SPEAKERS
We are bringing together the brightest minds in investing to discuss critical market and economic developments (and their investing implications).
KEITH MCCULLOUGH
Founder, Hedgeye
Prior to founding Hedgeye Risk Management, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.
DARYL JONES
Director of Research, Hedgeye
Prior to joining Hedgeye Risk Management, Daryl was the sector head for Basic Materials at HIG Capital's hedge fund, Brightpoint Capital. Earlier, Daryl founded the public investment effort at Onex Corporation, a leading private equity firm. At Hedgeye, Daryl covers commodities, geo-politics, and major asset classes outside of equities.
BRIAN MCGOUGH
Retail, Hedgeye
Prior to joining Hedgeye Risk Management, Brian was the executive director in equity research at Morgan Stanley. Before Morgan Stanley, Brian ran the consumer sector team at Copper Arch Capital, was the director of investor relations at Nike. He started his career as a research analyst at Salomon Brothers and Smith Barney. Brian has been recognized by Institutional Investor, Greenwich Associates, StarMine, and The Wall Street Journal.
JAY VAN SCIVER
Industrials, Hedgeye
@HedgeyeIndstrls
Prior to joining Hedgeye Risk Management, Jay was a co-founder and partner at Bishop & Carroll Capital Management. He has focused on buy-side research on industrials, materials, and consumer durables. Jay was also an industrials and materials sector analyst at Brown Brothers Harriman.
JOSH STEINER
Financials, Hedgeye
Josh has more than a decade of experience following sectors including specialty finance, general financial services, and satellite communications. Prior to Hedgeye Risk Management, Josh was an integral part of the number-one ranked Institutional Investor and Greenwich Survey Mortgage, and specialty finance team at Lehman Brothers before moving to the buy-side at Amaranth Group and Millennium Partners.
JT TAYLOR
Macro Policy, Hedgeye
James R. (JT) Taylor serves as Senior Policy Analyst at Hedgeye Potomac Research. JT has extensive experience in both government and business in Washington, DC, with a career spanning the legislative and executive branches as well as the financial services industry. JT’s Washington experience includes his positions as the President and CEO of the Washington-based think tank, Empower America, and as Vice President of Corporate Communications for the U.S. Chamber of Commerce.
FERNANDO VALLE
Energy, Hedgeye
@HedgeyeEnergy
Fernando has nearly two decades of investing experience in energy research, global capital markets, and structured finance. Before Hedgeye, he was Senior Analyst for Americas Integrated Oil & Gas and Refining at Bloomberg Intelligence where he led a team covering over $1 trillion in market capitalization securities.
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Valle spearheads Hedgeye’s energy market research and employs the firm’s proprietary methods to identify compelling investment opportunities and insights on key trends.
DAVID SALEM
Capital Allocation, Hedgeye
@DSalemInvestor
Prior to joining Hedgeye in early 2023 as its inaugural Managing Director of Capital Allocation, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and as a partner at GMO, working closely with Jeremy Grantham on investment solutions for large institutional funds.
ANDREW FREEDMAN
Communications & Software, Hedgeye
@HedgeyeComm
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. Andrew's approach is distinguished by a robust process that combines proprietary highfrequency data trackers with meticulous industry modeling and in-depth fundamental analysis.
NEIL HOWE
Demography, Hedgeye
@howegeneration
Neil is the Managing Director of Demography at Hedgeye and President of LifeCourse Associates. Currently a senior associate at the Center for Strategic and International Studies and the Global Aging Institute in Washington D.C., Howe has coauthored influential studies, including the Aging Vulnerability Index and pioneered research on pension reform in China and South Korea.
A renowned historian, economist, and demographer, Neil is a prolific author with over a dozen books on generations, demographic change, and fiscal policy.
