Investment Research: The Next Big Thing


Clearly, the investment research industry is facing a number of significant challenges which call into question the commercial viability of the traditional research model.  Whether it is the pressure caused by shifting regulatory developments, investors’ shift into passive investments, changing customer requirements, escalating costs, or increased competition – sell-side investment banks and independent research firms are all looking for the best ways to position themselves to win in this new world.

Program Outline

On Thursday, November 19th ANALEC and Integrity Research Associates are co-sponsoring a panel of experts from the sell-side, buy-side, and research technology industries to discuss how these changes could impact you and your business, including:

  • Big Data…Will increased use of unique data-sets and advanced analytics alter the way in which buy-side clients value research?
  • Crowd Sourcing…Will commercial pressure invoke the “wisdom of the crowds” when it comes to investment decisions?
  • MiFID II…How far reaching will be the impact on the commercial business model of investment Research as well as market structure?
  • Innovation…When it comes to client engagement, content delivery and tracking tools; how will all of this reshape the product/service offering?

Panel Participants

The panel of experts participating in this evening’s discussion includes:


Michael Mayhew, Chairman & Founder of Integrity Research Associates


Gene Ekster, CFA, Independent Consultant on Alternative Data Services

Gabriel Lowy, CEO  & Founder of Tech-Tonics Advisors

Divya Narendra, CEO & Co-Founder of SumZero, Inc.

Indy Sarkey, CEO & Co-Founder of Analec

When & Where

This unique panel discussion will be held on Thursday, November 19, 2015 from 5:30 PM to 7:00 PM (EST) at the New York Society of Security Analysts offices at 1540 Broadway, #1010, New York, NY 10036.

How to Register

This free of charge event is first come first serve, and is currently close to 70% full.  To register, click on the following link  Any questions regarding this panel, contact Mike Mayhew at or Richard Marcus at





About Author

Mike Mayhew is one of the leading experts on the investment research industry. In addition to founding Integrity Research, Mike is on the board of directors of Investorside Research Association, the non-profit trade association for the independent research industry, and a frequent speaker on research industry trends and developments. Mike has over thirty years of research industry experience. Email:

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