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

Previous
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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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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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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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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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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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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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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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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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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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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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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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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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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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, 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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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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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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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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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, 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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Long and Short REITs Ideas

30 Apr 24 - 02 May 24

London

Hedgeye
Rob Simone Rob Simone REITs Sector Head
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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, 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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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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Thematic Research Focused on Asian Stocks

05 - 06 Mar 2025

London

CHA-AM Advisors
David Scott David Scott Founder David, Founder, 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 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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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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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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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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US Equities Focused Strategy Boutique

02 - 04 Oct 2023

London

Trivariate Research
Adam Parker Adam Parker
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Commodities Research with a Focus on Energy

09 - 13 Oct 2023

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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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 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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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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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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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
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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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Infrastructure Stocks - Deepest Fundamental Research

16 - 17 Nov 2023

London

Insight Investment Research
Robert Crimes Robert Crimes
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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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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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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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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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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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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.
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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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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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Deception and Truth Analysis - Findings of Deception Science

21 Feb 24

New York

Deception And Truth Analysis
Jason Apollo Voss Jason Apollo Voss Co-Founder & CEO Jason is the retired co-portfolio manager of the Davis Appreciation & Income Fund, which bested the S&P 500 by 49.1% during his tenure, was a Lipper #1 fund, and one of the first 10 funds awarded Stewardship Grade “A” by Morningstar. Previously Jason was CEO of •A•I•M• Consulting, LLC which advised investment managers on how to improve their investment process & execution to deliver increased alpha. In 2011 as CFA Institute’s global Director of Content, Jason partnered with deception scientists to conduct history’s first research into deception detection in finance. This work culminated in multiple pieces of scientific research published in the Journal of Behavioral Finance and the publication of investing’s only text on deception detection, co-authored with Maria Hartwig, Ph.D, Lie Detection Guide: Theory & Practice for Investment Professionals
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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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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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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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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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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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US Equity Strategy

15 - 16 Jul 2024

London

Trivariate Research
Adam Parker Adam Parker
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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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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
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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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Long Short European Equity Research

24 - 27 Sep 2024

New York

The Analyst
Harry Grist Harry Grist
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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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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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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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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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US, EU & Asia Short Equity Ideas

14 Jan 25

Sydney

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

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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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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Fundamental Research on Greek Stocks

10 Feb 25

Copenhagen

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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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, 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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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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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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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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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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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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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, EU & Asia Short Equity Ideas

26 Jun 25

Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney

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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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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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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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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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, 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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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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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 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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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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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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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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