ROADSHOWS: CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   New York   06 - 08 Oct 25       L/S US Retail and Restaurant Ideas - John Zolidis /Quo Vadis Capital   •   London   06 - 07 Oct 25       US Chemicals Equity Research and Stock Picks - Frank Mitsch /Fermium Research   •   London   09 - 10 Oct 25       China Macro, Policies and Commodities Outlook - William Hess & Song Gao & Ming Wu /PRC Macro   •   London   13 - 16 Oct 25       Fundamental Research on Greek Stocks - Dimitris Giannoulis /ResearchGreece   •   London   14 - 15 Oct 25      
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10 Providers Listed for 'Tokyo Electron'

Pollock Japan

Arthur Pollock - Director

Equities

Bespoke

, Fundamental

Generalist

Your Weekend Reading

Erik Renander - Author

Commodities

, Cryptocurrencies

, Equities

, Equity Indices

, FX

, Fixed Income

, Macro

Asset Allocation

, Asset Price Predication & Portfolio

, Fundamental

, Long / Short Ideas

, Long Only Ideas

, Macroeconomics

, Sector Specialist

, Thematic

Financials

, Generalist

Signum Intel

Michael Orme - Founder

Eoin Gleeson - Co-Founder & Research Director

Equities

, Other

Long / Short Ideas

, Sector Specialist

, Thematic

Generalist

, Materials

, Metals & Mining

, Technology

Ingenuity

Dr William Keating - Founder & CEO

Equities

Expert Network

, Guest Speaker

, Long Only Ideas

, News

, Sector Specialist

, Training

Technology

Entext

Sean Maher - Founder & Investment Strategist

, Macro

Equities

Asset Allocation

, Long / Short Ideas

, Thematic

Generalist

Pelham Smithers Associates

Pelham Smithers - Founder / Electronics, Telecoms & Pharma

Julie Boote - Founder / Autos

James Ford - Founder & Head of Sales

Joel Scheiman - Materials & Chemicals

Theo Nguyen - Internet & eCommerce

William Nestuk - Auto Parts & Machinery

Lindsay Whipp - Enterprise Software

Hiroyuki Terada - Small Mid cap stocks

Nia Dokova - Healthcare

Equities

, Macro

Asset Allocation

, Bespoke

, Corporate Access

, Event Driven

, Fundamental

, Long / Short Ideas

, Macroeconomics

, News

, Sector Specialist

, Thematic

, Training

Consumer Discretionary

, Consumer Staples

, Financials

, Healthcare

, Industrials

, Materials

, Real Estate

, Technology

, Telecoms

Asymmetric Advisors

Tim Morse - Principal

Michael Coates - Principal

Amir Anvarzadeh - Principal

Equities

, Macro

Fundamental

, Long / Short Ideas

Generalist

CHA-AM Advisors

David Scott - Founder

Commodities

, Equities

, Macro

Bespoke

, Expert Network

, Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

, Thematic

, Training

Generalist

Churchill Research

Mike Churchill - President

, Macro

, Equities

Commodities

Fundamental

, Long / Short Ideas

, Macroeconomics

, Sector Specialist

Energy

, Generalist

, Metals & Mining

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

Pollock Japan

Arthur Pollock - Director

Equities

Japan

Bespoke

Fundamental

Generalist

Your Weekend Reading

Erik Renander - Author

Commodities

Cryptocurrencies

Equities

Equity Indices

...more

Global

Asset Allocation

Asset Price Predication & Portfolio

Fundamental

Long / Short Ideas

...more

Financials

Generalist

Signum Intel

Michael Orme - Founder

Eoin Gleeson - Co-Founder & Research Director

Equities

Other

Global

Europe

US

Asia

Long / Short Ideas

Sector Specialist

Thematic

Generalist

Materials

Metals & Mining

Technology

Ingenuity

Dr William Keating - Founder & CEO

Equities

Global

Expert Network

Guest Speaker

Long Only Ideas

News

...more

Technology

Entext

Sean Maher - Founder & Investment Strategist

Equities

Macro

Global

Emerging Markets

China

Asia

Asset Allocation

Thematic

Long / Short Ideas

Generalist

Pelham Smithers Associates

Pelham Smithers - Founder / Electronics, Telecoms & Pharma

Julie Boote - Founder / Autos

James Ford - Founder & Head of Sales

Joel Scheiman - Materials & Chemicals

...more

Equities

Macro

Japan

Global

Asset Allocation

Bespoke

Corporate Access

Event Driven

...more

Consumer Discretionary

Consumer Staples

Financials

Healthcare

...more
Asymmetric Advisors

Tim Morse - Principal

Michael Coates - Principal

Amir Anvarzadeh - Principal

Equities

Macro

Japan

Long / Short Ideas

Fundamental

Generalist

CHA-AM Advisors

David Scott - Founder

Commodities

Equities

Macro

Asia

Bespoke

Expert Network

Fundamental

Long / Short Ideas

...more

Generalist

Churchill Research

Mike Churchill - President

Commodities

Equities

Macro

Global

Japan

Emerging Markets

Macroeconomics

Sector Specialist

Fundamental

Long / Short Ideas

Energy

Generalist

Metals & Mining

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