Login or Sign Up to continue
EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 Feb 26   Making Weather Pay – The Outlook For Global Commodities - James Roemer/Best Weather - 11 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26       Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 26      
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.
Replay
Best Equity Short Ideas Conference Call 1

16 Jun 21 14:30 UTC

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.
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.
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.
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)
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.
Replay