Asset Allocation - Generational Shift Ahead
20 Mar 25 15:00 / 10:00 ET
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
IRF Macro Conference - Themes & Top Ideas for '25
15 Jan 25 15:00 GMT / 10:00 EST
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
David Woo Unbound
David Woo
David Woo
Founder & CEO
David is the Founder/CEO of Unbound. Until 2021, David was the Head of Global Rates, FX, and EM Fixed Income Strategy & Economic Research at Bank of America where he led the top ranked macro strategy team on Wall Street. David is known for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump’s victory in 2016. He was the first major analyst on Wall Street to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016. David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University.
JDI Research
Juliette Declercq
Juliette Declercq
Founder & CEO
Juliette has 23 years’ experience in trading and advising, dedicated to offering top investors clear insights on underlying macro trends and highconviction trade recommendations across various asset classes, with a focus on minimising market noise.
IRF Education: 'Tricks of the Trade: AI Tools in Your Investment Process
02 May 24 15:00 BST / 10:00 EDT
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
New Constructs
David Trainer
David Trainer
Founder & CEO
David is a Wall Street veteran and corporate finance expert. He specialises in reversing accounting distortions on the underlying economics of business performance and stock valuation. He was a member of FASB’s Investor Advisory Committee from 2013-2017 and is author of Modern Tools for Valuation (Wiley Finance 2010).
David’s stock-picking success has been well-documented since 2005, including features on CNBC, in Institutional Investor Magazine and Barron’s.
XAI Asset Management
Dr. Aric Whitewood
Dr. Aric Whitewood
CEO
Dr. Aric Previously Chief Data Scientist at Credit Suisse, managing a team across Zurich, London, and New York. Over 20 years’ experience in asset management, quantitative finance, and high-performance computing. Honorary Associate Professor at University College London. PhD in Electronic Engineering from University College London.
IRF Lunch with Julian Brigden - Goldilocks Isn't Easy
21 Mar 24 12:30 GMT
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Something has to Crack
18 Aug 23 15:00 BST / 10:00 EDT
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Identifying Key Themes in the Global Commodity Markets Using an AI-based Approach
23 Nov 22 15:00 GMT / 10:00 EST
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
A Collapse in Fertility and Sperm - The Reality to Follow
27 Oct 22 15:00 BST / 10:00 EST
Signum Intel
Eoin Gleeson
Eoin Gleeson
Co-Founder
Eoin focuses on living matter – genes, cells, microbes, mitochondria, phages, xenobots, transmaterials and synapses – and how we are introducing these biomaterials into humans, animals and crops.Eoin’s background is in studying complex systems: his postgraduate research focused on simulating crowd behaviour during manias and epidemics. He spent 10 years covering biotech as a journalist: studying a wide range of materials and chemicals: from DNA to sulphuric acid to sewage. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technologies. He is currently writing a book on Simulation – and why it heralds an age of very disturbing experiments.
Michael Orme
Michael Orme
Founder
Michel Orme spent over 40 years analysing the semiconductor industry. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979) and ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genentech. Michael has several decades of experience in equity research, working closely with teams at Westhall, Centrum and Mirabaud in recent years.
Turning on a Dime
10 Aug 22 16:00 BST
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Energy Crisis: The Pendulum Swings
21 Mar 22 15:00 UTC
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
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.
It’s All About Financial Conditions
24 Feb 22 15:00 UTC
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
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.
China Industry 4.0: Winners from China's Regulatory Crackdown
05 Oct 21 15:00 UTC
Signum Intel
Eoin Gleeson
Eoin Gleeson
Co-Founder
Eoin focuses on living matter – genes, cells, microbes, mitochondria, phages, xenobots, transmaterials and synapses – and how we are introducing these biomaterials into humans, animals and crops.Eoin’s background is in studying complex systems: his postgraduate research focused on simulating crowd behaviour during manias and epidemics. He spent 10 years covering biotech as a journalist: studying a wide range of materials and chemicals: from DNA to sulphuric acid to sewage. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technologies. He is currently writing a book on Simulation – and why it heralds an age of very disturbing experiments.
Michael Orme
Michael Orme
Founder
Michel Orme spent over 40 years analysing the semiconductor industry. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979) and ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genentech. Michael has several decades of experience in equity research, working closely with teams at Westhall, Centrum and Mirabaud in recent years.
Policy Makers are Playing with Fire!
23 Sep 21 15:00 UTC
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
IRF Conference on Commodities
20 Jul 21 14:00 UTC
Vanda Insights
Vandana Hari
Vandana Hari
Founder & CEO
Prior to launching Vanda Insights, Vandana worked for more than 20 years in senior positions with S&P Global Platts, the oil industry’s premier source of news and pricing information on the energy industry. In her interactions with senior executives and traders at oil and gas companies, government bodies, ministers, regulators and think tanks over the years, Vandana realised there was a keenly-felt need for a succinct and clearly-articulated big-picture perspective on the oil markets, which was not being fulfilled by any of the existing publications. Vanda Insights was born out of a desire to meet that need.
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.
CHR Metals
Huw Roberts & Claire Hassall
Huw Roberts & Claire Hassall
CPM Group
Jeffrey Christian
Jeffrey Christian
Managing Partner
Jeffrey has been a prominent analyst and advisor on precious metals and commodities markets since the 1970’s, with work spanning precious metals, energy markets, base metals, agricultural markets, and economic analysis. He founded the company in 1986, spinning off the Commodities Research Group from Goldman, Sachs & Co and its commodities trading arm, J. Aron & Company. He has advised many of the world’s largest corporations and institutional investors on managing their commodities price and market exposures, as well as providing advisory services to the World Bank, United Nations, International Monetary Fund, and numerous governments
Global Mining Research
Tony Robson
Tony Robson
Executive Chairman & Senior Mining Analyst
Tony has enjoyed high-profile positions within the finance industry. He was previously Global Co-Head for Mining Research at BMO Capital Markets and Head of European Research, plus he has lengthy experience with HSBC, Prudential Securities and BNP Paribas. Tony is technically qualified as a geologist and geophysicist.
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
Janus Analysis
Gaius King
Gaius King
Founder & Senior Analyst
Gauis also holds the position of Resources Analyst at Fox-Davies Capital. Before Janus Analysis, Gauis was an Insight Provider for Smartkarma, Corporate Analyst at HD Capital (UK and Australian coverage) and Resource Analyst at HWH Ireland.
Nanotechnology: How we are engineering life from the bottom up
15 Apr 21 15:00 UTC
Signum Intel
Michael Orme
Michael Orme
Founder
Michel Orme spent over 40 years analysing the semiconductor industry. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979) and ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genentech. Michael has several decades of experience in equity research, working closely with teams at Westhall, Centrum and Mirabaud in recent years.
Eoin Gleeson
Eoin Gleeson
Co-Founder
Eoin focuses on living matter – genes, cells, microbes, mitochondria, phages, xenobots, transmaterials and synapses – and how we are introducing these biomaterials into humans, animals and crops.Eoin’s background is in studying complex systems: his postgraduate research focused on simulating crowd behaviour during manias and epidemics. He spent 10 years covering biotech as a journalist: studying a wide range of materials and chemicals: from DNA to sulphuric acid to sewage. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technologies. He is currently writing a book on Simulation – and why it heralds an age of very disturbing experiments.
Commodities - Finally, a Bull Market
19 Jan 21 15:00 UTC
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
Macro drives policy and policy drives markets
07 Dec 20 15:00 UTC
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
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.
A General Turn in Macro with Implications for All Markets
02 Apr 20 16:00 UTC
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Oil - Taken leave of its senses
27 Mar 20 12:30 UTC
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more
01 Mar 19 12:30 UTC
Signum Intel
Michael Orme
Michael Orme
Founder
Michel Orme spent over 40 years analysing the semiconductor industry. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979) and ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genentech. Michael has several decades of experience in equity research, working closely with teams at Westhall, Centrum and Mirabaud in recent years.
Growth and Inflation - The biggest risks to market equilibrium
06 Nov 18 12:30 UTC
Macro Intelligence 2 Partners
Ronnie Aked
Ronnie Aked
Advisor
Ronnie is an Advisor. He joined the MI2 Research team in 2015, following two years at Capstone Investment Advisors as a portfolio manager. Ronnie has extensive buy-side experience, having served as Co-founder, CIO, and Macro Portfolio Manager at Arsago, UBS O'Connor, and Capstone.