Investorside Conference on Outlook for Financial Services


New York – The Investorside Research Association announces a conference entitled “The future of the Financial Services Industry” for its annual Independent’s Day conference to be held at the Bloomberg headquarters and conference center on April 8th.

IBM’s Institute for Business Valuation will present findings from its 18 month study on the global financial industry at the conference. For a full listing of events see the full conference agenda. Or Register  for the conference.

We look forward to seeing you there.


Independents’ Day 2009: The future of the Financial Services Industry Globally

Long awaited IBM Institute for Business Value Study to be unveiled in April


New York, NY, March 30, 2009 – One of the highlights at the April 8th‘ Fifth Annual Independents’ Day Research Conference, to be held at the Bloomberg Headquarters and conference complex in New York City in NYC, will be a detailed preview of the recently completed 18 month research study, conducted by the IBM Institute for Business Value (IBV), on the future of the financial services industry globally. 

“At a time when the financial service industry is facing the most significant changes since the last depression, this timely research study should be of great interest to every investment manager, director of research, portfolio manager, and indeed any asset manager tasked with strategic planning” said Patrick Shea, Executive Director of the Investorside Research Association.  In addition to detailed financial projections of the domestic and global markets going forward, the IBM study examines how regulatory change, commoditization, client expectations and other factors will change the competitive landscape. 

“Only an organization with the size, breath and resources of IBM could undertake and complete a project of this magnitude”, said Shea “and even then it took 18 months instead of the 12 months normally devoted to projects of this type.” The IBM IBV employs over 60 researchers throughout the globe who conducted thousands of interviews with all the major industry players, examining every aspect of the industry.  Researchers sought answers to the most fundamental questions faced by strategic planners; including how and why firms must redesign their organizations to remain competitive in the new environment.

The IBM IBV has shared its previous research studies with over 5,000 executives throughout the world, including those from such firms such as Goldman Sachs, Morgan Stanley, UBS, Credit Suisse, Deutsche Bank, Barclays, JPMC, Citigroup, Bank of Tokyo-Mitsubishi UFJ, State Street, Fidelity, UTI Asset Management, Development Bank of Singapore, China Construction Bank, Kuwait Investment Authority, Temasek, NYSE, LSE, among many others

Independents’ Day 2009 will also feature four panels, ten case study presentations and guest speakers including Charles Gasparino, CNBC on air editor and noted author. Panel discussions will cover topics including the future of credit research, expert networks and research management, in addition to a panel focusing on regulatory changes anticipated in the wake of unprecedented market conditions. The conference will feature contributions from over forty content providers representing a variety of investment managers, independent research providers and professional organizations including Bloomberg, Knight, Integrity Research Associates, Argus Research, Majestic Research, RiskMetrics, Business Intelligence Advisors (BIA), OTR Global, New York Society of Security Analysts (NYSSA), and the SEC Division of Trading and Markets.

Independents’ Day provides a forum for “certified” independent research providers to showcase cutting edge research techniques and methodologies in addition to case studies demonstrating the effectiveness of their proprietary research. It is anticipated that several Independents’ Day 2009 case studies are likely to be nominated for awards later this year at the Annual Investorside Members Day conference.  Last year’s award winners included firms that uncovered the pending subprime debacle well before it was discovered, in one case, as early at 2005.

Investment advisors, foundation trustees and other qualified institutional investors are welcome to register at our website in the upcoming events section.

About Investorside
The Investorside Research Association is a non-profit trade association of investment research providers that do not engage in investment banking, company consulting or research-for-hire.  Our members constitute the leading investment research firms in the world, providing research that works purely for investors. Through its robust certification process, Investorside is the only organization that certifies and represents independent investment research providers.


Patrick Shea

Investorside Research Association



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