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
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.