director, Research Management, Blackrock

Stuart Howard, Global Head of Research Relationships, Invesco
Robin Hodgkins, President, Castine LLC
Simon Edwards, Chief Revenue Officer, BlueMatrix

 

Panel 1: The Evolution of the Research Budget
9:45 – 10:35

Buy side firms are increasingly confident in their research valuation processes, which are now reflecting the changes in market climate and resulting changes in demand from their investment teams. What does the research budget look like in 2022, and how is the allocation of that budget and the consumption of research by asset managers changing?

Moderator: Mike Carrodus, CEO, Substantive Research
Speakers: 

Douglas Christensen, Head of Account Management, Tier1 Financial Solutions
Steve Moreno, Global Research Relationship Manager, Capital Group
Amrish Ganatra, Chief Executive Officer, Commcise
James Maggio, Business Manager, UBS Asset Management
John E. Pflieger, Jr., Global Head of External Research Services, T. Rowe Price

Coffee Break
10:35 – 11:00

Panel II: The Research Product
11:00 – 11:50

Market volatility in 2022 is giving the post-lockdown model of packaging and delivery of research a thorough stress test. As pricing in this market stabilises and perhaps even begins increasing again for some providers, asset managers increasingly forensic assessment of the value of their analysis and services is ensuring clear winners and losers. And the buy side’s focus on data, plus ESG now driving asset gathering brings even more demands and potential opportunity for providers to increase their market share and gain new footholds. How can providers ensure they succeed in this market climate, and where is innovation being rewarded?

Moderator: Michael Mayhew, Chairman, Integrity Research Associates
Speakers: Nicholas Mather, CEO, TS Lombard
Zarko Panic, Chief Product Officer, Eidosmedia
Todd Klein, Head of US Operations, Singletrack

Tracy Caliendo, Managing Director, Head of Global Commission Management, Bank of America

Daniel Kean – Head of Strategic Partnerships, Sentieo

Panel III: Institutionalization of Crypto – Research and Data Needs
11:50 – 12:40

As institutional interest in crypto grows, it’s clear that in the near future asset managers expect a significant proportion of client portfolios to include digital assets. Supply of research and data for an institutional audience is still in its nascent stages as these reallocations are still to come, but as the size of opportunity becomes apparent sell side and independent firms are announcing new crypto research services and analyst roles. What are the challenges inherent in rolling out a crypto research product? How prepared are asset managers to consume and reward for access to this content? Will the research role in this market end up with incumbent research providers, or is this a key area for new niche research firms to gain market share?

Moderator: Jason Glazer, Head of Product Management, Piper Sandler
Speakers:

Christine Sandler, General Partner, Walden Bridge Capital

Kevin Kang, Founding Principal, BKCoin Capital LP
Ryan Schoen, President & CEO, Washington Analysis

Seth Ginns, Managing Partner and Head of Liquid Investments, CoinFund

Lunch
12:40 – 1:40

Panel IV: Demand and Supply in ESG Research and Data
1:40 – 2:30

To accompany the growth in ESG-aligned assets under management, buy side firms are quickly creating internal capacity to make ESG-driven investment decisions, but the data and research market is still young. Clients are asserting that relying on ratings alone is a very dangerous business, and increasingly building out their processes to truly understand ESG-alignment within the asset classes they invest in. How are asset managers engaging with the new ESG research and data markets in terms of budgeting and sourcing, and how are their existing providers adapting their offerings? Where has most innovation been seen, and where have the new launches gained most traction?

Moderator: Mike Carrodus, CEO, Substantive Research
Speakers: Aniket Shah, Global Head of ESG and Sustainable Finance Research, Jefferies
Francois Gour, Senior Advisor, Frost Consulting
François Boutin-Dufresne,
 Managing Partner, Sustainable Market Strategies
Allison Binns, Head of ESG & Sustainable Investing Strategy, Angelo Gordon

Pedro Fernandes, Founder & CEO, ResearchPool

 

Coffee Break
2:30 – 3:00

Panel V: Corporate Access in a Post-Lockdown World
3:00 – 3:50

As we emerge from lockdowns it feels like everything and nothing has changed. The sell side has reasserted its role as a key intermediary, and whilst virtual interactions have emboldened many buy side firms to contact and communicate with companies directly, even the most active in this area still lean on their brokers for many interactions. On the other hand, virtual meetings have completely changed people’s propensity to travel, and there is now a forensic focus on which engagements need to be face to face. What differentiates the sell side’s corporate access services in the new hybrid world? If more asset managers are going direct how are they doing it and what is the feedback from corporates? If you aren’t a large long only then how should you approach your corporate access program in order to ensure your investment process still works in 2022? How are corporates approaching their IR differently now, and what would help them most from brokers and the buy side?

Moderator: Brijesh Malkan, VP Product, Singletrack
Speakers: Gabrielle Rabinovitch, SVP, Corporate Finance and Investor Relations., PayPal

Deb Wasser, VP, Investor Relations and ESG Engagement, Etsy

Mark Pellegrino – CEO, CorpAxe
Mark Loehr, CEO, OpenExchange

Christy Bancone, Head of Syndicate and Counterparty Relationships, Polar Asset Management

Panel VI: Surveying the market – the evolution of market research tools for the buyside
3:50 – 4:40

Bespoke market intelligence projects can be an important and differentiated part of an asset manager’s investment process. But how is the supply of services evolving, and how should the buy side evaluate the options available to them for accessing timely, bespoke and actionable survey data?  

Moderator: Mike Carrodus, CEO, Substantive Research
Speakers: Kevin Coleman, CEO, Coleman Research

Michael Crosby, CEO, Leadership Connect

Tom Johnson, Managing Director Americas, Dynata

Ted Lin, Co-Founder and Chief Executive Officer, Business Connect China

Cocktail Reception
4:45 – 6pm

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