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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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

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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

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Corporate Credit

Fundamental

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Industrials

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RedTech Advisors

Michael Clendenin - Founder & Managing Director

Equities

Channel Checks

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Technology

Westlake International

Ellen Huang - Founder

Equities

Channel Checks

, Long / Short Ideas

, Sector Specialist

Technology

Blue Lotus Research Institute

Eric (Tianli) Wen - CEO & Head of Research

Ying Pan - CFO & Chief Compliance Officer

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Consumer

, Energy

, Media

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Hedgeye

Keith McCullough - Founder & CEO

Brian McGough - Retail

Howard Penney - Restaurants, Consumer Staples & Cannabis

Daryl Jones - Macro

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Commodities

Equities

FX

Fixed Income

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China

Emerging Markets

Global

US

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Long / Short Ideas

Policy

Sector Specialist

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Consumer

Energy

Financials

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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

Corporate Credit

Equities

Emerging Markets

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Telecoms

Industrials

RedTech Advisors

Michael Clendenin - Founder & Managing Director

Equities

Emerging Markets

China

Channel Checks

Sector Specialist

Long / Short Ideas

Technology

Westlake International

Ellen Huang - Founder

Equities

Emerging Markets

China

US

Channel Checks

Sector Specialist

Long / Short Ideas

Technology

Blue Lotus Research Institute

Eric (Tianli) Wen - CEO & Head of Research

Ying Pan - CFO & Chief Compliance Officer

Equities

China

Emerging Markets

Japan

Korea

Fundamental

Long / Short Ideas

Sector Specialist

Consumer

Energy

Media

Technology