Unbundling Uncovered, a global payment model and the impact of AI: a fireside chat with Mike Carrodus

Following Unbundling Uncovered New York 2024, Singletrack CSO Brijesh Malkan sat down with conference host and CEO of Substantive Research Mike Carrodus for a wide-ranging discussion reflecting on the event, on the state of the investment research market, and what might happen next.

Key takeaways include:

  • The history of Unbundling Uncovered New York and how it differs from, but also complements, the London conference
  • The emergence of a global model - while we’re yet to see the first mover, a simplified, more universal way of paying for research was top of mind at Unbundling Uncovered
  • Impact of AI on investment research, which will be primarily focused on efficiency gains and co-pilot technologies for now. It’s about amplifying the skills of a firm’s people

For more insights into the state of the investment research market, check out our article about Unbundling Uncovered.

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