Institutional Investor Derivatives Summit

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Pennyhill Park, June 28/29, 2018

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Institutional Investor UK & Ireland Pension Summit

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London, Jun 14/15, 2018

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Institutional Investor Asset Manager COO/CFO Roundtable

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Geneva, June 12/13, 2018

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Institutional Investor Nordic Pension Summit

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Stockholm, March 20/21, 2018

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European Capital Markets Institute (Centre for European Policy Studies) MiFID II Research Implementation

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Brussels, Jan. 17, 2018

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Evercore Webinar – MiFID II Inflection Point

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New York, Oct. 27th, 2018

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Moody’s Analytics Knowledge Service Conference – The Missing Link in MiFID II

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London, Oct. 18, 2017

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BCA Investment Conference

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New York, September 28th

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Crisil/S&P Capital IQ - Research Unbundling Conference

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London, Sept. 21, 2017

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Institutional Investor International Trader Forum

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Barcelona, Sept. 6 - 8

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Institutional Investor Fixed Income/Credit

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Symposium

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Amsterdam, June 30th

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McKinsey Asset Manager CEO Conference

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London, June 27

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Institutional Investor Fixed Income Trading

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Madrid, May 18

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Institutional Investor COO/CFO Conference

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June, 21, Copenhagen

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MiFID II Research Funding Issues

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Institutional Investor European CIO Roundtable

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March 1, 2017 - Madrid

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CFA Society of Denmark Payment for Research

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Copenhagen, March 2, 2017

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The Future of Research - Bloomberg

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New York, April 6, 2017

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The Role of Asset Owners in the Market for Investment Research

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Edinburgh, Oct. 12

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Unbundling Uncovered

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London, Nov. 3

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Institutional Investor International Trader Forum

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Rome, Sept. 7/8

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Institutional Investor Financial Technology Forum

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San Diego, June 22 - 24

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Research ValuationInstitutional Investor CFO/COO Conference

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Munich June 7

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Research Valuation Institutional Investor Asia Trader Forum

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Hong Kong, May 25/26

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Bloomberg Research Panel

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April 26, 2016, Frankfurt Trade Tech

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Research Valuation Paris

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April 12/13 CFA UK

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Best Practices in Research Payment post MiFID II Fixed Income Research Valuation

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March 17, London

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BVI Investment Conference

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Frankfurt March 8, 2016

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“Research Valuation” Insitutional Investor Chief Investment Officers Conference

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Presentation: “A Factor-Based Multi Asset Class Research Valuation/Budgeting Framework”

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Frankfurt, March 2/3, 2016

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Blooomberg MiFID II - What to Expect and How to Prepare

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“Research Session”

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London, Feb. 4th 2016

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Institutional Investor Winter Trader Forum

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New York, Jan. 13/14, 2016

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London School of Economics Finance Conference - The Future of Research

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London, Dec. 7

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FactSet The New Research Environment

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London, Dec. 1

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CopalAmba -MiFID II - Research ROI Breakfast

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London, Nov. 20th

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Neonet -MiFID II and Unbundlng

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Copenhagen, Nov. 5

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Substantive Research Unbundling Uncovered Conference

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London, Nov. 3

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Neonet - MiFID II and Unbundling

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Stockholm, Oct. 13th

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Institutional Investor Asset Manager Chief Executive Officer Roundtable

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Budapest, October 1 - 2

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Institutional Investor International Trader Forum

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Madrid, September 9 - 11

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New York Society of Securities Analysts

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June 30th, New York

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Insitutional Investor European Asset Manager CFO/COO Conference

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Madrid, June 9 - 10

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CFA Society of Hong Kong

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June 5th, 2015

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Institutional Investor Asia Trader Forum

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Hong Kong, June 2 - 3, 2015

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Liquidnet Hot Topics in Commission Management

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New York, October 9, 2014

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Institutional Investor International Trader Forum

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Berlin, September 8, 2014

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Presentation: Rubicon for Equity Research Payments

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UK CFA Society- CFA UK/CFA Institute White Paper on Research Valuation

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London, September 3, 2014

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Presentation: Changing Role of the Analyst: New Skill Sets Required

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Copal Amba - Annual Offshoring Strategy Conference,

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Bangalore, April 3-4, 2014

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Presentation: The Future of Research Technology

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International Capital Markets Association “Regulatory Inflection Point”

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London, December 18, 2013

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Institutional Investor

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I.I. European Chief Investment Officer Roundtable - London, March 2011
 

I.I. Head Trader Forum - Barcelona, September 2011

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I.I. European Chief Investment Officer Roundtable - Amsterdam, April 2012

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I.I. Benelux Pension Roundtable - Noordwijk, April 2012

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I.I. Nordic Pension Roundtable - Stockholm, May 2012

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I.I. Asset Manager COO/CFO Conference, Frankfurt, June 2012

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I.I. International Trader Forum, Madrid, September 2012

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I.I. Winter Trader Forum - New York, January 2013

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I.I. US CIO Roundtable - New York, February 2013

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I.I. Head Trader Forum - Lisbon, September 2013

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I.I. Chief Compliance Officer Roundtable - London, November 2013

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I.I. Winter Trader Forum - New York, February 2014

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I.I. European CIO Roundtable - London, March 2014

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I.I. International Trader Forum - Berlin, September 2014

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​

.

Bloomberg - Inflection Point for Institutional Equities?

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Buy and Sell-Side Presentations - London - Feb. 2013

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A Survival Guide for Institutional Equities: How to Navigate a Changing Landscape

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London, June 5, 2013

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Mitigating CSA Risks

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Thursday, September 19, 2013

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Markit - Commission Management Seminar

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London, November 18, 2013

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CFA Society of the UK Research Analyst Special Interest Group

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London, June 5, 2014

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The Extinction of Sell-Side Research and What It Means for Asset Managers

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London, May 2013

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Evolving Asset Manager Research Consumption

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London, September 2013

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Optimizing Equity Research ROI

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London, June 2013

​

Optimizing Equity Research ROI

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New York, May 2013

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Investment Management Association: Research Review Advisory Panel

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Open Meeting, London, July 2012

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“Broker Vote and CSAs” COOConnect Understanding How Fund Managers Purchase Research

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Breakfast Briefing - October 18, 2013