EVENTS:   Borrowers, Buyers and Balance Sheet: Why the Market Hasn't Broken Yet - Matt King/Satori Insights - 14 Oct 26     ROADSHOWS: Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   13 - 21 Oct 26       Satellite-Driven Market Intelligence for Commodities - Dr. Christian Jasperneite /Cap2   •   London   13 - 13 Oct 26       US Communication Equipment and Cloud Infrastructure - Mike Genovese /Rosenblatt Securities   •   London   21 - 21 Oct 26       China Macro, Policy & Global Markets Outlook - William Hess & Song Gao /PRC Macro   •   London   22 - 22 Oct 26      

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Pan European Long/Short Equity Ideas

28 Sep 26 - 09 Oct 26

London

AIR Capital
Pierre-Olivier Essig Pierre-Olivier Essig Founder & Head of Research Pierre was born in Barcelona, Spain, he later moved to Switzerland to study Business in La Chaux-de-Fonds. With over 30 years of Investment experience through years with UBS, BBL, CIBC and Paribas, and AIR, he has been providing independent fundamental research in European Equities to renowned institutions around the globe for the last 25 years.
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Commodities Research with a Focus on Oil and Energy

13 - 21 Oct 2026

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.
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Satellite-Driven Market Intelligence for Commodities

13 Oct 26

London

Cap2
Dr. Christian Jasperneite Dr. Christian Jasperneite Founder & CEO Christian is an Economist and quantitative modeller with 25 years of experience in algorithmic financial market models. He leads CAP2’s econometric and signal architecture.
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US Communication Equipment and Cloud Infrastructure

21 Oct 26

London

Rosenblatt Securities
Mike Genovese Mike Genovese Senior Analyst, Comm & Cloud Infrastructure Mike began his career as a market intelligence analyst at Ciena. He has covered Comm Equip stocks for 20+ years as a sell-side and buy-side analyst, previously at MKM Partners, Citigroup, and Alliance Bernstein. Mike is known for his deep industry knowledge, accurate channel checks, and high conviction stock calls. He holds an M.A. from The Fletcher School at Tufts University and a B.A. with High Honors from Swarthmore College.
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China Macro, Policy & Global Markets Outlook

22 Oct 26

London

PRC Macro
William Hess William Hess Co-CEO & Head of Research William was a former President of China Monitor Inc (CMI), a platform for China macroeconomic and industry forecasting and analysis. He served as a Senior Director of Sovereign and International Public Finance ratings with Standard & Poor’s in Hong Kong, and as Global Insight’s Principal Analyst in an opened Global Insight’s Beijing office prior to its acquisition by IHS in 2008.
Song Gao Song Gao Co-CEO & Head of Research Song previously served as China Country Representative and Principal Analyst for the Observatory Group (Washington, DC) and as Chief Economist of China Monitor Inc (CMI), a platform for China macroeconomic and industry forecasting. Prior to joining CMI he was a professor of economics and researcher at Juniata College in the US. Song has a PhD in Applied Economics from Western Michigan University.
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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.
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