The Fifth Annual Investorside Research Conference Wednesday April 8, 2009 - Bloomberg Building, New York City
TIME AGENDA - TITLE AND DESCRIPTION SPEAKER(S)  8:00 - 8:30am Registration and Breakfast  8:30 - 8:50am Opening Remarks - Chairman of The Investorside Research Association Richard Leggett, CEO Business Intelligence Advisors  8:55 - 9:45am C-Squared: Competition and Clients of the future in financial market In April, concluding over 18 months of research, the IBM Institute for Business Value will release the final report on one of its most comprehensive research projects to date, the future of financial services industry globally. With a team of 60 researchers worldwide, the Institute for Business Value (IBV) continually researches critical industry and cross-industry trends to provide strategic insights to clients and IBM senior executives. What value is added by the financial services industry? At a time when the global economy has been shaken by the financial crisis, this is more than just a philosophical question. Over the next three years, firms will learn how to operate in an increasingly competitive environment. Competition will heighten on four fronts: competition for capital, clients, talent and ultimately competition for sustainable returns. Firms can no longer afford to respond with rigid and complex organizational structures – structures that hinder the ability to capture emerging profit pools. In order to win in the new competitive landscape, firms must learn to identify the client of the future and specialize around what this client values. Industry executives have asked for answers to fundamental questions about the future of financial services. These questions form the basis for our research: How must firms redesign their organizations to win? Which forces will disrupt the industry landscape? What will clients pay for? How will the bases for competition change? What steps must firms take today to win? How will regulation and Commoditization influence the industry over the next 3 years? What will be the design elements of the competitive landscape? Suzanne Duncan, IBM Institute for Business Value  9:50 - 10:40am Panel Discussion I: Research Management: Productivity Gains on the Horizon Mark Rice, EVP, Tamale RMS Division, Advent Software, Inc. Tim Gavin, CEO, Code: Red Inc. Sofia Rossato, SVP, Wall Street On Demand Moderator: Thomas Laffont, Managing Director, Coatue Management Main conference room  9:50 - 10:40am Panel Discussion II: The Future of Credit Research Jorge Mina, Co-Head of the Risk Management Business, RiskMetrics Arthur Rosenzweig, Founder, Gimme Credit/Credit Derivatives Research Glenn Reynolds, CEO, CreditSights Moderator: Dwayne Middleton, CFA Breakout Room  10:40 - 10:50am Break  10:50 - 11:15am Case Studies I - Concurrent Breakout Rooms GE May 2008 - A stock with significant risk Nathan Powell & Matt Schechter, RiskMetrics A New Approach - to the Uncovered Company Problem John Eade, Argus Research Volkswagen 2008 - Eating the forbidden fruit Will Duff Gordon, Data Explorers  11:20 - 1:45am Case Studies II - Concurrent Breakout Rooms LDK Solar - A case of Questionable Inventory Ben Rose, BattleRoad Washington Mutual 2008 - Behavioral Warning Flags Raised Ahead of Financial Storm Meg Devine/DJ Min, Business Intelligence Advisors Agricultural Materials - Detecting the Downturn of a $50 Billion Global Industry Shannon Fox, OTR Global  11:50 - 12:15pm Case Studies III - Concurrent Breakout Rooms Sourcing Alternative Research - A Case Study Sandy Bragg, Integrity Research Chemicals 2008 - an 8% positive return on 46 companies utilizing a research mosaic. Mike Judd, Greenwich Consultants  12:15 - 1:30pm Lunch and Guest Speaker Charles Gasparino - CNBC On Air Editor and Author  1:35 - 2:20pm Panel Discussion: Regulatory Environment: The winds of change are blowing Patrick M. Joyce, Special Counsel, SEC Lee Pickard, Senior Partner, Pickard and Djinis LLP David G. Tittsworth, Executive Director/EVP, Investment Advisor Association Moderator: John Meserve, Executive Managing Director, BNY ConvergEX Group LLC Main conference room Panel Discussion IV: The future of Expert Networks Kevin Coleman, CEO & President, Coleman Research Group Dmitri Mehlhorn, Managing Director, Global Operations, Gerson Lehrman Group Anne Maffei, President, Vista Research Moderator: Bruce Fador, COO, Decision Resources Breakout Room  2:25 - 2:50pm Case Studies IV - Concurrent Breakout Rooms McDonalds - ’Value Meals, Dollar Menus, and Sustained Earnings John Strehle, Verbatim Amazon Q4 2008 - Data-Driven Insights Provide Remarkable Foresight from the World Wide Web to Las Vegas Tony Berkman, Majestic Research  3:00 - 3:20pm Wrap up and Closing remarks  3:20 - 4:30pm Reception - Sponsored by Bloomberg Tradebook