ConferenceBrochure.The 5th Global Independent Research Conference

Supported By

Sponsors

researchforinvestors.com

3 February 20201 Wimpole Street, London

The Global Independent Research Conference

2020

Attendees

About The Conference

Following the success of the previous conferencesResearch 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 communityincluding Portfolio Managers, Chief InvestmentOfficers, Fund Managers, Strategists, Analysts andChief Economists

OVER 300 PARTICIPANTS WILL ATTENDFROM ASSET MANAGEMENT FIRMS,WEALTH MANAGEMENT FIRMS, HEDGEFUNDS AND INVESTORS ALL AROUNDEUROPE.

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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.

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Agenda

Top Down Sessions

Bottom Up Sessions

8am – Registration/Breakfast8.30am – Global Macro9.40am – Asian Equities9.40am – Global Asset Allocation10.40am – Coffee breakBreak-out sessionsGuy-Whittle Auditorium11.10am – Emerging markets12.10pm – Global Sector AllocationMax Rayne Auditorium11.10am – Currencies12.10pm – Commodities1pm – Lunch2pm – Keynote Speech – TBC

2.30pm – Global Equities3.45pm – Coffee BreakMax Rayne Auditorium4pm – Healthcare EquitiesGuy-Whittle Auditorium4pm – CFRA ResearchMax Rayne Auditorium4.30pm – Tech Sector EquitiesGuy-Whittle Auditorium4.30pm – ESG Equities5pm to 6.30pm – Cocktail reception

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Confirmed Speakers

Arjun Kuenen, CEO, CorpXSasiaChris Mallin, Macro PerspectivesCyrus Mewawalla, Head of Thematic Research, Global DataDylan Grice, Co-Founder, Calderwood Capital ResearchGeorge Magnus, China Centre, Oxford University & SOASKeith Grindlay, Managing Director, Macro Thoughts LtdKingsmill Bond, New Energy Strategist, Carbon Tracker InitiativeJames Aitken, Macro & Financial Plumbing expert at Aitken AdvisorsJames Johnstone, Co Head EM & Frontier Markets, RWC PartnersJon Dye, Head of Research. Ruffer LLPMichael Howell, Managing Director, Cross Border CapitalMike Gibb, ESG/Sustainable Investing specialist Nancy Lazar, Co-Founder Cornerstone MacroOlivier Desbarres, Director & Founder, 4X Global Research Oliver Pratley, Research Relationship Manager, InvescoPelham Smithers, Founder Pelham Smithers AssociatesPeter Goodburn, Owner, Wavetrack Peter Perkins, Partner Global Strategist, MRB Partners Paul Schulte, Founder Schulte Research Philip Newman, Director, Metals Focus Richard Kramer, Founder at Arete ResearchRobert Medd.Founder Bucephalus Research PartnershipRobin Parbrook, Fund Manager Asian Equities, SchrodersRussell Napier, Orlock Advisors & Co-Founder of ERICSean Maher Economist & Strategist, ENTEXT Sebastion Lyon, CIO Troy Asset Management Simon Goodfellow, Founder Harlyn ResearchStewart Paterson, Research Fellow at Hinrich FoundationTeam at Medley Global Advisors LLCTim Parker, CEO, MesselsZach Gast President, CFRA Research

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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.

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About EURO IRP

About ERIC

About CFRA

CFRA is one of the world’s largest providers of independent investment research, analytics and data.Through a differentiated methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisors and risk managers with actionable analysis and proven results.

For further information please visit www.cfraresearch.com

ERIC is a marketplace for substantive research for regulated institutional investors. At ERIC, investment research and other ancillary services are offered entirely unbundled from execution services. Buyers can access written research or buy meeting time with analysts.

Sellers can offer their research services before a global audience of institutional investors at prices which they control. The time has come for transparency of prices in investment research. The time has come for ERIC

For further information please visit www.eri-c.com

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About CorpXSAsia

About Worldflow

Worldflow Connect is a leading investment research distribution and reporting platform widely used by sell-side, buy-side and independent research firms. Connect has modules for distribution to white-labelled Portals, IOS /Android Apps, Tracked Emails, Feeds to Aggregators, including Connect2 feeds to ECN’s. Connect modules are easily integrated, so can be used just for a Client’s Android App through to a full service Investment Research solution.

For further information please visit www.worldflow.net/connect

CorpXSasia Ltd. is the leading Corporate Access provider in an unbundling world of financial services. The company is dedicated to providing bespoke and regulation compliant meetings between Institutional Investors and Listed Asian Corporates, away from existing channels with a focus on improved quality and efficiency.

In fast-changing financial markets we aim to provide the highest level of customer service by specialising in Corporate Access alone, creating a truly unconflicted environment. To achieve this, we have successfully combined an experienced and dedicated team with modern technological solutions. Founded in 2014, on the firm belief that the unbundling of equity commissions would result in a fundamental change in the approach of Corporate Access, we focus on both the investor as well as the listed company as our client with each requiring specialised services.

CorpXSasia is based out of offices in London and Hong Kong. The team is made up of both ex-investment banking professionals and Corporate Access specialists whom have built up an extensive and unrivalled network of both institutional investors and corporates in all the major financial centres globally.

Products and competitive difference;- Reverse Roadshows, Thematic Roadshows, Events, mini-conferences, NDR’s, Conference calls– Offering a “pay as you go” structure and “initiating-party pays” model with no retainer fee– Dedicated and bespoke service offering the highest quality Reverse Roadshows and NDR’s– Local support on the ground– Showcasing modern technological solutions

To read more visit www.corpxsasia.com or email us on info@corpxsasia.com

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MediaPlacement.

gael@researchforinvestors.comdaren@eri-c.comresearchforinvestors.com

The Global Independent Research Conference

2020

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