EVENTS:   Hardware Eats Software As Atoms Become The AI Bottleneck, Not Bits - Sean Maher/Entext - 19 Feb 26     ROADSHOWS: Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 26       Geopolitics & Macro: Rates, Trade, FX, and Global Flashpoints - Dimitris Valatsas & Maximilian Hess & Dmitry Grozoubinski /Aurora Macro Strategies   •   London   23 - 24 Feb 26       L/S US Communications, Media & Software Ideas - Andrew Freedman /Hedgeye   •   Dubai   23 - 27 Feb 26      

Upcoming

Previous
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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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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L/S US Retail and Restaurant Ideas

28 - 30 Jan 2026

New York

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.
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Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech

26 - 27 Jan 2026

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.
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L/S US Retail and Restaurant Ideas

20 - 20 Jan 2026

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.
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US, European and Asian SELL / SHORT Ideas
13 - 14 Jan Hong Kong
  • 13 - 14 Jan Hong Kong
  • 15 Jan Singapore
  • 16 Jan Tokyo
Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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DM L/S Healthcare Ideas Based on Fundamental Analysis by Experienced Former Medical Professionals

11 - 14 Jan 2026

San Francisco

Bios Research
Dr. Aaron Fletcher Dr. Aaron Fletcher Co-Founder & Managing Partner Dr. Aaron, Managing Partner & Co-Founder, has a PhD in Biochemistry from Colorado State University and is currently a visiting professor in Biochemistry and Cell Biology at Dallas Baptist University; he has been a consultant in the financial industry since 2006. The Bios’ research effort is composed of Aaron and three additional analysts. Each of the analysts have Masters’ in Public Health or PhDs from leading academic institutions.
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Senior Semiconductor Analyst

09 - 10 Dec 2025

London

Rosenblatt Securities
Kevin Cassidy Kevin Cassidy Senior Analyst, Semiconductors Kevin has 25+ years of industry experience, including at Texas Instruments and AMD, and 15+ years of experience covering the space. He is a top ranked stock picker in 3rd party ratings.
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Fundamental US Healthcare Short Ideas

17 - 19 Nov 2025

London

Favus Institutional Research
Dr Elliot Favus Dr Elliot Favus CEO & Senior Analyst Dr. Favus is a pharmaceutical equity research specialist with buyside and sellside experience, including Senior Analyst roles at Och Ziff and Lazard. Earlier in his career, Dr. Favus spent 10 years working on human genetics projects at Harvard Medical School and the University of Chicago.
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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.
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Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt

12 - 14 Nov 2025

London

ERA Research
Kevin Mason Kevin Mason Managing Director Kevin has led a team of industry experts since 1997, covering the space for institutional investors, hedge funds, and government clients in the U.S., Canada, and Europe. He is a regular speaker at conferences hosted by the Pulp and Paper Products Council, the Council of Forest Industries, the Western Wood Products Association, and several others. Kevin’s views are frequently quoted in Bloomberg, the Financial Times, and the National Post, as well as on various radio and television programmes.
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CFROI vs Economic ROI: A Clearer Picture of Company Performance?

04 - 05 Nov 2025

Amsterdam

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.
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L/S Global Technology Ideas

03 - 04 Nov 2025

London

Hedgeye
Felix Wang Felix Wang
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Commodities Research with a Focus on Energy

21 - 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.
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Consumer / Retail Channel Checks and Stock Picks

21 - 22 Oct 2025

London

The Retail Tracker
Mark Friedman Mark Friedman Co-founder & Managing Partner Mark spent 20 years as a senior research analyst at Merrill Lynch, Lehman Brothers and Goldman Sachs; he was continuously ranked on the Institutional Investor Survey of best analysts across Advertising, Apparel / Footwear and Speciality Retail. At Merrill Lynch he was Group Head of Retail.
Marni Shapiro Marni Shapiro Co-founder & Managing Partner Marni spent 11 years at Merrill Lynch and Lehman Brothers where she covered Apparel, Footwear and Specialty Retail. She has been ranked by the Wall Street Journal Analyst survey on a number of occasions.
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Sustainability and Impact Investing - Megatrends and Investment Implications

20 - 22 Oct 2025

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.
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Fundamental Research on Greek Stocks

14 - 15 Oct 2025

London

ResearchGreece
Dimitris Giannoulis Dimitris Giannoulis Founder & Director Dimitris has spent more than 20 years researching and valuing Greek equities. Dimitris was previously an equity analyst with Deutsche Bank covering Greek & Cypriot financials; he has also been a member of the Pan-European banking research team and has covered telcos, gaming and energy stocks. Dimitris was voted no. 1 in the Institutional Investor 2011 and 2012 All-European Research Surveys. Before Deutsche Bank he was Head of Research at Alpha Finance, Alpha Bank’s investment services arm.
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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.
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Long / Short Cybersecurity and Cloud Comms Ideas

13 Oct 25

London

Rosenblatt Securities
Catharine Trebnick Catharine Trebnick Senior Analyst, Cloud Communications & Cybersecurity Catharine has 15+ years of experience on the sell side, including covering Cloud Communications and Cybersecurity at Roth Capital Partners, Colliers, Northland Securities, and Avian Securities. Before Wall Street, Ms. Trebnick was a VP of product management at Time Warner Telecom and Lucent Technologies. Catharine earned a BS in Chemistry from the University of Maryland and an MBA from the University of Chicago Booth School of Business.
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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.
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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.
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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.
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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
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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.
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US Healthcare & Merger Arbitrage Catalysts

22 - 23 Sep 2025

London

Aldis Institutional Services
Tommy Barletta Tommy Barletta Co-founder & Managing Partner Tommy 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).
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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.
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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.
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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.
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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 previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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Behavioural Finance, Portfolio Strategy & Quant

09 - 11 Sep 2025

Boston

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.
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US & European Global Defense

09 - 11 Sep 2025

London

Capital Alpha Partners
Byron Callan Byron Callan Defence & Industrials Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defense, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
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Fundamental Research on Greek Stocks

09 - 12 Sep 2025

Paris

ResearchGreece
Dimitris Giannoulis Dimitris Giannoulis Founder & Director Dimitris has spent more than 20 years researching and valuing Greek equities. Dimitris was previously an equity analyst with Deutsche Bank covering Greek & Cypriot financials; he has also been a member of the Pan-European banking research team and has covered telcos, gaming and energy stocks. Dimitris was voted no. 1 in the Institutional Investor 2011 and 2012 All-European Research Surveys. Before Deutsche Bank he was Head of Research at Alpha Finance, Alpha Bank’s investment services arm.
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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.
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US Gaming, Lodging & Leisure L/S Equity Ideas

08 - 10 Sep 2025

Zurich 08 Sept • Geneva 09 - 10 Sept

Hedgeye
Sean Jenkins Sean Jenkins GLL Analyst
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US/Global Macro and EM Focus on Sovereign Debt and Special Situations

25 - 29 Aug 2025

Paris

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.
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Crypto Market Outlook

12 - 13 Aug 2025

London

10x Research
Markus Thielen Markus Thielen Head of Research Markus is the Head of Research at 10x Research, a premier provider of institutional-grade digital asset analysis. He previously served as Head of Research and Strategy at Matrixport, a $4 billion digital asset investment firm. Before that, Markus was Chief Investment Officer at IDEG Asset Management and the founder and CIO of Jomon Investment Management, where he led digital asset and macro investment strategies. Earlier in his career, he held portfolio management roles at Millennium Capital Partners and JP Morgan Investment Group. He began his career at Morgan Stanley, where he founded and led the Quantitative & Derivatives Strategies Group for Asia.
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The Ultimate Guide for The New Political Economy

24 - 25 Jul 2025

London

ACG Analytics
David Metzner David Metzner Managing Partner David is the founder and Managing Partner of ACG Analytics. David is deeply involved in the U.S. policy space on the Administration, Congressional and NGO levels. He has consulted for over 25 years on the federal nature of the American Government and the interplay between the states, Washington, DC, and foreign governments in the development of public policy. This has included participation in national debates about the regulation of the financial markets, intellectual property, foreign policy, the arts and public diplomacy. David is the founder of the Kissinger Institute in Washington DC.
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Healthcare Sell/Short Ideas

24 - 25 Jul 2025

London

Favus Institutional Research
Dr Elliot Favus Dr Elliot Favus CEO & Senior Analyst Dr. Favus is a pharmaceutical equity research specialist with buyside and sellside experience, including Senior Analyst roles at Och Ziff and Lazard. Earlier in his career, Dr. Favus spent 10 years working on human genetics projects at Harvard Medical School and the University of Chicago.
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CFROI vs Economic ROI: A Clearer Picture of Company Performance?

21 - 25 Jul 2025

New York; Boston 23 Jul

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.
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L/S Industrials and Materials Ideas

09 - 11 Jul 2025

London

Hedgeye
Jay Van Sciver Jay Van Sciver Industrials & Materials 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.
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U.S. Financials Regs under the Trump Administration 

01 - 04 Jul 2025

London

Capital Alpha Partners
Ian Katz Ian Katz Financials Ian is a Managing Director at Capital Alpha Partners, focusing on financial services policy. He covers a wide range of areas including banks, exchanges, brokers, asset managers, insurers, card networks, fintech, cryptocurrencies, housing finance, and student loans.
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US, Europe and UK Real Estate Outlook

24 - 26 Jun 2025

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

Kolytics
Hemant Kotak Hemant Kotak CEO & Director of Research Hemant 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.
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CFROI vs Economic ROI: A Clearer Picture of Company Performance?

18 - 19 Jun 2025

London

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.
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US & European L/S Ideas - Buy-side and Expert Calls

11 - 12 Jun 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.
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Natural Language Processing Applied to Inflation News

10 - 13 Jun 2025

New York City

Alternative Macro Signals
Laurent Bilke Laurent Bilke CEO & Head of Research Laurent is a CEO & Head of Research. He is a former ECB economist and has led research efforts at Citadel, Stone Milliner and Nomura.
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L/S research on European Equities

02 - 06 Jun 2025

London

AIR Capital
Pierre-Olivier Essig Pierre-Olivier Essig Founder & Head of Research Pierre-Olivier is the Founder and Head of Research at AIR. Born in Barcelona, Spain, he later moved to Switzerland to study Business in La Chaux-de-Fonds. With over 30 years of Investment experience through years with UBS, BBL, CIBC and Paribas, and AIR, he has been providing independent fundamental research in European Equities to renowned institutions around the globe for the last 25 years.
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US, EU & UK Real Estate Outlook

02 - 06 Jun 2025

New York

Kolytics
Hemant Kotak Hemant Kotak CEO & Director of Research Hemant 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.
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US Healthcare Policy

20 - 22 May 2025

London

Capital Alpha Partners
Kim Monk Kim Monk Co-Founder / Health Care Kim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs).
Rob Smith Rob Smith Health Care Rob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees.
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L/S US Retail and Consumer Staples Ideas

19 - 23 May 2025

London

Hedgeye
Brian McGough Brian McGough Retail Brian is a 30-year veteran of Wall Street. Before co-founding Hedgeye in 2008, Brian’s career began at Salomon Brothers in 1994, covering Transportation and Logistics before moving to Morgan Stanley in 1998. There, he led the firm’s Softline Retail coverage. Brian was heavily recruited by the Buy Side and ultimately joined Copper Arch Capital to run the Consumer team in 2002. After two years, Brian landed his dream job at Nike. Brian initially served as the Director of Investor Relations and later throughout the finance organization. Brian took on the role of vetting acquisitions for the company. After two years at Nike, making the toughest call of his life, Brian put his family first and moved back to the East Coast. Brian rejoined Morgan Stanley and was tasked with starting a 'coverage model.' This was a new concept, in which a Sell Side analyst covers an unusually broad number of companies. In 2008, he co-founded Hedgeye with CEO Keith McCullough. Having been at Hedgeye since Day 1, Brian was integral in creating the firm’s research process. Most notably, Brian covers the entire waterfront of 300+ retail names globally. Brian sees himself as a Consumer/Retail Strategist, unafraid of opposing consensus views. With enduring energy and passion, he continues to shape Hedgeye's success alongside partner Jeremy McLean and analysts Arianna Petillo and Ryan Wilson.
Daniel Bilosi Daniel Bilosi Daniel has been a consumer analyst for more than twenty years. He has a rich history of analysing and contributing insights across a variety of consumer-related industries, including retail, food & beverage, consumer products, apparel, restaurants, and airlines. Daniel’s specialised focus at Hedgeye is on the Consumer Staples sector globally.
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US TMT Policy

19 - 21 May 2025

London

Capital Alpha Partners
Robert Kaminski Robert Kaminski TMT Robert leads the firm's policy research for the telecom, media, and tech sectors. Areas of focus include wireline and wireless telecom, cable, communications equipment and infrastructure, television broadcasting, social media and Internet platforms, semiconductors, and special situations in the tech sector.
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US Value Equity Ideas

12 - 15 May 2025

London

Boyar Research
Jonathan Boyar Jonathan Boyar President Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus. Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
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US Retail, E-tail and Consumer Products Equity Research and Stock Picks

08 - 09 May 2025

London

R5 Capital
Scott dd Scott dd
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Global ESG and Impact-investment Trends with Stock Picks

28 - 30 Apr 2025

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.
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Generational Shift Ahead

22 Apr 25 - 02 May 25

London

Macro Intelligence 2 Partners
Julian Brigden Julian Brigden Founder & President Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
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Commodity Outlook focused mainly on Base Metals

22 Apr 25 - 08 May 25

London 22-29 Apr / New York 01-06 May / Boston 06-07 May / Chicago 07-08 May

Astris Advisory Commodities
Ian Roper Ian Roper Commodities & China Strategist Ian Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.
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Behavioral Analysis on Management Teams

08 - 09 Apr 2025

BIA – Business Intelligence Advisors
Mark Louthan Mark Louthan Mr. L. has over 15 years of experience in investigations, interrogations, and interviews in corporate and national security settings. Mark spent the majority of his career at the CIA where he served as a senior security and counterintelligence officer who also served at the White House under two Presidential administrations. Mark previously led Capital One’s internal fraud and anti-bribery and corruption risk functions prior to joining BIA in 2020. Mark holds a Master of Arts degree in Academic Policy and Leadership from The Ohio State University.
Michael B Michael B Mr. B. joined BIA after 26 years conducting negotiations, investigations, interrogations, and interviews across the U.S. and in twenty foreign countries in furtherance of criminal and National Security probes for the Federal Bureau of Investigations (FBI). As an FBI Senior Manager, Mr. B. directed financial investigations and provided advanced interview training. Serving as a foreign Diplomat, he applied behavior analysis and communications skills to elicit cooperation from terrorists and negotiate international agreements. Prior to working for the U.S. Government, Mr. B. was a corporate Accountant and Merger & Acquistion Financial Analyst. Mr. B. is a Certified Fraud Examiner and holds a bachelor’s degree in accounting from Clemson University.
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Japan Telecoms / Internet / TMT - Softbank and its AI Pivot

08 - 09 Apr 2025

London

Astris Advisory Japan
Kirk Boodry Kirk Boodry TMT Sector Analyst Kirk is a TMT Sector Analyst with 25 years of experience researching Japanese telecom companies, working across both traditional investment banks and independent research houses. Since 2011, he has expanded his coverage to include Japan’s Internet companies, and more recently, he has focused on emerging themes such as fintech and generative AI.
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Natural Language Processing Applied to Inflation News

26 - 28 Mar 2025

London

Alternative Macro Signals
Laurent Bilke Laurent Bilke CEO & Head of Research Laurent is a CEO & Head of Research. He is a former ECB economist and has led research efforts at Citadel, Stone Milliner and Nomura.
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Fundamental Research on Greek Stocks

20 - 21 Mar 2025

London

ResearchGreece
Dimitris Giannoulis Dimitris Giannoulis Founder & Director Dimitris has spent more than 20 years researching and valuing Greek equities. Dimitris was previously an equity analyst with Deutsche Bank covering Greek & Cypriot financials; he has also been a member of the Pan-European banking research team and has covered telcos, gaming and energy stocks. Dimitris was voted no. 1 in the Institutional Investor 2011 and 2012 All-European Research Surveys. Before Deutsche Bank he was Head of Research at Alpha Finance, Alpha Bank’s investment services arm.
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US and European Equity Short Ideas

17 - 21 Mar 2025

London

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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Thematic Research Focused on Asian Stocks

05 - 06 Mar 2025

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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US, EU & Asia Short Equity Ideas

03 - 07 Mar 2025

New York City

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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Global Merger & Risk Arbitrage Analysis

18 - 19 Feb 2025

London

Manalo Advisors
Rod Manalo Rod Manalo Founder
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Event Driven Research

28 - 30 Jan 2025

London

CTFN
Jonathan Spitzer Jonathan Spitzer CEO Jonathan founded CTFN to provide quality news on M&A, event-driven and regulatory transactions. He previously was a merger arbitrage analyst at Arnhold and S. Bleichroeder Advisers. He earned a BA from Yale College and an MBA from Columbia Business School.
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US Value Equity Ideas for 2025

27 - 30 Jan 2025

London

Boyar Research
Jonathan Boyar Jonathan Boyar President Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus. Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
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Buyside to Buyside Club and Expert Calls

23 - 24 Jan 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.
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Behavioural Finance, Portfolio Strategy & Quant

22 - 24 Jan 2025

NYC

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.
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US, EU & Asia Short Equity Ideas

15 - 16 Jan 2025

Hong Kong

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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US, EU & Asia Short Equity Ideas

09 - 12 Dec 2024

London

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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Commodities

09 - 13 Dec 2024

New York City

Astris Advisory Commodities
Ian Roper Ian Roper Commodities & China Strategist Ian Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.
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Energy, Mining and Renewables Research and Stock Picks

05 Dec 24

New York

Palissy Advisors
Matthieu Raimbault Matthieu Raimbault Founder & Managing Director Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
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US, EU & Asia Short Equity Ideas

20 - 21 Nov 2024

San Francisco

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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Oil & Gas, Metals & Mining and Renewables - Analysis and Stock Picks

18 - 21 Nov 2024

New York

Palissy Advisors
Matthieu Raimbault Matthieu Raimbault Founder & Managing Director Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
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Trend Data from Institutional Funds and Sell-side Analysts

16 - 22 Nov 2024

New York

Wall St. Rank
Amrit Rupasinghe Amrit Rupasinghe Co-Founder & CEO Amrit developed tech products while working as an Asian equity analyst and pursuing his CFA. His creations, including Wall St. Rank, have reached millions of users globally.
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China's Q4 Stimulus to Boost Equities, RMB, and Base Metals

21 - 25 Oct 2024

London

PRC Macro
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.
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.
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ESG and Impact Investing - Megatrends and Investment Implications

20 - 22 Oct 2024

London

Sustainable Market Strategies
François Bourdon François Bourdon Managing Partner François is an investor and investment team leader with 25 years of experience in multiple asset classes ranging from fixed income and equities to absolute return and hedge fund strategies.
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Market Insights on Consumer / Retail Sector and Stocks

15 - 16 Oct 2024

London

The Retail Tracker
Mark Friedman Mark Friedman Co-founder & Managing Partner Mark spent 20 years as a senior research analyst at Merrill Lynch, Lehman Brothers and Goldman Sachs; he was continuously ranked on the Institutional Investor Survey of best analysts across Advertising, Apparel / Footwear and Speciality Retail. At Merrill Lynch he was Group Head of Retail.
Marni Shapiro Marni Shapiro Co-founder & Managing Partner Marni spent 11 years at Merrill Lynch and Lehman Brothers where she covered Apparel, Footwear and Specialty Retail. She has been ranked by the Wall Street Journal Analyst survey on a number of occasions.
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Fundamental Research on Greek Stocks

14 - 15 Oct 2024

London

ResearchGreece
Dimitris Giannoulis Dimitris Giannoulis Founder & Director Dimitris has spent more than 20 years researching and valuing Greek equities. Dimitris was previously an equity analyst with Deutsche Bank covering Greek & Cypriot financials; he has also been a member of the Pan-European banking research team and has covered telcos, gaming and energy stocks. Dimitris was voted no. 1 in the Institutional Investor 2011 and 2012 All-European Research Surveys. Before Deutsche Bank he was Head of Research at Alpha Finance, Alpha Bank’s investment services arm.
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US Macro, Clean Energy & Utilities Policy and Insights from Washington

08 - 10 Oct 2024

London

Capital Alpha Partners
James Lucier James Lucier Co-Founder / Macro, Clean Energy & Utilities James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
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Mergers, Event-driven Situations and Major Corporate Developments

07 - 07 Oct 2024

London

CTFN
Jonathan Spitzer Jonathan Spitzer CEO Jonathan founded CTFN to provide quality news on M&A, event-driven and regulatory transactions. He previously was a merger arbitrage analyst at Arnhold and S. Bleichroeder Advisers. He earned a BA from Yale College and an MBA from Columbia Business School.
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Long Short European Equity Research

24 - 27 Sep 2024

New York

The Analyst
Harry Grist Harry Grist
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Nowcasting Inflation

23 Sep 24 - 01 Oct 24

New York 23 - 25 Sep / Washington 26 - 27 Sep / Montreal Sep 30 - Oct 01

Underlying Inflation
Riccardo Trezzi Riccardo Trezzi Founder & Chief Economist After receiving Ph.D. in Economics from the University of Cambridge in the U.K., Riccardo worked on the inflation desk of the Federal Reserve Board of Governors in Washington D.C. for several years where he regularly briefed Board members and contributed to the Fed staff forecast. After the Fed Board, Riccardo joined the inflation desk of the European Central Bank in Frankfurt where he contributed to the 2020-2021 ECB strategy review. Riccardo has published several academic papers on peer reviewed international journals on several topics including inflation dynamics, the labour market, and households’ consumption.
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European Healthcare Research

23 - 26 Sep 2024

Boston 23 - 25 Sep / New York 26 Sep

Intron Health
Naresh Chouhan Naresh Chouhan Founder & Senior Analyst Naresh started his career in GSK’s Corporate Development team conducting Merger modeling, Biotech screens and worked on strategic transactions. He moved to JPMorgan on the sell-side in 2006 to cover Pan-Euro Large cap Pharma. Having spent time at HSBC and 6 years as the head of Healthcare research at Librium, he joined New Street Research as a Partner and founded the Healthcare franchise in 2016 (now rebranded as Intron Health). Naresh has worked on numerous Capital market transactions and been the lead analyst on 2 Healthcare IPO’s.
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US Financials Policy and Insights from Washington

18 - 20 Sep 2024

London

Capital Alpha Partners
Ian Katz Ian Katz Financials Ian is a Managing Director at Capital Alpha Partners, focusing on financial services policy. He covers a wide range of areas including banks, exchanges, brokers, asset managers, insurers, card networks, fintech, cryptocurrencies, housing finance, and student loans.
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US, European and Asian SELL / SHORT Ideas

17 Sep 24 - 07 Oct 24

San Francisco 25 - 26 Sep / London 01 - 04 Oct / New York 07 - 11 Oct

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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Forensic Shareholder and Bondholder Identification

12 - 19 Sep 2024

New York

CMi2i
Mark Simms Mark Simms Founder & CEO Mark, Chief Executive Officer, is the founder and Chief Executive Officer of CMi2i. For 25 years Mark has specialised in the provision of Capital Markets Intelligence Services, with a focus on unique shareholder and debtholder insights. In addition to founding CMi2i, he founded its predecessor Capital Precision. He was previously CEO of Ilios Europe and has held senior positions within the Investor Relations industry, including at Thomson Financial and ICV Ltd. Mark is a regular speaker at International IR and Banking conferences. He has also been involved in Disclosure Policy, Market Transparency, and Law reviews.
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Predictive Investment Models for Idea Generation and Risk Management

10 - 18 Sep 2024

New York and the West Coast

Variant Perception
Tian Yang Tian Yang CEO & Head of Research Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill Lynch. Tian graduated from the University of Cambridge with a degree in Economics.
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US Retail and Restaurant Stock ideas

06 Sep 24

New York

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.
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Commodities Outlook

13 - 14 Aug 2024

London

Astris Advisory Commodities
Ian Roper Ian Roper Commodities & China Strategist Ian Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.
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Japanese Equity Stock Ideas and Strategy

26 Jul 24 - 30 Aug 24

Singapore, 26 Jul - Aug 14 / Hong Kong, 14 - 16 Aug / Tokyo, 19 - 30 Aug

Asymmetric Advisors
Timothy Morse Timothy Morse Principal
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US Equity Strategy

15 - 16 Jul 2024

London

Trivariate Research
Adam Parker Adam Parker
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Japan Telecom and Internet Ideas

11 - 16 Jul 2024

London

Astris Advisory Japan
Kirk Boodry Kirk Boodry TMT Sector Analyst Kirk is a TMT Sector Analyst with 25 years of experience researching Japanese telecom companies, working across both traditional investment banks and independent research houses. Since 2011, he has expanded his coverage to include Japan’s Internet companies, and more recently, he has focused on emerging themes such as fintech and generative AI.
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UK Economy and Equity Market Outlook

08 - 12 Jul 2024

London

Lazarus Economics
Darren Winder Darren Winder
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Global Macro

08 - 09 Jul 2024

London

Andrew Hunt Economics
Andrew Hunt Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
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Retail Channel Checks

25 - 26 Jun 2024

London

JJK Research Associates
Janet Kloppenburg Janet Kloppenburg
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Asia focused Accounting based Equity Research

18 - 19 Jun 2024

London

GMT Research
Mark Webb Mark Webb
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Independent Analysis on Active Fund Positioning, Fund Flows and Peer Group Fund Analysis

18 Jun 24 - 03 Jul 24

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.
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Thematic Macro Research

03 - 07 Jun 2024

London

Stray Reflections
Jawad Mian Jawad Mian Founder & Managing Editor Jawad didn’t study at an Ivy league school, wasn’t trained by an investment bank, and never worked for a hedge fund. He started his career as a bank teller. For the longest time, he thought his unconventional background was a shortcoming. But through the Stray Reflections community’s support and encouragement over the years, he realised it’s actually a core strength as it helps him view the world differently from the vast majority of Western-born-and-trained analysts. Jawad’s writing is prized for its staunch independence, clarity of thought, and courage in pushing clients to think outside the box. He studied finance and economics at The University of Western Ontario in Canada and lives in Toronto with his wife and three daughters.
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Commodity Outlook

22 May 24 - 10 Jun 24

London - May 22-24th, NYC - June 5-7th & 10th

Astris Advisory Commodities
Ian Roper Ian Roper Commodities & China Strategist Ian Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.
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US Healthcare Policy & Insights from Washington

21 - 23 May 2024

London - May 21-22nd, Scotland - May 23rd

Capital Alpha Partners
Kim Monk Kim Monk Co-Founder / Health Care Kim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs).
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US, European and Asian SELL / SHORT Ideas

21 May 24 - 28 Jun 24

NYC - May 21-23rd, Geneva - June 10th, Zurich - June 11th, London - June 12-14th, Sydney - June 20th, Melbourne - June 21st, Singapore - June 24th, HK - June 25th, Taipei - June 26th, Seoul - June 27th, Tokyo - June 28th

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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Global Macro Boutique Utilising a Fundamental Economic, Policy and Political, Quantitative and Technical Analysis Framework

20 - 24 May 2024

London

Antipodean Capital Management
Craig Ferguson Craig Ferguson Director Craig, Founder and Director of Strategy, was formerly a bond and FX market maker at JPMorgan (1994-1999), Head of JPMorgan’s Cross Asset Technical Analysis Group (1999-2003) and the Senior FX Strategist at ANZ Investment Bank (2003-2006), before founding Antipodean Capital in 2006. Craig authored the #1 ranked Amazon bestseller “Debt, Defaults, Disinflation & Demographics: How to Survive the Coming Market Meltdown” in 2014.
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Sustainability and Impact Investing - Megatrends and Investment Implications

20 - 24 May 2024

London

Sustainable Market Strategies
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.
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Long and Short REITs Ideas

30 Apr 24 - 02 May 24

London

Hedgeye
Rob Simone Rob Simone REITs Sector Head
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US Retail and Restaurant Stock ideas

22 - 22 Apr 2024

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.
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Commodity Outlook

16 - 18 Apr 2024

London

Astris Advisory Commodities
Ian Roper Ian Roper Commodities & China Strategist Ian Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.
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Japanese Equity Stock Ideas and Strategy

09 - 12 Apr 2024

Singapore

Asymmetric Advisors
Tim Morse Tim Morse Founder Tim has 25 years specialising in Japan only, initially in fund management in Scotland, then as an analyst in Japan for 12 years and finally in sales/research. Specialisms include identifying exciting small/mid ideas that have yet to get investor recognition, large corporate restructuring/structural changes stories and value with a catalyst.
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Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech

18 - 19 Mar 2024

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.
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Macroeconomics, Policy and Global Asset Allocation Strategy

11 - 22 Mar 2024

London

Macro Intelligence 2 Partners
Julian Brigden Julian Brigden Founder & President Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
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US Retail and Restaurant Stock ideas

05 - 06 Mar 2024

New York

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.
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US, European and Asian SELL / SHORT Ideas

28 Feb 24 - 07 Mar 24

NYC, London, Geneva/Zurich

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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Oil & Gas, Metals & Mining and Renewables - Analysis and Stock Picks

28 - 29 Feb 2024

London

Palissy Advisors
Matthieu Raimbault Matthieu Raimbault Founder & Managing Director Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
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Oil & Gas, Metals & Mining and Renewables - Analysis and Stock Picks

12 - 16 Feb 2024

London

Palissy Advisors
Matthieu Raimbault Matthieu Raimbault Founder & Managing Director Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
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Fundamental Equity Research on US Companies with focus on Short ideas

07 - 08 Feb 2024

London

Off Wall Street
R L R L Director of Research Robert is the Director of Research at Off Wall Street.
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Mergers, Event-driven Situations and Major Corporate Developments

29 - 30 Jan 2024

London

CTFN
Jonathan Spitzer Jonathan Spitzer CEO Jonathan founded CTFN to provide quality news on M&A, event-driven and regulatory transactions. He previously was a merger arbitrage analyst at Arnhold and S. Bleichroeder Advisers. He earned a BA from Yale College and an MBA from Columbia Business School.
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US CEO & other C-Suite Executive Analysis

24 - 25 Jan 2024

London

Paragon Intel
Ryan Fodor Ryan Fodor Head of Sales Ryan has been working as Head of Sales at Paragon Intel since 2019.
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Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies

22 - 23 Jan 2024

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.
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US, European and Asian SELL / SHORT Ideas

11 - 15 Dec 2023

New York

Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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European Focused M&A Analysis

07 - 07 Dec 2023

London

Manalo Advisors
Rod Manalo Rod Manalo Founder
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Top-down, Data-driven Macro Insights with Actionable Trade Ideas

06 - 06 Dec 2023

London

The Macro Compass
Alfonso Peccatiello Alfonso Peccatiello Founder & CEO Previously Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany - the portfolio invested in rates, credits, FX, and equities. He was also a key contributor to the ING Global Macro Committee, overseeing the $900 billion multi-asset and multi-geography balance sheet of the bank.
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Event-Driven Research

20 - 21 Nov 2023

London

Gordon Haskett Research Advisors
Don Bilson Don Bilson Head, Event-Driven Team Don heads GHRA's Event-Driven Research effort. Don has ten years of buyside experience, at firms including Tribeca Management, Exis Capital, RockView Capital and J Goldman & Co. He has worked as a portfolio manager, analyst and trader in both equities and credit. He has covered a number of different sectors (including telecom, consumer and energy) and worked with a handful of investment strategies. Don subsequently created an event-driven product at dealReporter called the Morning Flash, for which he was the sole contributor, and which was a precursor to GHRA's Event-Driven research product. Prior to the buyside, Don was an investigative reporter in Washington DC, and before that, a congressional staffer. He holds a B.A. from the University of California, Los Angeles.
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Infrastructure Stocks - Deepest Fundamental Research

16 - 17 Nov 2023

London

Insight Investment Research
Robert Crimes Robert Crimes
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ESG and Impact Investing - Megatrends and Investment Implications

07 - 08 Nov 2023

London

Sustainable Market Strategies
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.
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Communications / Media

07 - 09 Nov 2023

London

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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Eurozone Macro & Politics

06 - 17 Nov 2023

London

Eurointelligence
Wolfgang Munchau Wolfgang Munchau Co-Founder & Director Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
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Analysing Consensus Expectations, Narratives and Positioning to find Inflection Points, as Drivers of Asset Reallocation Flows

06 - 10 Nov 2023

London

Entext
Sean Maher Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
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Cross Asset Investment Strategy, Specialising in Sector Rotation, +43% Year to Date

01 - 03 Nov 2023

Los Angeles

Belkin Report
Michael Belkin Michael Belkin Founder Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
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Detailed, proprietary unit-economic models for companies in the retail and restaurant sectors

01 - 02 Nov 2023

New York

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.
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Independent Analysis on Active Fund Positioning, Fund Flows and Peer Group Fund Analysis

18 - 19 Oct 2023

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.
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Asia focused Accounting based Equity Research

12 - 12 Oct 2023

London

GMT Research
Gillem Tulloch Gillem Tulloch Founder Gillem has been a financial analyst since 1994 and based in Asia since 1995.
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Fundamental Research on Greek Stocks

09 - 10 Oct 2023

London

ResearchGreece
Dimitris Giannoulis Dimitris Giannoulis Founder & Director Dimitris has spent more than 20 years researching and valuing Greek equities. Dimitris was previously an equity analyst with Deutsche Bank covering Greek & Cypriot financials; he has also been a member of the Pan-European banking research team and has covered telcos, gaming and energy stocks. Dimitris was voted no. 1 in the Institutional Investor 2011 and 2012 All-European Research Surveys. Before Deutsche Bank he was Head of Research at Alpha Finance, Alpha Bank’s investment services arm.
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US Housing Research and Stock Picks

04 - 06 Oct 2023

New York

Housing Research Center
Alex Barron Alex Barron Founder, President & Senior Research Analyst Alex has been avidly following the housing market and the publicly traded builders since 2001. During his successful Wall Street career, Barron held positions at Franklin Templeton and JMP Securities. He also partnered with Agency Trading.
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US Equities Focused Strategy Boutique

02 - 04 Oct 2023

London

Trivariate Research
Adam Parker Adam Parker
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Market Insights on Consumer / Retail Sector and Stocks

27 - 28 Sep 2023

London

The Retail Tracker
Mark Friedman Mark Friedman Co-founder & Managing Partner Mark spent 20 years as a senior research analyst at Merrill Lynch, Lehman Brothers and Goldman Sachs; he was continuously ranked on the Institutional Investor Survey of best analysts across Advertising, Apparel / Footwear and Speciality Retail. At Merrill Lynch he was Group Head of Retail.
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US Healthcare Policy & Insights from Washington

26 - 28 Sep 2023

London

Capital Alpha Partners
Kim Monk Kim Monk Co-Founder / Health Care Kim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs).
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European & US Short Ideas

25 - 29 Sep 2023

New York

Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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