1. Panel: Emerging Media Value Chains And Their Impact On Internal Organizational Structures Ashu Bhatnagar CEO, Good Morning Research A Wall Street Finance 2.0 Company Transforming Media Professions: Media Management Practice in the Age of Disruption Friday, June 11, 2010 Columbia University
2. Off-shore Internal Organizations Value Add Info Sources Media Cos. Info Users Financial Media Company Transformations New Technology and Regulators Mandate BEFORE AFTER
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5. Analysts Need Automation Help With Research Work-flow Acquire raw data, build models, develop forecasts, Manually Tag and upload financial Models to proprietary databases Search many databases, co-mingle and massage different data formats and then develop Comps and Screens under severe time pressures Develop and distribute analytics and Alpha insights to Buy-side clients, Traders and Investment Bankers under business critical time pressures Manual Process Manual Process Manual Process Help ! “ biggest frustration is the turnaround time . . .” Analyst at a top Wall Street firm
6. Financial Data Supply Chain - Today Government Financial Regulators SEC, FDIC, . . . EDGAR Filings by Companies 10-K, 10-Q, . . . Financial Media Companies Thomson Reuters Bloomberg S&P/Cap.IQ News Corp/Dow Jones McGraw Hill Factset . . . Institutional Investors Individual Investors Off-shore Internal Organizations $5 B Sell-side Research Market FREE (Anonymous) Users Ad supported Business Model (Yahoo! Finance & Competitors) US Individual Investors = 100,000,000+ Approx. $ 15B Market Thomson Reuters. Bloomberg, Factset, S&P & others (have 500,000+ subs)
7. Financial (XBRL) Data Supply Chain - Tomorrow Government Financial Regulators SEC, FDIC, . . . Financial Media Companies Value Add ? Institutional Investors Individual Investors Web 2.0 Social Media Web 2.0 / Semantic Web FREE Digital Content (XML) Transformation Underway ? ? ? Regulators Mandating XBRL at Source
