EVENTS:   IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit - Adam Parker/Trivariate Research - 14 Jul 25     ROADSHOWS: L/S Industrials and Materials Ideas - Jay Van Sciver /Hedgeye   •   London   09 - 11 Jul 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   New York; Boston 23 Jul   21 - 25 Jul 25      
IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit

14 Jul 25 12:00 BST

Trivariate Research
Adam Parker   Adam Parker Founder & Chief Strategist Adam 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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Uranium’s Big Moment - AI Demand, Nuclear Expansion & How to play it

16 Jul 25 15:00 BST / 16:00 CET / 10:00 EDT

Ocean Wall
Ben Finegold   Ben Finegold Head of Research Ben attended Newcastle University completing his BSc in Management while also working for two start-ups. In 2020, he moved to Tel Aviv to complete his MBA in Entrepreneurship and Innovation at the Reichman University, receiving a distinction. While in Israel, he worked as a Research Analyst for Drive TLV. Prior to joining Ocean Wall, Ben worked as an Investment Analyst for Fat Gladiator Investment Club. Ben is responsible for Ocean Wall’s research offerings with a particular focus on Uranium. He has spent three years as a dedicated nuclear fuels analyst looking at investment opportunities in the nuclear power generation, and fuel cycle niches.
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