The Research Unbundling Challenge
& 2017 Analyst Awards Ceremony

Thomson Reuters Analyst Awards Ceremony / MIFID II – The Research Unbundling Challenge for the Sell and Buy Side

Celebrate the best research performance in 2016 and get prepared for the research unbundling challenges and trends under MiFID II.

The Thomson Reuters Analyst Awards (formerly known as the StarMine Awards) are globally recognized as the standard in the objective measurement of sell-side research analysts.

During the evening some industry experts from the Buy and Sell Side will also share their challenges and opportunities resulting from MiFID II.
 

Specific Event Details

Paris, October 3rd, 18:00 - 22:00 - Salons France Amériques

AGENDA

17:30 - 18:00 : Welcome & Registration
18:00 - 19:30 : Experts Panel on Research Unbundling & Insights on MiFID II
19:30 - 20:00 : Thomson Reuters Analyst Awards Ceremony 
20:00 - 22:00 : Cocktail

SPEAKERS

  • François Digard, COO, Natixis Global Markets Research
  • Emeric Préaubert, Associé Fondateur & Co-Directeur de la gestion, Sycomore AM
  • Maxime Mathon, Chief Marketing & Communication, Alphavalue
  • Muriel Faure, Asset Management Executive: Entrepreneur, Regulation, Digital Transformation, J. de Demandolx Gestion
  • Severine Raymond-Soulier, Head of Investment & Advisory Continental Europe, Thomson Reuters
  • Raj Shah, Head of StarMine Sell-Side Research Analytics & Awards, Thomson Reuters
  • Tim Gaumer, Director of Fundamental Research, Thomson Reuters
     
VENUE : Salons France Amériques - 9 avenue Franklin Roosevelt - 75008 Paris 

Zurich, October 4th, 18:00 - 22:00 - Renaissance Zurich Tower Hotel

AGENDA

17:30 - 18:00 : Welcome & Registration

18:00 - 18:15 : Introduction - Thomson Reuters and CFA Society Switzerland

18:15 - 19:10 : Experts Panel: The Value of “unbundled” Research

MiFID II, expected to go into effect in Jan 2018, will significantly change the way broker dealers and asset managers exchange research. What will be the value of “unbundled” research and how will the legislation impact the Swiss financial market?

Speakers:

  • Stefan Braunschweig, Investment Solutions & Products, Performance & Risk – Credit Suisse
  • Jon Cox, Head of Swiss Equities, European Consumer Equities – Kepler Cheuvreux 
  • Reto Peczinka, Leiter Client Services & Verkauf Aktien - ZKB
  • Ronald Wildmann, Partner & Head of Research – Research Partner
  • René Hermann, Partner – Independent Credit View
  • Dylan Grice – Calibrium Private Investment Office


Moderator:
Michael Shields, Reuters Bureau Chief, Switzerland & Austria


19:10 - 19:30 : Quantifying the value of research with StarMine, Tim Gaumer (CFA), Thomson Reuters

19:30 - 20:00 : Thomson Reuters Analyst Awards Ceremony

20:00 - 22:00 : Drinks & Networking

VENUE DETAILS: Renaissance Zurich Tower Hotel, Turbinenstrasse 20, Zurich,  8005 Switzerland 

Madrid, October 18th, 17:30 - 21:00 - Hotel Santo Mauro

AGENDA
17:30 - 18:00 : Welcome & Registration
18:00 - 19:30 : Experts Panel on Research Unbundling & Insights on MiFID II
19:30 - 20:00 : Thomson Reuters Analyst Awards Ceremony
20:00 - 21:00 : Cocktail

SPEAKERS

  • Iciar Escuin, Directora de Desarrollo de Mercados - Dirección Técnica de Mercados y Banca Privada, Banco Sabadell
  • José Luis Blázquez Ortiz, CFA, Internal Control & Risk Director, Credit Suisse Gestión, S.G.I.I.C., S.A
  • Ramon Carrasco Osuna, Senior Analyst, Bankinter
  • Raj Shah, Head of StarMine Sell-Side Research Analytics & Awards
  • Severine Raymond-Soulier, Head of Investment & Advisory Continental Europe
  • Tim Gaumer, Director of Fundamental Research
  • Víctor Peiro, Head of Research, GVC Gaesco Beka

More Local Industry Experts to be confirmed soon

VENUE
Hotel Santo Mauro, Autograph Collection
Calle de Zurbano, 36, 28010 Madrid
Map

Lisbon, October 19th, 17:30 - 21:00 - Altis Grand Hotel

AGENDA
17:30 - 18:00 : Welcome & Registration
18:00 - 19:30 : Experts Panel on Research Unbundling & Insights on MiFID II
19:30 - 20:00 : Thomson Reuters Analyst Awards Ceremony
20:00 - 21:00 : Cocktail

SPEAKERS

  • Carlos Tavares, former President, CMVM
  • Filipe Rosa, Managing Director - Head of Equity Research, Haitong Bank
  • José Veiga Sarmento, President, APFIPP
  • Nuno Serafim, Board Member - IM Gestão de Ativos (IMGA), Grupo CIMD
  • Raj Shah, Head of StarMine Sell-Side Research Analytics & Awards
  • Severine Raymond-Soulier, Head of Investment & Advisory Continental Europe
  • Tim Gaumer, Director of Fundamental Research

More Local Industry Experts to be confirmed soon

VENUE
Altis Grand Hotel
Rua Castilho, 11
1269-072 Lisboa - Portugal
Map

Register today


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