IRF - Where Investors Meet Expert Providers

“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”

14 Aug 25

RW Advisory

Ron William Ron William CIO & Global Tactical Strategist Ron is a Global Multi-Asset Tactical Strategist, with +20 years of experience, founder of RWA, an award-winning macro-tactical research advisory firm, to a wide range of financial institutions, producing differentiated alpha, insightful idea generation, using behavioural sentiment, driven by cycles and proprietary market timing models. He is also a Behavioural Finance Expert, Trading Psychologist & Performance Coach. He uses latest techniques in behavioural / risk assessment modelling, peak-performance, neuro/ body science and stress response management (SRM), including mindfulness & coherence training; supported by his market strategies.

“Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape?”

07 Aug 25

ABCG Research

Hamza Ghani Hamza Ghani Head of Crypto Research Hamza is the Head of Crypto Research at ABCG Research.

“Is The Inflationary Threat Being Ignored?”

13 Jun 25

Talking Heads Macro

Manoj Pradhan Manoj Pradhan Founder & Global Economist Manoj 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.

“Mispriced Markets in an Era of Uncertainty”

30 Apr 25

Blonde Money

Helen Thomas Helen Thomas CEO Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.

"A.I. and Trump the Tech Bro – Will He Break the Long-term Bull Market in Equities?"

21 Mar 25

WilmotML

Jonathan Wilmot Jonathan Wilmot Founding Partner / Macro Jonathan, “One of the brightest minds on Wall Street”. Previously Chief Global Strategist and member of the Chairman’s Board at Credit Suisse, Head of FX Strategy at Bank of America, London. PPE at Worcester College, Oxford.

"Global Financial Markets in an Era of Uncertainty"

26 Feb 25

RW Advisory

"The Outlook for World Commodity Investments in 2025"

28 Jan 25

CPM Group

Jeffrey Christian Jeffrey Christian Managing Partner Jeffrey has been a prominent analyst and advisor on precious metals and commodities markets since the 1970’s, with work spanning precious metals, energy markets, base metals, agricultural markets, and economic analysis. He founded the company in 1986, spinning off the Commodities Research Group from Goldman, Sachs & Co and its commodities trading arm, J. Aron & Company. He has advised many of the world’s largest corporations and institutional investors on managing their commodities price and market exposures, as well as providing advisory services to the World Bank, United Nations, International Monetary Fund, and numerous governments

“Investing Through The Business Cycle & Beyond”

18 Dec 24

Westbourne Research

Sharmila Whelan Sharmila Whelan Founder & Global Macro-Geopolitical Strategist Sharmila 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.

“Back to the Future: East Asia & Trump 2.0”

12 Dec 24

East Asia Econ

Paul Cavey Paul Cavey Economist For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea. While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.