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.
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.
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.
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.
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.