Defining Best Practice in Research Procurement
In June 2024 over 400 attendees from the buy and sell side joined us in New York to debate how proposed MiFiD II softening in the UK and the EU could translate to a more aligned regulatory regime with the US, how budgets and research supply could change as a result, and also assess how firms on both the buy and sell side were adopting potentially transformational new technologies.
On November 6th, 2024 we will reunite the European investment research industry at the Institute of Directors, Pall Mall, London. Panels will cover the key regulatory developments in the UK and Europe, how AI and other technologies are evolving consumption and supply of research and data, how CSAs could work in a European "joint payments" world, and the role of the research valuation process across differing research funding approaches.
Attendance for confirmed buyside delegates is complimentary, and there are also a limited number of complimentary sellside places.
Speakers this year include :
Alex Andronov, Global Head of Business Development, HSBC
Sarah Ahmed, Director of Corporate Access & Research Services, Artisan Partners Asset Management
Kudjoou Bakpessi, Head of Third Party Research Management, M&G Investments
Suresh Balaraman, Founder & CEO, Datazoic
Bill Bierds, President, BCC Group
Gerard Breen, Manager – Wholesale Markets Sector Team, Financial Conduct Authority
Neil Scarth, Principal, Frost Consulting
Douglas Christensen, Head of Capital Market Solutions, SS&C Tier1
Alex Coffey, Head of EMEA Research, Jefferies
Lisa D’Aguiar, Director and Assistant General Counsel, BofA Securities
James Damen, Global Head of Sales, Commcise
Simon Edwards, Head of Business Development, BlueMatrix
Lauren Giametta, Director, Research Services, BlackRock
Roma Greening, Head of Broker Relations, EMEA & APAC, AlphaSense
Kay Guest, Broker Relations/Corporate Access, Aviva Investors
Robin Hodgkins, President, Castine LLC
Eric Jaffe, CEO, BCA Research
Vineet Jobanputra, Senior Product Manager, Singletrack
Blair Livingston, CEO, Street Context
Glenna Lynch, Client Strategy, Jefferies
Brijesh Malkan, Chief Strategy Officer, Singletrack
Steve Moreno, Global Research Relationship Manager, Capital Group
Mark Pellegrino, CEO, CorpAxe
Jack Polina, Global Head of Commission Management, Virtu
Oliver Pratley, Sr Research Relationship Manager, Invesco
Rahul Ravikrishnan, Head of Product – Research, Eidosmedia
Czarina Reinante, Head of Market Data Analytics, Substantive Research
Rudolf Siebel, Managing Director, BVI German Investment Funds Association
Lisa Stewart, Third Party Research Manager, Lansdowne Partners Ltd
Steve Stone, Partner, Morgan Lewis & Bockius LLP