Hedgeye

Jay Van Sciver Industrials/Materials analyst Jay is the Industrials & Materials Sector Head, Partner, and Executive Committee Member at Hedgeye Risk Management. The Industrials & Materials research team offers unique insights into cyclical, secular, structural, and value creation dynamics within what are often misunderstood, niche industries. He was awarded the inaugural Call of The Year (COTY) award in 2020 for FDX/Air Cargo. Before joining Hedgeye, Jay began his coverage of cyclical industries on the buyside at Brown Brothers Harriman, where he generated robust alpha and was promoted to head Industrials coverage. He later joined LaBranche LLC, where he was a Managing Director and became head of an upstairs proprietary trading desk. Prior to leaving LaBranche LLC, Jay led the firm’s market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight. Jay then joined a Long/Short Fund seeded by LaBranche, Bishop & Carroll Capital Partners, where he was a partner overseeing investment in cyclical industries. Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institution Fellowship for his research. While working at Brown Brothers, Jay pursued coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder, was an All-American swimmer and collegiate water polo player, and enjoys reading, fitness activities, and time with his family. He is widely recognized as ‘not great’ at tennis, a game he nonetheless enjoys. Jay Van Sciver

Omaha Insights

Bryant Matthews CEO & Head of Research Bryant, 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

10x Research

Markus Thielen Head of Research Markus is the Head of Research at 10x Research. He also acts as the Head of Research and Strategy for Matrixport, a leading digital-asset investment firm. Before joining Matrixport, Markus was the Chief Investment Officer at the digital-asset investment firm IDEG Asset Management, and before that the founder and Chief Investment Officer at Jomon Investment Management. Previously Markus was a Portfolio Manager at Millennium Capital Partners and JP Morgan Investment Group. He started his career at Morgan Stanley, where he set up and ran the Quant & Derivatives Strategies Group in Asia. Markus Thielen

The Retail Tracker

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. Mark Friedman

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