Acceleration in the Energy Transition
12 May 26 10:00 EST / 15:00 BST / 16:00 CEST
CHA-AM Advisors
David Scott
David Scott
Founder
David spent six years as a commercial banker in various overseas branches of Lloyds Bank followed by two years with research consultancy Tara Siam, before joining WI Carr in Thailand as Chief Representative in 1989. He moved to Hong Kong in 1994 where he spent 8 years as WI Carr’s Chief Regional Strategist and two years as Head of Regional Strategy for Deutsche Securities before establishing Cha-Am in 2004. Over the past 25 years David has been recognised by numerous investor polls as one of the top strategists and equity analysts in Asia.
Best Equity Ideas with 2Xideas
20 May 26 10:00 EDT / 15:00 BST / 16:00 CEST
2Xideas
Peter Wick
Peter Wick
Founding Partner & Head of Technology Research
In 2002, Peter established CDL Principal Investors AG, an investment firm serving owner-investors including ultra-high net worth individuals, families, foundations, and investment companies. Previously, Peter worked at BZ Bank, Schweizerischer Bankverein (now UBS) and Darier Hentsch & Cie (now Lombard Odier). Peter holds an MBA from Harvard Business School and a Master’s degree in Law (licence en droit) from Geneva University. He practiced law in New York City and Geneva until 1986 and was admitted to the New York and Geneva state bars.
Rajvir Visen-Singh
Rajvir Visen-Singh
Head of Financials Research
Rajvir joined 2Xideas as an Equity Analyst in August 2019, was appointed Head of Financials Research in July 2022, and made Partner in 2024. Since completing an internship in the summer of 2018 at 2Xideas and subsequent time as an Analyst, Rajvir has been responsible for a broad array of investments in the financials sector, ranging from financial technology and data services to insurance. Rajvir holds an MA (Hons) in Management from the University of St. Andrews in Scotland.
The Anatomy of a Bitcoin Recovery
21 May 26 09:00 EDT / 14:00 BST / 15:00 CEST
10x Research
Markus Thielen
Markus Thielen
Head of Research
Markus is the Head of Research at 10x Research, a premier provider of institutional-grade digital asset analysis. He previously served as Head of Research and Strategy at Matrixport, a $4 billion digital asset investment firm. Before that, Markus was Chief Investment Officer at IDEG Asset Management and the founder and CIO of Jomon Investment Management, where he led digital asset and macro investment strategies. Earlier in his career, he held portfolio management roles at Millennium Capital Partners and JP Morgan Investment Group. He began his career at Morgan Stanley, where he founded and led the Quantitative & Derivatives Strategies Group for Asia.
Best Technology Equity Ideas Conference Call
03 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST
Arete Research
Andrew Beale
Andrew Beale
Senior Analyst-Telecoms & Cable
Andrew joined Arete in 2003 and is based in the firm's London office. He focuses on telecoms/cable in US and EU. Prior to Arete, Andrew spent nine years as an analyst at several investment banks including Deutsche Bank and UBS, specialising in wireless and UK/EU telcos. Before this, he spent a year in corporate finance at Bankers Trust, and five years consulting at PA Consulting Group to telecoms and CATV operators, banks, regulators and customers.
Huber Research Partners
Craig Huber
Craig Huber
Founder
Craig was formerly a Director and research analyst at Barclays Capital and Lehman Brothers (and Morgan Stanley before that) covering the US Media and Advertising sectors as well as Information Services stocks. For four consecutive years, 2006 to 2009, he was ranked #1 in Institutional Investor’s All America research team in the media sector he covered. In 2009, Craig was ranked #1 stock picker in the Financial Times / StarMine survey out of 1,800 US,800 US sell-side analysts, prior to going out independent in 2010.
JNK Research
Martin Jacobs
Martin Jacobs
Managing Partner & Head of Research
Martin has 30+ years of leadership experience in the semiconductor industry. Before joining JNK Research as its Managing Partner, he led the global business optimisation for sales, marketing, and manufacturing at Advanced Energy (AEIS). He has held leadership roles at Texas Instruments, Microchip, and Avnet during his professional career.
Lynx Equity Strategies
KC Rajkumar
KC Rajkumar
Managing Partner
KC is Managing partner at Lynx Equity Strategies, a US-based firm providing independent investment research to institutional investors. He advised private start-ups in the tech industry (2013-2017), was an investment analyst at a boutique hedge fund (2012-2013) and a research analyst at RBC Capital markets (2007-2011). Prior to that he was a technologist in the semiconductor industry (1996- 2007). KC Rajkumar has a Ph.D in Materials Science and holds the CFA designation.
Sales Pulse Research
Steve Thompson
Steve Thompson
Director of Research - BI / Analytics / Big Data
Steve is a Technology Research Analyst for Sales Pulse Research and has over 25 years of experience in enterprise technology. He has worked for end users as well as vendors and held roles in field Customer Service and Systems Engineering, Business Development and Marketing. Steve covers the Big Data and Analytics, Cloud, Storage, and Networking markets for Sales Pulse Research.
Rosenblatt Securities
Kevin Cassidy
Kevin Cassidy
Senior Analyst, Semiconductors
Kevin has 25+ years of industry experience, including at Texas Instruments and AMD, and 15+ years of experience covering the space. He is a top
ranked stock picker in 3rd party ratings.
The Structural, the Cyclical and the Tactical
10 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST
Variant Perception
Tian Yang
Tian Yang
CEO & Head of Research
Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill Lynch. Tian graduated from the University of Cambridge with a degree in Economics.