Conferences and Speeches


Tuesday, April 4, 2017
08:00 AM - 12:00 PM Eastern Daylight Time

Steve Stone of Morgan Lewis will present on the topic of “The framework for unbundling and implications for cross-border research”.

The revision of the European Union’s Markets in Financial Instruments Directive (MiFID II) is expected to go into effect in January 2018. This rule will significantly change the way broker dealers and asset managers comply with cross-border business requirements in Europe – especially in the area of payment for research.

Join SIFMA for a focused discussion on the key considerations of the framework for unbundling and the implications for cross border research, including:

  • What are the MiFID II requirements related to research unbundling? 
  • Existing U.S. broker dealer practices and the cross-border implications of the unbundling requirements
  • Issues for global asset managers arising from the MiFID II unbundling requirements