EVENTS:   Lunch - How Bull Markets Die - Jawad Mian/Stray Reflections - 03 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26      

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Thematic Research Based Ideas

06 Feb 26

London

CHA-AM Advisors
David Scott David Scott Founder David spent six years as a commercial banker in various overseas branches of Lloyds Bank followed by two years with research consultancy Tara Siam, before joining WI Carr in Thailand as Chief Representative in 1989. He moved to Hong Kong in 1994 where he spent 8 years as WI Carr’s Chief Regional Strategist and two years as Head of Regional Strategy for Deutsche Securities before establishing Cha-Am in 2004. Over the past 25 years David has been recognised by numerous investor polls as one of the top strategists and equity analysts in Asia.
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Commodities Research with a Focus on Oil and Energy

10 Feb 26

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.
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Predictive Investment Models for Idea Generation and Risk Management

16 - 19 Feb 2026

New York

Variant Perception
Hugh Vuillier Hugh Vuillier Relationship Manager
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L/S US Communications, Media & Software Ideas

23 - 27 Feb 2026

Dubai

Hedgeye
Andrew Freedman Andrew Freedman Communications & Software Andrew currently spearheads Communications Sector research at Hedgeye, specializing in Internet, Media, Cable, and Telecom, and co-heads the Software Sector. His deep work in these domains has led to highly successful long/short calls on industry giants like Netflix, Meta, and Google. Notably, Andrew's market insights enabled him to accurately predict the end of Netflix's growth runway. Moreover, his unique research process led to calls on the peak of the digital ad market in October 2021 and identified its bottom by January 2023. Andrew's approach is distinguished by a robust process that combines proprietary highfrequency data trackers with meticulous industry modeling and in-depth fundamental analysis. Prior to assuming his current role as Communications and Software Sector Head, he was a Senior Equity Research Analyst, covering U.S. Health Care equities - with a specialization in Healthcare IT. Andrew has deep knowledge of pivotal areas in Healthcare, like EMR, population health, value-based care, telehealth, and more. Before joining Hedgeye in 2014, Andrew was a driving force behind asset allocation, risk analysis, and investment manager research at Clearbrook Global Advisors.
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US L/S Financials, Housing & Macro Ideas

02 - 06 Mar 2026

London

Hedgeye
Josh Steiner Josh Steiner Financials, Housing & Digital Assets Josh has more than two decades on the sell side and buyside following sectors including Macro, Financials, Housing and Payments. Prior to joining Hedgeye Risk Management, Josh was an integral part of the #1 ranked Institutional Investor and Greenwich Survey Mortgage and Specialty Finance Team at Lehman Brothers before moving to the buyside to do Long/Short Financials at Millennium Partners and Amaranth Group. He began his financial career at CE Unterberg, Towbin covering the Satellite Communications sector. Josh holds a Bachelor’s Degree in Economics from the University of Rochester and is a CFA Charterholder.
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Chinese Equity Ideas & Channel Checks Across 50 sub-sectors

23 - 27 Mar 2026

London

Horizon Insights
Don Ma Don Ma Chief strategist and co-founder Chief strategist and co-founder. He has in-depth understanding and research experience in Chinese A-share markets analysis and equity research.
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