Global Conflicts - Implications for Defense Contractors
09 - 12 Jun
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 defence, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
Paper and Forest Products Sector Research
11 - 12 Jun 2026
New York
ERA Research
Kevin Mason
Kevin Mason
Managing Director
Kevin has led a team of industry experts since 1997, covering the space for institutional investors, hedge funds, and government clients in the U.S., Canada, and Europe. He is a regular speaker at conferences hosted by the Pulp and Paper Products Council, the Council of Forest Industries, the Western Wood Products Association, and several others. Kevin’s views are frequently quoted in Bloomberg, the Financial Times, and the National Post, as well as on various radio and television programmes.
Actionable Macro Views for Real-Time Markets
21 - 26 Jun 2026
London
QI Research
Danielle DiMartino Booth
Danielle DiMartino Booth
CEO & Chief Strategist
Prior to QI, which she founded in 2015, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Before serving in the public sector, she lived in New York and worked at Donaldson, Lufkin & Jenrette and Credit Suisse. DiMartino Booth is a frequent keynote speaker, a regular commentator in the financial media and author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America.
Internet and Media Coverage and Ideas
22 - 23 Jun 2026
London
Rosenblatt Securities
Barton Crockett
Barton Crockett
Senior Analyst, Internet Media
Barton joined Rosenblatt Securities after founding DCFstocks, a long-term focused research service that concentrated on TMT. His 20+ year career as a
sell-side analyst includes Internet and Media coverage at JP Morgan, Lazard Capital Markets and B. Riley FBR. Previously, Crockett worked for nearly a
decade as a journalist at news organizations including MSNBC and the American Banker. Crockett twice topped his sector in The Wall Street Journal’s
“Best on the Street” ranking. He appears frequently in the media. Crockett is a graduate of Northwestern University.
Semiconductors Coverage and Ideas
25 - 26 Jun 2026
London
Rosenblatt Securities
Kevin Cassidy
Kevin Cassidy
Senior Analyst, Semiconductors
Kevin has 25+ years of industry experience, including at Texas Instruments and AMD, and 15+ years of experience covering the space. He is a top
ranked stock picker in 3rd party ratings.
Revelare Ideas Lunch: Buyside Perspectives across TMT, Consumer, Healthcare and Fintech
30 Sep 26
Paris
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.