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
Semiconductor and Hardware Equity Research – Long Micron
04 Apr 24
New York
Lynx Equity Strategies
KC Rajkumar
KC Rajkumar
Managing Partner
KC is Managing partner at Lynx Equity Strategies, a US-based firm providing independent investment research to institutional investors. He advised private start-ups in the tech industry (2013-2017), was an investment analyst at a boutique hedge fund (2012-2013) and a research analyst at RBC Capital markets (2007-2011). Prior to that he was a technologist in the semiconductor industry (1996- 2007). KC Rajkumar has a Ph.D in Materials Science and holds the CFA designation.
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.
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.
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.
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.
Long and Short REITs Ideas
30 Apr 24 - 02 May 24
London
Hedgeye
Rob Simone
Rob Simone
REITs Sector Head
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.
UK Economy and Equity Market Outlook
08 - 12 Jul 2024
London
Lazarus Economics
Darren Winder
Darren Winder
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.
L/S US Communications, Media & Software Ideas
28 - 29 Oct 2025
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.
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.
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.
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.
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.
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
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.
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.
