JANUARY 2008
IN THIS ISSUE (Click on any link to go right to the article) · Independents Day 2008 · Regulatory Update 2008 · Research Awards Program · 2008 Calendar of Events · Recap of 2007 Annual Meeting · New Executive Director · Change of Contact Information IMPORTANT DATES · JANUARY 30, 2008 REGULATORY UPDATE · APRIL 7, 2008 INDEPENDENTS DAY 2008	SAVE THE DATE Independents Day 2008 Stanton Green, Chairman of Investorside, announced this week that the 2008 edition of Independents Day will be held at the Grand Hyatt New York on Monday April 7, 2008. The April conference is the fourth Independents Day event, sponsored this year by Hudson Street Advisors. The conference will be a showcase for leading IRPs and their best ideas. This conference is a great opportunity to market your firm to potential and existing clients, chat with industry peers and hear leading buyside and research executives discuss edition of developments in our industry. This is the leading annual event for the independent investment research industry and we encourage all of our members to register. Grand Hyatt New York http://grandnewyork.hyatt.com/hyatt/hotels/index.jsp Additionally, we will offer exhibitor space for Investorside members to showcase their firms. We expect to have an abundance of foot traffic in the space since it is located directly adjacent to the main conference hall. Exhibitor fees are $2000 per table for non-members and $1000 for members. There will be room for signage or smaller displays and access to broadband Internet. If you are interested in exhibiting, please contact pshea@investorside.org as soon as possible. All exhibitor space will be allocated on a first come, first serve basis. Deposits are required. Registration will begin later this month. Regulatory Update 2008 Members Only - January 30^th 2008 Investorside Legislative & Regulatory 2008 Initiatives Investorside will host a member only conference call on Wednesday January 30, 2008 for the purpose of highlighting and educating members on the key issues facing independent research providers in 2008. We are pleased to announce that Will Edick, Partner with Pickard & Djinis located in Washington, D C, will answer questions relating to a number of legal and regulatory topics that will affect our membership this year. Topics will include: - State Tax Issues - SEC 28e – Cox Letter - SEC pending release of “Transparency” Guidelines - SEC 28e – treatment of “Research Credits” - Rating Agency Conflicts - Department of Labor (DOL) 5500 Issue Research Awards Program Investorside is pleased to announce the first annual “Investorside Outstanding Research” awards program, to be held in conjunction with the Members Day conference tentatively scheduled for June 2008. While individual members maybe aware of the outstanding, unbiased research our members provide investors, to the public it is in many cases a “best kept secret”. We plan on sharing some of these secrets with the public and press. A blue ribbon panel of buyside PM’s and Analysts will be formed to review member nominated research and choose those which are deemed most outstanding. Members will be asked to send in nominations. Nominated research must have been published during calendar years 2006 and/or 2007. 2008 Calendar of Events To insure members are fully aware of all Investorside planned activities and events, a calendar will be sent each month and will also be available on the website. The website calendar will be updated as events are scheduled. January 30, 2008 Conference call for members on legislative and regulatory topics for 2008 February Various committee meetings March Major Investorside position paper to be announced Various committee meetings April Independents Day Conference May Marketing Focus Groups TBA Various committee meetings June Members Day 2008 TBA Recap of 2007 Annual Meeting (COMPLETE TRANSCRIPT AVAILABLE FOR MEMBERS ONLY) New Executive Director In November 2007, Stanton Green announced the selection of a new Investorside Executive Director: All Investorside Members: It is my pleasure to announce that Pat Shea will be taking over as Executive Director of Investorside. (COMPLETE TRANSCRIPT AVAILABLE FOR MEMBERS ONLY) Change of Contact Information The new address & telephone number for Investorside is: Investorside Research Association c/o Argus Research 61 Broadway - Suite 1700 New York, NY 10006 Phone: (877) 834-4777 The change of address and phone number is effective immediately.
INVESTORSIDE RESEARCH ASSOCIATION C/O ARGUS RESEARCH 61 BROADWAY – SUITE 1700 NEW YORK, NY 10006 PHONE – 877.834.4777 WWW.INVESTORSIDE.ORG