EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      
Materials / Semiconductors

Conflict Minerals in the Semiconductor supply chain. Which companies in the upstream, foundry and downstream are most exposed to the issue of conflict materials? Upstream: Mediatek, Silergy, ASML, ASM International, Shin-Etsu, Hoya, Applied Materials, Tokyo Electron. Foundry: Infineon, TSMC, SMIC, Intel, Micron, GlobalFoundries, Samsung Electronics, Texas Instruments, Hynix. Downstream: Apple, Oppo, Xiaomi, Huawei, Pegatron, Hon Hai, Microsoft, Vestas.

Generalist

Forensic Accounting projects on ANT Group Co (IPO pulled), Anta Sports Products Ltd, Capita plc (CPI-LN), Grifols SA (GRF-MCE), JDE Peet’s NV (JDEP-AMS), Sartorius Stedim Biotech SA (DIMPAR)

Industrials / Construction

Sector outreach to 25 private U.S. companies understanding secular changes, trends, and potential impact from an economic downturn

Healthcare

Investigating diabetes treatment in the US, focusing on GI Dynamics and their EndoBarrier product. Analysis of regulatory approval, potential, financing and safety

Materials / Technology

Study on NMC Battery Materials in relation to capability of Umicore; and their Chinese Competitors

Financials / Payments

Inter country transactional fee data when studying Western Union

Technology / Internet

Example of Project: Forensic Accounting on China Internet Companies