Ian RoperIan Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight. Ian Roper

Julian BrigdenJulian 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. Julian Brigden

Scott Mushkin Scott Mushkin

Jonathan BoyarJonathan is the President of Boyar Research and a Principal at Boyar Asset Management. He joined the firm in 2008 and brings over 15 years of investment experience. Jonathan Boyar

Frank MitschFrank serves as President, having cofounded Fermium Research in 2018, after leading the chemicals sell-side effort for 7 years at Wells Fargo Securities. Prior to WFS, Frank was a senior sell-side analyst for 15 years, beginning his Wall Street career with Merrill Lynch. He has been named multiple times to Institutional Investor’s All-America Research Team, and has received numerous other awards in stockpicking and earnings estimates accuracy from the Financial Times/StarMine and Wall Street Journal. Prior to the sell-side, he worked for 10+ years in chemicals with consultancy Kline & Company, and Betz Laboratories, including two years in Europe. Frank Mitsch

Robert KaminskiRobert leads the firm's policy research for the telecom, media, and tech sectors. Areas of focus include wireline and wireless telecom, cable, communications equipment and infrastructure, television broadcasting, social media and Internet platforms, semiconductors, and special situations in the tech sector. Robert Kaminski

Brian McGoughBrian is a 30-year veteran of Wall Street. Before co-founding Hedgeye in 2008, Brian’s career began at Salomon Brothers in 1994, covering Transportation and Logistics before moving to Morgan Stanley in 1998. There, he led the firm’s Softline Retail coverage. Brian was heavily recruited by the Buy Side and ultimately joined Copper Arch Capital to run the Consumer team in 2002. After two years, Brian landed his dream job at Nike. Brian initially served as the Director of Investor Relations and later throughout the finance organization. Brian took on the role of vetting acquisitions for the company. After two years at Nike, making the toughest call of his life, Brian put his family first and moved back to the East Coast. Brian rejoined Morgan Stanley and was tasked with starting a 'coverage model.' This was a new concept, in which a Sell Side analyst covers an unusually broad number of companies. In 2008, he co-founded Hedgeye with CEO Keith McCullough. Having been at Hedgeye since Day 1, Brian was integral in creating the firm’s research process. Most notably, Brian covers the entire waterfront of 300+ retail names globally. Brian sees himself as a Consumer/Retail Strategist, unafraid of opposing consensus views. With enduring energy and passion, he continues to shape Hedgeye's success alongside partner Jeremy McLean and analysts Arianna Petillo and Ryan Wilson. Brian McGough

Daniel Bilosi Daniel Bilosi

Kim MonkKim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs). Kim Monk

Rob SmithRob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees. Rob Smith

Pete SkibitskiPete joined Alembic Global Advisors as a Senior Analyst covering the commercial aerospace and large-cap defence sector from Drexel Hamilton. Pete Skibitski

Hassan AhmedHassan Prior to founding Alembic Global Advisors, He was a Managing Director and Global Sector Head for Chemicals Research at HSBC. Hassan Ahmed

Mark FriedmanMark is an entrepreneur, executive, and advisor, and the Co-Founder of The Retail Tracker, a strategic advisory firm focused on brand building, financial strategy, and navigating the evolving retail landscape. He is also CEO of HARVST, a shelf-stable meals company with a mission to combat food insecurity. With a career spanning various leadership roles, Friedman has served on both public and private boards, including Iconix and Roots, and is currently a strategic advisor to Accel, Poq, and Storr. He launched The Retail Tracker in 2006 to provide insights into consumer and retail trends, working with companies of all sizes to support growth through strategic planning, branding, merchandising, and capital allocation. Mark Friedman

Marni ShapiroMarni Shapiro is Founder & Managing Partner at The Retail Tracker Marni Shapiro