Ping Zhao - Founder
, Equities
Corporate Credit
, Fixed Income
Data Provider
, Event Driven
, Forensic Accounting
, Fundamental
, Long / Short Ideas
, Quant
, Shorting Specialist
Generalist
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
Mark Boyar - Founder
Jonathan Boyar - President
Joe Mareci - Director of Research
Equities
Fundamental
, Long Only Ideas
Generalist
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
Sean Maher - Founder & Investment Strategist
, Macro
Equities
Asset Allocation
, Long / Short Ideas
, Thematic
Generalist
Marc Rubinstein - Managing Partner
Equities
Bespoke
, Fundamental
, Long / Short Ideas
, Sector Specialist
Financials
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
Jahanara Nissar - Managing Partner
KC Rajkumar - Managing Partner
Equities
Channel Checks
, Fundamental
, Long / Short Ideas
, Sector Specialist
Technology
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
Aaron Gabin - Founder
Equities
Fundamental
, Long / Short Ideas
, Sector Specialist
Consumer
, Media
, Technology
, Telecoms
Tom Morphis - Founder & Principal Analyst
Mike Rothman - Director of Security Research
Michael Millar - Cyber Security Analyst
Steve Thompson - Technology Research Analyst
Sarah Crane - Director of Channel & Client Relationships
Greg Flick - Research Analyst, UCaaS
Equities
Channel Checks
, Fundamental
, Long / Short Ideas
, Sector Specialist
Technology
Michael D. Cohen - Founder & CEO
Justin Wilcox - Senior Research Analyst
Equities
, Other
Bespoke
, Data Provider
, Event Driven
, Fundamental
, Long / Short Ideas
, News
, Sector Specialist
, Thematic
Generalist
, Healthcare
, Technology
Richard Windsor - Founder
Equities
Long / Short Ideas
, Sector Specialist
, Thematic
China Geopolitics
, Media
, Technology
, Telecoms
Tom Maisano - Co-Founder
Jonathan Kalaher - Co-Founder
Equities
, Macro
Bespoke
, Expert Network
Generalist
Nick Gibson - Founder & Director
Rick Gibson - Director
Equities
, Private Equity
, Other
Content
, Long / Short Ideas
, News
, Sector Specialist
, Thematic
Media
, Technology
, Telecoms
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
Foram M Chheda - Founder & Technical Analyst
Equities
, Equity Indices
, FX
Technicals
Generalist
Mark Smaldon - Vice President of Sales & Service
Erik Bradley - Chief Strategist
Corporate Credit
, Equities
, Private Equity
Bespoke
, Channel Checks
, Data Provider
, Sector Specialist
Technology
Andrew Peters - Co-Founder & Managing Partner
David Shook - Co-Founder & Managing Partner
Equities
Channel Checks
, Event Driven
, Expert Network
, Fundamental
, Guest Speaker
, Long / Short Ideas
, Shorting Specialist
Consumer
, Consumer Discretionary
, Consumer Staples
, Healthcare
, Media
, Real Estate
, Technology
, Telecoms
Aneek Haq - Founder & CEO
Philip Rowlatt - Sales Director
Equities
Data Provider
, Forensic Accounting
, Fundamental
Josef Schmalfuss - Founder & CEO
Nico Hoff - Head of Revenue
Kristian Stavrou - Sales Operations Manager
Equities
, Private Equity
Data Provider
, Fundamental
, Long / Short Ideas
, Quant
, Systematic
Generalist
Sohail Yousaf - Research Director
Taha Bin Sohail - Deputy Director Research
Commodities
, Cryptocurrencies
, Equities
, Equity Indices
, FX
, Macro
Educational Research
, Event-Driven
, Fundamental
, Geopolitics
, Long / Short Ideas
, Macroeconomic
, News
, Policy
, Quantitative Insights
, Technical
, Thematic
, Training
Consumer
, Consumer Discretionary
, Consumer Staples
, Financials
, Generalist
, Metals & Mining
Kevin Cassidy - Senior Analyst, Semiconductors
Mike Genovese - Senior Analyst, Comm & Cloud Infrastructure
Catharine Trebnick - Senior Analyst, Cloud Communications & Cybersecurity
Blair Abernethy - Senior Analyst, Software
Chris Brendler - Senior Analyst, FinTech & Crypto
Barton Crockett - Senior Analyst, Internet Media
Kevin Garrigan - Analyst, Semiconductors
Steve Frankel - Director of Research, Senior Analyst, Digital Media
Robert Simmons - Software
Evan Morgan - Managing Director, Head of Research Sales
Equities
Corporate Access
, Bespoke
, Channel Checks
, Fundamental
, Long / Short Ideas
, Long Only Ideas
Consumer Discretionary
, Financials
, Media
, Technology
, Telecoms
| 280First |
Ping Zhao - Founder |
Corporate Credit Equities Fixed Income |
US |
Data Provider Event Driven Forensic Accounting Fundamental |
Generalist |
| 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 |
Equities |
Asia Europe UK US |
Sector Specialist Fundamental Long / Short Ideas |
Technology Media Telecoms |
| Boyar Research |
Mark Boyar - Founder Jonathan Boyar - President Joe Mareci - Director of Research |
Equities |
US |
Long Only Ideas Fundamental |
Generalist |
| 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 |
Equities Private Equity |
US Europe |
Bespoke Channel Checks Data Provider Fundamental |
Consumer Consumer Discretionary Consumer Staples Healthcare |
| Entext |
Sean Maher - Founder & Investment Strategist |
Equities Macro |
Global Emerging Markets China Asia |
Asset Allocation Thematic Long / Short Ideas |
Generalist |
| Fordington Advisors |
Marc Rubinstein - Managing Partner |
Equities |
Global |
Sector Specialist Bespoke Fundamental Long / Short Ideas |
Financials |
| Hedgeye |
Keith McCullough - Founder & CEO Brian McGough - Retail Howard Penney - Restaurants, Consumer Staples & Cannabis Daryl Jones - Macro |
Commodities Equities FX Fixed Income |
China Emerging Markets Global US |
Asset Allocation Long / Short Ideas Policy Sector Specialist |
Consumer Energy Financials Healthcare |
| 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 |
Sector Specialist Fundamental Long / Short Ideas |
Telecoms Industrials |
| Obex Capital Research |
Aaron Gabin - Founder |
Equities |
US |
Long / Short Ideas Sector Specialist Fundamental |
Consumer Technology Media Telecoms |
| Sales Pulse Research |
Tom Morphis - Founder & Principal Analyst Mike Rothman - Director of Security Research Michael Millar - Cyber Security Analyst Steve Thompson - Technology Research Analyst |
Equities |
US |
Channel Checks Sector Specialist Fundamental Long / Short Ideas |
Technology |
| MDC Financial Research |
Michael D. Cohen - Founder & CEO Justin Wilcox - Senior Research Analyst |
Equities Other |
US Canada |
Bespoke Data Provider Event Driven Fundamental |
Generalist Healthcare Technology |
| Radio Free Mobile |
Richard Windsor - Founder |
Equities |
China US Global |
Long / Short Ideas Sector Specialist Thematic |
China Geopolitics Media Technology Telecoms |
| Meridian Global Research |
Tom Maisano - Co-Founder Jonathan Kalaher - Co-Founder |
Equities Macro |
Global |
Bespoke Expert Network |
Generalist |
| Games Investor Consulting |
Nick Gibson - Founder & Director Rick Gibson - Director |
Equities Other Private Equity |
Global |
Content News Sector Specialist Thematic |
Technology Telecoms Media |
| AceCamp International |
Henry Wang - Founder Richard Huang - Senior Analyst-Consumer Jay Dong - Senior Analyst-TMT Michael Lyu - Senior Analyst-Auto |
Equities |
China |
Bespoke Channel Checks Corporate Access Data Provider |
Generalist |
| ChartAnalytics |
Foram M Chheda - Founder & Technical Analyst |
Equities Equity Indices FX |
India US |
Technicals |
Generalist |
| ETR |
Mark Smaldon - Vice President of Sales & Service Erik Bradley - Chief Strategist |
Corporate Credit Equities Private Equity |
North America |
Bespoke Channel Checks Data Provider Sector Specialist |
Technology |
| Revelare Partners |
Andrew Peters - Co-Founder & Managing Partner David Shook - Co-Founder & Managing Partner |
Equities |
North America Europe |
Channel Checks Event Driven Expert Network Fundamental |
Consumer Consumer Discretionary Consumer Staples Healthcare |
| Stellar Fusion |
Aneek Haq - Founder & CEO Philip Rowlatt - Sales Director |
Equities |
Europe US |
Data Provider Forensic Accounting Fundamental |
|
| Oxford DataPlan |
Josef Schmalfuss - Founder & CEO Nico Hoff - Head of Revenue Kristian Stavrou - Sales Operations Manager |
Equities Private Equity |
Europe Asia UK US |
Data Provider Fundamental Long / Short Ideas Quant |
Generalist |
| ABCG Research |
Sohail Yousaf - Research Director Taha Bin Sohail - Deputy Director Research |
Commodities Cryptocurrencies Equities Equity Indices |
China Middle East Russia Ukraine |
Event-Driven Fundamental Long / Short Ideas Technical |
Consumer Consumer Discretionary Consumer Staples Financials |
| Rosenblatt Securities |
Kevin Cassidy - Senior Analyst, Semiconductors Mike Genovese - Senior Analyst, Comm & Cloud Infrastructure Catharine Trebnick - Senior Analyst, Cloud Communications & Cybersecurity Blair Abernethy - Senior Analyst, Software |
Equities |
Europe North America |
Corporate Access Bespoke Channel Checks Fundamental |
Consumer Discretionary Financials Media Technology |