Hardware Eats Software As Atoms Become The AI Bottleneck, Not Bits
19 Feb 26 10:00 EST / 15:00 GMT / 16:00 CET
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
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.
A timely and highly detailed look at the German economy, Europe’s powerhouse, with implications for capital markets and countries in Europe and beyond
12 Sep 24 15:00 BST / 10:00 EDT
QuantMetriks
Dr Savvas Savouri
Dr Savvas Savouri
Founder & Chief Economist
Savvas completed his PhD at the LSE in 1993 and spent a period lecturing at Oxford University. After a brief period at Henley Forecasting, Savvas joined Hoare Govett Securities as their UK economist. In 1994 Savvas moved to Credit Lyonnais Securities to develop a quantitative economics product (‘Margin-Call’) for the UK. In 1996 Savvas launched Margin-Call, the first quantitative economics service of its kind, exploiting the rich data available from the UK’s central statistical agency, the ONS. The dataset - offering timely & extremely detailed information at the sector level for prices, costs and demand - had until then been grossly underutilised. In the 1997 Extel investor ratings, the Margin-Call was ranked No.1 UK Quantitative Analysis. In 1999 Savvas and his team moved to Commerzbank Securities to develop a European side to their system, being ranked No1. European Quantitative Analysis in 2000. The team returned to Credit Lyonnais in 2002, where a Japanese dimension was added. In 2003 the team relocated to Lazard, & whilst there it more fully developed the US system. Their quantitative data was widely used at the Capital Markets, Asset Management and Banking levels of Lazard, UK, Continental Europe and US. In 2005 Savvas and his team formed QuantMetriks Research Limited. They simultaneously launched the website QuantMetriks.com, on which their extensive dataset is platformed. In 2007, the team joined Toscafund Asset Management to set up their own fund and give investment advice. Savvas also served as Chief Economist to the Toscafund Group. In 2024, the team restarted QuantMetriks.
Is Japan at Risk of Policy Error?
25 Oct 23 10:00 BST
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.
Everything, Everywhere, All at Once - Do Commodity Markets Survive the Next Crisis, and the Next?
30 Mar 23 15:00 BST / 10:00 EDT
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.
EM Macro Conference
16 Mar 22 14:00 UTC
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Forefront Advisers
Gergely Polner
Gergely Polner
PRC Macro
William Hess
William Hess
Co-CEO & Co-Head of Research
Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao
Song Gao
Co-CEO & Co-Head of Research
Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
TS Lombard
Shumita Sharma Deveshwar
Shumita Sharma Deveshwar
Alberdi Partners
Marcos Buscaglia
Marcos Buscaglia
Founder
Marcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.
Alef Advisory
Hani Sabra
Hani Sabra
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.
Cribstone Strategic Macro
Mike Harris
Mike Harris
Founder
Mike has over a quarter century of experience as a: multi-industry stock analyst, macro strategist, research manager, adjunct Professor of Finance & Economics, and IPO advisor. He was one of the highest ranked sell-side research specialists in the history of the prestigious Institutional Investor Survey, with 22 number one rankings.
Looking at the big supply side issues with Big Data
10 Nov 21 15:00 UTC
Deep Macro
Jeffrey Young
Jeffrey Young
Founder & Chief Economist
Jeffrey is the CEO and Co-Founder of DeepMacro. Jeffrey is the former head of FX Research at Citigroup, the Chief Economist at Platinum Grove Asset Management, the Director of Research at Woodbine, and a Macro Analyst at Caxton. Jeff has a degree from Princeton University
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.
The Reflation Trade at a Crossroads
28 Sep 21 15:00 UTC
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Latin America: at the start of another lost decade?
17 Jun 21 15:00 UTC
Alberdi Partners
Marcos Buscaglia
Marcos Buscaglia
Founder
Marcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.
Pacific Inflation, Atlantic Stagflation – The World Diverges
16 Feb 21 15:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
U.S. 2020 Elections: A Lot Is At Stake For Markets
30 Oct 20 15:00 UTC
MRB Partners
Peter Perkins
Peter Perkins
Turkey and South Africa Macro
14 Oct 20 15:00 UTC
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.
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.