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    ROADSHOWS: L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 Nov 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25       Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25      
Will AI Deflate the World? Lessons from Three Industrial Revolutions and China

13 Nov 25 15:00 GMT / 10:00 EDT / 16:00 CET

Talking Heads Macro
Manoj Pradhan   Manoj Pradhan
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Building Resilient Portfolios in an Age of Disruption

20 Nov 25 15:00 GMT / 10:00 EST

Allocation Strategy
Pavol Povala   Pavol Povala Managing Director A seasoned asset allocation expert with decade-long experience as Head of Investment Research at Norges Bank Investment Management. He built analytics platforms, managed macro risk, and delivered research advising on both strategic and tactical allocation. He also has a strong academic background in yield curve modelling, with published work in top journals, and early experience in fixed income index construction.
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