Conference Brochure. - Research For Detailed Conference Brochure Detailed Conference Brochure Detailed

  • View
    5

  • Download
    0

Embed Size (px)

Text of Conference Brochure. - Research For Detailed Conference Brochure Detailed Conference Brochure...

  • Conference Brochure. The 5th Global Independent Research Conference

    Supported By

    Sponsors

    researchforinvestors.com

    3 February 2020 1 Wimpole Street, London

    The Global Independent Research Conference

    20 20

  • Attendees

    About The Conference

    Following the success of the previous conferences Research for Investors is organizing The Fifth Global Independent Research Conference.

    It aims to provide independent investment advice to the buy side community setting out opinions and debating views through panel discussions between independent research providers.

    This conference is for the buy-side community including Portfolio Managers, Chief Investment Officers, Fund Managers, Strategists, Analysts and Chief Economists

    Research For Investors2

  • Location 1 Wimpole Street

    Guy Whittle Auditorium

    Four Room Conference

    Max Rayne Auditorium

    Max Rayne Atrium

    Cavendish Room

    Comfortable large auditorium with state-of-the-art audio visual installed including 4k HD projector, wireless LED lighting, remote cameras, surround sound. Can hold up to 300 people.

    Lecture theatre/auditorium for up to 80 people with state-of-the-art audio visual facilities.

    Large glass roofed space ideal for receptions for up to 200 people.

    The Cavendish Room is an elegant, multi-purpose exhibition space for up to 150 people.

    3Research For Investors

  • Agenda

    Top Down Sessions

    Bottom Up Sessions

    8am – Registration/Breakfast 8.30am – Global Macro 9.40am – Buy-side Research Demands 9.40am – Global Asset Allocation 10.40am – Coffee break Break-out sessions 11.10am – Emerging markets 12.10pm – Global Sector Allocation Max Rayne Auditorium 11.10am – Currencies 12.10pm – Commodities 1pm – Lunch 1.50pm - EURO IRP 2pm – Keynote Speech – Paul Simpson, CEO, CDP

    Guy-Whittle Auditorium 2.30pm – Global Equities Max Rayne Auditorium 2.30pm – ESG 3.45pm – Coffee Break Max Rayne Auditorium 4pm – Case Studies in Forensic Accounting Risk Guy-Whittle Auditorium 4pm – Technology Equities Max Rayne Auditorium 4.30pm – Healthcare Equities Guy-Whittle Auditorium 4.30pm –Asian Equities 5pm to 6.30pm – Cocktail reception

    4 Research For Investors

  • Confirmed Speakers

    Arjen Kuenen, CEO, CorpXSasia Cath Rawcliffe, Vice President Sales & Marketing, Singletrack Chris Mallin, Macro Perspectives Chris Bell, Evaluate Claire Elsdon, UK Director of Investor Initiatives, CDP Cyrus Mewawalla, Head of Thematic Research, Global Data Daren Riley, CEO, ERIC Denise Molina, Morningstar Holland BV Dylan Grice, Co-Founder, Calderwood Capital Research George Magnus, China Centre, Oxford University & SOAS Hank Calenti, Founder of Credit Continuum, Smartkarma Insight Provider Ian McCallum, ERIC James Aitken, Macro & Financial Plumbing expert at Aitken Advisors James Johnstone, Co Head EM & Frontier Markets, RWC Partners James Russell Stracey, Consultant, Sustainable Investment Insights Jon Dye, Head of Research. Ruffer LLP Jonathan Wilmot, Founding Partner Wilmot ML, & Aletheia Capital Julian Brigden, Macro Strategist, Mi2 Partners Keith Grindlay, Managing Director, Macro Thoughts Ltd Kingsmill Bond, New Energy Strategist, Carbon Tracker Initiative Maarten Spek, Senior Analyst Financial Markets, ECR Research Mark Latham, Managing Director, Commodity Intelligence Michael Howell, Managing Director, Cross Border Capital Michael j. Tindale, CEO, Smart Insider Mike Gibb, ESG/Sustainable Investing specialist Nancy Lazar, Co-Founder Cornerstone Macro Nick Stadtmiller, Director, Emerging Markets Strategist, Medley Global Advisors Olivier Desbarres, Director & Founder, 4X Global Research Oliver Pratley, Research Relationship Manager, Invesco Patrick Thomas, Investment Director & Head of ESG Service, Canaccord Genuity Wealth Management Paul Richards, President, Medley Global Advisors Paul Simpson, CEO, CDP Pelham Smithers, Founder Pelham Smithers Associates Peter Perkins, Partner Global Strategist, MRB Partners Paul Schulte, Founder Schulte Research Philip Newman, Director, Metals Focus Richard Kramer, Founder at Arete Research Robin Parbrook, Fund Manager Asian Equities, Schroders Russell Napier, Orlock Advisors & Co-Founder of ERIC Sean Maher Economist & Strategist, ENTEXT Sebastian Lyon, Founder & CIO Troy Asset Management Simon Goodfellow, Founder Harlyn Research Stewart Paterson, Research Fellow at Hinrich Foundation Team from Evaluate Research Tim Parker, CEO, Messels Venkat Ramana Nandyal, Co-Founder & Director of Global Equity Research, Smartkarma Insight Provider Zach Gast President, CFRA Research

    5Research For Investors

  • Panels

    Panel 1: Global Macro Time: 0830-0940 Room: GWA

    Moderator: Stewart Paterson, Research Fellow at Hinrich Foundation

    Speakers: Russell Napier, Orlock Advisors Michael Howell, Managing Director, Cross Border Capital Jonathan Wilmot, Founding Partner Wilmot ML, & Aletheia Capital Nancy Lazar, Co-Founder Cornerstone Macro

    Panel 2: Global Asset Allocation Time: 0940-1040 Room: GWA

    Moderator: Stewart Paterson, Research Fellow at Hinrich Foundation

    Speakers: James Aitken, Macro & Financial Plumbing expert at Aitken Advisors Dylan Grice, Co-Founder,  Calderwood Capital Research Peter Perkins, Partner Global Strategist, MRB Partners  Julian Brigden, Mi2 Partners

    Panel 3: Buy side research demands Time: 0940-1040 Room: MRA

    Moderator: Daren Riley , CEO ERIC

    Speakers: Oliver Pratley, Research Relationship Manager, Invesco Jon Dye, Head of Research. Ruffer LLP Sebastion Lyon, CIO Troy Asset Management Robin Parbrook, Fund Manager Asian Equities,  Schroder’s Cath Rawcliffe, Vice President Sales & Marketing , Singletrack

    6 Research For Investors

  • Panel 4: Emerging Markets Time: 1110-1210 Room: GWA

    Moderator: James Johnstone, Co Head EM & Frontier Markets, RWC Partners

    Speakers: George Magnus, China Centre, Oxford University & SOAS Nick Stadtmiller, Director, Emerging Markets Strategist, Medley Global Advisors Sean Maher Economist & Strategist, ENTEXT Hank Calenti, Founder of Credit Continuum, Smartkarma Insight Provider

    Panel 5: Currency Time: 1110-1210 Room: MRA

    Moderator: Anton Tonev, Founder, Beyond Overton

    Speakers:

    Olivier Desbarres, Director & Founder, 4X Global Research  Paul Richards, President, Medley Global Advisors Maarten Spek, Senior Analyst Financial Markets, ECR Research

    Panel 6: Global Sector Equity Time: 1210-1300 Room: GWA

    Moderator: Sebastion Lyon, CIO Troy Asset Management

    Speakers: Paul Schulte, Founder Schulte Research Chris Mallin, Macro Perspectives Tim Parker, Messels

    7Research For Investors

  • Panel 7: Commodity Time: 1210-1300 Room: MRA

    Moderator: Ian McCallum, ERIC

    Speakers: Philip Newman, Metals Focus Mark Latham, Commodity Intelligence

    Panel 10: ESG Time: 1430-1545 Room: MRA

    Moderator: Mike Gibb, ESG/Sustainable Investing specialist

    Speakers: Kingsmill Bond, New Energy Strategist,  Carbon Tracker Initiative Patrick Thomas, Investment Director & Head of ESG, Canaccord Genuity James Russell Stracey, Sustainable Investment Insights Claire Elsdon, UK Director of Investor Initiatives, CDP

    Panel 8: Keynote Speech Time: 1400-1430 Room: GWA

    Moderator: Daren Riley, ERIC

    Speaker: Paul Simpson, CEO, CDP

    Panel 9: Global Equity Panel Time: 1430-1545 Room: GWA

    Moderator: Jon Dye, Head of Research. Ruffer LLP

    Speakers: Cyrus Mewawalla, Head of Thematic Research,  Global Data Pelham Smithers, Founder, Pelham Smithers Associates Simon Goodfellow, Founder, Harlyn Research Denise Molina, Director of Equity Research, Morningstar Holland BV

    Research For Investors8

  • Panel 11: Technology Equities Time: 1600-1630 Room: GWA

    Moderator: Robin Parbrook, Fund Manager Asian Equities, Schroder’s

    Speakers: Paul Schulte, Founder Schulte Research Richard Kramer, Founder at Arete Research

    Panel 12: Case Studies in Forensic Accounting Risk Time: 1600-1630 Room: MRA

    Moderator: Zach Gast President, CFRA Research

    Panel 13: Asian Equity Time: 1630-1700 Room: GWA

    Moderator: Robin Parbrook, Fund Manager Asian Equities,  Schroder’s

    Speakers: Arjun Kuenen, CEO, CorpXSasia Pelham Smithers, Founder Pelham Smithers Associates Venkat Ramana Nandyal, Co-Founder & Director of Global Equity Research, Smartkarma Insight Provider Michael J. Tindale, CEO, Smart Insider

    Panel 14: Healthcare Equities Time: 1630-1700 Room: MRA

    Moderator: Ian McCallum, ERIC Speakers: Chris Bell, Product Manager, Evaluate

    Research For Investors 9

  • Full Conference Access Full Conference Access Full Conference Access

    Lunch Lunch Lunch

    Cocktail Party Access Cocktail Party Access Cocktail Party Access

    Networking Networking Networking

    Detailed Conference Brochure Detailed Conference Brochure Detailed Conference Brochure

    £ 800 £ 1,200 £ 150

    Early Bird General Admission

    40% Discount for ERIC users and Euro IRP Members

    Buy-side Employee

    Delegate Pricing.

    Research For Investors 10

  • About EURO IRP

    About ERIC

    About CFRA

    CFRA is one of the world’s largest providers of independent investment research, analytics and