ROADSHOWS: US/Global Macro and EM Focus on Sovereign Debt and Special Situations - Dimitris Valatsas /Aurora Macro Strategies   •   Paris   25 - 29 Aug 25      
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Provider names

Companies

15 Providers Listed for 'Arm Holdings'

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

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

Radio Free Mobile

Richard Windsor - Founder

Equities

Long / Short Ideas

, Sector Specialist

, Thematic

China Geopolitics

, Media

, Technology

, Telecoms

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

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

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

LightStream Research

Mio Kato - Founder & Lead Analyst / Video Game, Autos & Industrials

Scott Foster - Technology

Shifara Samsudeen - Technology, Real-Estate, Telco, Chemicals, Retail & Automobile Sectors

Oshadhi Kumarasiri - Consumer Sector

Gervin Gayan - Heavy Machinery & Automotive industries

Gihan Bandara - Consumer Staples

Shalini Kurukulasuriya - Consumer Goods

Equities

Fundamental

, Long / Short Ideas

Generalist

Abacus Research

Robert Graham-Brown - Founder

Vipin Ahuja - Founder

Equities

Bespoke

, Fundamental

, Long / Short Ideas

Generalist

Woozle Research

Mark Pacitti - Founder

Julie Bousquet - Head of Research

Tomasz Guss - Sales & Client Relations

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

Corporate Credit

, Equities

, Private Equity

Bespoke

, Channel Checks

, Data Provider

, Event Driven

, Expert Network

, Long / Short Ideas

, Sector Specialist

, Shorting Specialist

Generalist

Channel Dynamics

Jon Telgener - Founder & Head of Research

Chris Zaires - Head of Healthcare Research

Kyle Kappes - Head of Consumer Research

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

The Retail Tracker

Mark Friedman - Founder & Managing Partner

Marni Shapiro - Founder & Managing Partner

Equities

Channel Checks

, Long / Short Ideas

, Sector Specialist

Consumer

Spin-Off Research

Joe Cornell - Founding Principal & Publisher

Equities

Event Driven

, Fundamental

, Long / Short Ideas

Generalist

Thompson Research Group

Kathryn Thompson - Founder & CEO, Senior Analyst

Chris White - Founder & COO

Steven Ramsey - Director of Research, Senior Analyst

Brian Biros - Senior Analyst

Jonathan Pierce - Head of Sales

Rick Johnson - Head of Consulting & Advisory

Equities

Corporate Access

, Bespoke

, Channel Checks

, Fundamental

, Macroeconomics

, Sector Specialist

Industrials

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Data Provider

, Forensic Accounting

, Fundamental

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

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

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
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

Radio Free Mobile

Richard Windsor - Founder

Equities

China

US

Global

Long / Short Ideas

Sector Specialist

Thematic

China Geopolitics

Media

Technology

Telecoms

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

...more

Equities

Europe

North America

Corporate Access

Bespoke

Channel Checks

Fundamental

...more

Consumer Discretionary

Financials

Media

Technology

...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

LightStream Research

Mio Kato - Founder & Lead Analyst / Video Game, Autos & Industrials

Scott Foster - Technology

Shifara Samsudeen - Technology, Real-Estate, Telco, Chemicals, Retail & Automobile Sectors

Oshadhi Kumarasiri - Consumer Sector

...more

Equities

Japan

Long / Short Ideas

Fundamental

Generalist

Abacus Research

Robert Graham-Brown - Founder

Vipin Ahuja - Founder

Equities

US

Europe

Long / Short Ideas

Bespoke

Fundamental

Generalist

Woozle Research

Mark Pacitti - Founder

Julie Bousquet - Head of Research

Tomasz Guss - Sales & Client Relations

Enya Collins - Payment Processors & Business Services Tickers

...more

Corporate Credit

Equities

Private Equity

Global

Bespoke

Channel Checks

Data Provider

Event Driven

...more

Generalist

Channel Dynamics

Jon Telgener - Founder & Head of Research

Chris Zaires - Head of Healthcare Research

Kyle Kappes - Head of Consumer Research

Susan Mathews - Senior Legal & Compliance Partner

Equities

Private Equity

US

Europe

Bespoke

Channel Checks

Data Provider

Fundamental

...more

Consumer

Consumer Discretionary

Consumer Staples

Healthcare

...more
The Retail Tracker

Mark Friedman - Founder & Managing Partner

Marni Shapiro - Founder & Managing Partner

Equities

US

Europe

UK

Channel Checks

Sector Specialist

Long / Short Ideas

Consumer

Spin-Off Research

Joe Cornell - Founding Principal & Publisher

Equities

North America

Europe

Event Driven

Fundamental

Long / Short Ideas

Generalist

Thompson Research Group

Kathryn Thompson - Founder & CEO, Senior Analyst

Chris White - Founder & COO

Steven Ramsey - Director of Research, Senior Analyst

Brian Biros - Senior Analyst

...more

Equities

US

Corporate Access

Bespoke

Channel Checks

Fundamental

...more

Industrials

Stellar Fusion

Aneek Haq - Founder & CEO

Philip Rowlatt - Sales Director

Equities

Europe

US

Data Provider

Forensic Accounting

Fundamental

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

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