October 14, 2021

Unbundling Uncovered On Demand – November 10th

Join us on November 10th, 2021 via livestream to hear industry leaders discuss research budgeting, valuation, expert networks, ESG, and Alt Data in an ever-evolving research and data market.

Back in June 2021, over 600 attendees joined us online to debate the key implications of the regulatory and COVID-driven virtual environment on US and European research markets.

We look forward to reuniting the investment research industry once again to discuss how research and data providers are addressing the demand for ESG inputs, how research and corporate access valuations emerge from COVID lockdowns, what is driving the increase in demand for expert network services, and how the buyside is balancing and administering research, ESG data, and Alt data budgets. We hope you can join us!

Attendance for confirmed buyside delegates is complimentary if booked by October 25th, and there are also a limited number of complimentary sellside places.


Speakers include:

Cornelia Andersson, Head of Banking and Capital Markets, Refinitiv
Alex Andronov, Global Head of Business Development, Global Research, HSBC
Julia Ashworth, Co-Chair, Euro IRP*
Félix-A. Boudreault, Managing Partner, Sustainable Market Strategies
Alex Coffey, Head of EMEA Research, Jefferies
Kevin Coleman, CEO, Coleman Research
Frederick Corkett, Managing Director, Dialectica
Youssef Essaegh, Director of Product Management, Sentieo
Pedro Fernandes, Founder & CEO, ResearchPool
Marie-José Freier, Head of Cross Asset ESG Research, Barclays
Max Friberg, CEO, Inex One
Amrish Ganatra, Co-founder & CEO, Commcise
Jason Glazer, Chief Operating Officer, Cornerstone Macro
Tom Hinton, Head of Issuer Services and Digital Platforms, London Stock Exchange
Robin Hodgkins, President, Castine LLC
Francis Land, Director of Strategy for Broker, Research, Sales & Trading, IHS Markit
Mark Loehr, Chief Executive Officer, OpenExchange
Brijesh Malkan, VP, Product, Singletrack
Graham Mills, Co-Founder & MD, techspert.io
James Nadin, Research Manager, Artemis
Oliver Pratley, Research Relationship Manager, Invesco
Cath Rawcliffe, VP of Sales and Marketing, Singletrack

Hugo Sanders, Director of Corporate Access & Research, Wellington Management
Neil Scarth, Principal, Frost Consulting
Puja Schams, Lombard Odier Investment Managers
Terence Sinclair, Global Franchise Director, Citi Research
Rudolf Siebel, Managing Director, German Investment Funds Association (BVI)
Alex Stewart, Head of Global Sales & Product Strategy, CorpAxe
Eveline Varin, CEO, Denny Ellison
Karen Zachery, CEO, Crux Asset Management
*tbc

Welcome: Mike Carrodus, Chief Executive Officer
12.10pm ET

Panel I: The Regulatory Outlook – how is regulation in ESG reporting, data and research markets affecting demand and supply?
12.30pm ET

Regulation in research consumption, ESG reporting and market data services is changing rapidly, with implications for the buy side, brokers and corporates. Whilst research unbundling may be largely complete apart from some final tweaks, the market MiFID II created is still evolving, while at the same time ESG reporting rules add further complexity to investors’ research and data needs. How far through this process are we, and what regulatory-driven change still lies ahead?

Moderator: Mike Carrodus, CEO, Substantive Research
Speakers:  Pedro Fernandes, Founder & CEO, ResearchPool
Julia Ashworth, Co-Chair, Euro IRP*
Tom Hinton, Head of Issuer Services and Digital Platforms, LSE
Rudolf Siebel, Managing Director, German Investment Funds Association (BVI)
Cornelia Andersson,
Head of Banking and Capital Markets, Refinitiv

Coffee break
1.20pm ET

Panel II: Valuation and Budgeting
1.30pm ET

How has the pandemic affected the buyside’s valuation processes and the way they reward research, and how much of that change is structural? Are the majority of asset managers gravitating towards more interaction or more vote driven valuation models? Has the move to virtual interactions created a valuation mismatch between the buy and sellside, and if so how and why? How will these dynamics evolve as we return to a post-lockdown market?

Moderator: Brijesh Malkan, VP, Product, Singletrack
Speakers:  Oliver Pratley, Research Relationship Manager, Invesco
Amrish Ganatra, Managing Director, Commcise
Puja Schams, Lombard Odier Investment Managers
Robin Hodgkins, President, Castine LLC
James Nadin, 
Research Manager, Artemis
Francis Land,
Director of Strategy for Broker, Research, Sales & Trading, IHS Markit

Panel III: ESG Research & Data Budgeting, Sourcing and Consumption
2.20pm ET

To accompany the swift 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. 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: Hamish Risk, Head of Research Discovery, Substantive Research
Speakers: Marie-José Freier, Head of Cross Asset ESG Research, Barclays
Eveline Varin, CEO, Denny Ellison
Neil Scarth, Principal, Frost Consulting
Félix-A. Boudreault, 
Managing Partner, Sustainable Market Strategies
Shai Hill, Founder & CEO, Integrum ESG

Coffee break
3.10pm ET

Panel IV: The post-MiFID II, post-lockdown research provider – what do they look like and how do they succeed?
3.20pm ET

Research is changing and clients are demanding that change. The pandemic has put providers into sharp relief in terms of the quality of their research and the ability to deliver it virtually. Meanwhile traders and investors have increasingly turned to new data sets and/or new sources. How have providers responded to these needs? How can you have a dynamic channel and packaging strategy when so much of the fundamental infrastructure is still identical to a decade ago?

Moderator: Mike Carrodus, CEO, Substantive Research
Speakers: Cath Rawcliffe, VP of Sales and Marketing, Singletrack
Jason Glazer, Chief Operating Officer, Cornerstone Macro
Mark Loehr, 
Chief Executive Officer, OpenExchange
Terence Sinclair, 
Global Franchise Director, Citi Research
Youssef Essaegh,
Director of Product Management, Sentieo

Coffee break
4.10pm ET

Panel V: Expert Networks – How is the market evolving and what does that mean for the buy side?
4:20pm ET

The use of expert networks is growing fast – and asset managers of all strategies and sizes are getting involved. As more and more buy side firms increase their use of this resource what are the best ways of ensuring their investment functions derive significant value from their interactions with experts, and given all the M&A news what are the key trends to be aware of as the industry evolves?

Moderator: Mike Carrodus, CEO, Substantive Research
Speakers: Kevin Coleman, CEO, Coleman Research
Frederick Corkett, 
Managing Director, Dialectica
Max Friberg, CEO, Inex One
Graham Mills, 
Co-Founder & MD, techspert.io

Panel VI: The future of the research budget
5:10pm ET

Balancing the investment function’s needs with a finite research budget has been a challenge in the last 18 months, as research went virtual, and the immediate needs of fund managers changed. On top of this, research demand from investment functions is changing structurally – increasingly PMs are looking for Alt Data and ESG inputs to add to their core relationships. How are asset managers approaching these new needs with incumbent providers that expect significant remuneration, and how do they envisage their processes adapting as we come out of lockdown?

Moderator: Mike Carrodus, CEO, Substantive Research
Speakers: Alex Coffey, Head of EMEA Research, Jefferies
Karen Zachery, CEO, Crux Asset Management
Hugo Sanders, Director of Corporate Access & Research and Data Services, Wellington Management
Alex Andronov, Global Head of Business Development, Global Research, HSBC
Alex Stewart, Head of Global Sales & Product Strategy, CorpAxe

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