ConferenceBrochure.The 5th Global Independent Research Conference

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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

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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 – Buy-side Research Demands9.40am – Global Asset Allocation10.40am – Coffee breakBreak-out sessions11.10am – Emerging markets12.10pm – Global Sector AllocationMax Rayne Auditorium11.10am – Currencies12.10pm – Commodities1pm – Lunch1.50pm - EURO IRP2pm – Keynote Speech – Paul Simpson, CEO, CDP

Guy-Whittle Auditorium2.30pm – Global EquitiesMax Rayne Auditorium2.30pm – ESG3.45pm – Coffee BreakMax Rayne Auditorium4pm – Case Studies in Forensic Accounting RiskGuy-Whittle Auditorium4pm – Technology EquitiesMax Rayne Auditorium4.30pm – Healthcare EquitiesGuy-Whittle Auditorium4.30pm –Asian Equities5pm to 6.30pm – Cocktail reception

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Confirmed Speakers

Arjen Kuenen, CEO, CorpXSasiaCath Rawcliffe, Vice President Sales & Marketing, SingletrackChris Mallin, Macro PerspectivesChris Bell, EvaluateClaire Elsdon, UK Director of Investor Initiatives, CDPCyrus Mewawalla, Head of Thematic Research, Global DataDaren Riley, CEO, ERICDenise Molina, Morningstar Holland BVDylan Grice, Co-Founder, Calderwood Capital ResearchGeorge Magnus, China Centre, Oxford University & SOASHank Calenti, Founder of Credit Continuum, Smartkarma Insight ProviderIan McCallum, ERICJames Aitken, Macro & Financial Plumbing expert at Aitken AdvisorsJames Johnstone, Co Head EM & Frontier Markets, RWC PartnersJames Russell Stracey, Consultant, Sustainable Investment InsightsJon Dye, Head of Research. Ruffer LLPJonathan Wilmot, Founding Partner Wilmot ML, & Aletheia CapitalJulian Brigden, Macro Strategist, Mi2 PartnersKeith Grindlay, Managing Director, Macro Thoughts LtdKingsmill Bond, New Energy Strategist, Carbon Tracker InitiativeMaarten Spek, Senior Analyst Financial Markets, ECR Research Mark Latham, Managing Director, Commodity IntelligenceMichael Howell, Managing Director, Cross Border CapitalMichael j. Tindale, CEO, Smart InsiderMike Gibb, ESG/Sustainable Investing specialist Nancy Lazar, Co-Founder Cornerstone MacroNick Stadtmiller, Director, Emerging Markets Strategist, Medley Global AdvisorsOlivier Desbarres, Director & Founder, 4X Global Research Oliver Pratley, Research Relationship Manager, InvescoPatrick Thomas, Investment Director & Head of ESG Service, Canaccord Genuity Wealth ManagementPaul Richards, President, Medley Global AdvisorsPaul Simpson, CEO, CDPPelham Smithers, Founder Pelham Smithers AssociatesPeter Perkins, Partner Global Strategist, MRB Partners Paul Schulte, Founder Schulte Research Philip Newman, Director, Metals Focus Richard Kramer, Founder at Arete ResearchRobin Parbrook, Fund Manager Asian Equities, SchrodersRussell Napier, Orlock Advisors & Co-Founder of ERICSean Maher Economist & Strategist, ENTEXT Sebastian Lyon, Founder & CIO Troy Asset Management Simon Goodfellow, Founder Harlyn ResearchStewart Paterson, Research Fellow at Hinrich FoundationTeam from Evaluate ResearchTim Parker, CEO, MesselsVenkat Ramana Nandyal, Co-Founder & Director of Global Equity Research, Smartkarma Insight ProviderZach Gast President, CFRA Research

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Panels

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

Moderator: Stewart Paterson, Research Fellow at Hinrich Foundation

Speakers: Russell Napier, Orlock AdvisorsMichael Howell, Managing Director, Cross Border CapitalJonathan 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 AdvisorsDylan Grice, Co-Founder,  Calderwood Capital ResearchPeter 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, InvescoJon Dye, Head of Research. Ruffer LLPSebastion Lyon, CIO Troy Asset ManagementRobin Parbrook, Fund Manager Asian Equities,  Schroder’sCath Rawcliffe, Vice President Sales & Marketing , Singletrack

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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 & SOASNick Stadtmiller, Director, Emerging Markets Strategist, Medley Global Advisors Sean Maher Economist & Strategist, ENTEXTHank Calenti, Founder of Credit Continuum, Smartkarma Insight Provider

Panel 5: CurrencyTime: 1110-1210 Room: MRA

Moderator: Anton Tonev, Founder, Beyond Overton

Speakers:

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

Panel 6: Global Sector EquityTime: 1210-1300 Room: GWA

Moderator: Sebastion Lyon, CIO Troy Asset Management

Speakers: Paul Schulte, Founder Schulte ResearchChris Mallin, Macro PerspectivesTim Parker, Messels

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

Moderator: Ian McCallum, ERIC

Speakers: Philip Newman, Metals FocusMark Latham, Commodity Intelligence

Panel 10: ESGTime: 1430-1545Room: MRA

Moderator: Mike Gibb, ESG/Sustainable Investing specialist

Speakers: Kingsmill Bond, New Energy Strategist,  Carbon Tracker InitiativePatrick Thomas, Investment Director & Head of ESG, Canaccord Genuity James Russell Stracey, Sustainable Investment InsightsClaire 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 DataPelham Smithers, Founder, Pelham Smithers AssociatesSimon Goodfellow, Founder, Harlyn ResearchDenise Molina, Director of Equity Research, Morningstar Holland BV

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Panel 11: Technology EquitiesTime: 1600-1630 Room: GWA

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

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

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

Moderator: Zach Gast President, CFRA Research

Panel 13: Asian EquityTime: 1630-1700Room: GWA

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

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

Panel 14: Healthcare EquitiesTime: 1630-1700Room: MRA

Moderator: Ian McCallum, ERICSpeakers: Chris Bell, Product Manager, Evaluate

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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

About Smartkarma

Smartkarma is a global investment research network, made up of independent Insight Providers who produce, curate, and publish unbiased intelligence for institutional investors. Smartkarma reinvents research by providing differentiated, independent analysis on companies, markets, and industries across the world. This includes areas under-reported by mainstream market coverage, including Event-Driven, IPOs & placements, and small/mid cap equities. Smartkarma’s online platform allows the buy-side to set their own real-time alerts, customise their reading lists, directly contact Insight Providers, and remain MiFID II-compliant as unbundling regulations change the investment research industry.

For further information please visit www.smartkarma.com

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About Singletrack

About Morningstar

Singletrack provides specialist relationship and research services to capital market firms.

Singletrack Buy Side enables asset managers to manage research provider relationships effectively and in real time. It automates capture of provider contracts and coverage, delivering immediate actionable broker and research consumption intelligence, greater control over research effectiveness and costs, and the data to underpin effective planning for longer term requirements.This enables buy-side organisations to quantify the value of sell-side services that they receive and effortlessly to satisfy the tight compliance requirements.

Singletrack Sell Side offers customer relationship, research delivery and corporate access management systems, together with related expert consulting services to sell-side capital market organisations. These offerings enable investment banks, institutional brokers and independent research providers to exploit revenue opportunities, to build competitive differentiation, and to monetise services in an increasingly regulated marketplace.

Singletrack’s on-demand applications enable firms to maximise the revenues of all client-facing departments (equity sales, research, corporate finance etc) by capturing customer interaction data and delivering real-time actionable intelligence via advanced alerting, reporting and business insights. These also provide detailed client service and consumption information, plus connectivity to a growing number of aggregators and reporting venues, that buy-side clients now require in order to comply with wide-ranging commercial transparency regulations.

The products’ proprietary technology requires no new infrastructure and facilitates rapid implementation. It is built upon the Salesforce.com operating platform which ensures world class performance, security and resilience.

For further information, please contact us: info@singletrack.com +44 203 384 0652 www.singletrack.com,

Morningstar is a leading provider of independent investment research and home to a 100+ person equity research team that provides fundamental valuations, ratings, and analysis on more than 1,500 companies worldwide.

Morningstar analysts apply a differentiated, consistent, forward-looking, and proven global methodology; one that focusses on long-term fundamental valuation, sustainable competitive advantages (economic moats), margin of safety, financial health, and management stewardship.

This unique methodology allows us to provide an extensive analysis of business strategy, economic moat drivers, scenario analysis, and stewardship.

What Differentiates Morningstar Research? A focus on economic moats, An independent viewpoint, Rigorous DCF-based valuations, Long-term orientation, Consistent methodology across a large global coverage universe. For more information visithttps://www.morningstar.com/products/research/institutional

For more information, visit www.morningstar.com/en-uk/company

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About Medley Global Advisors

Medley Global Advisors, owned by the Financial Times since 2010, has been a leading Global Macro Research Service for over 20 years living and breathing in the intersection of policy, politics and financial markets.

Our 20 + Analysts and Strategists are located in London, New York, Tokyo, Beijing, Hong Kong, Christchurch, Sao Paulo and Buenos Aries.

www.medleyadvisors.com

About Smart Insider

Smart Insider analyzes share transactions made by directors and senior employees in the shares of their own company. Monitoring around 60,000 companies globally across 60 countries our data includes all listed stocks in markets where ‘Insider transactions’ are reported. Following trading patterns of directors and senior managers can lead to investment outperformance but investors can’t follow every trade. Identifying the ‘Smart Insiders’ and other characteristics of the trades is essential to achieve outperformance. Our specialist service gives timely and detailed insight into which transactions are most likely to indicate future share-price performance

www.smartinsider.com

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MediaPlacement.

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

The Global Independent Research Conference

2020

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