EVENTS:   The AI Boom Will Flame Out, but the Next Cycle Will Still Be Capex-Led - Gerard Minack/Minack Advisors - 27 Oct 26   A Bessent Problem that Warsh Can’t Solve - Manoj Pradhan/Talking Heads Macro - 28 Oct 26     ROADSHOWS: Communications / Media / Software - Andrew Freedman & Felix Wang /Hedgeye   •   London 10 - 11 Nov   03 - 11 Nov 26       Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   London   05 - 05 Nov 26      

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Communications / Media / Software
03 - 06 Nov London
03 - 06 Nov London
10 - 11 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.
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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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Systematic Analysis and Insights across 4,000 Stocks

07 - 11 Dec 2026

New York • Boston

Panmure Liberum SAM
Paul Wildman Paul Wildman Sales Analyst Paul is a co-founder of Systematic Analysts Ltd. He has more than 20 years’ experience in financial markets, including Equity Sales at Redburn, Product Sales & Trading at Avalon Capital Markets, and 14 years in Sales and Trading at Mirabaud Securities. He was also Head of OSS and Research Content at OliveTree Financial.
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