EVENTS:   Buckle Up for the Bond Market Meltdown - Dr. Frank Shostak/AAS Economics & Derek Sicklen/AAS Economics - 17 Jun 25   IRF Lunch: The Most Mispriced Market with David Woo - David Woo/David Woo Unbound - 18 Jun 25     ROADSHOWS: CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   London   18 - 19 Jun 25       US, Europe and UK Real Estate Outlook - Hemant Kotak /Kolytics   •   Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul   24 - 26 Jun 25       US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney   26 Jun 25      

CFROI vs Economic ROI: A Clearer Picture of Company Performance?

Omaha Insights

Bryant MatthewsBryant, CEO & Head of Research, 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. Bryant Matthews

London

18 - 19 Jun

US, Europe and UK Real Estate Outlook

Kolytics

Hemant KotakHemant founded Kolytics in 2021. He is a former Managing Director at Green Street and previously served as Head of UK Research at CBRE. He brings over 20 years of experience in investment research and listed real estate. Hemant Kotak

Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul

24 - 26 Jun

US, EU & Asia Short Equity Ideas

Vision Research

Robert PratherRobert 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. Robert Prather

Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney

26 Jun

CFROI vs Economic ROI: A Clearer Picture of Company Performance?

Omaha Insights

Bryant MatthewsBryant, CEO & Head of Research, 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. Bryant Matthews

New York; Boston 23 Jul

21 - 25 Jul

Consumer / Retail Channel Checks and Stock Picks

The Retail Tracker

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

London

21 - 22 Oct