EVENTS:   Buckle Up for the Bond Market Meltdown - Dr. Frank Shostak/AAS Economics & Derek Sicklen/AAS Economics - 17 Jun 25   IRF Lunch: The Most Mispriced Market with David Woo - David Woo/David Woo Unbound - 18 Jun 25     ROADSHOWS: CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   London   18 - 19 Jun 25       US, Europe and UK Real Estate Outlook - Hemant Kotak /Kolytics   •   Boston 24-26 Jun • Chicago 27 Jun-01 Jul • Toronto 02-04 Jul   24 - 26 Jun 25       US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney   26 Jun 25      

Eveline Varin Eveline VarinEveline, CEO, Consumer and Retail Analyst, worked at Morgan Stanley and Dresdner Kleinwort Wasserstein as an equity research analyst.

Denny Ellison

Eveline Varin Eveline VarinEveline, CEO, Consumer and Retail Analyst, worked at Morgan Stanley and Dresdner Kleinwort Wasserstein as an equity research analyst.

Denny Ellison

Stephen Clapham Stephen ClaphamSteve has some 30 years of analytical experience, having started as a sell-side analyst at the time of Big Bang. He was consistently rated in the top 10 in Extel, II and similar surveys, before moving to Toscafund in 2005. He has been a partner and head of research at two multibillion hedge funds and has wide experience of a range of sectors and markets

Behind the Balance Sheet

Sophie Biro Sophie BiroSophie is a strategist specialising in the Blue Economy, with over 25 years of experience in investment banking across London, Hong Kong, and Paris. She is the founder and CEO of Adelwise, and serves on the advisory boards of the UN Global Compact Ocean Investment Protocol, the French Coastal Agency, and various financial institutions. Sophie has held top-ranking roles in equity and quantitative strategy at Credit Suisse, ING Barings, and Société Générale, and later led ESG-focused digital transformation projects at BNP Paribas. She holds an MSc in Computing Science from Imperial College London, a CFA ESG certification, and completed Cambridge’s sustainable finance course. Personally committed to marine conservation, she founded SeaGeneration, an NGO supporting environmental protection in Boracay, Philippines.

Adelwise

Marc Rubinstein Marc RubinsteinMarc is a former sell-side banks analyst and hedge fund manager with deep expertise in the financial sector. He spent 12 years on the sell-side, where he was consistently highly rated and served as Managing Director, leading the European Banks Research team at Credit Suisse until 2006. Following his tenure at Credit Suisse, Marc joined Lansdowne Partners, where he spent a decade as a Senior Analyst and Portfolio Manager on the award-winning Lansdowne Global Financials Fund. With extensive experience on both sides of the market, Marc understands the bandwidth constraints that fund managers face when conducting thorough due diligence on investment ideas.

Fordington Advisors

Herman Brodie Herman BrodieHerman is founder and Managing Director, has been educating and advising the world’s leading financial institutions on behavioural finance and its applications for the past 20 years. A graduate of the University of Manchester, he previously spent a decade in investment banking roles in London, Paris and Frankfurt. He is co-author of The Trust Mandate – a book that demonstrates how behavioural insights can provide practical solutions to one of investment firms’ primary challenges: raising and retaining assets. He is also co-author and lecturer of the investment course, A Practical History of Financial Markets, and international faculty member of the Portfolio Construction Forum

Prospecta

Ron William Ron WilliamRon is a Global Multi-Asset Tactical Strategist, with +20 years of experience, founder of RWA, an award-winning macro-tactical research advisory firm, to a wide range of financial institutions, producing differentiated alpha, insightful idea generation, using behavioural sentiment, driven by cycles and proprietary market timing models. He is also a Behavioural Finance Expert, Trading Psychologist & Performance Coach. He uses latest techniques in behavioural / risk assessment modelling, peak-performance, neuro/ body science and stress response management (SRM), including mindfulness & coherence training; supported by his market strategies.

RW Advisory