EVENTS:   IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit - Adam Parker/Trivariate Research - 14 Jul 25   Uranium’s Big Moment - AI Demand, Nuclear Expansion & How to play it - Ben Finegold/Ocean Wall - 16 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