Insights

Insights Archive
  1. Unbundling Uncovered On Demand – November 10th

    Written by Nathan Hyatt | October 14, 2021

    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