EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Upcoming

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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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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

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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European Focused M&A Analysis

07 - 07 Dec 2023

London

Manalo Advisors
Rod Manalo Rod Manalo Founder
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Global Risk Arbitrage & M&A Transaction Analysis

20 Mar 24

London

Manalo Advisors
Rod Manalo Rod Manalo Founder
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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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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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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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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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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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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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Market Insights and Recommendations focused on Retail Sector and US and European Companies

16 Feb 24

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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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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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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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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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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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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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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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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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.
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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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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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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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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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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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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 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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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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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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Risk Arbitrage Research

08 Jul 24

London

Manalo Advisors
Rod Manalo Rod Manalo Founder
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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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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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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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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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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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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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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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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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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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Paper and Forest Products Sector Research

18 Apr 24

New York

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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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.
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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 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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Asia focused Accounting based Equity Research

18 - 19 Jun 2024

London

GMT Research
Mark Webb Mark Webb
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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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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 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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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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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.
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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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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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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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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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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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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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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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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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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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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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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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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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