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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7 Providers Listed for 'New Oriental'

Entext

Sean Maher - Founder & Investment Strategist

, Macro

Equities

Asset Allocation

, Long / Short Ideas

, Thematic

Generalist

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

New Street Research

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

RedTech Advisors

Michael Clendenin - Founder & Managing Director

Equities

Channel Checks

, Long / Short Ideas

, Sector Specialist

Technology

Schmittzehe & Partners

Benjamin Schmittzehe - Partner & CEO

Equities

Bespoke

, Channel Checks

Generalist

Churchill Research

Mike Churchill - President

, Macro

, Equities

Commodities

Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

Energy

, Generalist

, Metals & Mining

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

Entext

Sean Maher - Founder & Investment Strategist

Equities

Macro

Global

Emerging Markets

China

Asia

Asset Allocation

Thematic

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
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

Schmittzehe & Partners

Benjamin Schmittzehe - Partner & CEO

Equities

Asia

China

Emerging Markets

India

...more

Bespoke

Channel Checks

Generalist

Churchill Research

Mike Churchill - President

Commodities

Equities

Macro

Global

Japan

Emerging Markets

Macroeconomics

Sector Specialist

Fundamental

Long / Short Ideas

Energy

Generalist

Metals & Mining

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