NEW YORK, NY--(Marketwire - December 29, 2008) - In a period of unprecedented stress on the institutional research model, money managers, directors of research and global strategists are faced with a retrenchment of research services from the major brokerage houses and fragmentation of other sell-side providers, according to AQ Research, the independent and objective provider of quantitative analysis of equity research providers and sponsor of the AQ Research Masters of Change conference on January 13, 2009 in New York City.

The AQ Research Masters of Change Conference, co-sponsored by Bloomberg Tradebook and the New York Society of Securities Analysts (NYSSA), addresses the challenges facing asset management firms as they plan their strategies to compete for new clients in the difficult market environment of 2009. Noted speakers from the buy-side and sell-side will address topics like:

--  What the "client of the future" will value and what products/services
    will command a premium - includes results from a year-long IBM study.
--  How to generate more alpha with less resources - includes preview of
    new research delivery models built for efficient access, speed and price
    transparency patterned after iTunes™, eBay® and Google™.
--  How to develop recession-proof research strategies and identify
    strategies and partnerships that will help you succeed in 2009.

Conference speakers include: Sanford (Sandy) Bragg, CEO and President, Integrity Research Associates, LLC; Robert M. Dewey, III, Founder and CEO, Access 342; Suzanne L. Duncan, Financial Markets Industry Leader, IBM Institute for Business Value; Dr. Matthew Kiernan, Founder and CEO, Innovest Strategic Value Advisors; Cary Krosinsky, Vice President, Trucost Inc.; Steven D. Lofchie, Co-Chairman of the Financial Services Department, Cadwalader, Wickersham & Taft LLP; Tom Masi, Partner and President of Asset Management, Trilogy Global Advisors; Keith McCullough, CEO and CIO, Research Edge, LLC; Chris Preston, Business Standards Department, Financial Services Authority (FSA); Kevin W. Shea, CFA, Director of Quantitative Research, Cadence Capital Management, LLC; and Susan E. Walton, CEO, Open Source Alpha.

AQ Research's Masters of Change is the only conference that addresses head-on the needs of buy-side research professionals, giving you a 360° view of the forces changing the investment research industry. The conference will be held at the Roosevelt Hotel in New York City on January 13, 2009. To register go to

Contact Information: Media Contact: Greg Miller 917-653-7335