Best Equity Short Ideas Conference Call 10
27 Feb 25 15:00 GMT / 10:00 EST
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.
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).
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.
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.
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.
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.