About this Event
Defining Best Practice in Research Procurement
In November 2023 over 400 attendees from the buy and sell side joined us in London to debate how proposed MiFiD II softening would translate to changes in research rules in 2024, 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 June 14th 2023 we will reunite the North American investment research industry at the Metropolitan Club, New York – panels will cover the potential for regulatory alignment across North America and Europe, how research budgets are changing structurally in term of demand and diversity, the potential that AI represents and the accompanying compliance and legal concerns, and how the continuing integration of data and research is changing demand, accountability and delivery of these inputs for the investment function.
Attendance for confirmed buyside delegates is complimentary, and there are also a limited number of complimentary sellside places.
Speakers include:
Mark Pellegrino, CEO, CorpAxe
Sarah Ahmed, Director of Corporate Access, Artisan Partners*
Arin Amanda Prisand, Head of Corporate Access, Americas, Mizuho Securities USA
Irina Babushkina, SVP, Equity Research, Neuberger Berman
Jan Childress, Director, Investor Relations, Consolidated Edison
Alex Andronov, Global Head of Business Development, Global Research, HSBC
Robert Murillo, Head of Business Management & Operations, Public Market Investments, Franklin Templeton
Amara Raines, Director of Broker Relations, Schonfled
Thomas Elnick, Co-Founder & Co-CEO, Tegus
Neil Scarth, Principal, Frost Consulting
Bill Bierds, President, BCC Group
Steve Moreno, Director Global Research and Data Services, Capital Group
Stuart Howard, Global Head of Research Relationships & 1st Line Controls, Invesco
Czarina Reinante, Head of Market Data Spend Analytics, Substantive Research
Brijesh Malkan, Chief Strategy Officer, Singletrack
Rahul Ravikrishnan, Head of Product - Research, Eidosmedia
Blair Livingston, CEO, Street Context
Simon Edwards, Chief Revenue Officer, BlueMatrix
Indy Sarker, CEO, ANALEC
Mike Carrodus, CEO, Substantive Research
Amrish Ganatra, Chief Executive Officer, Commcise
Doug Christensen, Head of Capital Market Solutions, SS&C Tier 1
Lauren Giametta, Director, Research Services, Blackrock
Sebastian Wiesener, Head of External Research Services for Europe and EMEA, T.Rowe Price
Steve Stone, Partner, Morgan Lewis & Bockius LLP
David Harrison, Head of Investment Business Management, Royal London Asset Management
Aaron Walter, Head of Research Management, Janus Henderson
Robin Hodgkins, President, Castine LLC
Rachel Kent, Chair, UK Investment Research Review*
Event Venue & Nearby Stays
Metropolitan Club, 1 East 60th Street, New York, United States
USD 0.00 to USD 675.00
