EVENTS:   Why a Global Upswing Is Brewing - The Parallels with the Noughties - Chris Watling/Longview Economics - 01 Jul 25   Best Equity Short Ideas Conference Call 11 - Thomas Chanos/Badger Consultants & Julian Hull/Dragoneye Research & Tom Beevers/Forensic Alpha & Makay Redd/Oxford DataPlan & John Zolidis/Quo Vadis Capital & Scott Mushkin/R5 Capital - 02 Jul 25   The EM Rebound: Reality, Risk, and Regional Opportunities - Jon Anderson/Emerging Advisors Group - 03 Jul 25     ROADSHOWS: U.S. Financials Regs under the Trump Administration  - Ian Katz /Capital Alpha Partners   •   London   01 - 04 Jul 25       L/S Industrials and Materials Ideas - Jay Van Sciver /Hedgeye   •   London   09 - 11 Jul 25      

Denny Ellison – ESG Training

  • An ESG training program specifically designed for equity research analysts.
  • The program aims at helping mainstream analysts understand third-party ESG research and identify, assess and integrate ESG factors into their own investment cases and company models.
  • 5 modules: Introduction to Responsible Investment; Understanding third-party ESG research; Choosing the relevant ESG factors; Assessing a company’s ESG performance; and Integrating ESG into fundamental research.
  • Slide presentations, case studies, templates and practical exercises.
  • An in-depth assessment of ESG factors can only be conducted on a sector-by-sector basis. Modules 3, 4 and 5 will cover one or several specific sectors: Luxury; Consumer; Metals & Mining; Oil & Gas; Transport; Chemicals; Telecoms; Capital Goods; and Energy & Utilities.