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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3 Providers Listed for 'Global-e Online'

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

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Media

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, Telecoms

Abacus Research

Robert Graham-Brown - Founder

Vipin Ahuja - Founder

Equities

Bespoke

, Fundamental

, Long / Short Ideas

Generalist

2Xideas

Jürg Schäppi - Chairman

Henrik Munk Nielsen - Deputy CIO

Equities

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

...more

Equities

Asia

Europe

UK

US

...more

Sector Specialist

Fundamental

Long / Short Ideas

Technology

Media

Telecoms

Abacus Research

Robert Graham-Brown - Founder

Vipin Ahuja - Founder

Equities

US

Europe

Long / Short Ideas

Bespoke

Fundamental

Generalist

2Xideas

Jürg Schäppi - Chairman

Henrik Munk Nielsen - Deputy CIO

Equities

Developed Markets

Fundamental

Generalist