Euro IRP

VTFINTECH BREAKFAST BRIEFING RESEARCH OPTIMISATION FOR GENERATING AND RETAINING ALPHA
2019-05-01 08:00 - 10:00 UTC | The Brand Exchange, 3 Birchin Lane, London, EC3V 9BW, United Kingdom
BREAKFAST BRIEFING – RESEARCH OPTIMISATION FOR GENERATING AND RETAINING ALPHA
May 1, 2019 8:00 am – 10.00am
COMPLIMENTARY TICKETS FOR EURO IRP MEMBERS
Following the success of their Breakfast Briefing last November, VTFinTech and Alphametry will be returning to The Brand Exchange on Wednesday 1 May to discuss the topic of research optimisation for generating and retaining alpha.
Industry experts have been invited to share their insights about the role of optimising research in generating and retaining alpha post-MiFID II and the evolving methodologies for research optimisation. Speakers will share their personal experiences with technologies and solutions in utilising the research. Discussion will also focus on how objective research evaluation can actually lead to better outcomes for both buy-side and sell-side.
If you are interested in understanding the emerging trends in research and research evaluation, your complimentary ticket can be reserved directly via the Event Brite website, following the link below and choosing the Euro IRP member category when registering.
Registration link: https://www.eventbrite.co.uk/e/research-optimisation-for-generating-and-retaining-alpha-tickets-59779373716
Please note this is not a Euro IRP event. All communication regarding this event should be forwarded to VTFinTech at info@vtfintech.com or on 07471 598423.
Agenda:
8:00-8:45 – Breakfast & Networking
8:45-9:00 – How research is evolving and buy-side expectations
9:00-9:30 – Buy-side views on research: trends and analysis
9:30-9:45 – Research evaluation: how to measure the true performance of historic recommendations

SQUAREBOOK EVENT - THE IPO PROCESS: CAN INNOVATION AND REGULATION REIGNITE THE MARKET?
2019-05-01 08:30 - 12:30 | The Brewery, 52 Chiswell Street, London, EC1Y 4SD, United Kingdom
SQUAREBOOK EVENT – THE IPO PROCESS: CAN INNOVATION AND REGULATION REIGNITE THE MARKET? 9:00AM TO 12:30PM (BREAKFAST & REGISTRATION FROM 8:30AM)
Euro IRP has been invited to take part in a panel discussion on the UK IPO Process at Squarebook’s IPO event on Wednesday 1 May. Euro IRP played a pivotal role in the drafting of the new guidelines with the FCA and AFME to ensure equal access for independent research providers and Julia Ashworth, Euro IRP Director, who led the discussions on behalf of our members, will be representing Euro IRP at these panel discussions on 1 May.
Squarebook’s event sets out to examine how technology and regulation will shape the evolution of primary markets through a series of panel discussion, with Mhairi Jackson, FCA, Manager of Wholesale Conduct and Markets Policy, opening with a keynote address.
Alongside Julia Ashworth will be industry leaders from investment banks, advisors, investors and growth firms at various stages of the capital-raising process, with representatives from PwC, Baillie Gifford, London Stock Exchange, Project Heather (Scottish Stock Exchange) and Schroders.
Panel discussions will reflect on how recent rule changes have impacted the IPO process from an intermediary and end user perspective, and consider the way ahead for the industry.
If you interested in an opportunity to discuss how regulatory and technological change will shape the IPO process in the future, you can register for the event via the Event Brite website using the registration link below.
Registration link: https://www.eventbrite.co.uk/e/the-ipo-process-can-innovation-and-regulation-reignite-the-market-registration-58285587762
Please note this is not a Euro IRP event. This event is free therefore open to all our Euro IRP members interested or involved in the IPO Process. Registration is essential as we have been advised places are limited.
All communication regarding this event should be forwarded to Mandy Price at Squarebook on mandy.price@squarebook.co.uk

2019 AGM – SAVE THE DATE
2019-05-16 16:00 - 19:00 | The Brand Exchange, 3 Birchin Lane, London, EC3V 9BW, United Kingdom
We are delighted to announce to our members that our 2019 Annual General Meeting will be held on Thursday 16 May 2019, at The Brand Exchange in the City of London.
At this critical time for our industry, our aim will be to focus on what is at the forefront of the members’ interests in the independent research sector, with our aim for the AGM’s agenda to provide the opportunity for discussion, debate and shared learning.
Further details of our AGM together with an Agenda will be published to Euro IRP members in early April.
Strictly members only meeting
RSVP deadline Friday 10 May 2019

UNBUNDLING UNCOVERED USA CONFERENCE, 2019 – SUBSTANTIVE RESEARCH
2019-06-12 09:00 - 20:30 | Metropolitan Club, One East, 60th Street, New York, NY, United States
UNBUNDLING UNCOVERED USA CONFERENCE, 2019 – SUBSTANTIVE RESEARCH
COMPLIMENTARY PASSES FOR EURO IRP MEMBERS
Following the success of Substantive Research’s Unbundling Uncovered Conferences in both London, and New York, Mike Carrodus and his team will be returning to the Metropolitan Club for their second Unbundling Uncovered Conference in the US.
Over 400 buy and sell side delegates joined Substantive Research in London last November, with many of our members taking advantage of the complimentary tickets offered to Euro IRP, for a day of high quality debate and analysis.
As Mike and his team move the event to New York in June, the conference will be asking … How can the US Market benefit from the positive trends while ensuring it avoids the pitfalls? Will a global standard of best practice emerge? Now that some US firms have decided to pay for research themselves will we see the rapid shift that happened in Europe in 2017?
The conference is set to build on the success of 2018, with six discussion panels, over 25 panel speakers and a key note address delivered by the Financial Conduct Authority.
We are therefore incredibly grateful to Mike Carrodus for extending (a maximum of two) complimentary passes to the event in New York to enable all our US based Euro IRP members to take part again this year.
Attendance at this conference will afford our members the opportunity to hear industry leaders from the US and Europe discuss the direction and pace of change for the US investment research industry. With panel discussions covering issues such as balancing costs vs needs for quality research, valuation and budgeting, changes in providers business models and products, corporate access and operational best practice.
You can learn more about the conference and agenda here.
To register for your complimentary tickets please email Mike Carrodus, Substantive Research, directly at mike@substantiveresearch.com

2019 Members Study Report Launch
2019-10-29 12:30 - 14:00 | The Brand Exchange, 3 Birchin Lane, London, EC3V 9BW, United Kingdom
We are delighted to be hosting an event exclusively for our members to launch our 2019 Members’ Study Report, presented by Steve Kelly, at The Brand Exchange on Tuesday 29 October.
The primary aim of our study is to capture valuable data about the independent research sector and our membership, highlighting the key questions and issues they face in their business, to generate valuable trend data. At this critical time for our industry it has never been more important for us to ask our members for their feedback.
We would like to take this opportunity to thank all our members who have taken part in our survey this year and supported us with this important initiative.
If you are yet to take part in the survey there is still time – we are keeping our survey open online to give every one of our members the opportunity to contribute to the 2019 survey. If you require your unique survey link to be resent please contact Sue Westwood immediately for support.
As regulators put research pricing under close scrutiny, and with the recent publication of the FCA’s Research Pricing Review last month, we continue to collect evidence to support our genuine concerns on unfair competition, and the aggressive practices of the investment banks. Euro IRP remains the recognised voice of the independent research sector by the regulators, with the FCA publicly attesting their support for a vibrant, healthy independent research sector. Our Euro IRP Members Survey is quickly becoming established as a vital source of information, especially in light of the regulators wanting more “real” data on the market.
We have asked Steve Kelly to prepare a full report, with analysis of the survey findings, a copy of which will be available in early November to all our Euro IRP members. Prior to publication, our members will have access to key findings from the report during this special presentation and Q&A with Steve Kelly. A sandwich lunch will be served with welcome refreshments from 12.30pm, to give members the opportunity to arrive early, to speak with Steve Kelly and the Euro IRP Executive, as well as networking opportunities with other Euro IRP members. Our presentation will start at 1.00pm with time for Q&A.
We very much look forward to welcoming our members to this event.

Special Members Meeting and ESG Panel Discussion
2019-11-11 16:30 - 18:00 | The Brand Exchange, 3 Birchin Lane, London, EC3V 9BW, United Kingdom
What are the opportunities for IRPs to support the growing need for ESG Research?
Environmental, Social & Governance issues are rapidly becoming mainstream in the investment business; ultimately, a corporate ESG rating may become as significant as a corporate credit rating.
The sourcing, validating and interpretation of ESG data will be key in the development of sustainable investing. Euro IRP are therefore delighted to be hosting a Special Members Meeting, with a panel discussion, to debate questions surrounding ESG, how it is affecting the industry and what opportunities may arise for IRPs.
With many members wanting to learn more, we hope this special meeting will not only be an opportunity to meet and network, but also be a forum for debate with, and insight from, industry experts. We are aware that some of our members are already working with their clients on ESG research practices and we hope this event will attract the interest of your analysts who might like to attend. We’ll also be inviting some special guests to the event to enrich the debate!
We are indebted to Steve Kelly, CEO, Euro IRP, who’ll chair the 4-speaker panel.
Simon Howard, Chief Executive, UKSIF (UK Sustainable Investment and Financial Association), since May 2013. Prior to joining UKSIF Simon was a CIO with over 20 years’ experience of the of investment management industry. In his City career he held the position of Group Chief Investment Officer at Liverpool Victoria, Head of Investments at Friends Provident and Managing Director at 3i Asset Management. Prior to joining UKSIF, Simon was Head of Sustainable Financial Markets at the charity Forum for the Future.
Assheton Carter is a pioneering consultant on business sustainability, a social entrepreneur and a responsible investment advisor. For the last 25 years of his career he has been dedicated to creating value through business that benefits both shareholders and society.
Neil Fatharly is a Senior Consultant at The Wisdom Council, and has an extensive asset management industry career of over 25 years, working with leading fund managers such as M&G, Standard Life and T Rowe Price and global consultancy firms. Neil’s investment distribution industry experience spans both institutional and wholesale sectors in the UK, Continental Europe and Asia with exposure to ESG and SRI from a product development and client perspective.
Mike Mayhew is founder of Integrity Research, based in the US, and is one of the leading experts on the investment research industry. Mike is an author for ResearchWatch, Integrity Research’s news feed and has written extensively on the investment industry in the US, independent research and more recently reporting on changes in investment practice such as the use of ESG sentiment data.

Unbundling Uncovered Conference 2019 – Substantive Research
2019-11-12 09:00 - 18:00 | Institute of Directors, 116 Pall Mall, London, SW1Y 5ED, United Kingdom
Over 350 attendees attending the Substantive Research’s Unbundling Uncovered conference last year for a day of high quality debate and analysis. Following a hugely successful New York conference, Mike Carrodus and the Substantive Research team bring the conference back to the Institute of Directors in London for the 5th Unbundling Uncovered event. Interest in this year’s conference has been unprecedented, with registered delegates looking forward to hearing industry leaders discuss how their approaches to research budgeting, valuation and compliance worked out in practice post MiFID II. This promises to be an engaging and exciting conference over one day, with six panels, featuring nearly 30 panel speakers.
Euro IRP will again this year be represented both with a conference stand and on a panel.
We are incredibly grateful to Mike Carrodus, Founder & CEO, Substantive Research, for extending two complimentary tickets per member firm for the event again this year. If you and/or members of your team would like to attend, please could their names be emailed directly to sue.westwood@euroirp.com at Euro IRP and we will pass on our attendee list to Substantive Research.
We very much look forward to seeing our members at the conference on 12 November and welcome them to visit our conference stand.

New Year – Membership Event
2020-01-14 12:15 - 14:15 | Balls Brothers (formerly The Gallery), 10-11 Austin Friars, London, EC2N 2HG, United Kingdom
We were delighted to welcome so many of our members to our New Year’s Drinks in January this year, and with 2019 drawing to a close, we are already looking forward to returning to The Balls Brothers Austin Friars Bar and Restaurant for our 5th year, to welcome our members to join us in our celebrations to herald in the New Year. Our event will be held on Tuesday 14 January, 2020 and we very much hope that you will be able to join us.
Together with our existing membership, we will be welcoming our newest members due to join the Association in January 2020, as well as prospective members and our working partners who for over a decade have supported the work of Euro IRP and the independent research sector.
Our aim is always to host an event which creates an informal and friendly setting not only for Euro IRP to welcome in the New Year with our members, but provide networking opportunities with other IRP member firms, as well as our working partners, such as Substantive Research, Worldflow, Bloomberg, Frost Consulting, IRF and CSFI to name just a few of our guests.
Whether you are dropping in for a glass of wine and a canapé whilst in the City, or staying a little longer to meet and mingle with other members over lunch, we are very much looking forward to warmly welcoming you all.

Global Independent Research Conference, 2020
2020-02-03 08:00 - 18:00 | 1 Wimpole St, 1 Wimpole St, Marylebone, London, W1G 0LZ, United Kingdom
Global Independent Research Conference, Monday 3 February 2020 – London.
Gael Tissier, Founder, Research for Investors, has announced the 5th Global Independent Research Conference will take place in London on Monday 3 February 2020.
With a target audience of buyside institutions, the conference will continue to offer IRPs the opportunity to raise their profile – engaging with investors, setting out opinions, debating views and learning more about market sentiment.
Euro IRP will as before be supporting the conference with our presence on the Euro IRP stand promoting the association’s work, and that of our members, to the buyside audience. We have also been able to arrange that, for the first time, immediately following the keynote address (slated to be from the FCA), Euro IRP will have the podium to speak to all attendees about the value and differentiated quality that independent research provides. Our attendance at this, and other conferences, in 2020, reflects our continued commitment to increase our engagement with the buyside and promote the independent research industry, on behalf of all Euro IRP members.
We have also arranged for exclusive opportunities for our Euro IRP members to support the conference through marketing and sponsorship packages, as well as panel speaker slots on one of many panel discussions being held throughout the day.
Members wanting to attend the conference can also take advantage of early bird pricing, extended exclusively for Euro IRP members to 15 January 2020 with 50% ticket discount applied for our fully subscribed Euro IRP members.

Member Discussion Group - Getting back to the office post lockdown
2020-06-17 15:00 - 16:00 | Online Member Event
We know that many of our members have been faced with operational challenges managing their independent research businesses during the COVID lockdown. Traditional office based teams have adapted to remote working business models, enabling them to continue publishing their insights and research to clients at a time when it is most needed.
As new cases of the virus are beginning to decline in many countries, respective Governments are beginning to ease lockdown measures and transition to a “new normal”.
Thoughts are now turning to reopening offices and the measures needed to provide COVID-safe environments for staff. Many of our members are now grappling with such operational issues, and whilst the situation in each member country will differ, the challenges of when and how offices can open are the same. We believe there is strength in our collective experience and our aim is to bring members together to discuss these issues.
We would therefore like to host our first Euro IRP Discussion Group, via Zoom, on Wednesday 17 June, at 3pm (BST).
The Discussion Group will be hosted by AlphaValue using Zoom and will be open to all members. Tim Parker, Euro IRP Executive Director, will be chairing the meeting, which has been specifically designed to allow members to discuss their approach to, and decisions about, reopening their offices. Whilst the conversation may focus on key themes such as employee engagement programmes, communication strategies and risk management, we are proposing to offer this meeting without a fixed agenda to promote open and collaborative discussion.
Tim Parker will open the Discussion Group by introducing three Euro IRP members: Julia Ashworth, COO + CFO, Arete from London; Pierre-Yves Gauthier, Founding Partner, AlphaValue from Paris; and Jason Glazer, COO, Cornerstone Macro from New York, and will ask them to share their experiences, thoughts and concerns about the challenges they are currently facing. We hope this “Three Cities Viewpoint” will provide three unique insights into how individual members are approaching the challenges of post lockdown business life and help to open up the Discussion Group to the wider membership, enabling us to discuss shared concerns and common themes. We would stress that this is an open discussion session, and not a Q&A meeting, but if you have particular topics you would like to be discussed, then please let us know ahead of the meeting.

Unbundling Uncovered USA Conference 2020
2020-06-24 13:00 - 18:00 | Online Conference
Due to the COVID-19 pandemic, the Substantive Research Unbundling Uncovered conference, due to have taken place in New York this month has had to be, understandably, postponed.
We understand that Mike Carrodus and his team hope to return to The Metropolitan Club on 5 October 2020, and has kindly extended the offer of two complimentary passes to each Euro IRP member firm who would like to attend this New York conference in October. Members can put this date in their diaries by way of a “save the date” and we will ensure that you are kept up to date on news from Substantive Research later in the year, and how you can secure your tickets, if the conference can take place.
In the meantime the Substantive Research have been adapting to a changing landscape and will be hosting their first virtual Substantive Research conference next Wednesday, 24 June.
As Mike Carrodus advises … “There have already been dramatic changes in supply and demand in the last 3 years driven by regulatory and industry trends, with asset managers globally having adopted rigorous and transparent research valuation and budgeting processes. This transformation has created challenges, and both buyside and sellside are navigating a market that is in the process of clearing for price whilst simultaneously dealing with the fallout from COVID-19. Discussion panels will cover global best practices in research management, research valuation and budgeting, providers’ business models and how they are adapting during the crisis, and corporate access post-COVID-19.”
As many of our members are aware, these conference, both in London and New York, attracted over 400 participants last year, providing Euro IRP and its members an opportunity to attend a day of high quality debate and analysis. We are very much looking forward to returning to Substantive Research’s conference in London on 10 November 2020, but in the meantime our members can take this opportunity to register for free for next Wednesday’s online conference.
To find out more about next week’s conference, including a full agenda, with timings and discussion panel information, go to https://unbundlinguncovered.vfairs.com/
Members can registered free by clicking the REGISTER button at the top of the page and completing their personal details and choosing “IRP” from the Attendee Type drop down box. Any members experiencing problems registering can write to Mike Carrodus at info@substantiveresearch.com

Neil Scarth Presentation – Exclusive to Euro IRP Members
2020-06-25 16:00 - 17:00 | Online Member Event
EURO IRP SPECIAL WEBINAR PRESENTATION BY NEIL SCARTH
RESEARCH SPEND AND TRANSATLANTIC REGULATORY DIVERGENCE – WHAT HAPPENS NEXT?
We are very pleased to welcome Neil Scarth to talk to our members, via our first Euro IRP Webinar, about his latest research spending database findings and the implications of both the COVID-19 crisis and regulatory divergence on the global research market and for IRPs in particular.
Neil Scarth is the founding partner of Frost Consulting and a leading authority on the global investment research procurement value chain. Neil’s reputation is well known within the investment research community and we are sure all members will value this opportunity to share his unique insights.
Our Webinar will be hosted by Chris Deavin, Chair, and start at 4pm (London) and last for approx 45 mins, including a Q&A session following the main presentation.
Webinar Agenda:

Research Spending database Results
Frost EvercoreISI Trans-Atlantic Research Spending/Performance Report
Impact of COVID-19 on research budgets going forward
Transatlantic Regulatory Considerations – US/UK/EU
Implications of Regulatory Divergence
What IRPs Can Do?

– Resource Allocation
– Further Advocacy – in conjunction with other industry participants/regulators/ governments?
– ESG – A Green Way Forward?

Exclusive Euro IRP Members Event - Advance Results of the 2020 Members' Study
2020-07-27 15:00 - 16:00 | Online Member Event
We were delighted to launch, last month, our Annual Members Survey, now in its fourth year, the primary aim of which is to capture valuable data about the independent research sector and our membership, highlighting the key questions and issues faced in their businesses today, to generate valuable trend data. At this critical time for our industry, with the backdrop of COVID and with Brexit on the horizon, this year’s survey has never been more important to capture the sentiment of our members.
We are hosting this online event, on Monday 27 July, exclusively for our members with Steve Kelly, who will be sharing the first insights into the report’s findings, importantly before it’s publication in early August. Sadly, due to COVID-19 we are still unable to host meetings at The Brand Exchange, but we are very much looking forward to welcoming our Members to an online presentation, hosted via Zoom, and will comprise of a presentation by Steve Kelly, followed by a Q&A session regarding the survey’s outputs.
We have decided to host this event via a Zoom Call, and not a Zoom Webinar, to enable interaction between Steve Kelly and our members during the Q&A session. Whilst we have been using Webinar platforms for more formal presentations, we feel that this medium is more suited to external presenters with written Q&A with our members, whilst a Zoom Call will allow a more personal Q&A when we are presenting to you all.
Members will still need to RSVP to this invitation to receive a link to join Zoom and password to join the presentation. Once you have RSVP’d you will receive a confirmation of your place and 24 hours before the event you will be sent your login to join the call.
As in previous years we have asked Steve Kelly to prepare a full report, with analysis of the survey findings, a copy of which will be available in early August to all our Euro IRP Members. The final published report is shared with the press, media, other financial institutions, and importantly the regulators, as they continue to put research pricing under close scrutiny in 2020. The annual survey is not only an initiative to raise the profile of independent research, but also a valuable tool to continue to collect evidence to support our genuine concerns on unfair competition, and the aggressive practices of the investment banks. Euro IRP remains the recognised voice of the independent research sector by the regulators, and our Euro IRP Members Survey is quickly becoming established as a vital source of information, especially in light of the regulators wanting more “real” data on the market.
We would like to take this opportunity to thank all our members who have taken part in our survey this year and supported us with this important initiative. Without your support our annual Study is simply not possible. Thank you.

Roundtable Discussion with FCA on SME Research
2020-08-24 14:00 - 15:00 | Online Member Event
The Financial Conduct Authority (FCA) has asked Euro IRP for a roundtable discussion meeting on SME Research, and is open and keen to hear the views from Euro IRP members. The meeting will be held on Monday, 24 August starting at 2pm (London time), and should probably last for 60-90 minutes. It will, of course, be a virtual meeting – on Microsoft Teams. If you would like to join this meeting, please let Sue Westwood and/or Steve know, and we will provide the link to you.
This meeting has been initiated by the FCA, and will be hosted and led by them. Euro IRP had one of our regular discussions with the FCA a few weeks ago, as part of our ongoing dialogue, and it’s a clear sign of how much the FCA sees Euro IRP as the voice of independent research providers, that they have now reached out again to us to directly collect views and feedback from Euro IRP member firms. This invitation is open to all Euro IRP members, but clearly as the outline agenda shows below, the focus of the discussion is entirely on the question of SME research. Euro IRP issued a Regulatory Update on 24 July outlining the European Commission’s proposals, with a further update in our July Bulletin published on 31 July to all our members.
Euro IRP will circulate a brief summary of the discussion after the meeting, for those members interested, who are unable to join on the day.
The agenda from the FCA is as follows –

Introductions
FCA overview of policy thinking on possible options to encourage SME research
Discussion on Euro IRP and members’ views on the value of SME research
Preliminary thoughts on the European Commission’s quick fix proposals for SME research
AOB

Euro IRP AGM + Special Panel Discussion
2020-09-24 15:00 - 18:00 | Online Member Event
NOTICE OF 2020 ANNUAL GENERAL MEETING
The Annual General Meeting of The European Association of Independent Research Providers Limited (Euro IRP) will be held on Thursday 24 September 2020
Due to COVID-19 The European Association of Independent Research Providers Limited will host the 2020 Annual General Meeting online, to comply with social distancing guidelines. All Euro IRP members will be sent formal notice of the 2020 AGM. Euro IRP Members must RSVP to this notice no later than Monday 21 September 2020.All Euro IRP members attending the AGM must be pre-registered to enable authorised access to the AGM.
Draft Agenda
3.00pm-3.30pm (BST) Welcome to the online Members’ Networking Suite
3.30pm-4.15pm (BST) Annual General Meeting
4.30pm-5.30pm (BST) Special Members’ Panel Discussion
RSVP Required by Monday 21 September 2020
Following the postponement of our AGM in April, we are delighted to be able to formally announce our 2020 Annual General Meeting will be held on Thursday 24 September, 2020 at 3pm (BST).
We will be hosting the 2020 AGM, for the first time, online in a virtual meeting space. We hope this, our first virtual AGM, will offer access to all the membership, networking opportunities, engagement with other members and the Executive, as well as participation in our special panel discussion. The AGM is our pivotal meeting in the membership’s events calendar and encourage all our members to attend.
For Euro IRP to be able to host the meeting securely online, we will require all members to respond to our notice no later than Monday 21 September 2020. All members attending the AGM will need to be pre-registered for this event, with a profile and password, to access the platform on 24 September.
Our theme for the 2019 AGM was “The Future, a time for change” and little did we know what change would be upon us in 2020. The industry has faced MiFID II, Brexit and now COVID to challenge us and Chris Deavin will be taking the opportunity to share his thoughts of the last 18 months including the recently published Members’ Survey Report, as he prepares to hand over the role of Euro IRP Chair this year. We will be welcoming Julia Ashworth and Pierre-Yves Gauthier as new Co-Chairs for 2020, and together they will share their vision for the future. We will leave time for an open Members Discussion with both Julia and Pierre-Yves at the end of the AGM. Members will require camera and microphone to be able to join the AGM and engage with other members and the Executive during the event.
Following our AGM, Chris Deavin will be chairing a special AGM Panel Discussion, as planned in April. We are delighted to be able to welcome our original guest panel speakers to discuss with Euro IRP their unique perspectives on the industry. All members who register for our AGM will have access to this special panel discussion.
Guest panel speakers:
– Bashar AL-Rehany (BCA Research)
– Travis Barker (HSBC Global AM)
– Edward Blad (Independent Research Forum)
– Mike Carrodus (Substantive Research)
We look forward to seeing our members at the Euro IRP 2020 AGM this year.

Unbundling Uncovered 2.0 Conference 2020 - Substantive Research
2020-10-20 12:00 - 18:00 | Online Conference
700+ attendees joined Substantive Research’s first online conference in June 2020 to debate the key implications of the regulatory and COVID-driven virtual environment on US and European research markets.

On 20 October the Substantive Research team will return for their second Unbundling Uncovered 2.0 online conference, bringing together the investment research industry to discuss topics ranging from research valuation mismatches driven by virtual interactions and the buyside’s move to greater independence in corporate access to the the changes to MiFIDII and defining best practices for investment research procurement.

Euro IRP are delighted to be joining the conference this Autumn by taking part in the first Panel Discussion of the conference, Dealing with Multiple Regulatory Approaches to Research, moderated by Neil Scarth, Principal, Frost Consulting (1.25-2.15 BST)

Whilst we can not attend conferences in person this year, as we had hoped, we are looking forward to being a sponsor at the Unbundling Uncovered 2.0 online Conference, and having a voice on the panel discussion as well as being present via our exhibition “stand” on Substantive Research’s new conference platform.

We are incredibly grateful to Mike Carrodus, Founder & CEO, Substantive Research, for extending two complimentary tickets per member firm for this online event. If you and/or members of your team would like to attend, please could their names be emailed directly to Alysson at Substantive Research at alysson@substantiveresearch.com ensuring that “Euro IRP MEMBER” is in the subject title line to ensure members qualify for these free tickets.

Following the success of the June event, this follow up conference is set to attract in excess of 700 attendees, for an afternoon of high quality debate and analysis, across five discussion panels, featuring key speakers from the investment research industry. We very much hope all our members will have an opportunity to attend.

Substantive Research’s new conference platform will provide a unique opportunity to network with sponsors, panel speakers and other attendees as well as meet one-on-one during the conference.

Special Members Meeting and Regulatory Panel Discussion
2020-11-09 | Online Member Event
SAVE THE DATE
Euro IRP will be hosting a special members-only meeting on Monday 9 November 2020 with a panel discussion led by Euro IRP with guest speakers from The Financial Conduct Authority (UK regulator), the AMF (French regulator) and the buyside.
We are grateful to Mhairi Jackson, FCA, who having attended our panel discussion last February, for taking part in this special panel discussion next month alongside her colleagues from the AMF.
This special member event is the rescheduled 23 March 2020 regulators meeting and will now take place on Monday 9 November 2020 exclusively online (to comply with COVID social distancing guidance). Further details of this special event will be released in October when we will be announcing our full panel of speakers, together with a formal invitation. Please note that this event is strictly by invitation only.
We look forward very much to seeing all our membership firms represented at this special event and will be offering more than one place per member to ensure your wider teams are able to attend.
If you would like to ensure that your place at this event is secured today, please write to sue.westwood@euroirp.com, with the name, or names, of those that wish to attend with their full job title and email address.
