Institute of Directors
Institute of Directors, 116 Pall Mall, London, SW1, United Kingdom

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Event Date Tue Nov 13 GMT (about 3 years ago)
In your timezone (EST): Tue Nov 13 12:00am - Tue Nov 13 12:00am
Location Institute of Directors
116 Pall Mall, London, SW1, United Kingdom
Region EMEA

300 of you joined us in November 2017 for a day of high quality debate and analysis, with the research market on the cusp of MiFID II coming into effect. The reality of these regulations in 2018 has already transformed the research market rapidly, but it’s clear that most of the changes in supply, demand and pricing are still to come.

Join us on the 13th November at the IoD to hear industry leaders discuss how their approaches to research budgeting, valuation and compliance worked out in practice. What were the biggest surprises and how have they adapted their initial plans? Attendance for confirmed buyside delegates is complimentary if booked by September 30th at – 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. Do indications from 2018 so far point us to where the market is going in the long term, or will we see a reversal of trends in pricing, packaging and consumption of research in 2019?

Unbundling Uncovered 2018 will allow asset managers to benchmark their research procurement processes with peers and allow providers and consumers of research to navigate the next phase in the market’s development. Panels will cover the CIO perspective, the changes in provider business models, research valuation and budgeting, and technology and platform solutions.


2018 Speakers

Robert Alster
Head of Research, Close Brothers Asset Management

Mark Artherton
Head of Research Content, Smartkarma

Travis Barker
Business Manager, HSBC GAM

Ross Barret
Capital Markets Specialist, The Investment Association

Chris Brown
CIO, IPS Capital

Tom Caddick
CIO, Santander Asset Management UK

Kevin Coleman
CEO, Coleman Research

Chris Deavin
Chairman, Euro IRP

Paul Durno
Executive Director, Institutional Equities, Morgan Stanley

Simon Edwards
Head of Business Development, BlueMatrix

Peter Elwin
Head of Research, Universities Superannuation Scheme Investment Management

Amrish Ganatra
CEO, Commcise

Roberta Howett
Research Manager, Man GLG

Howell Jackson
James S. Reid, Jr. Professor of Law, Harvard University

Nicholas Mather
CEO, TS Lombard

Michael Mayhew
Chairman, Integrity Research Associates

John McGough, MD U.S.
Institutional Equities, INTL FCStone

Robert Miller
Head of Research, Redburn

Oliver Pratley
Operations Manager, Invesco Perpetual

Henry Price
CEO, Red Deer

Cath Rawcliffe
VP, Singletrack

Daren Riley
Head of Business Development, ERIC (Electronic Research Interchange)

Scott Rosen
CEO, Visible Alpha

Vicky Sanders
Co-Founder, RSRCHX

Indy Sarker

Joe Sluys
CEO, SquareBook

Alex Stewart
Head of Global Sales and Product Strategy, CorpAxe

Christopher Tiscornia
CEO, Westminster Research

Lucas Wurfbain
Founder, Feedstock

Adam Wreglesworth
Markets Policy Department, FCA

Karen Zachary
COO, CRUX Asset Management

Richard Ziegler

Sponsors & Partners

2018 Sponsors