EVENTS:   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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6 Providers Listed for 'Telecom Italia'

Arete Research

Richard Kramer - Founder & Senior Analyst – Technology

Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors

Brett Simpson - 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

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Fundamental

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Media

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AlphaValue

Pierre Yves Gauthier - CEO, Head of Research

Gabriel d'Assignies - Head of Sales

Equities

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Corporate Governance

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, Long Only Ideas

, Macroeconomics

Generalist

Insight Investment Research

Robert Crimes - Founder & Partner

Max Dolbey - Senior Analyst

Equities

Fundamental

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Industrials

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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

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, Sector Specialist

Industrials

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AIR Capital

Pierre-Olivier Essig - Founder & Head of Research

Equities

Fundamental

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Generalist

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

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

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Generalist

Arete Research

Richard Kramer - Founder & Senior Analyst – Technology

Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors

Brett Simpson - Co-founder & Senior Analyst – Semiconductors

Adam Shepherd - Senior Analyst-Software & IT

...more

Equities

Asia

Europe

UK

US

...more

Sector Specialist

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Technology

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AlphaValue

Pierre Yves Gauthier - CEO, Head of Research

Gabriel d'Assignies - Head of Sales

Equities

Macro

UK

Europe

Corporate Governance

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...more

Generalist

Insight Investment Research

Robert Crimes - Founder & Partner

Max Dolbey - Senior Analyst

Equities

Asia

Emerging Markets

Europe

Mexico

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Sector Specialist

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Utilities

Industrials

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

AIR Capital

Pierre-Olivier Essig - Founder & Head of Research

Equities

Europe

UK

Switzerland

Long / Short Ideas

Fundamental

Generalist

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

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Corporate Credit

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Europe

Emerging Markets

Asia

Latin America

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Generalist