Defining Best Practice in Research Procurement

In November 2024 over 400 attendees from the buy and sell side joined us in London to debate the pace and likelihood of CSA adoption in Europe, how budgets and research supply could change as a result, and also assess how firms on both the buy and sell side were harnessing potentially transformational new technologies.

On June 12th 2025 we will reunite the North American investment research industry at the Metropolitan Club, New York, featuring entirely buy side, sell side, tech and corporate panels – allowing a deep dive into persectives from each set of industry stakeholders. The day will round off with panels investigating the increasing integration of data and research in buy side consumption and valuation, and finally a “crytal ball” panel which will allow us to transport ourselves to the research market in 2035. We hope to see you there!

Attendance for confirmed buy side delegates is complimentary, and there are also a limited number of complimentary sell side places.

Location: 1 E 60th St, New York, NY 10022, United States

Speakers from our last event included:
Sarah Ahmed, Director of Corporate Access & Research Services, Artisan Partners Asset Management
Alex Andronov, Global Head of Business Development, HSBC
Suresh Balaraman, Founder & CEO, Datazoic
Bill Bierds, President, BCC Group
Gerard Breen, Manager – Wholesale Markets Sector Team, Financial Conduct Authority
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
Lansing Gatrell, Managing Director, Platforms & Regulatory Compliance, S&P Global Market Intelligence
Lauren Giametta, Director, Research Services, BlackRock
Patrick Gill, Executive Director, Business Manager of the EMEA Global Execution Services, Instinet
Roma Greening, Head of Broker Relations, EMEA & APAC, AlphaSense
Mike Grubert, Managing Director of Credit and Public Equities, Third Bridge
David Harrison, Head of Investment Business Management, Royal London Asset Management
Robin Hodgkins, President, Castine LLC
Eric Jaffe, CEO, BCA Research
Vineet Jobanputra, Head of Product, Singletrack
Blair Livingston, CEO, Street Context
Caspar Luard, CRO, TWST
Glenna Lynch, Client Strategy, Jefferies
Brijesh Malkan, Chief Strategy Officer, Singletrack
Michael Mayhew, Chairman, Integrity Research Associates
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
Neil Scarth, Principal, Frost Consulting
Rudolf Siebel, Managing Director, BVI German Investment Funds Association
Gavin Skinner, Chairman & COO, Aiera
Lisa Stewart, Third Party Research Manager, Lansdowne Partners Ltd
Steve Stone, Partner, Morgan Lewis & Bockius LLP
Savvas Tachramanis, Head of Research Spend Analytics, Substantive Research