EVENTS:   IRF Lunch: Can Japan Come Good? - Pelham Smithers/Pelham Smithers Associates - 25 Jun 25   The Changing Shape of Global Growth and Where to Invest Globally - Chris Watling/Longview Economics - 01 Jul 25     ROADSHOWS: US, Europe and UK Real Estate Outlook - Hemant Kotak /Kolytics   •   Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul   24 - 26 Jun 25       US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney   26 Jun 25       U.S. Financials Regs under the Trump Administration  - Ian Katz /Capital Alpha Partners   •   London   01 - 04 Jul 25      

US, Europe and UK Real Estate Outlook

Kolytics

Hemant Kotak CEO & Director of Research Hemant founded Kolytics in 2021. He is a former Managing Director at Green Street and previously served as Head of UK Research at CBRE. He brings over 20 years of experience in investment research and listed real estate. Hemant Kotak

Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul

24 - 26 Jun

US, EU & Asia Short Equity Ideas

Vision Research

Robert Prather President & Managing Member Robert is experienced President with a demonstrated history of working in the investment management industry. Strong professional skilled in Equity Research, Portfolio Management, Hedge Funds, Entrepreneurship, and Venture Capital. Robert Prather

Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney

26 Jun

U.S. Financials Regs under the Trump Administration 

Capital Alpha Partners

Ian Katz Financials Ian is a Managing Director at Capital Alpha Partners, focusing on financial services policy. He covers a wide range of areas including banks, exchanges, brokers, asset managers, insurers, card networks, fintech, cryptocurrencies, housing finance, and student loans. Ian Katz

London

01 - 04 Jul

CFROI vs Economic ROI: A Clearer Picture of Company Performance?

Omaha Insights

Bryant Matthews CEO & Head of Research Bryant, CEO & Head of Research, 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. Bryant Matthews

New York; Boston 23 Jul

21 - 25 Jul

Crypto Market Outlook

10x Research

Markus Thielen Head of Research Markus is the Head of Research at 10x Research. He also acts as the Head of Research and Strategy for Matrixport, a leading digital-asset investment firm. Before joining Matrixport, Markus was the Chief Investment Officer at the digital-asset investment firm IDEG Asset Management, and before that the founder and Chief Investment Officer at Jomon Investment Management. Previously Markus was a Portfolio Manager at Millennium Capital Partners and JP Morgan Investment Group. He started his career at Morgan Stanley, where he set up and ran the Quant & Derivatives Strategies Group in Asia. Markus Thielen

London

12 - 12 Aug

Consumer / Retail Channel Checks and Stock Picks

The Retail Tracker

Mark Friedman Co-Founder & Managing Partner Mark is an entrepreneur, executive, and advisor, and the Co-Founder of The Retail Tracker, a strategic advisory firm focused on brand building, financial strategy, and navigating the evolving retail landscape. He is also CEO of HARVST, a shelf-stable meals company with a mission to combat food insecurity. With a career spanning various leadership roles, Friedman has served on both public and private boards, including Iconix and Roots, and is currently a strategic advisor to Accel, Poq, and Storr. He launched The Retail Tracker in 2006 to provide insights into consumer and retail trends, working with companies of all sizes to support growth through strategic planning, branding, merchandising, and capital allocation. Mark Friedman

Marni Shapiro Founder & Managing Partner Marni Shapiro is Founder & Managing Partner at The Retail Tracker Marni Shapiro

London

21 - 22 Oct