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Section 1

ASSESSING THE MERITS OF INDEPENDENT RESEARCH & EVALUATING VALUE MEASUREMENT TECHNIQUES

Roundtable debate: This house believes independent research holds no extra value
over traditional research

Moderator:

  • Confirmed: Elizabeth Pfeuti, Equity Capital Markets Reporter, Financial News

Panellists:

  • Confirmed: Jeremy Armitage, Head of Research, State Street Global Markets
  • Confirmed: Alexander Gancz, Head of Bespoke Research, Société Générale
  • Confirmed: Julien Nebenzahl, Chief Executive Officer, DayByDay
  • Confirmed: Nick Hill, Business Development Manager, Financiele Diensten Amsterdam

Section 2

EXPERT DEBATE: HOW INDEPENDENT IS INDEPENDENT RESEARCH?
This debate addresses whether differing levels of independence exist within independent investment research and why this matters to the fund management community

Moderator:

  • Confirmed: Chido Tagarira, Publisher, Clear Path Analysis

Panellists:

  • Confirmed: Andrew Milligan, Head of Global Strategy, Standard Life Investments
  • Confirmed: Lothar Mentel, Chief Investment Officer, Octopus Investments

Section 3

EXAMINING THE TRUE VALUE OF INDEPENDENT RESEARCH & BROKERAGE AS WELL AS THE PAYMENT STRUCTURE

White paper: What are the true value-add services of independent research and brokerage?

  • Confirmed: Bryan Rudd, Senior Investment Manager, Cannon Asset Managers

White paper: How does Independent Research actually get paid for?

  • Confirmed: Peter Twist, Chief Executive Officer, IND-X Securities

Section 4

EXPERT DEBATE: EVALUATING THE FINE LINE BETWEEN INSIDER TRADING AND EXPERT NETWORKS

This debate will evaluate the true role of expert networks and the perceived risk of insider trading that is occasionally associated with independent research

Moderator:

  • Confirmed: Chido Tagarira, Publisher, Clear Path Analysis

Panellists:

  • Confirmed: Adam Steiner, Chief Executive Officer, SVG Investment Managers
  • Confirmed: Gunnar Miller, Global Co-Head of Research, Head of European Research, RCM- Allianz Global

Section 5

SPECIAL WHITE PAPER: GETTING THE IDEA ACROSS

  • Confirmed: Henk Slotboom, Founder, The Idea Driven Equities Analyses Company