Sustainability and Impact Investing - Megatrends and Investment Implications
20 - 22 Oct 2025
London
Sustainable Market Strategies
François Boutin-Dufresne
François Boutin-Dufresne
Managing Partner
François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
Consumer / Retail Channel Checks and Stock Picks
21 - 22 Oct 2025
London
The Retail Tracker
Mark Friedman
Mark Friedman
Co-founder & Managing Partner
Mark spent 20 years as a senior research analyst at Merrill Lynch, Lehman Brothers and Goldman Sachs; he was continuously ranked on the Institutional Investor Survey of best analysts across Advertising, Apparel / Footwear and Speciality Retail. At Merrill Lynch he was Group Head of Retail.
Marni Shapiro
Marni Shapiro
Co-founder & Managing Partner
Marni spent 11 years at Merrill Lynch and Lehman Brothers where she covered Apparel, Footwear and Specialty Retail. She has been ranked by the Wall Street Journal Analyst survey on a number of occasions.
Commodities Research with a Focus on Energy
21 - 24 Oct 2025
London
Queen Anne's Gate Capital
Kathleen Kelley
Kathleen Kelley
Founder & CEO
Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
L/S US Communications, Media & Software Ideas
28 - 29 Oct 2025
London
Hedgeye
Andrew Freedman
Andrew Freedman
Communications
Andrew currently spearheads Communications Sector research at Hedgeye, specializing in Internet, Media, Cable, and Telecom, and co-heads the Software Sector.
His deep work in these domains has led to highly successful long/short calls on industry giants like Netflix, Meta, and Google. Notably, Andrew's market insights enabled him to accurately predict the end of Netflix's growth runway. Moreover, his unique research process led to calls on the peak of the digital ad market in October 2021 and identified its bottom by January 2023.
Andrew's approach is distinguished by a robust process that combines proprietary highfrequency data trackers with meticulous industry modeling and in-depth fundamental analysis. Prior to assuming his current role as Communications and Software Sector Head, he was a Senior Equity Research Analyst, covering U.S. Health Care equities - with a specialization in Healthcare IT. Andrew has deep knowledge of pivotal areas in Healthcare, like EMR, population health, value-based care, telehealth, and more.
Before joining Hedgeye in 2014, Andrew was a driving force behind asset allocation, risk analysis, and investment manager research at Clearbrook Global Advisors.
CFROI vs Economic ROI: A Clearer Picture of Company Performance?
04 - 05 Nov 2025
Amsterdam
Omaha Insights
Bryant Matthews
Bryant Matthews
CEO & Head of Research
Bryant has a distinguished career in finance, having served as the Global Director of HOLT Research at Credit Suisse for over 25 years, where he developed innovative valuation models and advanced the HOLT framework, alongside contributions to research on profitability and growth. Bryant holds an MBA in Finance and Strategy from Northwestern University’s Kellogg School of Management and is currently pursuing a Master’s in Mathematics with a focus on Applied Statistics at DePaul University. He is also the co-founder of Omaha Insights.
Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt
12 - 14 Nov 2025
London
ERA Research
Kevin Mason
Kevin Mason
Managing Director
Kevin has led a team of industry experts since 1997, covering the space for institutional investors, hedge funds, and government clients in the U.S., Canada, and Europe. He is a regular speaker at conferences hosted by the Pulp and Paper Products Council, the Council of Forest Industries, the Western Wood Products Association, and several others. Kevin’s views are frequently quoted in Bloomberg, the Financial Times, and the National Post, as well as on various radio and television programs.
Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech
17 - 19 Nov 2025
London
Revelare Partners
Andrew Peters
Andrew Peters
Co-Founder & Managing Partner
Andrew is a co-founder of Revelare Partners. He has more than 15 years of experience in sales, research development and sourcing investment ideas for institutional investors. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023 working with the team to build and expand its client base. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He received a B.A. in Financial Economics from the University of Rochester.