CFROI vs Economic ROI: A Clearer Picture of Company Performance?
08 - 18 Sep 2025
Zurich 09 Sept • London 18 Sept
Omaha Insights
Bryant Matthews
Bryant Matthews
CEO & Head of Research
Bryant has a distinguished career in finance, having served as the Global Director of HOLT Research at Credit Suisse for over 25 years, where he developed innovative valuation models and advanced the HOLT framework, alongside contributions to research on profitability and growth. Bryant holds an MBA in Finance and Strategy from Northwestern University’s Kellogg School of Management and is currently pursuing a Master’s in Mathematics with a focus on Applied Statistics at DePaul University. He is also the co-founder of Omaha Insights.
US, EU & Asia Short Equity Ideas
15 Sep 25 - 08 Oct 25
London 15 - 16 Sept • Dublin 19 Sept • Sydney 23 Sept • Hong Kong 24 Sept • SG 25 Sept • Tokyo 26 Sept • AUH 30 Sept • DXB 1 Oct • NYC 6-8 Oct
Vision Research
Robert Prather
Robert Prather
President & Managing Member
Robert is experienced President with a demonstrated history of working in the investment management industry. Strong professional skilled in Equity Research, Portfolio Management, Hedge Funds, Entrepreneurship, and Venture Capital.
US Retail, E-tail and Consumer Products Equity Research and Stock Picks
15 - 17 Sep 2025
New York
R5 Capital
Scott Mushkin
Scott Mushkin
Founder & Managing Partner
Prior to founding R5 Capital, Scott was Managing Director and Senior Research Analyst covering retail, e-tail and consumer products at Wolfe Research. Scott brings more than 25 years of buy-side and sell-side experience to the firm and has consistently ranked among the top analysts in his coverage sectors. He earned his MBA from The University of Chicago Booth School of Business.
The Loss of Fed Independence: What it Means for Equities, Rates, and the Dollar
16 - 18 Sep 2025
London
Aurora Macro Strategies
Dimitris Valatsas
Dimitris Valatsas
Co-founder & Chief Economist
Dimitris leads the Economics and Markets practice. He has over a decade of experience advising asset managers, hedge funds, family offices, and other financial institutions on macroeconomic and market developments, focusing on the U.S. and Europe. Dimitris holds degrees from Harvard University and the University of Oxford.
Daniel Lansberg-Rodriguez
Daniel Lansberg-Rodriguez
Co-founder & Managing Director
Daniel heads the firm’s Geopolitics, Risk, and Strategy practice; he is also on the faculty at Northwestern’s Kellogg School of Management where he teaches courses on emerging markets, geopolitical, and macroeconomic risk. Daniel holds degrees from Harvard University and the University of Chicago.
José Ignacio Hernández
José Ignacio Hernández
Head of International Arbitration & Sovereign Debt
José is a law professor at the Andrés Bello Catholic University and the Central University of Venezuela and a former acting attorney general of Venezuela’s interim government. Considered one of Latin America’s foremost experts on public debt and restructurings, he has served as an expert witness in several legal cases, including the landmark Crystallex decision.
Global ESG and Impact-Investment Trends with Contrarian Trades in the Energy Transition Space
22 - 24 Sep 2025
New York • 20 - 24 Oct London
Sustainable Market Strategies
François Boutin-Dufresne
François Boutin-Dufresne
Managing Partner
François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
Félix-A. Boudreault
Félix-A. Boudreault
Co-Founder
Felix is an engineer-MBA with 20 years of experience in energy, environmental policy, and sustainable finance.
US Healthcare & Merger Arbitrage Catalysts
22 - 23 Sep 2025
London
Aldis Institutional Services
Tommy Barletta
Tommy Barletta
Co-Founder & Managing Partner
Tommy is the Managing Partner and Co-Founder, has worked at the intersection of policy and financial markets for nearly two decades. Prior to launching Aldis, he was the Director of Research at the Marwood Group - a leading healthcare advisory and intelligence firm. In this role, he oversaw the Washington Research team’s coverage of policy catalysts for the firm’s institutional investor and private equity clients and was responsible for business development for the firm’s hedge fund and mutual fund clients. Prior to Marwood, Tommy worked on Capitol Hill as a senior Congressional staffer for former Congressman Cal Dooley (D-CA).
East Asia Macro Outlook: China, Taiwan, Japan and South Korea
23 - 24 Sep 2025
London
East Asia Econ
Paul Cavey
Paul Cavey
Economist
For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea.
While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.
L/S Defense Europe’s Military Spending U.S. Strategy and Geopolitical Risks
24 - 25 Sep 2025
London
Hedgeye
Col. Jeffrey McCausland
Col. Jeffrey McCausland
Geopolitical Advisor
Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech
25 - 26 Sep 2025
London
Revelare Partners
Andrew Peters
Andrew Peters
Co-Founder & Managing Partner
Andrew is a co-founder of Revelare Partners. He has more than 15 years of experience in sales, research development and sourcing investment ideas for institutional investors. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023 working with the team to build and expand its client base. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He received a B.A. in Financial Economics from the University of Rochester.
CFROI vs Economic ROI: A Clearer Picture of Company Performance?
06 - 08 Oct 2025
New York
Omaha Insights
Bryant Matthews
Bryant Matthews
CEO & Head of Research
Bryant has a distinguished career in finance, having served as the Global Director of HOLT Research at Credit Suisse for over 25 years, where he developed innovative valuation models and advanced the HOLT framework, alongside contributions to research on profitability and growth. Bryant holds an MBA in Finance and Strategy from Northwestern University’s Kellogg School of Management and is currently pursuing a Master’s in Mathematics with a focus on Applied Statistics at DePaul University. He is also the co-founder of Omaha Insights.
L/S US Retail and Restaurant Ideas
06 - 07 Oct 2025
London
Quo Vadis Capital
John Zolidis
John Zolidis
Founder & President
John has followed retail and restaurants as a senior analyst since 1999, mostly on the sell-side. He also managed money in a buy-side role at a long-short equity fund over 2013-2014. He was named in the Wall Street Journal’s Best on the Street list.
US Chemicals Equity Research and Stock Picks
09 - 10 Oct 2025
London
Fermium Research
Frank Mitsch
Frank Mitsch
President
Frank 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 received his undergraduate degree in Chemical Engineering from the Stevens Institute of Technology. He holds an MBA with a concentration in finance from MSU.
China Macro, Policies and Commodities Outlook
13 - 16 Oct 2025
London
PRC Macro
William Hess
William Hess
Co-CEO & Co-Head of Research
Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao
Song Gao
Co-CEO & Co-Head of Research
Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Ming Wu
Ming Wu
Head of Base Metals
Experienced Senior Researcher with a demonstrated history of working in the capital markets industry. Strong research professional skilled in Market Research, Project Management, Financial Modeling, Corporate Finance, and Business Development.
Commodities Research with a Focus on Energy
20 - 24 Oct 2025
London
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.
Consumer / Retail Channel Checks and Stock Picks
21 - 22 Oct 2025
London
The Retail Tracker
Mark Friedman
Mark Friedman
Co-Founder & Managing Partner
Mark 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.
Marni Shapiro
Marni Shapiro
Founder & Managing Partner
Marni Shapiro is Founder & Managing Partner at The Retail Tracker
Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech
17 - 19 Nov 2025
London
Revelare Partners
Andrew Peters
Andrew Peters
Co-Founder & Managing Partner
Andrew is a co-founder of Revelare Partners. He has more than 15 years of experience in sales, research development and sourcing investment ideas for institutional investors. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023 working with the team to build and expand its client base. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He received a B.A. in Financial Economics from the University of Rochester.