US Equity Short Research & Strategy
18 - 19 May 2026
New York
Corto Capital Advisors
Zach Shannon
Zach Shannon
Founder & Principal
Zach has more than 20 years of short expertise. He began his career as an analyst at Gradient Analytics, a pioneer in forensic accounting and earnings quality research, eventually overseeing the majority of research. He then spent over a decade on the buy-side as the dedicated “short specialist” for three hedge funds, including four years at a short-only fund. Mr. Shannon is a CFA Charterholder and received his MBA from the NYU Stern School of business with an emphasis in accounting and quantitative finance.
Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition
18 - 19 May
London
Sustainable Market Strategies
François Boutin-Dufresne
François Boutin-Dufresne
Managing Partner
François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
Félix-A. Boudreault
Félix-A. Boudreault
Co-Founder
Felix is an engineer-MBA with 20 years of experience in energy, environmental policy, and sustainable finance.
Lenka Martinek
Lenka Martinek
Managing Partner
Lenka is an investment strategist with 20 years of experience in research and capital markets. She was a strategist and managing editor at BCA Research, the leading provider of independent global macro investment research.
High Performance Computing & FinTech
02 - 03 Jun 2026
London
Rosenblatt Securities
Chris Brendler
Chris Brendler
Senior Analyst, FinTech & Crypto
Chris joins Rosenblatt after serving as MARA Holding’s VP of IR. Prior to MARA, Chris had extensive experience in equity research, including D.A.
Davidson where he covered crypto and the miners. Prior to D.A. Davidson, Chris spent most of his career at Stifel and Legg Mason. Awards and
recognition include the WSJ’s “Best on the Street,” multiple StarMine awards, and two-time Institutional Investor Runner-Up. Chris received a B.A. from
the University of Virginia and an M.B.A with Honors from the University of Chicago.
L/S Industrials, Materials, Energy & Utilities Ideas
09 - 11 Jun 2026
London
Hedgeye
Jay Van Sciver
Jay Van Sciver
Industrials & Materials
Jay is the Industrials & Materials Sector Head, Partner, and Executive Committee Member at Hedgeye Risk Management. The Industrials & Materials research team offers unique insights into cyclical, secular, structural, and value creation dynamics within what are often misunderstood, niche industries. He was awarded the inaugural Call of The Year (COTY) award in 2020 for FDX/Air Cargo.
Before joining Hedgeye, Jay began his coverage of cyclical industries on the buyside at Brown Brothers Harriman, where he generated robust alpha and was promoted to head Industrials coverage. He later joined LaBranche LLC, where he was a Managing Director and became head of an upstairs proprietary trading desk. Prior to leaving LaBranche LLC, Jay led the firm’s market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight. Jay then joined a Long/Short Fund seeded by LaBranche, Bishop & Carroll Capital Partners, where he was a partner overseeing investment in cyclical industries.
Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institution Fellowship for his research. While working at Brown Brothers, Jay pursued coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder, was an All-American swimmer and collegiate water polo player, and enjoys reading, fitness activities, and time with his family. He is widely recognized as ‘not great’ at tennis, a game he nonetheless enjoys.
Global Conflicts - Implications for Defense Contractors
10 - 11 Jun 2026
London
Capital Alpha Partners
Byron Callan
Byron Callan
Defence & Industrials
Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defence, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
Actionable Macro Views for Real-Time Markets
21 - 26 Jun 2026
London
QI Research
Danielle DiMartino Booth
Danielle DiMartino Booth
CEO & Chief Strategist
Prior to QI, which she founded in 2015, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Before serving in the public sector, she lived in New York and worked at Donaldson, Lufkin & Jenrette and Credit Suisse. DiMartino Booth is a frequent keynote speaker, a regular commentator in the financial media and author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America.
Internet and media
22 - 23 Jun
London
Rosenblatt Securities
Barton Crockett
Barton Crockett
Senior Analyst, Internet Media
Barton joined Rosenblatt Securities after founding DCFstocks, a long-term focused research service that concentrated on TMT. His 20+ year career as a
sell-side analyst includes Internet and Media coverage at JP Morgan, Lazard Capital Markets and B. Riley FBR. Previously, Crockett worked for nearly a
decade as a journalist at news organizations including MSNBC and the American Banker. Crockett twice topped his sector in The Wall Street Journal’s
“Best on the Street” ranking. He appears frequently in the media. Crockett is a graduate of Northwestern University.