Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech
26 - 27 Jan 2026
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.
Commodities Research with a Focus on Oil and Energy
10 Feb 26
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
23 - 27 Feb 2026
London
Hedgeye
Andrew Freedman
Andrew Freedman
Communications & Software
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.
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.
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.