Independent Analysis on Active Fund Positioning, Fund Flows and Peer Group Fund Analysis
06 - 10 Apr 2026
London
Copley Fund Research
Steven Holden
Steven Holden
Founder & CEO
Steven brings over 18 years of experience across global equity and emerging markets. His background includes senior roles at Morgan Stanley and Citigroup in London and Hong Kong, specialising in derivatives, global markets, and emerging markets.
US Chemicals Equity Research and Stock Picks
09 - 11 Apr 2026
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.
Behavioural Finance, Portfolio Strategy & Quant
21 - 22 Apr 2026
London
Kailash Capital Research
Jim Rocchio
Jim Rocchio
Co-Founder & Head of Distribution
Jim, Head of Distribution, has also served as Managing Director at Baird and at Knight Capital, where he co-founded Kailash Concepts. He brings 26 years of experience in the investment industry, having started his career at Hambrecht & Quist and held senior equity sales roles at JP Morgan and Bear Stearns.
Jim has a proven track record of building and nurturing deep client relationships, as well as creating, developing, and distributing unique and differentiated sell-side content.
Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies
07 - 08 May 2026
London
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.
Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition
18 - 19 May
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.
Lenka Martinek
Lenka Martinek
Managing Partner
Lenka is an investment strategist with 20 years of experience in research and capital markets. She was a strategist and managing editor at BCA Research, the leading provider of independent global macro investment research.