US L/S Financials, Housing & Macro Ideas
02 - 06 Mar 2026
London
Hedgeye
Josh Steiner
Josh Steiner
Financials, Housing & Digital Assets
Josh has more than two decades on the sell side and buyside following sectors including Macro, Financials, Housing and Payments. Prior to joining Hedgeye Risk Management, Josh was an integral part of the #1 ranked Institutional Investor and Greenwich Survey Mortgage and Specialty Finance Team at Lehman Brothers before moving to the buyside to do Long/Short Financials at Millennium Partners and Amaranth Group. He began his financial career at CE Unterberg, Towbin covering the Satellite Communications sector.
Josh holds a Bachelor’s Degree in Economics from the University of Rochester and is a CFA Charterholder.
Europe and Asia Short Ideas
03 Mar
Dubai
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)
US Communication Equipment and Cloud Infrastructure
03 - 04 Mar 2026
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.
Chinese Equity Ideas & Channel Checks Across 50 sub-sectors
23 - 27 Mar 2026
London
Horizon Insights
Don Ma
Don Ma
Chief strategist and co-founder
Chief strategist and co-founder. He has in-depth understanding and research experience in Chinese A-share markets analysis and equity research.