EVENTS:   Beat the Bear Market - Michael Belkin/Belkin Report - 29 Apr 25     ROADSHOWS: Commodity Outlook - Ian Roper /Astris Advisory Commodities /London, 22-29 Apr / New York, 1-2-5-6 May / Boston, 6-7 May / Chicago, 7-8 May   22 Apr - 08 May 25       Global ESG and Impact-investment Trends with Stock - François Boutin-Dufresne /Sustainable Market Strategies /London   28 - 30 Apr 25      

HOLT Alternative - Global Proprietary Accounting Screen

Omaha Insights

Benjamin Schwartzberg Benjamin Schwartzberg

Geneva, 15-16 April / Madrid, 22 - 23 April

15 - 23 Apr

Introduction

Commodity Outlook

Astris Advisory Commodities

Ian RoperIan Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight. Ian Roper

London, 22-29 Apr / New York, 1-2-5-6 May / Boston, 6-7 May / Chicago, 7-8 May

22 Apr - 08 May

Introduction

Global ESG and Impact-investment Trends with Stock

Sustainable Market Strategies

François Boutin-DufresneFrançois is an investor and investment team leader with 25 years of experience in multiple asset classes ranging from fixed income and equities to absolute return and hedge fund strategies. François Boutin-Dufresne

London

28 - 30 Apr

Introduction

US Retail, E-tail and Consumer Products Equity Ideas

R5 Capital

Scott Mushkin Scott Mushkin

London

08 - 09 May

Introduction

US Chemicals Equity Ideas

Fermium Research

Frank MitschFrank 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 Mitsch

London

14 - 15 May

Introduction

US TMT Policy

Capital Alpha Partners

Robert KaminskiRobert leads the firm's policy research for the telecom, media, and tech sectors. Areas of focus include wireline and wireless telecom, cable, communications equipment and infrastructure, television broadcasting, social media and Internet platforms, semiconductors, and special situations in the tech sector. Robert Kaminski

London

20 - 22 May

Introduction

US Healthcare Policy

Capital Alpha Partners

Kim MonkKim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs). Kim Monk

Rob SmithRob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees. Rob Smith

London

20 - 22 May

Introduction

Market Insights on Consumer / Retail Sector and Stocks

The Retail Tracker

Mark FriedmanMark 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

London

21 - 22 Oct

Introduction