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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
US Equities Focused Strategy Boutique
02 - 04 Oct 2023
London
Trivariate Research
Adam Parker
Adam Parker
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.
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.
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.
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.
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.
Behavioural Finance, Portfolio Strategy & Quant
07 Mar 24
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.
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.
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.
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.
Macro Research on Latin American countries
08 Jul 24
London
Alberdi Partners
Marcos Buscaglia
Marcos Buscaglia
Founder
Marcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.
Asia focused Accounting based Equity Research
18 - 19 Jun 2024
London
GMT Research
Mark Webb
Mark Webb
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).