EVENTS:   Trumpire and Cold War II - Niall Ferguson/Greenmantle - 18 Sep 25   East Asia: Will consumption ever rise? Will exchange rates ever appreciate? - Paul Cavey/East Asia Econ - 23 Sep 25     ROADSHOWS: Global ESG and Impact-Investment Trends with Contrarian Trades in the Energy Transition Space - François Boutin-Dufresne & Félix-A. Boudreault /Sustainable Market Strategies   •   New York • 20 - 24 Oct London   22 - 24 Sep 25       US Healthcare & Merger Arbitrage Catalysts - Tommy Barletta /Aldis Institutional Services   •   London   22 - 23 Sep 25       East Asia Macro Outlook: China, Taiwan, Japan and South Korea - Paul Cavey /East Asia Econ   •   London   23 - 24 Sep 25       L/S Defense Europe’s Military Spending U.S. Strategy and Geopolitical Risks - Col. Jeffrey McCausland /Hedgeye   •   London   24 - 25 Sep 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   25 - 26 Sep 25      
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10 Providers Listed for 'Applied Materials'

Arete Research

Richard Kramer - Founder, Managing Director & Senior Analyst-Technology

Brett Simpson - Co Founder & Senior Analyst-Semiconductors

Jim Fontanelli - Co-Founder & Senior Analyst-Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

Andrew Beale - Senior Analyst-Telecoms & Cable

Nam Hyung-Kim - Senior Analyst-Global Memory, Display, PC & Battery

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Media

, Technology

, Telecoms

Lynx Equity Strategies

Jahanara Nissar - Managing Partner

KC Rajkumar - Managing Partner

Equities

Channel Checks

, Fundamental

, Long / Short Ideas

, Sector Specialist

Technology

New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

Jonathan Chaplin - Communication Services / US

, Equities

Corporate Credit

Fundamental

, Long / Short Ideas

, Sector Specialist

Industrials

, Telecoms

Summit Insights Group

KinNgai Chan - Senior Research Analyst

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Semiconductors

, Technology

Ingenuity

Dr William Keating - Founder & CEO

Equities

Expert Network

, Guest Speaker

, Long Only Ideas

, News

, Sector Specialist

, Training

Technology

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Data Provider

, Forensic Accounting

, Fundamental

JNK Research

Scott Kaplan - CEO

Martin Jacobs - Managing Partner, Head of Research

Equities

Technology

, Telecoms

Horizon Insights

Dongfan Ma - Co-Founder & Chief Strategist

Vincent Wang - Co-Founder & Head of FICC

Fei Yu - CEO

Qi Shi - Partner & Chief Commodities Analyst

Charles Su - Chief Economist

, Macro

Equities

Asset Allocation

, Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

Generalist

MYST Advisors

Miko Tam - CEO & Founder

Michael Flanagan - Partner & Founder

Howard Sudnow - Partner

Brett Silverman - Partner

Equities

Event Driven

, Fundamental

, Long / Short Ideas

, Shorting Specialist

Generalist

Churchill Research

Mike Churchill - President

, Macro

, Equities

Commodities

Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

Energy

, Generalist

, Metals & Mining

Arete Research

Richard Kramer - Founder, Managing Director & Senior Analyst-Technology

Brett Simpson - Co Founder & Senior Analyst-Semiconductors

Jim Fontanelli - Co-Founder & Senior Analyst-Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

...more

Equities

Asia

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Technology

Media

Telecoms

Lynx Equity Strategies

Jahanara Nissar - Managing Partner

KC Rajkumar - Managing Partner

Equities

US

Sector Specialist

Channel Checks

Fundamental

Long / Short Ideas

Technology

New Street Research

Iain Johnston - Managing Partner

James Ratzer - Communication Services / Europe

Chris Hoare - Communication Services / Asia & EMEA

Jonathan Chaplin - Communication Services / US

Corporate Credit

Equities

Emerging Markets

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Telecoms

Industrials

Summit Insights Group

KinNgai Chan - Senior Research Analyst

Equities

US

Sector Specialist

Fundamental

Long / Short Ideas

Semiconductors

Technology

Ingenuity

Dr William Keating - Founder & CEO

Equities

Global

Expert Network

Guest Speaker

Long Only Ideas

News

...more

Technology

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Europe

US

Data Provider

Forensic Accounting

Fundamental

JNK Research

Scott Kaplan - CEO

Martin Jacobs - Managing Partner, Head of Research

Equities

Global

Technology

Telecoms

Horizon Insights

Dongfan Ma - Co-Founder & Chief Strategist

Vincent Wang - Co-Founder & Head of FICC

Fei Yu - CEO

Qi Shi - Partner & Chief Commodities Analyst

...more

Equities

Macro

Emerging Markets

China

Asset Allocation

Fundamental

Macroeconomics

Sector Specialist

...more

Generalist

MYST Advisors

Miko Tam - CEO & Founder

Michael Flanagan - Partner & Founder

Howard Sudnow - Partner

Brett Silverman - Partner

Equities

US

Europe

Long / Short Ideas

Fundamental

Shorting Specialist

Event Driven

Generalist

Churchill Research

Mike Churchill - President

Commodities

Equities

Macro

Global

Japan

Emerging Markets

Macroeconomics

Sector Specialist

Fundamental

Long / Short Ideas

Energy

Generalist

Metals & Mining