EVENTS:   The Great Rebalancing: Asset Allocation in a Multipolar World - Juan Correa/BCA Research - 25 Feb 26   2026 Macro Themes with Keith McCullough - Keith McCullough/Hedgeye - 26 Feb 26     ROADSHOWS: Geopolitics & Macro: Rates, Trade, FX, and Global Flashpoints - Dimitris Valatsas & Maximilian Hess & Dmitry Grozoubinski /Aurora Macro Strategies   •   London   23 - 24 Feb 26       US L/S Financials, Housing & Macro Ideas - Josh Steiner /Hedgeye   •   London   02 - 06 Mar 26       Europe and Asia Short Ideas - Robert Prather /Vision Research   •   Dubai, Paris, London   03 - 06 Mar 26       US Communication Equipment and Cloud Infrastructure - Mike Genovese /Rosenblatt Securities   •   London   03 - 04 Mar 26