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.
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.
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.
The Analyst
Mark Hiley
Mark Hiley
Founder & CEO
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.
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.
Mining the Data - What the Iran Conflict Really Means for Oil - 3-month vs. 12-month Outlook
19 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET
Queen Anne's Gate Capital
Kathleen Kelley
Kathleen Kelley
Founder & CEO
Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
NEW SERIES: Best Equity Long Ideas Conference Call 1
20 Nov 25 16:00 CET / 15:00 GMT / 10:00 EST
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.
Hedgeye
Andrew Freedman
Andrew Freedman
Communications & Software
Andrew currently spearheads Communications Sector research at Hedgeye, specializing in Internet, Media, Cable, and Telecom, and co-heads the Software Sector.
His deep work in these domains has led to highly successful long/short calls on industry giants like Netflix, Meta, and Google. Notably, Andrew's market insights enabled him to accurately predict the end of Netflix's growth runway. Moreover, his unique research process led to calls on the peak of the digital ad market in October 2021 and identified its bottom by January 2023.
Andrew's approach is distinguished by a robust process that combines proprietary highfrequency data trackers with meticulous industry modeling and in-depth fundamental analysis. Prior to assuming his current role as Communications and Software Sector Head, he was a Senior Equity Research Analyst, covering U.S. Health Care equities - with a specialization in Healthcare IT. Andrew has deep knowledge of pivotal areas in Healthcare, like EMR, population health, value-based care, telehealth, and more.
Before joining Hedgeye in 2014, Andrew was a driving force behind asset allocation, risk analysis, and investment manager research at Clearbrook Global Advisors.
Boyar Research
Jonathan Boyar
Jonathan Boyar
President
Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus.
Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
BWS Financial
Hamed Khorsand
Hamed Khorsand
Founder
Hamed is the lead BWS analyst who has consistently been highly ranked by Bloomberg and Starmine; he has a Degree in Economics from the University of Southern California.
Pelham Smithers Associates
Pelham Smithers
Pelham Smithers
Founder / Electronics, Telecoms & Pharma
Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
Kolytics
Hemant Kotak
Hemant Kotak
CEO & Director of Research
Hemant founded Kolytics in 2021. He is a former Managing Director at Green Street and previously served as Head of UK Research at CBRE. He brings over 20 years of experience in investment research and listed real estate.
2Xideas
Benjamin Silverman
Benjamin Silverman
Update on the Roaring 1920’s Scenario
22 Oct 25 15:00 / 10:00 ET / 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 11
02 Jul 25 15:00 BST
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.
Dragoneye Research
Julian Hull
Julian Hull
CEO & Analyst
Julian, Founder, was previously at Redburn, Forensic Alpha, and Europe’s premier short focused hedge fund ShadowFall. Dragoneye’s early foundation was built at Redburn, where expertise in fundamental research, company analysis and industry insights were developed. Forensic Alpha spurred Dragoneye’s focus on forensic accounting, examining financial statements, identifying discrepancies and potential accounting irregularities. Expertise in short-selling and investigative research methodologies was gained at ShadowFall.
Forensic Alpha
Tom Beevers
Tom Beevers
Founder & CEO
Thomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.
Oxford DataPlan
Makay Redd
Makay Redd
Prior to joining Oxford Data Plan, Makay worked as Head of Sales at Triton. He brings extensive experience as a Sales Executive from his time at M Science and also worked in Institutional Equity Sales at Susquehanna International Group.
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.
R5 Capital
Scott Mushkin
Scott Mushkin
Founder & Managing Partner
Prior to founding R5 Capital, Scott was Managing Director and Senior Research Analyst covering retail, e-tail and consumer products at Wolfe Research. Scott brings more than 25 years of buy-side and sell-side experience to the firm and has consistently ranked among the top analysts in his coverage sectors. He earned his MBA from The University of Chicago Booth School of Business.
Bitcoin at $2 Trillion: 700 Institutional Asset Managers Are In – What's Next for the Future of Crypto?
06 Mar 25 15:00 GMT / 10:00 EST
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 Equity Short Ideas Conference Call 10
27 Feb 25 15:00 GMT / 10:00 EST
Dragoneye Research
Julian Hull
Julian Hull
CEO & Analyst
Julian, Founder, was previously at Redburn, Forensic Alpha, and Europe’s premier short focused hedge fund ShadowFall. Dragoneye’s early foundation was built at Redburn, where expertise in fundamental research, company analysis and industry insights were developed. Forensic Alpha spurred Dragoneye’s focus on forensic accounting, examining financial statements, identifying discrepancies and potential accounting irregularities. Expertise in short-selling and investigative research methodologies was gained at ShadowFall.
Two Rivers Analytics
Eric Fernandez
Eric Fernandez
Founder
Before founding TRA, Eric Fernandez was Senior Strategist at an Institutional Investor (II) ranked independent research firm. Previously, he was employed at Salomon Smith Barney, Oppenheimer and Kleinwort Benson in the Mergers and Acquisitions groups. Prior to his M&A work, he was a credit analyst involved in leveraged lending and distressed debt restructurings with US and European financial institutions.
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).
AIR Capital
Pierre-Olivier Essig
Pierre-Olivier Essig
Founder & Head of Research
Pierre-Olivier is the Founder and Head of Research at AIR. Born in Barcelona, Spain, he later moved to Switzerland to study Business in La Chaux-de-Fonds. With over 30 years of Investment experience through years with UBS, BBL, CIBC and Paribas, and AIR, he has been providing independent fundamental research in European Equities to renowned institutions around the globe for the last 25 years.
Hedgeye
Jay Van Sciver
Jay Van Sciver
Industrials & Materials
Jay is the Industrials & Materials Sector Head, Partner, and Executive Committee Member at Hedgeye Risk Management. The Industrials & Materials research team offers unique insights into cyclical, secular, structural, and value creation dynamics within what are often misunderstood, niche industries. He was awarded the inaugural Call of The Year (COTY) award in 2020 for FDX/Air Cargo.
Before joining Hedgeye, Jay began his coverage of cyclical industries on the buyside at Brown Brothers Harriman, where he generated robust alpha and was promoted to head Industrials coverage. He later joined LaBranche LLC, where he was a Managing Director and became head of an upstairs proprietary trading desk. Prior to leaving LaBranche LLC, Jay led the firm’s market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight. Jay then joined a Long/Short Fund seeded by LaBranche, Bishop & Carroll Capital Partners, where he was a partner overseeing investment in cyclical industries.
Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institution Fellowship for his research. While working at Brown Brothers, Jay pursued coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder, was an All-American swimmer and collegiate water polo player, and enjoys reading, fitness activities, and time with his family. He is widely recognized as ‘not great’ at tennis, a game he nonetheless enjoys.
Veritas Investment Research
Martin Pradier
Martin Pradier
Investment Analyst, Materials
Martin is responsible for covering the Materials sector. He has almost 20 years of equity research experience in both the buy-side and sell-side. Martin joined Veritas in 2022 after working at Westwood Investment Advisors for 8 years, as Vice President, covering the Materials and Industrials sector. Prior to Westwood Martin spent 2 years as a Materials analyst at AGF and 7 years as a sell-side analyst for Deutsche Bank and Credit Lyonnais.
Crypto Conference Call
14 Nov 24 15:00 GMT / 10:00 EST
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.
IRF Breakfast - The Global Economic & Financial Outlook: Will the 2020s Reprise the 1920s, 1970s, or the 1990s?
02 Jul 24 08:00 BST
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.
Italy Macro and Politics - Reviewing Meloni’s 1st year and what to expect going forward?
25 Oct 23 15:00 BST / 10:00 EDT
Teneo
Wolfango Piccoli
Wolfango Piccoli
Co-President, Political Risk Advisory
Wolfango is a Co-President. Wolf is responsible for co-managing Teneo’s global political risk platform and for the specific coverage of Europe. As director of research, he ensures the relevance, timeliness, rigour and accuracy of the firm’s political risk advisory and consulting service. Prior to joining Teneo, Wolf was the director of the London office and led the Europe practice at Eurasia Group. He often appears on major TV networks and is frequently quoted in the world’s leading newspapers. Wolf holds a Ph.D. in International Politics from the University of Wales, Aberystwyth and an M.A. in International Relations from the University of Bilkent (Ankara).
Fashion Shift to Drive Healthy U.S. Retail Sales in 1H 2022
10 Feb 22 15:00 UTC
The Retail Tracker
Mark Friedman
Mark Friedman
Co-founder & Managing Partner
Mark spent 20 years as a senior research analyst at Merrill Lynch, Lehman Brothers and Goldman Sachs; he was continuously ranked on the Institutional Investor Survey of best analysts across Advertising, Apparel / Footwear and Speciality Retail. At Merrill Lynch he was Group Head of Retail.
Marni Shapiro
Marni Shapiro
Co-founder & Managing Partner
Marni spent 11 years at Merrill Lynch and Lehman Brothers where she covered Apparel, Footwear and Specialty Retail. She has been ranked by the Wall Street Journal Analyst survey on a number of occasions.
Emerging Markets Conference Call
21 Oct 21 14:00 UTC
Alef Advisory
Hani Sabra
Hani Sabra
iRes
Zekeriya Ozturk
Zekeriya Ozturk
Founder
Zekeriya worked as an EVP at Garanti Bank Turkey responsible for International Business Development and served as a Board Member at Garanti Bank Romania, Garanti Asset Management (responsible from risk) and Garanti Securities (audit Committee member) between 2006 and 2013. Prior, he was First Vice President at Merrill Lynch in London as a Financial Analyst for six years. He also worked as a research analyst in various local and international brokerage firms during his finance & banking career since 1995. His main coverage was banking sector in Turkey, Russia, Egypt, Czech Republic and Israel. Cement, retail, refining, petrochemicals and conglomerates were among his sectoral coverage universe throughout his career. Zek received a number of awards from Institutional Investors and Extel for five consecutive years, as the best Turkey and Financial Research analyst while he was at Merrill. He holds B.Sc. in Naval Architecture, M.Sc. in Robotics/ Automatic Control Systems degrees from Istanbul Technical University and Masters degree in Business Administration from Edinburgh University.
Krutham (formerly known as Intellidex)
Peter Attard Montalto
Peter Attard Montalto
Managing Director
Peter joined in 2018 to run the Political Economy, Capital Markets and Energy Transition practices, after 12 years on the sell side and is a wellknown analyst and trusted advisor who splits his time between South Africa and London. He is aided by a team of 35 analysts in Johannesburg and Cape Town.
TS Lombard
Christopher Granville
Christopher Granville
Signal Risk
Menzi Ndhlovu
Menzi Ndhlovu
Senior Analyst
As a Senior Analyst at Signal Risk, Menzi leverage quantitative and qualitative analysis and forecasting skills to provide timely and insightful risk reporting and analysis on the African continent. Have over six years of experience in assessing economic, financial, political, geopolitical and security risks and their impact on our clients' operations, trading decisions and strategic decision-making.
Best Equity Short Ideas Conference Call 1
16 Jun 21 14:30 UTC
Behind the Numbers
Jeff Middleswart
Jeff Middleswart
President & Director of Research
Jeff joined Behind the Numbers in 1993 as an analyst, later progressing to Director of Research and President. He has also served as Assistant Portfolio Manager of the Global Income and Growth Fund of Ranger International. Prior to joining Behind the Numbers, he served as Senior Analyst at Barre & Co., focusing on distressed debt. He has appeared on CNBC and has been cited in the WSJ, Barron’s, Business Week, et.al. Jeff received a B.B.A in Finance from Texas Christian University.
Hedgeye
Jay Van Sciver
Jay Van Sciver
Industrials & Materials
Jay is the Industrials & Materials Sector Head, Partner, and Executive Committee Member at Hedgeye Risk Management. The Industrials & Materials research team offers unique insights into cyclical, secular, structural, and value creation dynamics within what are often misunderstood, niche industries. He was awarded the inaugural Call of The Year (COTY) award in 2020 for FDX/Air Cargo.
Before joining Hedgeye, Jay began his coverage of cyclical industries on the buyside at Brown Brothers Harriman, where he generated robust alpha and was promoted to head Industrials coverage. He later joined LaBranche LLC, where he was a Managing Director and became head of an upstairs proprietary trading desk. Prior to leaving LaBranche LLC, Jay led the firm’s market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight. Jay then joined a Long/Short Fund seeded by LaBranche, Bishop & Carroll Capital Partners, where he was a partner overseeing investment in cyclical industries.
Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institution Fellowship for his research. While working at Brown Brothers, Jay pursued coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder, was an All-American swimmer and collegiate water polo player, and enjoys reading, fitness activities, and time with his family. He is widely recognized as ‘not great’ at tennis, a game he nonetheless enjoys.
Vision Research
Robert Prather
Robert Prather
President & Managing Member
Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
Forensic Alpha
Tom Beevers
Tom Beevers
Founder & CEO
Thomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.
The Analyst
Mark Hiley
Mark Hiley
Founder & CEO
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.