EVENTS:   IRF Lunch: Can Japan Come Good? - Pelham Smithers/Pelham Smithers Associates - 25 Jun 25     ROADSHOWS: CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   London   18 - 19 Jun 25       US, Europe and UK Real Estate Outlook - Hemant Kotak /Kolytics   •   Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul   24 - 26 Jun 25       US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney   26 Jun 25      
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Filters:

Provider names

Companies

5 Providers Listed for 'New York Times'

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

Revelare Partners

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

2Xideas

Jürg Schäppi - Chairman

Henrik Munk Nielsen - Deputy CIO

Equities

Fundamental

Generalist

Huber Research Partners

Craig Huber - Founder

Douglas Arthur - Managing Director

Equities

Fundamental

, Long / Short Ideas

, Sector Specialist

Media

, Technology

, Telecoms

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

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
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

...more

Consumer

Consumer Discretionary

Consumer Staples

Healthcare

...more
2Xideas

Jürg Schäppi - Chairman

Henrik Munk Nielsen - Deputy CIO

Equities

Developed Markets

Fundamental

Generalist

Huber Research Partners

Craig Huber - Founder

Douglas Arthur - Managing Director

Equities

US

Europe

Sector Specialist

Fundamental

Long / Short Ideas

Telecoms

Media

Technology

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