Unbundling Uncovered USA 2026

Defining Best Practice in a Rapidly Transforming Investment Research Market

In November 2025 over 400 attendees from the buy and sell side joined us in London to explore and analyse the key trends in an industry going through rapid change after decades of relative inertia.

On June 11th, 2026 we will reunite the North American investment research industry at The Metropolitan Club, New York. Panels will debate the acceleration of AI adoption amongst both providers and consumers, the potential for regulatory alignment in research funding and payments across Europe and North America, and the IP and commercial implications of sell side research ingestion into buy side LLMs.

Agenda coming soon!

Speakers last year included:
Carrie Anton, Director, Market Data, Jain Global
Alex Andronov, Global Head of Business Development, Global Research, HSBC
Suresh Balaraman, Founder & CEO, Datazoic
Matthew Barnard, Director of Equity Research, North America, Deutsche Bank
Bill Bierds, President, BCC Group
Jim Bode, Global Head of Broker Relations, Alphasense
Douglas Christensen, Head of Capital Markets Solutions, SS&C Tier 1
Dan Entrup, CoFounder, AggKnowledge
Michael Eastwood, Director of Research, Americas, Jefferies
Amrish Ganatra, CEO, Commcise
Lauren Giametta, Director of Research Services, Blackrock
Mike Grubert, Managing Director, Credit & Equities, Third Bridge
Marc Harris, Senior Managing Director, Director of Research, Evercore ISI
Stuart Howard, Global Head of Front Office Governance, Research and Market Data, Invesco
Robin Hodgkins, President, Castine
Mark Kinarney, VP Investor Relations, Lantheus
Joel Koroniak, Vice President of Emerging Products, BlueMatrix
Thomas Li, Co-Founder/CEO, Daloopa
Caspar Luard, Chief Revenue Officer, TWST Events
Gregg Lampf, VP Investor Relations, Ciena
Lauren McCallum, Managing Director, Head of Corporate Access, Clear Street
Steve Moreno, Director of Global Research and Data Services, Capital Group
Robert Murillo, Senior Vice President, Public Market Investments, Franklin Templeton
Mark Odendahl, Managing Director, Head of US Research, RBC Capital Markets
Oliver Pratley, Global Head of Research Relationships, Invesco
Rahul Ravikrishnan, Head of Product – Research, Eidosmedia
Czarina Reinante, Head of Market Data Spend Analytics, Substantive Research
Sarah Regan, Head of Corporate & External Research Relations, T. Rowe Price
Amara Raines, Head of Broker and Corporate Relations, Longaeva
Amandine Rorison-Powell, Associate Director of Corporate Access & Research Services, Artisan Partners
Lance Spacek, Head of Corporate Access, Wells Fargo
Jacqueline Wilhelmy, Head of Corporate Access & Advisory Services, Alliance Bernstein

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