EVENTS:   The State of US-China and Global Rebalancing - William Hess/PRC Macro & Song Gao/PRC Macro & Ming Wu/PRC Macro - 07 May 25     ROADSHOWS: US Retail, E-tail and Consumer Products Equity Research and Stock Picks - Scott Mushkin /R5 Capital /London   08 - 09 May 25       US Value Equity Ideas - Jonathan Boyar /Boyar Research /London   12 - 15 May 25       US Chemicals Equity Research and Stock Picks - Frank Mitsch /Fermium Research /London   14 - 15 May 25      

Upcoming

The Muppet Show

01 May 25 15:00 BST / 10:00 EDT

PPG Macro
Patrick Perret-Green   Patrick Perret-GreenPatrick has been in financial markets for 35 years. He has experience in the fixed income and currency research department of Greenwell Montagu, worked as a fixed income flow trader for Merrill Lynch and JP Morgan, a research head for Mizuho, and a proprietary trader and Asia strategist for Citi. He was based in Asia Pacific between 2010 and 2016, and has developed a keen understanding of how the Chinese economy and financial markets operate. Since then he has focused on providing a global macro research service, specialising in interest rates and FX.
The State of US-China and Global Rebalancing

07 May 25 14:00 BST / 09:00 ET

PRC Macro
William Hess   William HessPreviously 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.
Song Gao   Song GaoSong 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.
Ming Wu   Ming WuExperienced Senior Researcher with a demonstrated history of working in the capital markets industry. Strong research professional skilled in Market Research, Project Management, Financial Modeling, Corporate Finance, and Business Development.
David Woo's Latest Insights on Markets, Trump and Geopolitics

14 May 25 15:00 UTC

David Woo Unbound
David Woo   David WooDavid is the Founder/CEO of Unbound. Until 2021, David was the Head of Global Rates, FX, and EM Fixed Income Strategy & Economic Research at Bank of America where he led the top ranked macro strategy team on Wall Street. David is known for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump’s victory in 2016. He was the first major analyst on Wall Street to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016. David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University.

Previous

Beat the Bear Market

29 Apr 25 16:00 BST / 11:00 ET

Belkin Report
Michael Belkin   Michael BelkinMichael, 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.
Replay
How “Making America Great Again” Is Reshaping Japan and Emerging Asia

17 Apr 25 15:00 BST

Astris Advisory Japan
Neil Newman   Neil NewmanNeil is an expert commentator and seasoned strategist on Japanese and pan-Asia equities markets drawing on his 40-years’ experience in Japan and Hong Kong, first arriving in Tokyo in 1986.
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Could US Tariffs and Hoarding Lead The World to Run Out of Copper?

08 Apr 25 14:30 / 09:30 EST

Astris Advisory Commodities
Ian Roper   Ian RoperIan Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.
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Time to Sell the Banks? US vs Europe: A Clear Winner Emerges

03 Apr 25 15:00 BST / 10:00 EDT

TriggerPoint Research
Jonathan Tyce   Jonathan TyceJonathan has 30 years of financial services experience across the buy, (First State, Amex), sell-side (Fox-Pitt Kelton, FBR) and hedge fund (JO Hambro Capital Management) spectrum. Twelve years building out Bloomberg Intelligence’s research product (London and HK) rounded out his career path before launching a payments writing and consulting business (Kenaz) in late 2023 and TriggerPoint in January 2024.
Fordington Advisors
Marc Rubinstein   Marc RubinsteinMarc is a former sell-side banks analyst and hedge fund manager with deep expertise in the financial sector. He spent 12 years on the sell-side, where he was consistently highly rated and served as Managing Director, leading the European Banks Research team at Credit Suisse until 2006. Following his tenure at Credit Suisse, Marc joined Lansdowne Partners, where he spent a decade as a Senior Analyst and Portfolio Manager on the award-winning Lansdowne Global Financials Fund. With extensive experience on both sides of the market, Marc understands the bandwidth constraints that fund managers face when conducting thorough due diligence on investment ideas.
Portales Partners
Charles Peabody   Charles PeabodyCharles is a founding partner of Portales Partners and is the Director of Research as well as Senior Banking Analyst. He began analysing US banks in 1981 and was II ranked when employed by numerous Wall Street bulge bracket firms. Charlie Started Portales Partners in 1999 as a refugee from investment banking conflicting with the integrity of equity research recommendations. His affiliations have included Kidder Peabody (no relation), Merrill Lynch, and UBS, among others.
Fighting Financials
Andrew O'Flaherty   Andrew O'Flaherty
Replay
Europe - Home Alone

02 Apr 25 15:00 BST / 10:00 EDT

Eurointelligence
Wolfgang Munchau   Wolfgang MunchauWolfgang 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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US Equities - Navigating A Tumultuous Market

27 Mar 25 15:00 / 10:00 ET

Trivariate Research
Adam Parker   Adam ParkerAdam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
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Asset Allocation - Generational Shift Ahead

20 Mar 25 15:00 / 10:00 ET

Macro Intelligence 2 Partners
Julian Brigden   Julian BrigdenJulian 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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Bitcoin at $2 Trillion: 700 Institutional Asset Managers Are In – What's Next for the Future of Crypto?

06 Mar 25 15:00 GMT / 10:00 EST

10x Research
Markus Thielen   Markus ThielenMarkus is the Head of Research at 10x Research. He also acts as the Head of Research and Strategy for Matrixport, a leading digital-asset investment firm. Before joining Matrixport, Markus was the Chief Investment Officer at the digital-asset investment firm IDEG Asset Management, and before that the founder and Chief Investment Officer at Jomon Investment Management. Previously Markus was a Portfolio Manager at Millennium Capital Partners and JP Morgan Investment Group. He started his career at Morgan Stanley, where he set up and ran the Quant & Derivatives Strategies Group in Asia.
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Chinese AI Start-up DeepSeek; Shaking up the Tech World

05 Mar 25 14:00 GMT / 09:00 EST

Threadneedle Partners
Dan Nechita   Dan Nechita
Capital Alpha Partners
Robert Kaminski   Robert KaminskiRobert leads the firm's policy research for the telecom, media, and tech sectors. Areas of focus include wireline and wireless telecom, cable, communications equipment and infrastructure, television broadcasting, social media and Internet platforms, semiconductors, and special situations in the tech sector.
Replay
South American Economies and Politics

28 Feb 25 15:00 GMT / 10:00 EST

    Alberdi Partners

    Marcos Buscaglia Marcos BuscagliaMarcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.

    Pacifico Research

    Igal Magendzo Igal MagendzoIgal holds a Ph.D. in economics from UCLA. He has over 20 years of working experience in macroeconomics. He worked for 12 years at the research department of the Central Bank of Chile, reaching the position of Head of Macroeconomic Analysis. He was a macroeconomic advisor at the Ministry of Finance, Chief Economist for the Andean region and Mexico at Itaú Asset Management, and advisor to international institutions such as the IMF and the World Bank.

    Buysidebrazil

    Andrea Damico Andrea DamicoAndrea, Founder & Chief Economist, holds a master’s degree in Economics from the Getulio Vargas Foundation (EESP-FGV) and has over 25 years of experience in the financial industry, specialising in buy-side macroeconomic analysis for Brazil and international markets. She developed her career at Itaú Bank, HSBC Bank, and primarily at Bradesco Bank, one of the largest banks in Latin America. In 2020, Andrea founded Buysidebrazil to provide expert macroeconomic insights

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Best Equity Short Ideas Conference Call 10

27 Feb 25 15:00 GMT / 10:00 EST

    Dragoneye Research

    Jules Hull Jules Hull

    Two Rivers Analytics

    Eric Fernandez Eric FernandezBefore founding TRA, Eric Fernandez was Senior Strategist at an Institutional Investor (II) ranked independent research firm. Previously, he was employed at Salomon Smith Barney, Oppenheimer and Kleinwort Benson in the Mergers and Acquisitions groups. Prior to his M&A work, he was a credit analyst involved in leveraged lending and distressed debt restructurings with US and European financial institutions.

    Iron Blue Financials

    Ed Steele Ed SteeleEd is a 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).

    AIR Capital

    Pierre-Olivier Essig Pierre-Olivier EssigPierre-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.

    Hedgeye

    Jay Van Sciver Jay Van SciverJay 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.

    Veritas Investment Research

    Martin Pradier Martin PradierMartin is responsible for covering the Materials sector. He has almost 20 years of equity research experience in both the buy-side and sell-side. Martin joined Veritas in 2022 after working at Westwood Investment Advisors for 8 years, as Vice President, covering the Materials and Industrials sector. Prior to Westwood Martin spent 2 years as a Materials analyst at AGF and 7 years as a sell-side analyst for Deutsche Bank and Credit Lyonnais.

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The Fiscal Dilemma - Between Risk Premia and a Recession

26 Feb 25 14:00 GMT / 09:00 EST

Talking Heads Macro
Manoj Pradhan   Manoj PradhanManoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Replay
Update on the Roaring 20s Scenario II

13 Feb 25 15:00 GMT / 10:00 EST

Yardeni Research
Edward Yardeni   Edward YardeniDr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
Replay
Market Outlook for '25 - The Great Inflation Comeback

06 Feb 25 09:30 GMT / 10:30 CET

Trahan Macro Research
Francois Trahan   Francois TrahanFrançois Trahan is the founding partner of Trahan Macro Research and the Center for the Macro Specialist Designation. An economist with a master’s in finance and econometrics, he is renowned for his insights into market dynamics and the business cycle. Inducted into the Institutional Investor All-America Research Team Hall of Fame in 2016, he earned top rankings in Portfolio and Quantitative Strategy. François previously held senior roles at UBS, Cornerstone Macro, Wolfe Trahan & Co., ISI Group, and Bear Stearns, and began his career at Ned Davis Research and the Bank Credit Analyst. He is also the co-author of The Era of Uncertainty.
Replay
IRF Lunch: Bust in China 2025?

05 Feb 25 12:30 UTC

Macrolens
Brian McCarthy   Brian McCarthyBrian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund. Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Replay
2025 Could be the Top for US Outperformance

04 Feb 25 16:00 GMT / 11:00 EST

Minack Advisors
Gerard Minack   Gerard MinackGerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle. Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
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Market Outlook for '25 - The Great Inflation Comeback

16 Jan 25 10:30 / 11:30 CET

Trahan Macro Research
Francois Trahan   Francois TrahanFrançois Trahan is the founding partner of Trahan Macro Research and the Center for the Macro Specialist Designation. An economist with a master’s in finance and econometrics, he is renowned for his insights into market dynamics and the business cycle. Inducted into the Institutional Investor All-America Research Team Hall of Fame in 2016, he earned top rankings in Portfolio and Quantitative Strategy. François previously held senior roles at UBS, Cornerstone Macro, Wolfe Trahan & Co., ISI Group, and Bear Stearns, and began his career at Ned Davis Research and the Bank Credit Analyst. He is also the co-author of The Era of Uncertainty.
Replay
IRF Macro Conference - Themes & Top Ideas for '25

15 Jan 25 15:00 GMT / 10:00 EST

    Macro Intelligence 2 Partners

    Julian Brigden Julian BrigdenJulian 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.

    CrossBorder Capital

    Michael Howell Michael HowellMichael, CEO, developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for the three years prior to setting up CrossBorder Capital.

    JDI Research

    Juliette Declercq Juliette DeclercqJuliette has 23 years’ experience in trading and advising, dedicated to offering top investors clear insights on underlying macro trends and highconviction trade recommendations across various asset classes, with a focus on minimising market noise.

    David Woo Unbound

    David Woo David WooDavid is the Founder/CEO of Unbound. Until 2021, David was the Head of Global Rates, FX, and EM Fixed Income Strategy & Economic Research at Bank of America where he led the top ranked macro strategy team on Wall Street. David is known for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump’s victory in 2016. He was the first major analyst on Wall Street to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016. David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University.

Replay
2025 Geopolitical Risks to your Portfolio

07 Jan 25 15:00 GMT / 10:00 EST

Steno Research
Mikkel Rosenvold   Mikkel RosenvoldFrom several years as a chief consultant in the Danish ministries of Taxation and Finance, Mikkel forms the core of Steno’s (geo-) political analysis team. Mikkel has a strong network in European and Global affairs and a sharp eye for the bigger picture in localised events. Mikkel anchors the weekly editorial ‘the Great Game’ as well as the geopolitical ‘Watch Series’.
Replay
US Exceptionalism, European Crisis - What are the Policy Responses?

27 Nov 24 14:00 GMT / 09:00 EST

Tweeddale Advisors
Mark Bathgate   Mark BathgateMark has 25 years of financial market experience in fixed income and global macro. He began his career at Morgan Grenfell Asset Management (subsequently Deutsche Asset Management). Mark joined Goldman Sachs JB where as Head of Research for the proprietary trading unit in 2004 he worked closely with Bret Allender to develop the GTS Fund. He then was hired to UBS O’Connor in 2007 to work as Senior Strategist. In 2012, Mark co-founded ABD Investment Management -a macro hedge fund focusing on the G7 economies. He served as a portfolio manager at Bluebay Asset Management covering global macro markets from 2016 to 2019. Mark has also worked as a consultant for a number of European governments and policy institutions on market- related issues. Mark also contributes to newspapers such as the Spectator on economic and public policy issues.
Replay
Crypto Conference Call

14 Nov 24 15:00 GMT / 10:00 EST

10x Research
Markus Thielen   Markus ThielenMarkus is the Head of Research at 10x Research. He also acts as the Head of Research and Strategy for Matrixport, a leading digital-asset investment firm. Before joining Matrixport, Markus was the Chief Investment Officer at the digital-asset investment firm IDEG Asset Management, and before that the founder and Chief Investment Officer at Jomon Investment Management. Previously Markus was a Portfolio Manager at Millennium Capital Partners and JP Morgan Investment Group. He started his career at Morgan Stanley, where he set up and ran the Quant & Derivatives Strategies Group in Asia.
Replay
Carbon: The Trade of Our Time

13 Nov 24 15:00 GMT / 10:00 EST

Sustainable Market Strategies
Lenka Martinek   Lenka MartinekLenka is an investment strategist with 18 years of experience in research and capital markets. She was a strategist and managing editor at BCA Research, the leading provider of independent global macro investment research.
François Boutin-Dufresne   François Boutin-DufresneFrançois 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.
Replay
China 2025: Stimulus Meets Debt-Deflation and Global Headwinds

07 Nov 24 15:00 GMT / 10:00 EST

Macrolens
Brian McCarthy   Brian McCarthyBrian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund. Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Replay
India: Why now, is it hype, a bubble?

06 Nov 24 15:00 GMT / 10:00 EST

Westbourne Research
Sharmila Whelan   Sharmila WhelanSharmila is a veteran Global Geopolitical-Macro Strategist with nearly 30 years of experience advising buy-side clients on multi-asset strategies, known for her unique insights at the intersection of geopolitics, macroeconomics, and the Austrian business cycle. She has advised institutions including the CIA, US State Department, British High Commission, DFID, and China’s NDRC. Sharmila has held senior roles at Aletheia Capital, Merrill Lynch, CLSA, and BP, and was named one of Bloomberg’s “12 New Expert Voices” in 2022. A frequent commentator on Bloomberg, BBC, and CNBC, she also speaks at major forums like the FT Wealth Summit and contributes to the Financial Times and Economist Intelligence Unit.
Replay
Best Equity Short Ideas Conference Call 9

31 Oct 24 15:00 GMT

    Dragoneye Research

    Jules Hull Jules Hull

    Badger Consultants

    Tom Chanos Tom Chanos

    Corto Capital Advisors

    Zach Shannon Zach ShannonZach, Founder, has more than 20 years of short expertise. He started his career as an analyst at Gradient Analytics, an independent research firm focused on forensic accounting, earnings quality, and executive behaviour, eventually serving as the director of content and overseeing most of the firm’s research. Mr. Shannon also spent more than 10 years on the buyside, working as the “short specialist” for three hedge funds (including four years at a shortonly 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.

    Fighting Financials

    Andrew O'Flaherty Andrew O'Flaherty

    Quo Vadis Capital

    John Zolidis John ZolidisJohn 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.

    Bios Research

    Dr. Aaron Fletcher Dr. Aaron FletcherDr. Aaron, Managing Partner & Co-Founder, has a PhD in Biochemistry from Colorado State University and is currently a visiting professor in Biochemistry and Cell Biology at Dallas Baptist University; he has been a consultant in the financial industry since 2006. The Bios’ research effort is composed of Aaron and three additional analysts. Each of the analysts have Masters’ in Public Health or PhDs from leading academic institutions.

    Oxford DataPlan

    Josef Schmalfuss Josef SchmalfussJosef is the founder and CEO. He has spent 12 years as equity investor, 7 of which as a hedge fund partner at Portsea Asset Management (global equity L/S hedge fund). As a recognised industry leader in Alternative Data for Fundamental Investing, Josef is a regularly invited Conference Speaker, Alt Data Shark Tank Judge, and a Guest Lecturer at The University of Oxford in “Alternative Data for Fundamental Investing”.

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