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.
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.
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.
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.
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.
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.
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.
SEAN JENKINS
Gaming, Lodging & Leisure, Hedgeye
Sean Jenkins brings over 8 years of research experience at Hedgeye, specializing in the Gaming, Lodging & Leisure (GLL) sector. He played a key role in expanding the GLL team into Online Travel and Timeshare segments in 2019 and 2021.
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Mentored by the late Todd Jordan, a renowned GLL analyst, Sean combines deep analytical expertise with a strategic mindset, making him a vital part of Hedgeye's research team.
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.
DAVID PEGLER
Tier 1 Alpha @ForexDavid
David, COO and Co-Founder of Tier 1 Alpha, is a United States Army veteran who served in Operation Iraqi Freedom and Operation Enduring Freedom. With 18 years of experience in investment management, he specializes in FX markets, global macro strategies, sector ETFs, and volatility trading.
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Previously the head currency trader at a large international family office, David is also a respected analyst and contributor on multiple financial platforms. He holds a Bachelor of Accounting Sciences from the University of South Africa and brings a disciplined, strategic approach to his leadership.
ISHMAEL ASAD
Digital Assets, Hedgeye
Ishmael Asad recently joined Hedgeye as a Digital Assets Analyst, helping to launch a new research vertical focused on digital assets. A graduate in Economics from the University at Buffalo, Ishmael shifted from chemical engineering after discovering Bitcoin and blockchain technology.
Before joining Hedgeye, he shared his passion for digital assets through university presentations, NFT creation, and freelance writing. His enthusiasm for financial innovation and emerging technologies makes him a key contributor to Hedgeye's digital assets initiatives.
CRAIG PETERSON
Tier 1 Alpha
Craig Peterson is the CEO and Head of Quantitative Research at Tier 1 Alpha, with over a decade of experience in quantitative research, portfolio construction, and algorithmic trading strategies.
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He specializes in building financial models to track options, volatility, and capital flows. Before Tier 1 Alpha, Craig worked on blockchain-based exchanges, advancing smart contracts and tokenization, blending expertise in traditional finance and digital assets.