ROADSHOWS: CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25       Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      
L/S Global Technology Ideas

03 - 04 Nov 2025

London

Hedgeye
Felix Wang Felix Wang
CFROI vs Economic ROI: A Clearer Picture of Company Performance?

04 - 05 Nov 2025

Amsterdam

Omaha Insights
Bryant Matthews Bryant Matthews CEO & Head of Research Bryant has a distinguished career in finance, having served as the Global Director of HOLT Research at Credit Suisse for over 25 years, where he developed innovative valuation models and advanced the HOLT framework, alongside contributions to research on profitability and growth. Bryant holds an MBA in Finance and Strategy from Northwestern University’s Kellogg School of Management and is currently pursuing a Master’s in Mathematics with a focus on Applied Statistics at DePaul University. He is also the co-founder of Omaha Insights.
Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt

12 - 14 Nov 2025

London

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.
Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech

17 - 19 Nov 2025

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.
Fundamental US Healthcare Short Ideas

17 - 19 Nov 2025

London

Favus Institutional Research
Dr Elliot Favus Dr Elliot Favus CEO & Senior Analyst Dr. Favus is a pharmaceutical equity research specialist with buyside and sellside experience, including Senior Analyst roles at Och Ziff and Lazard. Earlier in his career, Dr. Favus spent 10 years working on human genetics projects at Harvard Medical School and the University of Chicago.