Where's the Puck Going?
05 May 26 12:30 BST
Aitken Advisors
James Aitken
James Aitken
Founder
James founded macroeconomic consultancy Aitken Advisors LLP in 2009 after a lengthy sell side career advising risk-seeking institutional investors about financial system fault lines. Previously, James worked for UBS, AIG, JPMorgan and Macqaurie.
Acceleration in the Energy Transition
12 May 26 10:00 EST / 15:00 BST / 16:00 CEST
CHA-AM Advisors
David Scott
David Scott
Founder
David spent six years as a commercial banker in various overseas branches of Lloyds Bank followed by two years with research consultancy Tara Siam, before joining WI Carr in Thailand as Chief Representative in 1989. He moved to Hong Kong in 1994 where he spent 8 years as WI Carr’s Chief Regional Strategist and two years as Head of Regional Strategy for Deutsche Securities before establishing Cha-Am in 2004. Over the past 25 years David has been recognised by numerous investor polls as one of the top strategists and equity analysts in Asia.
Best Technology Equity Ideas Conference Call
03 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST
Arete Research
Andrew Beale
Andrew Beale
Senior Analyst-Telecoms & Cable
Andrew joined Arete in 2003 and is based in the firm's London office. He focuses on telecoms/cable in US and EU. Prior to Arete, Andrew spent nine years as an analyst at several investment banks including Deutsche Bank and UBS, specialising in wireless and UK/EU telcos. Before this, he spent a year in corporate finance at Bankers Trust, and five years consulting at PA Consulting Group to telecoms and CATV operators, banks, regulators and customers.
Huber Research Partners
Craig Huber
Craig Huber
Founder
Craig was formerly a Director and research analyst at Barclays Capital and Lehman Brothers (and Morgan Stanley before that) covering the US Media and Advertising sectors as well as Information Services stocks. For four consecutive years, 2006 to 2009, he was ranked #1 in Institutional Investor’s All America research team in the media sector he covered. In 2009, Craig was ranked #1 stock picker in the Financial Times / StarMine survey out of 1,800 US,800 US sell-side analysts, prior to going out independent in 2010.
JNK Research
Martin Jacobs
Martin Jacobs
Managing Partner & Head of Research
Martin has 30+ years of leadership experience in the semiconductor industry. Before joining JNK Research as its Managing Partner, he led the global business optimisation for sales, marketing, and manufacturing at Advanced Energy (AEIS). He has held leadership roles at Texas Instruments, Microchip, and Avnet during his professional career.
Lynx Equity Strategies
KC Rajkumar
KC Rajkumar
Managing Partner
KC is Managing partner at Lynx Equity Strategies, a US-based firm providing independent investment research to institutional investors. He advised private start-ups in the tech industry (2013-2017), was an investment analyst at a boutique hedge fund (2012-2013) and a research analyst at RBC Capital markets (2007-2011). Prior to that he was a technologist in the semiconductor industry (1996- 2007). KC Rajkumar has a Ph.D in Materials Science and holds the CFA designation.
Sales Pulse Research
Steve Thompson
Steve Thompson
Director of Research - BI / Analytics / Big Data
Steve is a Technology Research Analyst for Sales Pulse Research and has over 25 years of experience in enterprise technology. He has worked for end users as well as vendors and held roles in field Customer Service and Systems Engineering, Business Development and Marketing. Steve covers the Big Data and Analytics, Cloud, Storage, and Networking markets for Sales Pulse Research.
The Structural, the Cyclical and the Tactical
10 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST
Variant Perception
Tian Yang
Tian Yang
CEO & Head of Research
Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill Lynch. Tian graduated from the University of Cambridge with a degree in Economics.