Behavioural Finance, Portfolio Strategy & Quant
21 - 22 Apr 2026
London
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.
Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies
07 - 08 May 2026
London
R5 Capital
Scott Mushkin
Scott Mushkin
Founder & Managing Partner
Prior to founding R5 Capital, Scott was Managing Director and Senior Research Analyst covering retail, e-tail and consumer products at Wolfe Research. Scott brings more than 25 years of buy-side and sell-side experience to the firm and has consistently ranked among the top analysts in his coverage sectors. He earned his MBA from The University of Chicago Booth School of Business.
US Equity Short Research & Strategy
18 - 19 May 2026
New York
Corto Capital Advisors
Zach Shannon
Zach Shannon
Founder & Principal
Zach has more than 20 years of short expertise. He began his career as an analyst at Gradient Analytics, a pioneer in forensic accounting and earnings quality research, eventually overseeing the majority of research. He then spent over a decade on the buy-side as the dedicated “short specialist” for three hedge funds, including four years at a short-only fund. Mr. Shannon is a CFA Charterholder and received his MBA from the NYU Stern School of business with an emphasis in accounting and quantitative finance.
Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition
18 - 19 May
London
Sustainable Market Strategies
François Boutin-Dufresne
François Boutin-Dufresne
Managing Partner
François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
Félix-A. Boudreault
Félix-A. Boudreault
Co-Founder
Felix is an engineer-MBA with 20 years of experience in energy, environmental policy, and sustainable finance.
Lenka Martinek
Lenka Martinek
Managing Partner
Lenka is an investment strategist with 20 years of experience in research and capital markets. She was a strategist and managing editor at BCA Research, the leading provider of independent global macro investment research.
High Performance Computing & FinTech
02 - 03 Jun 2026
London
Rosenblatt Securities
Chris Brendler
Chris Brendler
Senior Analyst, FinTech & Crypto
Chris joins Rosenblatt after serving as MARA Holding’s VP of IR. Prior to MARA, Chris had extensive experience in equity research, including D.A.
Davidson where he covered crypto and the miners. Prior to D.A. Davidson, Chris spent most of his career at Stifel and Legg Mason. Awards and
recognition include the WSJ’s “Best on the Street,” multiple StarMine awards, and two-time Institutional Investor Runner-Up. Chris received a B.A. from
the University of Virginia and an M.B.A with Honors from the University of Chicago.