Join us at Unbundling Uncovered 2019 on November 12th in London!

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:

Isabel Albarran, Macro Research Analyst, Close Brothers Asset Management
Travis Barker, Business Manager, HSBC GAM
Ross Barret, Capital Markets Specialist, The Investment Association
Cath Rawcliffe, VP, Singletrack
Kevin Coleman, CEO & President, Coleman Research
Chris Deavin, Chairman, Euro IRP
Simon Edwards, Head of Business Development, BlueMatrix
Amrish Ganatra, CEO, Commcise
Robin Hodgkins, President, Castine LLC
Stuart Howard, Head of Investment Operations, Invesco
Roberta Howett, Research Manager, Man GLG
Michael Hufton, CEO, ingage
Emma Margetts, Director of Sellside Services, Visible Alpha
Daniel Murray, Deputy CIO, EFG Asset Management
Mark Pellgrino, CEO, CorpAxe
Oliver Pratley, Operations Manager, Invesco
Vishnu Thurpati, CEO, Invisage
Vicky Sanders, Co-Founder, RSRCHX
Hugo Sanders, Director – Corporate Access & Research Services, Wellington Management Indy Sarker, CEO, ANALEC
Neil Scarth, Principal, Frost Consulting
Rudolf Siebel, Managing Director, BVI (German Investment Funds Association)
Terence Sinclair, Global Franchise Director, Citi Research
Victoria Redgrave, Director, Corporate & Broker Relations, FMR Investment Management (UK)
Mark Pellegrino, CEO, CorpAxe
Christopher Tiscornia, CEO, Westminster Research
Aaron Walter, Head of Research Management, Janus Henderson
Lucas Wurfbain, Founder, Feedstock
Adam Wreglesworth, Markets Policy Department, FCA

See agenda here