Setting a New Course? Dissecting China’s Five-Year Plan and Annual Work Reports
11 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET
Trivium China
Dinny McMahon
Dinny McMahon
Head of China Markets Research
Dinny McMahon is head of China Markets Research at the advisory Trivium China. Dinny spent a decade working as a financial journalist in Beijing and Shanghai, including as the Wall Street Journal’s finance correspondent, where he tracked closely the evolution of China’s shadow banking system and the rapid expansion in corporate debt that followed the global financial crisis.
Dinny is also the author of “China’s Great Wall of Debt: Shadow Banking, Ghost Cities, Massive Loans, and the End of Chinese Miracle.” He was also a Fellow at the Woodrow Wilson Center for International Scholars in Washington, D.C., and specialized on analyzing China’s financial sector at MacroPolo, the Paulson Institute’s Chicago-based think tank.
The Roaring 2020s or a Rerun of the 1970s?
24 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET
Yardeni Research
Edward Yardeni
Edward Yardeni
President & Chief Investment Strategist
Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
Best Equity Short Ideas Conference Call 13
26 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET
Badger Consultants
Thomas Chanos
Thomas Chanos
President & CEO
Thomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.
Channel Dynamics
Jonathan Telgener
Jonathan Telgener
Founder & Head of Research
Jon is the Founder and Head of Research. He was formerly VP of Fundamental Research at Point72.
Iron Blue Financials
Ed Steele
Ed Steele
Founder
Ed has more than two decades experience as a top-rated equity analyst, including more than a dozen years of publishing accounting and annual report analysis inside major investment banks (most recently Citi).
Quo Vadis Capital
John Zolidis
John Zolidis
Founder & President
John has followed retail and restaurants as a senior analyst since 1999, mostly on the sell-side. He also managed money in a buy-side role at a long-short equity fund over 2013-2014. He was named in the Wall Street Journal’s Best on the Street list.
Bios Research
Dr. Aaron Fletcher
Dr. Aaron Fletcher
Co-Founder & Managing Partner
Dr. Aaron, Managing Partner & Co-Founder, has a PhD in Biochemistry from Colorado State University and is currently a visiting professor in Biochemistry and Cell Biology at Dallas Baptist University; he has been a consultant in the financial industry since 2006. The Bios’ research effort is composed of Aaron and three additional analysts. Each of the analysts have Masters’ in Public Health or PhDs from leading academic institutions.
The Analyst
Mark Hiley
Mark Hiley
Founder & Executive Director
Mark started his career at Fidelity in 2001. In 2004, he joined Trafelet & Company UK LLP for the launch of Delta Fund Europe. He worked as a member in the investment team for five years. Mark founded The Analyst in 2010 with the vision of building a market-leading, and independent, research platform providing strong equity ideas for like-minded investors.
A New Commodity Supercycle Underway?
01 Apr 26 10:00 EDT / 15:00 BST / 16:00 CEST
Astris Advisory Commodities
Ian Roper
Ian Roper
Commodities & China Strategist
Ian Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.