ROADSHOWS: US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Toronto 27-28 May • Dublin 03 Jun • Geneva 09 Jun • London 11-13 Jun   27 - 28 May 25       US, EU & UK Real Estate Outlook - Hemant Kotak /Kolytics   •   New York   02 - 06 Jun 25      
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31 Providers Listed for 'SM Energy'

WHB Energy Research

William H. (Buff) Brown III - President and Analyst

Commodities

, Equities

Asset Price Predication & Portfolio

, Data Provider

, Event Driven

, Fundamental

, Geopolitics

, Guest Speaker

, Long / Short Ideas

, Sector Specialist

Energy

Churchill Research

Mike Churchill - President

, Macro

, Equities

Commodities

Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

Energy

, Generalist

, Metals & Mining

CHA-AM Advisors

David Scott - Founder

Commodities

, Equities

, Macro

Bespoke

, Expert Network

, Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

, Thematic

, Training

Generalist

Webber Research Advisory

Michael Webber - Co-Founder & Managing Partner

Eric Smith - Webber Energy & EPC Risk Management

Greg Wasikowski - Energy Infrastructure

Chris Tsung - Energy Infrastructure

Robert Meaney - Engineering & Technology

Qamer Iqbal - Carbon Capture

Toni Soria - H2 Midstream & Emissions

Dr. Bruno Cateni - Process Engineering | H2 & Ammonia

Bhavesh Nath - Associate Analyst

Brent Knapton - Energy Engineering Manager

Equities

Fundamental

Energy

, Utilities

NF Forensics

Dan Fitzgerald - Director

Paul Nagy - Senior Analyst

James Weston - Analyst

Equities

Bespoke

, Forensic Accounting

, Shorting Specialist

Generalist

Horizon Insights

Dongfan Ma - Co-Founder & Chief Strategist

Vincent Wang - Co-Founder & Head of FICC

Fei Yu - CEO

Qi Shi - Partner and Chief Commodities Analyst

Charles Su - Chief Economist

, Macro

Equities

Asset Allocation

, Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

Generalist

Entext

Sean Maher - Founder & Investment Strategist

, Macro

Equities

Asset Allocation

, Long / Short Ideas

, Thematic

Generalist

CEN-ESG

Chris Dyett - Founder & CEO

Ade Roberts - Institutional Clients Lead

William Marshall - Head of ESG Data Team

Equities

ESG

Generalist

Iron Blue Financials

Ed Steele - Founder

Equities

Forensic Accounting

, Long / Short Ideas

, Shorting Specialist

Consumer Staples

, Healthcare

, Industrials

Drewry Maritime Financial Research

Ankush Kathuria - Lead Analyst

, Equities

Corporate Credit

Fundamental

, Long / Short Ideas

, Sector Specialist

Industrials

GMT Research

Gillem Tulloch - Founder

Nigel Stevenson - Analyst

Mark Webb - Analyst

Equities

Forensic Accounting

, Long / Short Ideas

, Shorting Specialist

, Thematic

Generalist

Veritas Investment Research

Anthony Scilipoti - President & CEO

Dan Fong - VP, Head of Research & Diversified Industrials & Energy Analyst

Darryl McCoubrey - VP & Senior Analyst, Energy & Pipelines

Dmitry Khmelnitsky - VP, Head of Accounting & Special Situations

Kathleen Wong - Senior Investment Analyst, Consumer Staples & Discretionary

Martin Pradier - Investment Analyst, Materials

Shalabh Garg - Investment Analyst, Financial Services & REITs

Ben Butler - Investment Analyst, Utilities & Special Situations

Liam Gallagher - Associate Analyst, Communications & IT

Will Guy - Senior Research Associate, Diversified Industrials & Energy

Equities

Forensic Accounting

, Fundamental

, Long / Short Ideas

, Shorting Specialist

Generalist

Signum Intel

Michael Orme – Founder

Eoin Gleeson – Co-Founder & Research Director

Equities

, Other

Long / Short Ideas

, Sector Specialist

, Thematic

Generalist

, Materials

, Metals & Mining

, Technology

AIR Capital

Pierre-Olivier Essig - Founder & Head of Research

Equities

Fundamental

, Long / Short Ideas

Generalist

Two Rivers Analytics

Eric Fernandez - Founder

Equities

Bespoke

, Data Provider

, Event Driven

, Forensic Accounting

, Fundamental

, Long / Short Ideas

, Sector Specialist

, Shorting Specialist

Consumer

, Consumer Discretionary

, Energy

, Generalist

, Healthcare

, Industrials

, Technology

Capital Alpha Partners

James Lucier - Co-Founder / Macro, Clean Energy & Utilities

Kim Monk - Co-Founder / Health Care

Ian Katz - Financials

Byron Callan - Defence & Industrials

Robert Kaminski - TMT

Rob Smith - Health Care

Charles Gabriel - Co-Founder, President Emeritus

Commodities

, Corporate Credit

, Cryptocurrencies

, Distressed Debt

, Equities

, Equity Indices

, Fixed Income

, Macro

, Other

, Private Equity

Bespoke

, Long / Short Ideas

, Long Only Ideas

, Policy

, Sector Specialist

Clean Energy

, Defence

, Financials

, Health Care

, Industrials

, TMT

, Utilities

Lucror Analytics

Madhav Kapadia - CEO

Felix Fischer - Global Head of Research

Jayanth Kandalam - Head of Europe & Head of ESG

Haidje Rustau - Senior Credit Analyst / Europe

Peter Low - Senior Credit Analyst / Europe

Si Yong Ng - Senior Credit Analyst / Europe

Ian Wong - Credit Analyst / Europe

Leonard Law - Senior Credit Analyst / Asia

Tanvi Arora - Senior Credit Analyst / Asia

Trung Nguyen - Senior Credit Analyst / Asia

Josseline Jenssen - Head of LatAm

Filipe Botelho - Senior Credit Analyst / LatAm

Lorena Reich - Senior Credit Analyst / LatAm

Gabriela Bendezu - Junior Credit Analyst / LatAm

Gloria Meza - Junior Credit Analyst / LatAm

Patrick Svec - Junior Credit Analyst / LatAm

Jie Lin Goh - ESG Analyst

Keng Soon Cheong - ESG Analyst

Corporate Credit

, Fixed Income

Data Provider

, ESG

, Fundamental

, Long / Short Ideas

, Quant

Generalist

Woozle Research

Mark Pacitti - Founder and CEO

Julie Bousquet - Head of Research

Enya Collins - Payment Processors & Business Services Tickers

James Mackie - Global Beverages / Distillers / Brewers

Jacob Wesseltoft - Tyres and Autos

Hamish Wells - Food Delivery Apps & Online Classified Platforms

Bradley Allen - Pure-Play Online Fashion Platforms & Home Builders

Carl Diebitsch - Fashion & Sports Retail

Nisarg Vyas - Luxury Goods (Hardline and Softline)

Amrita Diddee - Food Retail

Darian Hidajat - DIY & Hardline Specialty Retail

Jay Jeon - Travel, Leisure, and Restaurants

, Equities

Corporate Credit

, Private Equity

Bespoke

, Channel Checks

, Data Provider

, Event Driven

, Expert Network

, Long / Short Ideas

, Sector Specialist

Communication Services

, Consumer

, Healthcare

, Industrials

, Real Estate

, Technology

Palissy Advisors

Matthieu Raimbault - Founder & Managing Director

Anish Kapadia - Director & Head of Energy

, Equities

Commodities

Fundamental

, Long / Short Ideas

, Sector Specialist

Energy

, Metals & Mining

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

Hedgeye

Keith McCullough - Founder & CEO

Brian McGough - Retail

Howard Penney - Restaurants, Consumer Staples & Cannabis

Daryl Jones - Macro

Josh Steiner - Financials

Tom Tobin - Healthcare

Jay Van Sciver - Industrials

Neil Howe - Demographics

Ami Joseph - Technology

Andrew Freedman - Communications

Lt Gen Emerson Gardner - Defense Policy

Paul Glechur - Telecom & Media Policy

Joe McMonigle - Energy Policy

TT Taylor - Macro Policy

Emily Evans - Health Policy

, Macro

, FX

, Equities

Commodities

, Fixed Income

Asset Allocation

, Fundamental

, Long / Short Ideas

, Policy

, Sector Specialist

, Shorting Specialist

, Thematic

Consumer

, Energy

, Financials

, Healthcare

, Industrials

, Media

, Technology

, Telecoms

Channel Dynamics

Jon Telgener - Founder & Head of Research

Chris Zaires - Head of Healthcare Research

Kyle Kappes - Head of Consumer Research

Adam Levy - COO & Head of Sales

Susan Mathews - Senior Legal & Compliance Partner

Equities

, Private Equity

Bespoke

, Channel Checks

, Data Provider

, Fundamental

, Long / Short Ideas

, Thematic

Consumer

, Consumer Discretionary

, Consumer Staples

, Healthcare

, Industrials

, Materials

, Media

, Metals & Mining

, Technology

Shephard Media

Peter Rawlins - Director, Government & Military

Darren Lake - Chairman & CEO

Matthew Smith - Chief Operating Officer

İlker Aktaşoğlu - Defence Insight Manager

Equities

Data Provider

, Expert Network

, Macroeconomics

, News

, Policy

, Sector Specialist

Communication Services

, Financials

, Industrials

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Data Provider

, Forensic Accounting

, Fundamental

Paragon Intel

Colby Howard - Co-Founder & President

Ty Popplewell - CEO

Bill Campbell - Partner & Director Research

Ryan Fodor - Head of Sales

Equities

Data Provider

, Long / Short Ideas

Generalist

Spin-Off Research

Joe Cornell - Founding Principal & Publisher

Equities

Event Driven

, Fundamental

, Long / Short Ideas

Generalist

AceCamp International

Henry Wang - Founder

Richard Huang - Senior Analyst-Consumer

Jay Dong - Senior Analyst-TMT

Michael Lyu - Senior Analyst-Auto

Xiaobing Wang - Senior Analyst-New Energy/Utility

Ying Lu - Senior Analyst-Health Care

Patrick Chen - Senior Analyst-Tech/Semi

Yi Yang - Senior Analyst-Mechanical

Banks Zhang - Senior Analyst-Semi

Karen Zhang - Senior Analyst-TMT

Joe Jiang - Senior Analyst-Health Care

Equities

Bespoke

, Channel Checks

, Corporate Access

, Data Provider

, Expert Network

, Fundamental

, Long / Short Ideas

, Policy

, Sector Specialist

Generalist

Granum Intelligence

Lukas Kuemmerle - CEO & Founding Partner

, Equities

Commodities

Asset Price Predication & Portfolio

, Fundamental

, Long / Short Ideas

, Quant

, Technicals

Agriculture

, Industrials

, 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

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

Asymmetric Advisors

Tim Morse - Principal

Michael Coates - Principal

Amir Anvarzadeh - Principal

Equities

, Macro

Fundamental

, Long / Short Ideas

Generalist

Pernas Research

Deiya Pernas - Co-Founder & Analyst

Dean Pernas - Co-Founder & Analyst

Equities

Fundamental

Generalist

WHB Energy Research

William H. (Buff) Brown III - President and Analyst

Commodities

Equities

Global

Asset Price Predication & Portfolio

Data Provider

Event Driven

Fundamental

...more

Energy

Churchill Research

Mike Churchill - President

Commodities

Equities

Macro

Global

Japan

Emerging Markets

Macroeconomics

Sector Specialist

Fundamental

Long / Short Ideas

Energy

Generalist

Metals & Mining

CHA-AM Advisors

David Scott - Founder

Commodities

Equities

Macro

Asia

Bespoke

Expert Network

Fundamental

Long / Short Ideas

...more

Generalist

Webber Research Advisory

Michael Webber - Co-Founder & Managing Partner

Eric Smith - Webber Energy & EPC Risk Management

Greg Wasikowski - Energy Infrastructure

Chris Tsung - Energy Infrastructure

...more

Equities

Global

Fundamental

Energy

Utilities

NF Forensics

Dan Fitzgerald - Director

Paul Nagy - Senior Analyst

James Weston - Analyst

Equities

Europe

North America

UK

Bespoke

Forensic Accounting

Shorting Specialist

Generalist

Horizon Insights

Dongfan Ma - Co-Founder & Chief Strategist

Vincent Wang - Co-Founder & Head of FICC

Fei Yu - CEO

Qi Shi - Partner and Chief Commodities Analyst

...more

Equities

Macro

Emerging Markets

China

Asset Allocation

Fundamental

Macroeconomics

Sector Specialist

...more

Generalist

Entext

Sean Maher - Founder & Investment Strategist

Equities

Macro

Global

Emerging Markets

China

Asia

Asset Allocation

Thematic

Long / Short Ideas

Generalist

CEN-ESG

Chris Dyett - Founder & CEO

Ade Roberts - Institutional Clients Lead

William Marshall - Head of ESG Data Team

Equities

UK

ESG

Generalist

Iron Blue Financials

Ed Steele - Founder

Equities

Europe

Forensic Accounting

Shorting Specialist

Long / Short Ideas

Consumer Staples

Healthcare

Industrials

Drewry Maritime Financial Research

Ankush Kathuria - Lead Analyst

Corporate Credit

Equities

Emerging Markets

China

US

Europe

Sector Specialist

Fundamental

Long / Short Ideas

Industrials

GMT Research

Gillem Tulloch - Founder

Nigel Stevenson - Analyst

Mark Webb - Analyst

Equities

Asia

Global

Forensic Accounting

Long / Short Ideas

Thematic

Shorting Specialist

Generalist

Veritas Investment Research

Anthony Scilipoti - President & CEO

Dan Fong - VP, Head of Research & Diversified Industrials & Energy Analyst

Darryl McCoubrey - VP & Senior Analyst, Energy & Pipelines

Dmitry Khmelnitsky - VP, Head of Accounting & Special Situations

...more

Equities

Canada

Forensic Accounting

Fundamental

Long / Short Ideas

Shorting Specialist

Generalist

Signum Intel

Michael Orme – Founder

Eoin Gleeson – Co-Founder & Research Director

Equities

Other

Global

Europe

US

Asia

Long / Short Ideas

Sector Specialist

Thematic

Generalist

Materials

Metals & Mining

Technology

AIR Capital

Pierre-Olivier Essig - Founder & Head of Research

Equities

Europe

UK

Switzerland

Long / Short Ideas

Fundamental

Generalist

Two Rivers Analytics

Eric Fernandez - Founder

Equities

US

Bespoke

Data Provider

Event Driven

Forensic Accounting

...more

Consumer

Consumer Discretionary

Energy

Generalist

...more
Capital Alpha Partners

James Lucier - Co-Founder / Macro, Clean Energy & Utilities

Kim Monk - Co-Founder / Health Care

Ian Katz - Financials

Byron Callan - Defence & Industrials

...more

Commodities

Corporate Credit

Cryptocurrencies

Distressed Debt

...more

Global

US

Bespoke

Long / Short Ideas

Long Only Ideas

Policy

...more

Defence

Financials

Health Care

TMT

...more
Lucror Analytics

Madhav Kapadia - CEO

Felix Fischer - Global Head of Research

Jayanth Kandalam - Head of Europe & Head of ESG

Haidje Rustau - Senior Credit Analyst / Europe

...more

Corporate Credit

Fixed Income

Europe

Emerging Markets

Asia

Latin America

Data Provider

ESG

Fundamental

Long / Short Ideas

...more

Generalist

Woozle Research

Mark Pacitti - Founder and CEO

Julie Bousquet - Head of Research

Enya Collins - Payment Processors & Business Services Tickers

James Mackie - Global Beverages / Distillers / Brewers

...more

Corporate Credit

Equities

Private Equity

Asia

Global

UK

US

...more

Bespoke

Channel Checks

Long / Short Ideas

Sector Specialist

...more

Communication Services

Consumer

Healthcare

Industrials

...more
Palissy Advisors

Matthieu Raimbault - Founder & Managing Director

Anish Kapadia - Director & Head of Energy

Commodities

Equities

US

Europe

UK

Sector Specialist

Fundamental

Long / Short Ideas

Energy

Metals & Mining

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

Hedgeye

Keith McCullough - Founder & CEO

Brian McGough - Retail

Howard Penney - Restaurants, Consumer Staples & Cannabis

Daryl Jones - Macro

...more

Commodities

Equities

FX

Fixed Income

...more

China

Emerging Markets

Global

US

Asset Allocation

Long / Short Ideas

Policy

Sector Specialist

...more

Consumer

Energy

Financials

Healthcare

...more
Channel Dynamics

Jon Telgener - Founder & Head of Research

Chris Zaires - Head of Healthcare Research

Kyle Kappes - Head of Consumer Research

Adam Levy - COO & Head of Sales

...more

Equities

Private Equity

US

Europe

Bespoke

Channel Checks

Data Provider

Fundamental

...more

Consumer

Consumer Discretionary

Consumer Staples

Healthcare

...more
Shephard Media

Peter Rawlins - Director, Government & Military

Darren Lake - Chairman & CEO

Matthew Smith - Chief Operating Officer

İlker Aktaşoğlu - Defence Insight Manager

Equities

Global

Data Provider

Expert Network

Macroeconomics

News

...more

Communication Services

Financials

Industrials

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Europe

US

Data Provider

Forensic Accounting

Fundamental

Paragon Intel

Colby Howard - Co-Founder & President

Ty Popplewell - CEO

Bill Campbell - Partner & Director Research

Ryan Fodor - Head of Sales

Equities

US

Long / Short Ideas

Data Provider

Generalist

Spin-Off Research

Joe Cornell - Founding Principal & Publisher

Equities

North America

Europe

Event Driven

Fundamental

Long / Short Ideas

Generalist

AceCamp International

Henry Wang - Founder

Richard Huang - Senior Analyst-Consumer

Jay Dong - Senior Analyst-TMT

Michael Lyu - Senior Analyst-Auto

...more

Equities

China

Bespoke

Channel Checks

Corporate Access

Data Provider

...more

Generalist

Granum Intelligence

Lukas Kuemmerle - CEO & Founding Partner

Commodities

Equities

Global

Asset Price Predication & Portfolio

Fundamental

Long / Short Ideas

Quant

...more

Agriculture

Industrials

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

Asymmetric Advisors

Tim Morse - Principal

Michael Coates - Principal

Amir Anvarzadeh - Principal

Equities

Macro

Japan

Long / Short Ideas

Fundamental

Generalist

Pernas Research

Deiya Pernas - Co-Founder & Analyst

Dean Pernas - Co-Founder & Analyst

Equities

North America

Fundamental

Generalist