Eidosmedia Customer Event
 

FUTURE FINANCIAL

Thu 22 October 2026 | Convene, 601 Lexington Ave | New York

Register now

Research in the age of agentic AI and digital distribution

How do you put agentic AI to work on the research your clients rely on — and seize the shift reshaping how that research is distributed, consumed and monetized?

The latest evolution of our investment research platform answers both. On authoring, the AI drafts, formats and routes while your experts review and decide. On distribution, one governed source reaches every channel — APIs, MCP endpoints, PDF, email — entitled and logged, turning machine-readable delivery and direct-to-client models from a threat into an advantage.

Join us in New York to see the new end-to-end Investment Research Production Platform and AI Content OS, and to hear from users furthest ahead in their digital transformation.

Program highlights

One governed environment, end to end

This year's evolution of the platform brings the entire research production workflow into a single governed environment: report authoring, financial data management, compliance review and multi-channel distribution, with AI support built into each stage.

SESSION


AI-Assisted Authoring

  • A multi-agent approach that drafts reports directly from source data and templates
  • Built-in governance that keeps every draft compliant, on-template and in house style
  • A full audit trail, with human sign-off before anything reaches a client

SESSION


Digital Distribution

  • The new Distribution Hub module: one governed source, every channel at once
  • APIs and MCP endpoints for client systems and AI tools, channels that are quickly becoming key
  • PDF, email and SFTP alongside them, with every delivery entitled and logged

INFO

Customer stories, and partners on stage   

Customer case studies presented by guest speakers, alongside partner companies joining us on stage. Full lineup announced soon.

Date

Thursday 22 October 2026

Full day, breakfast and lunch included

Venue

Convene, 601 Lexington Avenue

New York, NY

We look forward to welcoming you to Convene, 601 Lexington Avenue, New York.

Places are limited to ensure quality conversation.
 Reserve yours now.

Clients must check in directly at the front desk at 601 Lexington with a valid ID. Security will print a day badge with a QR code and direct clients down the escalator to the lower level. Follow signs for the “Evens” elevators and present your QR code again to the security guard at the elevator bank. They will use their building badge to allow access to the 14th floor. On the event floor, an etc.venues staff member will greet and direct you to the appropriate meeting room.

Agenda

DOWNLOAD PDF
08:30
Registration
Registration & coffee
09:00
Opening
Welcome message
Christian Pelanconi, CEO, Eidosmedia
09:30
Guest keynote
How news media went direct: subscriptions, reader ownership, and cutting out the aggregators
Lisa MacLeod, Director, FT Strategies
10:00
Guest keynote
The shifting economics of research distribution
Eram Schlegel, Founder, Whet Ventures
10:30
Demo
A walk-through of the life cycle of a report on the Eidos platform, in two parts. Part 1: Distribution
Elias Rosero, Lead Solutions and Presales Consultant, Eidosmedia
11:00
Break
Coffee break
11:30
Demo
The research lifecycle, part 2 covers everything up to sign-off: Governance, Authoring, and Compliance
Elias Rosero, Lead Solutions and Presales Consultant, Eidosmedia
12:30
Roadmap
AI ContentOS: one architecture for multiple outcomes — roadmap and tech previews
Debora Lupini, Product Manager - Artificial Intelligence, Eidosmedia
13:00
Lunch
Lunch break

Meet our speakers

Eram Schlegel

Founder, Whet Ventures

Eram Schlegel, Founder and CEO of Whet Ventures and former Chief Product, Technology and Marketing Officer at CFRA Research, has spent 20+ years building research and data products at CFRA, Fitch Solutions and S&P Global. As AI reshapes how buy-side firms consume and value research in machine-readable formats, he’ll explore what this means for sell-side monetization strategy, from aggregator distribution to direct-to-client models, drawing on his experience creating API products designed for the AI era.

Lisa MacLeod

Director, FT Strategies

Lisa MacLeod, Director at FT Strategies and a veteran of 25 years of print-to-digital transformation at the Financial Times and major international publishers, will examine how news media companies have already navigated many of the distribution and monetization challenges now facing investment research. From reclaiming direct audience relationships to building scalable, data-driven content delivery, she'll draw on real-world lessons that translate directly to the sell-side research world.

Elias Rosero

Lead Solutions and Presales Consultant

Join Elias Rosero, Lead Solutions and Presales Consultant, for a live walkthrough of the document life cycle on the Eidosmedia platform, from governance and authoring to compliance and distribution. See how new capabilities improve consistency and review quality, and how new entitlement controls let you manage, and monetize, your content.

Debora Lupini

AI Product Manager

Debora Lupini, AI Product Manager, will give an overview of AI ContentOS — our governed architecture for AI in production — along with tech previews of two solutions. Draft Studio is an agentic AI tool that drafts complex reports in native Méthode format, cutting drafting time by up to 70% and freeing analysts' capacity for higher-value work. Smartflow Builder is an easy-to-use tool for configuring new AI capabilities on AI ContentOS, no coding required.