Investorside

Past Events

  • November 19, 2012
    Members' Day 2012
    Yale Club, NYC
    Agenda | Program Guide

  • June 1, 2012
    Annnual Board Meeting
    New York City

  • April 3, 2012
    Community Event - Independents' Day 2012
    New York City
    Event Information: Agenda

  • November 16, 2011
    Community Event - IRP Compliance Concerns
    More Info: pdf

  • October 11, 2011
    Community Event - Independents' Day Mini 2011
    Location: Bloomberg Building, NYC
    Event Information: html

  • July 14, 2011
    Investorside Conference Call - State Sales Tax Issues
    Login to your account to access playback number.

  • June 3, 2011
    Annual Board Meeting
    Location: NYC

  • April 6, 2011
    Member's Day
    Location: New York Athletic Club, NYC
    Agenda: pdf | html.
    Program Brochures: pdf | html
    Sponsor Placard: pdf

  • December 8, 2010
    Semi-Annual Board Meeting
    Location: Argus Research, 61 Broadway, S 1700, New York, NY

  • September 23, 2010
    Community Event: Latest Advances in Research Distribution Technology - Blue Matrix & RIXML.ORG
    Location: Yale Club - NYC
    Download Presentations(pdf file): Independent Research Techology Solutions by BlueMatrix and RIXML by Jack Roehrig.

  • June 15, 2010
    Lunch Meeting: Solar Power - A Sector Poised for Growth, Battle Road Research
    Location: Bloomberg Building, New York, NY
    Join Battle Road president Ben Z. Rose and solar sector analyst David Arcaro for a brief overview of Battle Road Research and an update on the solar power segment, a sector in which more than 20 companies with an aggregate market cap. exceeding $25 billion vie for market share and investor attention. With world wide solar panel shipments expected to exceed 13 Gigawatts in 2010 ---enough to power more than two million homes -- the sector is sure to become a critical component of Buy-side benchmarks over the next several years.

  • June 4, 2010
    Investorside Annual Board meeting
    Argus Research Conference room and via conference call remotely.

  • April 6, 2010
    Independents' Day 2010, Click HERE to view agenda or download the program brochure (pdf, 4.5M).
    Bloomberg Conference Center, New York, NY

  • March 30, 2010: Bloomberg Tradebook, LLC and Investorside monthly luncheon presentation by Business Intelligence Advisors. Invitation Only.

  • March 15, 2010
    Majestic Research Bloomberg Tradebook Lunch: Identifying Key Trends in the New Decade.
    Bloomberg Headquarters, New York, NY

  • Fall 2009 Newsletter

  • Independents' Day 2009: Agenda, Program Brochure(pdf, 4.5M)

  • November 16, 2009
    Members Day 2009, agenda (pdf, 56k)
    Cornell Club, NY, map

  • September 23, 2009
    Fall Community Event: Community Event and Regulatory Conference Call - details.
    Program: Registered Investment Advisors Legal Issues
    Guest Speaker: Will Edick, Pickard & Djinis - Washington, DC
    Place: FactSet Offices - NYC
    Click HERE to listen to the recording (MP3 format, 2.5MB, 45 minutes)

  • June 12, 2009
    Investorside Board Meeting

  • June 10, 2009
    MarketWire follow-up Webinar
    Click HERE to watching archived presentation video .
    NOTE: You may need to Install GoToMeeting Codec, which allows you to watch recorded meetings using Windows Media Player 9 or higher without subscribing to GoToMeeting.

  • June 3, 2009
    Conference call at 11:00am introducing new benefit to Investorside Members.
    Click HERE for details.

  • May 14, 2009
    Community Event
    Knight FactSet Distribution Platform and RIXML
    Please click Webex Event Playback to play the archived conference in Flash format

  • April 8, 2009
    Independents Day 2009
    Bloomberg Conference Center, NYC.
    Click to watch presentation videos.

  • February 11, 2009
    Member conference call on tax issues facing Independent Research Providers
    Login to your account to listen to the recording.

  • 1st Quarter 2009 Member Newsletter

  • December 9, 2008
    Investorside Community Event
    Securities Industry Outlook - Brad Hinz
    Sanford Bernstein & Co., New York, NY

  • Letter from the Chairman
    November 2008 Newsletter

  • October 21, 2008
    Members Day 2008
    Cornell Club, New York, NY

  • September 11, 2008
    Meeting of the Boards
    Harvard Club, New York, NY

  • August 2008
    Investorside E-Newsletter

  • August 22, 2008
    Conference Call: Will Edick on the SEC and Mutual Fund Transparency
    New York, NY

  • April 07, 2008.
    2008 Independents' Day Conference
    The Grand Hyatt, New York, NY

  • January 30, 2008.
    Investorside 2008 Regulatory Update
    Conference Call

  • June 08, 2006
    Independents' Day 2006
    Hilton New York, New York, NY

  • November 09 - November 11, 2005
    2005 FactSet Investment Process Symposium
    The Phoenician
    Scottsdale, AZ, United States

  • October 26, 2005
    FactSet/Investorside Call Discusses SEC Guidance on "Soft Dollars"
    Washington, DC

  • April 13, 2005
    Independents' Day 2005 Independent Research Conference
    Waldorf Astoria, New York, NY

  • March 10, 2004
    Independent's Day Research Conference
    Hotel Inter-Continental, New York City, NY

  • November 14 - November 15, 2003.
    Investorside chairman Scott Cleland to speak at The Future of Investment Research Summit
    Sofitel, NY

  • July 24, 2002
    Investorside Founding Press Conference
    National Press Club, Washington, DC
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