EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 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      

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Equity Idea Calls
TMT Best Ideas Conference

19 May 22 14:00 BST

Inflection Point Research, LLC
Michael Fox   Michael Fox
Huber Research Partners
Craig Huber   Craig Huber Founder Craig was formerly a Director and research analyst at Barclays Capital and Lehman Brothers (and Morgan Stanley before that) covering the US Media and Advertising sectors as well as Information Services stocks. For four consecutive years, 2006 to 2009, he was ranked #1 in Institutional Investor’s All America research team in the media sector he covered. In 2009, Craig was ranked #1 stock picker in the Financial Times / StarMine survey out of 1,800 US,800 US sell-side analysts, prior to going out independent in 2010.
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.
Gossamer Consulting Group
Eric Kress   Eric Kress Founder Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
Radio Free Mobile
Richard Windsor   Richard Windsor Founder Dr Richard Windsor serves both the TMT and the financial services industries. Richard has been covering the technology sector for over 20 years both as a sell-side analyst and a fund manager and specialises in making complex situations and concepts simple & interesting to understand and utilise.
Abacus Research
Robert Graham-Brown   Robert Graham-Brown Founder Robert worked for European fund managers Threadneedle and Credit Suisse Asset Management as a U.S. and global fund manager for nine years. In late 2009 he joined Merrill Lynch’s research sales and then Oppenheimer.
Arete Research
Brett Simpson   Brett Simpson Co-founder & Senior Analyst – Semiconductors Brett is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.
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Best Equity Short Ideas Conference Call 2

01 Dec 21 14:30 UTC

Favus Institutional Research
Dr Elliot Favus   Dr Elliot Favus CEO & Senior Analyst Dr. Favus is a pharmaceutical equity research specialist with buyside and sellside experience, including Senior Analyst roles at Och Ziff and Lazard. Earlier in his career, Dr. Favus spent 10 years working on human genetics projects at Harvard Medical School and the University of Chicago.
280First
Zhiping Zhao   Zhiping Zhao Founder Zhiping, Founder, Before founding 280First in 2014, Zhiping has held positions as Senior Analyst at both CreditSights and Sanford C. Bernstein, Founder of Quantumbuy and Management Consultant at McKinsey & Company.
Badger Consultants
Thomas Chanos   Thomas Chanos President & CEO Thomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.
Channel Dynamics
Jonathan Telgener   Jonathan Telgener Founder & Head of Research Jon is the Founder and Head of Research. He was formerly VP of Fundamental Research at Point72.
The Bindle Paper
Kurt Feshbach   Kurt Feshbach Founder & Director of Research Kurt is the Co-Founder & Director of Research at The Bindle Paper. Kurt brings 36 years of experience shorting stocks and founded the world’s largest short- only hedge fund by AUM, Feshbach Brothers. Kurt’s firm averaged 37% annualised performance through his use of an investigative approach to notable names. Since 1993, Mr. Feshbach managed a boutique to provide research and services to select institutional and individual clients serving numerous top 50 funds.
Off Wall Street
Britt McLoy   Britt McLoy Principal Analyst Britt is a Principal Analyst at Off Wall Street.
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Inflation, Terminal Rates and the Central Bank Peloton

03 Nov 21 15:00 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.
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