EVENTS:   Hardware Eats Software As Atoms Become The AI Bottleneck, Not Bits - Sean Maher/Entext - 19 Feb 26     ROADSHOWS: Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 26       Geopolitics & Macro: Rates, Trade, FX, and Global Flashpoints - Dimitris Valatsas & Maximilian Hess & Dmitry Grozoubinski /Aurora Macro Strategies   •   London   23 - 24 Feb 26      

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Predictive Investment Models for Idea Generation and Risk Management

16 - 19 Feb 2026

New York

Variant Perception
Hugh Vuillier Hugh Vuillier Relationship Manager
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Geopolitics & Macro: Rates, Trade, FX, and Global Flashpoints

23 - 24 Feb 2026

London

Aurora Macro Strategies
Dimitris Valatsas Dimitris Valatsas Co-founder & Chief Economist Dimitris leads the Economics and Markets practice. He has over a decade of experience advising asset managers, hedge funds, family offices, and other financial institutions on macroeconomic and market developments, focusing on the U.S. and Europe. Dimitris holds degrees from Harvard University and the University of Oxford.
Maximilian Hess Maximilian Hess Head of Eurasia Max is the author of Economic War: Ukraine & the Global Conflict between Russia and the West. He serves as a fellow in the Eurasia Programme at the Foreign Policy Research Institute and has also held fellowships with the International Institute for Strategic Studies and the Oxus Society for Central Asian Affairs.
Dmitry Grozoubinski Dmitry Grozoubinski Head of International Trade
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US L/S Financials, Housing & Macro Ideas

02 - 06 Mar 2026

London

Hedgeye
Josh Steiner Josh Steiner Financials, Housing & Digital Assets Josh has more than two decades on the sell side and buyside following sectors including Macro, Financials, Housing and Payments. Prior to joining Hedgeye Risk Management, Josh was an integral part of the #1 ranked Institutional Investor and Greenwich Survey Mortgage and Specialty Finance Team at Lehman Brothers before moving to the buyside to do Long/Short Financials at Millennium Partners and Amaranth Group. He began his financial career at CE Unterberg, Towbin covering the Satellite Communications sector. Josh holds a Bachelor’s Degree in Economics from the University of Rochester and is a CFA Charterholder.
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Europe and Asia Short Ideas
03 Mar Dubai
  • 03 Mar Dubai
  • 04 Mar Paris
  • 05 - 06 Mar London
Vision Research
Robert Prather Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
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US Communication Equipment and Cloud Infrastructure

03 - 04 Mar 2026

London

Rosenblatt Securities
Mike Genovese Mike Genovese Senior Analyst, Comm & Cloud Infrastructure Mike began his career as a market intelligence analyst at Ciena. He has covered Comm Equip stocks for 20+ years as a sell-side and buy-side analyst, previously at MKM Partners, Citigroup, and Alliance Bernstein. Mike is known for his deep industry knowledge, accurate channel checks, and high conviction stock calls. He holds an M.A. from The Fletcher School at Tufts University and a B.A. with High Honors from Swarthmore College.
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Chinese Equity Ideas & Channel Checks Across 50 sub-sectors

23 - 27 Mar 2026

London

Horizon Insights
Don Ma Don Ma Chief strategist and co-founder Chief strategist and co-founder. He has in-depth understanding and research experience in Chinese A-share markets analysis and equity research.
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