Jeff Middleswart - President & Director of Research
Bill Whiteside - Vice President
Equities
Forensic Accounting
, Fundamental
, Long / Short Ideas
, Shorting Specialist
Generalist
Brian Rogers - Head of Sales
Britt McLoy - Partner & Business Director
Karthik Subramaniam - Director of Operations
Tom Naughton - Senior Research Analyst
Equities
Fundamental
, Long / Short Ideas
, Shorting Specialist
Generalist
Marty Rizzo - President
Kartik Mehta - Executive Managing Director & Director of Research
Mike Kavanaugh - Director of Sales
Chuck Cerankosky - Managing Director, Principal & Equity Research Analyst
Ryan M. Connors - Managing Director & Senior Equity Research Analyst
Chris Olin - Managing Director & Senior Equity Research Analyst
John Healy - Managing Director & Equity Research Analyst
Keith Housum - Managing Director & Equity Research Analyst
Aaron Reed - Equity Research Analyst
Jim Sanderson - Equity Research Analyst
Equities
Channel Checks
, Corporate Access
, Fundamental
, Long / Short Ideas
Communication Services
, Consumer Discretionary
, Consumer Staples
, Industrials
, Technology
, Utilities
Robert Graham-Brown - Founder
Vipin Ahuja - Founder
Equities
Bespoke
, Fundamental
, Long / Short Ideas
Generalist
Richard Kramer - Founder & Senior Analyst – Technology
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
Craig Huber - Founder
Douglas Arthur - Managing Director
Lisa Greenberg - Director
Equities
Fundamental
, Long / Short Ideas
, Sector Specialist
Financials
, Media
, Technology
Miko Tam - CEO & Founder
Michael Flanagan - Partner & Founder
Howard Sudnow - Partner
Brett Silverman - Partner
Equities
Event Driven
, Fundamental
, Long / Short Ideas
, Shorting Specialist
Generalist
Iain Johnston - Managing Partner
James Ratzer - Communication Services / Europe
Chris Hoare - Communication Services / Asia & EMEA
David Barden - Communication Services / U.S.
, Equities
Corporate Credit
Fundamental
, Long / Short Ideas
, Sector Specialist
Industrials
, Telecoms
Robert Spivey - Director of Research
Professor Joel Litman - Chief Investment Officer
Corporate Credit
, Equities
, Fixed Income
, Macro
Data Provider
, Forensic Accounting
, Long / Short Ideas
, Macroeconomics
, Quant
, Short Only Ideas
Generalist
Aneek Haq - Founder & CEO
Philip Rowlatt - Sales Director
Equities
Data Provider
, Forensic Accounting
, Fundamental
Josef Schmalfuss - Founder & CEO
Nico Hoff - Head of Revenue
Makay Redd - Director Account Management
Equities
, Private Equity
Data Provider
, Fundamental
, Long / Short Ideas
, Long Only Ideas
, Quant
, Systematic
Generalist
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
Scott Devitt - Senior Research Analyst
John McPeake - Senior Research Analyst
Sajal Dogra - Senior Research Analyst
Equities
Corporate Access
, Bespoke
, Channel Checks
, Fundamental
, Long / Short Ideas
, Long Only Ideas
Consumer Discretionary
, Financials
, Media
, Technology
, Telecoms
| Behind the Numbers |
Jeff Middleswart - President & Director of Research Bill Whiteside - Vice President |
Equities |
US Europe |
Long / Short Ideas Fundamental Forensic Accounting Shorting Specialist |
Generalist |
| Off Wall Street |
Brian Rogers - Head of Sales Britt McLoy - Partner & Business Director Karthik Subramaniam - Director of Operations Tom Naughton - Senior Research Analyst |
Equities |
Global |
Long / Short Ideas Shorting Specialist Fundamental |
Generalist |
| Northcoast Research |
Marty Rizzo - President Kartik Mehta - Executive Managing Director & Director of Research Mike Kavanaugh - Director of Sales Chuck Cerankosky - Managing Director, Principal & Equity Research Analyst |
Equities |
North America |
Fundamental Channel Checks Corporate Access Long / Short Ideas |
Communication Services Consumer Discretionary Consumer Staples Industrials |
| Abacus Research |
Robert Graham-Brown - Founder Vipin Ahuja - Founder |
Equities |
US Europe |
Long / Short Ideas Bespoke Fundamental |
Generalist |
| Arete Research |
Richard Kramer - Founder & Senior Analyst – Technology Jim Fontanelli - Co-founder & Senior Analyst – Semiconductors Adam Shepherd - Senior Analyst-Software & IT Andrew Beale - Senior Analyst-Telecoms & Cable |
Equities |
Asia Europe UK US |
Sector Specialist Fundamental Long / Short Ideas |
Technology Media Telecoms |
| Huber Research Partners |
Craig Huber - Founder Douglas Arthur - Managing Director Lisa Greenberg - Director |
Equities |
US Europe |
Fundamental Long / Short Ideas Sector Specialist |
Financials 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 |
| New Street Research |
Iain Johnston - Managing Partner James Ratzer - Communication Services / Europe Chris Hoare - Communication Services / Asia & EMEA David Barden - Communication Services / U.S. |
Corporate Credit Equities |
Emerging Markets Europe UK US |
Sector Specialist Fundamental Long / Short Ideas |
Telecoms Industrials |
| Valens Research |
Robert Spivey - Director of Research Professor Joel Litman - Chief Investment Officer |
Corporate Credit Equities Fixed Income Macro |
Asia Europe Global US |
Data Provider Forensic Accounting Long / Short Ideas Macroeconomics |
Generalist |
| Stellar Fusion |
Aneek Haq - Founder & CEO Philip Rowlatt - Sales Director |
Equities |
Europe US |
Data Provider Forensic Accounting Fundamental |
|
| Oxford DataPlan |
Josef Schmalfuss - Founder & CEO Nico Hoff - Head of Revenue Makay Redd - Director Account Management |
Equities Private Equity |
Europe Asia UK US |
Data Provider Fundamental Long / Short Ideas Long Only Ideas |
Generalist |
| 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 |
Equities |
Europe North America |
Corporate Access Bespoke Channel Checks Fundamental |
Consumer Discretionary Financials Media Technology |