EVENTS:   Why a Global Upswing Is Brewing - The Parallels with the Noughties - Chris Watling/Longview Economics - 01 Jul 25   Best Equity Short Ideas Conference Call 11 - Thomas Chanos/Badger Consultants & Julian Hull/Dragoneye Research & Tom Beevers/Forensic Alpha & Makay Redd/Oxford DataPlan & John Zolidis/Quo Vadis Capital & Scott Mushkin/R5 Capital - 02 Jul 25   The EM Rebound: Reality, Risk, and Regional Opportunities - Jon Anderson/Emerging Advisors Group - 03 Jul 25     ROADSHOWS: U.S. Financials Regs under the Trump Administration  - Ian Katz /Capital Alpha Partners   •   London   01 - 04 Jul 25       L/S Industrials and Materials Ideas - Jay Van Sciver /Hedgeye   •   London   09 - 11 Jul 25      
Why a Global Upswing Is Brewing - The Parallels with the Noughties

01 Jul 25 15:00 BST / 10:00 ET / 16:00 CET

Longview Economics
Chris Watling   Chris Watling Founder Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
The EM Rebound: Reality, Risk, and Regional Opportunities

03 Jul 25 15:00 BST / 10:00 EDT

Emerging Advisors Group
Jon Anderson   Jon Anderson
IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit

14 Jul 25 12:00 BST

Trivariate Research
Adam Parker   Adam Parker Founder & Chief Strategist Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.