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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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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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L/S research on European Equities

02 - 06 Jun 2025

London

AIR Capital
Pierre-Olivier Essig Pierre-Olivier Essig Founder & Head of Research Pierre-Olivier is the Founder and Head of Research at AIR. Born in Barcelona, Spain, he later moved to Switzerland to study Business in La Chaux-de-Fonds. With over 30 years of Investment experience through years with UBS, BBL, CIBC and Paribas, and AIR, he has been providing independent fundamental research in European Equities to renowned institutions around the globe for the last 25 years.
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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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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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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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Event-Driven Research

20 - 21 Nov 2023

London

Gordon Haskett Research Advisors
Don Bilson Don Bilson Head, Event-Driven Team Don heads GHRA's Event-Driven Research effort. Don has ten years of buyside experience, at firms including Tribeca Management, Exis Capital, RockView Capital and J Goldman & Co. He has worked as a portfolio manager, analyst and trader in both equities and credit. He has covered a number of different sectors (including telecom, consumer and energy) and worked with a handful of investment strategies. Don subsequently created an event-driven product at dealReporter called the Morning Flash, for which he was the sole contributor, and which was a precursor to GHRA's Event-Driven research product. Prior to the buyside, Don was an investigative reporter in Washington DC, and before that, a congressional staffer. He holds a B.A. from the University of California, Los Angeles.
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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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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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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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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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Long Short European Equity Research

24 - 27 Sep 2024

New York

The Analyst
Harry Grist Harry Grist
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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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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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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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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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US, EU & UK Real Estate Outlook

02 - 06 Jun 2025

New York

Kolytics
Hemant Kotak Hemant Kotak CEO & Director of Research Hemant founded Kolytics in 2021. He is a former Managing Director at Green Street and previously served as Head of UK Research at CBRE. He brings over 20 years of experience in investment research and listed real estate.
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US, Europe and UK Real Estate Outlook

24 - 26 Jun 2025

Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul

Kolytics
Hemant Kotak Hemant Kotak CEO & Director of Research Hemant founded Kolytics in 2021. He is a former Managing Director at Green Street and previously served as Head of UK Research at CBRE. He brings over 20 years of experience in investment research and listed real estate.
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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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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 & 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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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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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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Asia focused Accounting based Equity Research

12 - 12 Oct 2023

London

GMT Research
Gillem Tulloch Gillem Tulloch Founder Gillem has been a financial analyst since 1994 and based in Asia since 1995.
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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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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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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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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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European Focused M&A Analysis

07 - 07 Dec 2023

London

Manalo Advisors
Rod Manalo Rod Manalo Founder
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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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Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech

18 - 19 Mar 2024

London

Revelare Partners
Andrew Peters Andrew Peters Co-Founder & Managing Partner Andrew is a co-founder of Revelare Partners. He has more than 15 years of experience in sales, research development and sourcing investment ideas for institutional investors. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023 working with the team to build and expand its client base. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He received a B.A. in Financial Economics from the University of Rochester.
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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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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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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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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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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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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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Asia focused Accounting based Equity Research

18 - 19 Jun 2024

London

GMT Research
Mark Webb Mark Webb
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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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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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European Healthcare Research

23 - 26 Sep 2024

Boston 23 - 25 Sep / New York 26 Sep

Intron Health
Naresh Chouhan Naresh Chouhan Founder & Senior Analyst Naresh started his career in GSK’s Corporate Development team conducting Merger modeling, Biotech screens and worked on strategic transactions. He moved to JPMorgan on the sell-side in 2006 to cover Pan-Euro Large cap Pharma. Having spent time at HSBC and 6 years as the head of Healthcare research at Librium, he joined New Street Research as a Partner and founded the Healthcare franchise in 2016 (now rebranded as Intron Health). Naresh has worked on numerous Capital market transactions and been the lead analyst on 2 Healthcare IPO’s.
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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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US Value Equity Ideas for 2025

27 - 30 Jan 2025

London

Boyar Research
Jonathan Boyar Jonathan Boyar President Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus. Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
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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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CFROI vs Economic ROI: A Clearer Picture of Company Performance?

18 - 19 Jun 2025

London

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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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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US Value Equity Ideas

12 - 15 May 2025

London

Boyar Research
Jonathan Boyar Jonathan Boyar President Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus. Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
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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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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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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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US & European Global Defense

09 - 11 Sep 2025

London

Capital Alpha Partners
Byron Callan Byron Callan Defence & Industrials Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defense, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
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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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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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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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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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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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Buyside to Buyside Club and Expert Calls

23 - 24 Jan 2025

London

Revelare Partners
Andrew Peters Andrew Peters Co-Founder & Managing Partner Andrew is a co-founder of Revelare Partners. He has more than 15 years of experience in sales, research development and sourcing investment ideas for institutional investors. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023 working with the team to build and expand its client base. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He received a B.A. in Financial Economics from the University of Rochester.
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Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech

25 - 26 Sep 2025

London

Revelare Partners
Andrew Peters Andrew Peters Co-Founder & Managing Partner Andrew is a co-founder of Revelare Partners. He has more than 15 years of experience in sales, research development and sourcing investment ideas for institutional investors. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023 working with the team to build and expand its client base. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He received a B.A. in Financial Economics from the University of Rochester.
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Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech

17 - 19 Nov 2025

London

Revelare Partners
Andrew Peters Andrew Peters Co-Founder & Managing Partner Andrew is a co-founder of Revelare Partners. He has more than 15 years of experience in sales, research development and sourcing investment ideas for institutional investors. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023 working with the team to build and expand its client base. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He received a B.A. in Financial Economics from the University of Rochester.
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US, European and Asian SELL / SHORT Ideas
02 Dec West Palm Beach
  • 02 Dec West Palm Beach
  • 03 Dec Miami
  • 04 Dec Boston
  • 09 Dec Dubai
  • 10 - 12 Dec London
  • 16 - 18 Dec 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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