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.

Rosenblatt Securities

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.

Hedgeye

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.

Boyar Research

Hamed Khorsand Hamed Khorsand Founder Hamed is the lead BWS analyst who has consistently been highly ranked by Bloomberg and Starmine; he has a Degree in Economics from the University of Southern California.

BWS Financial

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.

Kolytics

Pelham Smithers Pelham Smithers Founder / Electronics, Telecoms & Pharma Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.

Pelham Smithers Associates

Adrien Brasey Adrien Brasey Adrien Brasey is a French-British equity analyst working at AlphaValue since 2023, where he covers the European Auto & Parts sector. He previously gained buy-side experience at Lazard Frères Gestion, contributing to financial models, valuations, and ESG analysis. Adrien holds a Master’s in Finance from emlyon business school and an engineering degree from the University of Edinburgh.

AlphaValue

Benjamin Silverman Benjamin Silverman

2Xideas

IRF in association with AFI

Jim Chanos Jim Chanos President & Founder James “Jim” founded Chanos & Company L.P. in 1985 to provide investment management services for both domestic and offshore clients. Prior to founding Chanos & Co, Jim gained financial experience working as an analyst at Paine Webber, Gilford Securities and Deutsche Bank before starting his own firm in 1985. He graduated from Yale University in 1980 with a B.A. in Economics and Political Science.

Chanos & Co

Thomas Beevers Thomas Beevers Thomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.

Forensic Alpha

Zach Shannon Zach Shannon Founder & Principal Zach has more than 20 years of short expertise. He began his career as an analyst at Gradient Analytics, a pioneer in forensic accounting and earnings quality research, eventually overseeing the majority of research. He then spent over a decade on the buy-side as the dedicated “short specialist” for three hedge funds, including four years at a short-only fund. Mr. Shannon is a CFA Charterholder and received his MBA from the NYU Stern School of business with an emphasis in accounting and quantitative finance.

Corto Capital Advisors

Ed Steele Ed Steele Founder Ed has more than two decades experience as a top-rated equity analyst, including more than a dozen years of publishing accounting and annual report analysis inside major investment banks (most recently Citi).

Iron Blue Financials

Bill Campbell Bill Campbell Director of Research Bill developed his investment expertise over 10 years as an analyst at Axel Capital Management. During his career, Bill was a generalist responsible for sourcing and implementing long/short investment ideas globally. He has a fundamental approach to investing and has covered industries such as Industrial, Financial, Real Estate, Oil & Gas, Aerospace & Defence, Technology, Materials, Mining and Retail.

Paragon Intel

Hamed Khorsand Hamed Khorsand Founder Hamed is the lead BWS analyst who has consistently been highly ranked by Bloomberg and Starmine; he has a Degree in Economics from the University of Southern California.

BWS Financial

IRF in association with AFI

Thomas Chanos Thomas Chanos President & CEO Thomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.

Badger Consultants

Julian Hull Julian Hull CEO & Analyst Julian, Founder, was previously at Redburn, Forensic Alpha, and Europe’s premier short focused hedge fund ShadowFall. Dragoneye’s early foundation was built at Redburn, where expertise in fundamental research, company analysis and industry insights were developed. Forensic Alpha spurred Dragoneye’s focus on forensic accounting, examining financial statements, identifying discrepancies and potential accounting irregularities. Expertise in short-selling and investigative research methodologies was gained at ShadowFall.

Dragoneye Research

Tom Beevers Tom Beevers Founder & CEO Thomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.

Forensic Alpha

Makay Redd Makay Redd Prior to joining Oxford Data Plan, Makay worked as Head of Sales at Triton. He brings extensive experience as a Sales Executive from his time at M Science and also worked in Institutional Equity Sales at Susquehanna International Group.

Oxford DataPlan

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.

Quo Vadis 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.

R5 Capital