Communications / Media / Software
03 - 06 Nov
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.
Felix Wang
Felix Wang
Partner, Managing Director, Global Technology Sector Head
Felix brings more than 16 years of experience covering China and Technology, Media, and Telecommunications companies across global markets.
Before joining Hedgeye, Felix worked at an asset management firm focused on China equities. After joining Hedgeye, he was a member of the firm's Gaming, Lodging, and Leisure team before transitioning into his current leadership roles within Technology.
Felix's work has been featured across major financial media outlets, including Bloomberg, Fortune, Forbes, Barron's, Yahoo Finance!, CNBC's Fast Money, Sina Finance, and Sohu.
Felix graduated cum laude from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics and is a CFA Charterholder.
Behavioural Finance, Portfolio Strategy & Quant
05 Nov 26
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.
US, European and Asian SELL / SHORT Ideas
10 Nov
West Palm Beach
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)
Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech
16 - 18 Nov 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.
Systematic Analysis and Insights across 4,000 Stocks
07 - 11 Dec 2026
New York • Boston
Panmure Liberum SAM
Paul Wildman
Paul Wildman
Sales Analyst
Paul is a co-founder of Systematic Analysts Ltd. He has more than 20 years’ experience in financial markets, including Equity Sales at Redburn, Product Sales & Trading at Avalon Capital Markets, and 14 years in Sales and Trading at Mirabaud Securities. He was also Head of OSS and Research Content at OliveTree Financial.
Rubin, ASICs, and AI Infrastructure
14 - 18 Dec 2026
London
JNK Research
Martin Jacobs
Martin Jacobs
Managing Partner & Head of Research
Martin has 30+ years of leadership experience in the semiconductor industry. Before joining JNK Research as its Managing Partner, he led the global business optimisation for sales, marketing, and manufacturing at Advanced Energy (AEIS). He has held leadership roles at Texas Instruments, Microchip, and Avnet during his professional career.