ROADSHOWS: Fundamental Research on Greek Stocks - Dimitris Giannoulis /ResearchGreece   •   Paris   08 - 12 Sep 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Geneva 08 Sept • Zurich 09 Sept • London 18 Sept   08 - 18 Sep 25       US & European Global Defense - Byron Callan /Capital Alpha Partners   •   London   09 - 11 Sep 25       Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   Boston   09 - 11 Sep 25       US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   LDN 15 - 16 Sept • Dublin 19 Sept • Sydney 23 Sept • Hong Kong 24 Sept • SG 25 Sept • Tokyo 26 Sept • AUH 30 Sept • DXB 1 Oct • NYC 6-8 Oct   15 Sep - 08 Oct 25      

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Fundamental Research on Greek Stocks

08 Sep 25 - 12 Sep 25

Paris

ResearchGreece
Dimitris Giannoulis Dimitris Giannoulis Founder & Director Dimitris has spent more than 20 years researching and valuing Greek equities. Dimitris was previously an equity analyst with Deutsche Bank covering Greek & Cypriot financials; he has also been a member of the Pan-European banking research team and has covered telcos, gaming and energy stocks. Dimitris was voted no. 1 in the Institutional Investor 2011 and 2012 All-European Research Surveys. Before Deutsche Bank he was Head of Research at Alpha Finance, Alpha Bank’s investment services arm.
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CFROI vs Economic ROI: A Clearer Picture of Company Performance?

08 Sep 25 - 18 Sep 25

Geneva 08 Sept • Zurich 09 Sept • London 18 Sept

Omaha Insights
Bryant Matthews 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.
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US & European Global Defense

09 Sep 25 - 11 Sep 25

London

Capital Alpha Partners
Byron Callan Byron Callan Defence & Industrials Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defense, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
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Behavioural Finance, Portfolio Strategy & Quant

09 Sep 25 - 11 Sep 25

Boston

Kailash Capital Research
Jim Rocchio Jim Rocchio Co-Founder & Head of Distribution Jim, Head of Distribution, has also served as Managing Director at Baird and at Knight Capital, where he co-founded Kailash Concepts. He brings 26 years of experience in the investment industry, having started his career at Hambrecht & Quist and held senior equity sales roles at JP Morgan and Bear Stearns. Jim has a proven track record of building and nurturing deep client relationships, as well as creating, developing, and distributing unique and differentiated sell-side content.
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US, EU & Asia Short Equity Ideas

15 Sep 25 - 08 Oct 25

LDN 15 - 16 Sept • Dublin 19 Sept • Sydney 23 Sept • Hong Kong 24 Sept • SG 25 Sept • Tokyo 26 Sept • AUH 30 Sept • DXB 1 Oct • NYC 6-8 Oct

Vision Research
Robert Prather 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.
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East Asia Macro Outlook: China, Taiwan, Japan and South Korea

23 Sep 25 - 24 Sep 25

London

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.
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Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech

25 Sep 25 - 26 Sep 25

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.
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US Chemicals Equity Research and Stock Picks

09 Oct 25 - 10 Oct 25

London

Fermium Research
Frank Mitsch Frank Mitsch President Frank serves as President, having cofounded Fermium Research in 2018, after leading the chemicals sell-side effort for 7 years at Wells Fargo Securities. Prior to WFS, Frank was a senior sell-side analyst for 15 years, beginning his Wall Street career with Merrill Lynch. He has been named multiple times to Institutional Investor’s All-America Research Team, and has received numerous other awards in stockpicking and earnings estimates accuracy from the Financial Times/StarMine and Wall Street Journal. Prior to the sell-side, he worked for 10+ years in chemicals with consultancy Kline & Company, and Betz Laboratories, including two years in Europe. Frank received his undergraduate degree in Chemical Engineering from the Stevens Institute of Technology.  He holds an MBA with a concentration in finance from MSU.
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China Macro, Policies and Commodities Outlook

13 Oct 25 - 16 Oct 25

London

PRC Macro
William Hess William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Ming Wu Ming Wu Head of Base Metals Experienced Senior Researcher with a demonstrated history of working in the capital markets industry. Strong research professional skilled in Market Research, Project Management, Financial Modeling, Corporate Finance, and Business Development.
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Consumer / Retail Channel Checks and Stock Picks

21 Oct 25 - 22 Oct 25

London

The Retail Tracker
Mark Friedman 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.
Marni Shapiro Marni Shapiro Founder & Managing Partner Marni Shapiro is Founder & Managing Partner at The Retail Tracker
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Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech

17 Nov 25 - 19 Nov 25

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.
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