EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
IRF Education: What If......Japan Isn't a False Dawn? 4 Lost Decades Reverse and More

25 Jun 24 15:00 BST / 10:00 EDT

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.
Asymmetric Advisors
Tim Morse   Tim Morse Founder Tim has 25 years specialising in Japan only, initially in fund management in Scotland, then as an analyst in Japan for 12 years and finally in sales/research. Specialisms include identifying exciting small/mid ideas that have yet to get investor recognition, large corporate restructuring/structural changes stories and value with a catalyst.
Japan Foresight
Tobias Harris   Tobias Harris Founder Tobias is a leading expert on Japan and the author of The Iconoclast: Shinzō Abe and the New Japan (2020). He has written about Japan’s politics and the geopolitics of Asia for The New York Times, Washington Post, Wall Street Journal, and the Financial Times, and comments regularly on television and radio broadcasts. He has a BA in Politics and History (summa cum laude) from Brandeis University and an M.Phil in International Relations from the University of Cambridge.
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