IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit
14 Jul 25 12:00 BST
Trivariate Research
Adam Parker
Adam Parker
Founder & Chief Strategist
Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
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.
China: Rebound Prospects, Macro Headwinds, Next Phase of US-China Trade War
15 May 24 15:00 BST / 10:00 EDT
China Beige Book
Shehzad Qazi
Shehzad Qazi
Managing Director
Shehzad is the Managing Director who has spearheaded the expansion of the research product particularly in redesigning the quarterly report. He writes op-eds and essays, regularly featured in Foreign Office, Huffingfon Post and World Affairs.
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.
So what’s next for the oil sector?
09 Jun 21 15:00 UTC
Cornerstone Analytics
Mike Rothman
Mike Rothman
Founder & President
Mike is the Founder and President of Cornerstone Analytics, with 39 years of experience researching oil markets and 37 years of attending OPEC meetings. Widely recognized in the industry, he was ranked #1 by Institutional Investor for Energy Research. Before founding Cornerstone in 2009, he launched ISI’s energy platform in 2005 and served as Head of Energy at Merrill Lynch beginning in 1984.