New York, NY - Investorside, the non-profit trade organization for the independent research industry, will be holding its fourth annual Independents Day research conference in New York on Monday, April 7th, 2008. This year's conference will be held at the Grand Hyatt hotel.
The 2008 Investorside conference will feature over 30 research firms and will include panel discussions on various topics, including the use independent research as part of the buy-side investment management process, expert networks, research management systems, data mining, and the current regulatory environment. The full agenda for this year's conference is posted below.
Registration for this year's conference is limited, though some availability currently exists. Click the following link to register.
https://programs.regweb.com/gs/air2008/attendee/index.cfm?page=reg
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The Fourth Annual Independent Research Conference
| Agenda | |
| | Registration and Breakfast |
| | Opening Remarks Investorside Chairman |
| | Client Roundtable: Building the Mosaic using Independent and Alternative Research Three Buyside firms who talk about their experience using Independent Research Moderator: Michael Mayhew, Integrity Research Associates, LLC |
| | Concurrent Panel Discussions Expert Networks Kevin Coleman, CEO & President Coleman Research Group, Inc. Daniel Palestrant, CEO Sermo, Inc. TBD Moderator: TBD Research Management Mark Rice, CEO Tamale Software, Inc. Tim Gavin, CEO Code: Red Inc. Dan Dykens, CEO Norbury Moderator: David Quirk, Managing Consultant, Citisoft, Inc. |
| | Case Study: Investorside Content Providers: Concurrent Sessions with RiskMetrics Group Battle Road Research, Ltd. OTR Global, Ned Davis Research, Inc. CreditSights, Inc. Behind the Numbers Lombard Research, Ltd. |
| | Breakout Session I: Concurrent Sessions with AC Nielson Financial Services BNY ConvergEX Group, LLC Majestic Research Disclosure Insight, Inc. Connotate Technologies, Inc. Computerized Portfolio Management, Inc. |
| | Breakout Session II: Concurrent Sessions with Argus Research Group Coleman Research Group Gradient Analytics Ned Davis Research, Inc Vista Research iSuppli |
| | Breakout Session III: Concurrent Sessions with Atlantis Investment Co, Inc. Integrity Research Associates LLC Investars Asset4 Medley Global Advisors TBD |
| | Keynote Speaker and Lunch |
| | Breakout Session IV: Concurrent Sessions with FactSet Farmhouse Equity Research FirstRain Trim Tabs Investment Research |
| | Concurrent Panel Discussions Regulatory Environment Lee Pickard, Pickard and Djinis LLP Patrick M. Joyce, Special Counsel, TBD Moderator: John Meserve, Executive Managing Director, BNY/ConvergEX Group LLC Data Mining Penny Herscher, CEO FirstRain Brennan Carley, CEO Monitor110 Bruce Molloy, CEO Connotate Technologies, Inc. Moderator: Charlie Frumberg, CEO, Emancipation Capital |
| | Case Study: Investorside Content Provider: Concurrent Sessions with RiskMetrics Group Battle Road Research Ltd Credit Sights, Inc. Lombard Research Ltd, Ned Davis Research Inc Behind the Numbers |
| | Breakout Session V: Concurrent Sessions with Integrity Research Associates Gradient Analytics VE Market Neutral Majestic Research New Constructs, LLC Quantitative Services Group |
| | Breakout Session VI: Concurrent Sessions with Asset4 Medley iSupply Trim Tabs Investment Research Connotate |
| | Wrap up and Closing Remarks |
| | Cocktail Reception |