Substantive Research Ltd

A huge thank you to everyone who joined us at the IoD, Pall Mall, for an impactful day at #UnbundlingUncovered, debating the future of European investment research. With over 400 attendees and engaging discussions on regulatory shifts, AI, data integration, and evolving budgets, it was a fantastic day. Special thanks to our sponsors and speakers for making this gathering possible. Your expertise and support are invaluable in driving this industry forward! Looking forward to continuing the conversation in 2025. #InvestmentResearch #Innovation #ThankYou Speaker list: Sarah Ahmed, Artisan Partners Asset Management Alex Andronov, HSBC Suresh Balaraman, Datazoic Bill Bierds, BCC Group Gerard Breen, Financial Conduct Authority Douglas Christensen, SS&C Tier1 Alex Coffey, Jefferies Lisa D’Aguiar, BofA Securities James Damen, Commcise Simon Edwards, BlueMatrix Lansing Gatrell, S&P Global Market Intelligence Lauren Giametta, BlackRock Patrick Gill, Instinet Roma Greening, AlphaSense Mike Grubert, Third Bridge David Harrison Royal London Asset Management Robin Hodgkins, Castine LLC Eric Jaffe, BCA Research Vineet Jobanputra, Singletrack Blair Livingston, Street Context Caspar Luard, TWST Glenna Lynch, Jefferies Brijesh Malkan, Singletrack Michael Mayhew, Integrity Research Associates Steve Moreno, Capital Group Mark Pellegrino, Corpaxe Jack Polina, Virtu Oliver Pratley, Invesco Rahul Ravikrishnan, Eidosmedia Czarina Reinante, Substantive Research Neil Scarth, Frost Consulting Rudolf Siebel, BVI German Investment Funds Association Gavin Skinner, Aiera Lisa Stewart, Lansdowne Partners Ltd Steve Stone, Morgan Lewis & Bockius LLP Savvas Tachramanis, Substantive Research

We are back at the IoD for our 9th annual #UnbundlingUncovered conference in London with a packed out crowd! Looking forward to hearing panellist’s discuss key issues facing the research market across regulation, budgeting, valuation and compliance.

We're almost there! Unbundling Uncovered 2024 takes place in London tomorrow and we are delighted to welcome Vineet Jobanputra, Head of Product, Singletrack as a speaker on the day. Vineet will be speaking on Panel 6: Research Valuation – How aligned are Buy and Sell Side processes? Which will discuss: 💡How do buy and sell side research valuation processes compare when you look at them in detail? 💡How can they become more aligned to ensure providers invest in areas that deliver the greatest value? 💡How close are both sides to agreeing on one set of data to define how valuable each relationship is to both parties? 💡Does the process change if budgets return to being client-funded again? It promises to be an amazing day! Find out more here: https://lnkd.in/eMmRGaPi #UnbundlingUncovered #London #Buyside #Sellside #ResearchValuation #DataDriven #ResearchSpendAnalytics #MarketData

We're almost there! Unbundling Uncovered 2024 takes place in London tomorrow and we are delighted to welcome Blair Livingston, CEO, Street Context as a speaker on the day. Blair will be speaking on Panel 3 which will discuss: 💡How can research providers use technology to scale more effectively, and what does that mean for the economics of the market? 💡How are generative AI and other emerging technologies affecting the demand for research now and how will it affect it in the future? 💡How do you understand and balance risk in the face of potentially losing competitive advantage? Find out more here: https://lnkd.in/eMmRGaPi #UnbundlingUncovered #London #Buyside #Sellside #GenerativeAI #EmergingTechnologies #ResearchSpendAnalytics #MarketData

Unbundling Uncovered 2024 takes place in London this Wednesday and we are delighted to welcome Roma Greening, Head of Broker Relations, EMEA & APAC, AlphaSense, as a speaker on the day. Roma will be speaking on our 'Research Technology Boom' panel: How can research providers use technology to scale more effectively, and what does that mean for the economics of the market? How are generative AI and other emerging technologies affecting the demand for research now and how will it affect it in the future? How do you understand and balance risk in the face of potentially losing competitive advantage? Find out more: https://lnkd.in/eMmRGaPi #UnbundlingUncovered #London #Buyside #Sellside #GenerativeAI #EmergingTechnologies #ResearchSpendAnalytics #MarketData

Unbundling Uncovered 2024 takes place in London next week and we are delighted to welcome Simon Edwards, Head of Business Development at BlueMatrix, as a speaker on the day. Simon will be speaking on our 'Research Technology Boom' panel: How can research providers use technology to scale more effectively, and what does that mean for the economics of the market? How are generative AI and other emerging technologies affecting the demand for research now and how will it affect it in the future? How do you understand and balance risk in the face of potentially losing competitive advantage? Find out more and register here: https://lnkd.in/eMmRGaPi #UnbundlingUncovered #London #Buyside #Sellside #GenerativeAI #EmergingTechnologies #ResearchSpendAnalytics #MarketData

Unbundling Uncovered 2024 takes place in London next week and we are delighted to welcome Jack Pollina, Global Head of Commission Management, Virtu Financial as a speaker on the day. Jack will be speaking on Panel 5: CSAs in Europe – a new landscape in research payments? What does “CSA-like” really mean? How will it translate into practice in Europe, and what rate of CSA adoption can we expect next year? What do the differences in requirements between the US and Europe mean when it comes to trying to create as global a programme as possible? If you’ve never used CSAs before what do you need to know now? Find out more and register here: https://lnkd.in/eMmRGaPi #UnbundlingUncovered #London #Buyside #Sellside #ResearchPayments #CSAs #COBS18 #UCITS #AIMF #ResearchSpendAnalytics #MarketData

Unbundling Uncovered 2024 takes place in London next week and we are delighted to welcome Brijesh Malkan (Brijesh M.), CPO, Singletrack as a speaker on the day. Brijesh will be speaking and moderating our 3rd panel of the day - The Research Technology Boom: How can research providers use technology to scale more effectively, and what does that mean for the economics of the market? How are generative AI and other emerging technologies affecting the demand for research now and how will it affect it in the future? How do you understand and balance risk in the face of potentially losing competitive advantage? Find out more and register here: https://lnkd.in/eMmRGaPi #UnbundlingUncovered #London #Buyside #Sellside #Regulation #Innovation #MarketVolatility #AI #ResearchSpendAnalytics #MarketData

Unbundling Uncovered 2024 takes place in London next week and we are delighted to welcome Rahul Ravikrishnan, Head of Product – Research, Eidosmedia as a speaker on the day. Rahul will be speaking on our panel discussing how can research providers use technology to scale more effectively, and what does that mean for the economics of the market? How are generative AI and other emerging technologies affecting the demand for research now and how will it affect it in the future? Find out more and register here: https://lnkd.in/eMmRGaPi #UnbundlingUncovered #London #Buyside #Sellside #GenerativeAI #EmergingTechnologies #ResearchSpendAnalytics #MarketData

Unbundling Uncovered 2024 takes place in London next week and we are delighted to welcome Neil Scarth, Principal, Frost Consulting as a speaker on the day. Neil will be speaking on our panel discussing regulatory change in Europe – where are we and how will the market react? Find out more and register here: https://lnkd.in/eMmRGaPi #UnbundlingUncovered #London #Buyside #Sellside #MiFiDII #Regulation #ResearchSpendAnalytics #MarketData