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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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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AceCamp International

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

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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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AceCamp International

Henry Wang - Founder

Richard Huang - Senior Analyst-Consumer

Jay Dong - Senior Analyst-TMT

Michael Lyu - Senior Analyst-Auto

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Generalist