We are bringing together the brightest minds in investing to discuss critical market and economic developments (and their investing implications).
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.
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.
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.
JAY VAN SCIVER
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.
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.
Prior to joining Hedgeye, David was a Research Partner at Sparkline Capital and also served as founding President and CIO of The Investment Fund for Foundations (TIFF), a Boston-based firm managing $8 billion as outsourced CIO to nonprofits and foundations. The Wall Street Journal named Salem one of the 30 most influential professional investors citing his writings on TIFF's behalf. David began his career as a partner at the global investment advisory firm GMO, working closely with GMO co-founder Jeremy Grantham on the design of investment solutions for large tax-exempt funds.
Ami has almost two decades of buy-side and sell-side experience covering the technology sector. Prior to joining Hedgeye Risk Management, he founded Joseph Capital Partners which provided long and short ideas to institutional investors. He was an equity research analyst at Putnam Investments where he led international equity research for technology stocks. Prior to that, he was a technology analyst at Fidelity Management & Research.
Andrew Freedman, CFA, is a Managing Director and Communications Sector Head at Hedgeye. In addition, he holds Senior Analyst responsibilities on the Health Care Team where he specializes in Information Technology. Before joining Hedgeye in 2014, Andrew worked for an institutional consulting firm where he was responsible for client asset allocation and investment manager due-diligence. Andrew is a CFA® charterholder and holds a Bachelor of Science degree from Marquette University in Finance and Business Economics.
Prior to joining Hedgeye Risk Management, Todd ran a consumer long/short fund on the Jefferies Asset Management platform and had been a consumer sector head at Cobalt Capital and Ardsley Partners. Previously, Todd worked as a sell-side analyst at Raymond James, Dresdner Kleinwort Wasserstein, and Buckingham Research. He has won numerous Wall Street Journal awards for stock picking and earnings accuracy.
Todd holds an M.B.A. in analytical finance from The University of Chicago.
Felix Wang, CFA is a Partner, Managing Director and China Sector Head at Hedgeye. Felix has over a decade of experience covering Chinese companies. Previously, he was on Hedgeye's Gaming, Lodging & Leisure team. Before joining Hedgeye, he worked at an asset management firm focusing on China equities. Felix is a CFA charterholder and graduated cum laude from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in economics. He has been featured on Bloomberg, Sina Finance, Sohu, Barron's and Fast Money.
Neil Howe is a renowned authority on generations and social change in America. An acclaimed bestselling author and speaker, he is the nation's leading thinker on today's generations—who they are, what motivates them, and how they will shape America's future. A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is a senior associate to the Center for Strategic and International Studies (CSIS) in Washington, D.C., where he helps direct the CSIS Global Aging Initiative.
Howe has written over a dozen books on generations, demographic change, and fiscal policy, many of them with William Strauss.