Unlock the Best Investment Ideas
from the Sharpest Minds
Virtual Event held June 5âNOW AVAILABLE ON DEMAND
Ten Powerhouse Sessions. Fresh, Actionable Insights.
Unlock the Best Investment Ideas
from the
Sharpest Minds
Virtual Event held June 5âNOW AVAILABLE ON DEMAND
Ten Powerhouse Sessions.
Fresh, Actionable Insights.
Watch the Entire Virtual Conference
ON DEMAND
Watch the Entire Virtual Conference - ON DEMAND
Cut through the noise and discover high conviction investment opportunities from the experts who see beyond the headlines.
This exclusive virtual event brings together top independent research providers for a day of actionable insights and forward-thinking strategies.
Itâs not just about listening - itâs about:
ENGAGING
challenging assumptions
uncovering hidden opportunities
Whether you're managing a global portfolio or seeking differentiated alpha,
this is your chance to learn from the best and shape your investment strategy for the future.
Cut through the noise and discover high conviction investment opportunities from the experts who see beyond the headlines.
This exclusive virtual event brings together top independent research providers for a day of actionable insights and forward-thinking strategies.
Itâs not just about listening - itâs about:
ENGAGING
challenging assumptions
uncovering hidden opportunities
Whether you're managing a global portfolio or seeking differentiated alpha, this is your chance to learn from the best and shape your investment strategy for the future.
đ Noble Investment Conference 2025
đ Noble Investment Conference 2025
âą GEORGE NOBLE'S INDEPENDENT RESEARCH CONFERENCE - NOW AVAILABLE ON DEMAND âą GEORGE NOBLE'S INDEPENDENT RESEARCH CONFERENCE - NOW AVAILABLE ON DEMAND âą
Conference Highlights
Global Cross Asset Markets
Jay Pelosky
TPW Advisory
Europeâs Investment Frontier
Ian Harnett
Absolute Strategy Research
Short Ideas
Marc Cohodes
@AlderLaneEggs
The Global Capital War
Michael Howell
CrossBorder Capital
Latest Macro Themes
Otavio Costa
Crescat Capital
Positioning for the
Digital Future
Jordi Visser
22V Research
Energy Market Shifts
Mike Rothman
Cornerstone Analytics
A Deep Dive Across
US Real Estate Markets
Melody Wright
@m3_melody
The Global Tariff War
Louis-Vincent Gave
Gavekal
Technical Perspectives
John Roque
22V Research
Tracking Investment Conditions
Stavros Iatridis
Vestmo Global Research
Conference Highlights
Global Cross Asset Markets
Jay Pelosky
TPW Advisory
Europeâs Investment Frontier
Ian Harnett
Absolute Strategy Research
Short Ideas
Marc Cohodes
@AlderLaneEggs
The Global Capital War
Michael Howell
CrossBorder Capital
Latest Macro Themes
Otavio Costa
Crescat Capital
Positioning for the
Digital Future
Jordi Visser
22V Research
Energy Market Shifts
Mike Rothman
Cornerstone Analytics
A Deep Dive Across
US Real Estate Markets
Melody Wright
@m3_melody
The Global Tariff War
Louis-Vincent Gave
Gavekal
Technical Perspectives
John Roque
22V Research
Tracking Investment Conditions
Stavros Iatridis
Vestmo Global Research
Donât Miss This Opportunity
This is not just another virtual conference - itâs your rare chance to engage with thought leaders who are redefining investment strategies.
Ready to challenge your assumptions and discover your next big opportunity?
Donât Miss
This Opportunity
This is not just another virtual conference - itâs your rare chance to engage with thought leaders who are redefining investment strategies.
Ready to challenge your assumptions and discover your next big opportunity?
AGENDA / Conference Schedule
9:00 AM â 9:10 AM: Welcome Remarks
Speaker: George Noble, Host
Kick off the conference with George Noble's introduction to the day's schedule and the overarching theme of uncovering independent, actionable insights.
9:15 AM â 10:00 AM: Session I - Where are Investment Opportunities Globally?
Speaker: Jay Pelosky, Founder, TPW Advisory
Identifying the winners and losers in todayâs global markets. Get a strategic overview of the global cross asset landscape.
10:05 AM â 10:40 AM: Session II - New Opportunities in Europeâs Changing Regime
Speaker: Ian Harnett, Chief Investment Strategist, Absolute Strategy Research
Ian Harnett provides insights on Europeâs shifting political and economic tides, offering actionable strategies for investors in Europe.
10:45 AM â 11:20 AM: Session III - Short Ideas for the Bold
Speaker: Marc Cohodes, Legendary Short-Seller, @AlderLaneEggs
A fearless session from one of the industryâs most respected short-sellers, offering high-conviction short ideas and red flags to watch in todayâs market.
11:20 AM â 11:40 AM: Break
11:40 AM â 12:15 PM: Session IV - Who Will Win Todayâs Global Capital War?
Speaker: Michael Howell, MD, CrossBorder Capital
Dive into proprietary liquidity models and explore how to position your portfolio for success in todayâs capital markets.
12:20 PM â 12:55 PM: Session V - Macro Themes Driving Global Asset Markets
Speaker: Otavio (âTaviâ) Costa, Macro Strategist, Crescat Capital
Gain deep insights on the latest macro-driven investment themes. Tavi will layout in detail how to profit from these trends.
1:00 PM â 1:35 PM: Session VI - Investing in The New Digital World
Speaker: Jordi Visser, 22V Research
Understanding the winners and losers of the digital revolution. Jordi will explore how AI,
digital assets, and disruptive technologies are reshaping investment opportunities.
1:35 PM â 2:05 PM: Break
2:05 PM â 2:40 PM: Session VII - The New Order in Energy Markets
Speaker: Mike Rothman, President, Cornerstone Analytics
Explore the current trends in energy markets, from oil and gas to renewables, and understand the geopolitical forces at play.
2:45 PM â 3:20 PM: Session VIII - Latest Insights Across US Real Estate Markets
Speaker: Melody Wright, Strategist, @m3_melody
Take a deep dive and uncover the latest trends across the US Real Estate market
3:25 pm - 4:00 PM: Session IX - Winners & Losers in the U.S.- China Tariff Wars
Speaker: Louis-Vincent Gave, CEO, Gavekal
An in-depth exploration of how the U.S.- China trade war is reshaping global supply chains and which sectors are primed for growth or risk.
4:05 PM â 4:50 PM: Session X - Technical Perspective â Whatâs New in Global Markets
Speaker: John Roque, Head of Technical Analysis, 22V Research
A deep dive into technical market trends, helping investors understand patterns, momentum shifts, and key levels across global asset classes.
4:55 PM â 5:30 PM: Session XI - Tracking Investment Conditions to Stay Ahead of the Curve
Speaker: Stavros Iatridis, CEO, Vestmo Global Research
Learn how to track evolving global macro conditions and develop strategies to stay ahead of the market.
AGENDA / Conference Schedule
9:00 AM â 9:10 AM: Welcome Remarks
Speaker: George Noble, Host
Kick off the conference with George Noble's introduction to the day's schedule and the overarching theme of uncovering independent, actionable insights.
9:15 AM â 10:00 AM: Session I - Where are Investment Opportunities Globally?
Speaker: Jay Pelosky, Founder, TPW Advisory
Identifying the winners and losers in todayâs global markets. Get a strategic overview of the global cross asset landscape.
10:05 AM â 10:40 AM: Session II - New Opportunities in Europeâs Changing Regime
Speaker: Ian Harnett, Chief Investment Strategist, Absolute Strategy Research
Ian Harnett provides insights on Europeâs shifting political and economic tides, offering actionable strategies for investors in Europe.
10:45 AM â 11:20 AM: Session III - Short Ideas for the Bold
Speaker: Marc Cohodes, Legendary Short-Seller, @AlderLaneEggs
A fearless session from one of the industryâs most respected short-sellers, offering high-conviction short ideas and red flags to watch in todayâs market.
11:20 AM â 11:40 AM: Break
11:40 AM â 12:15 PM: Session IV - Who Will Win Todayâs Global Capital War?
Speaker: Michael Howell, MD, CrossBorder Capital
Dive into proprietary liquidity models and explore how to position your portfolio for success in todayâs capital markets.
12:20 PM â 12:55 PM: Session V - Macro Themes Driving Global Asset Markets
Speaker: Otavio (âTaviâ) Costa, Macro Strategist, Crescat Capital
Gain deep insights on the latest macro-driven investment themes. Tavi will layout in detail how to profit from these trends.
1:00 PM â 1:35 PM: Session VI - Investing in The New Digital World
Speaker: Jordi Visser, 22V Research
Understanding the winners and losers of the digital revolution. Jordi will explore how AI,
digital assets, and disruptive technologies are reshaping investment opportunities.
1:35 PM â 2:05 PM: Break
2:05 PM â 2:40 PM: Session VII - The New Order in Energy Markets
Speaker: Mike Rothman, President, Cornerstone Analytics
Explore the current trends in energy markets, from oil and gas to renewables, and understand the geopolitical forces at play.
2:45 PM â 3:20 PM: Session VIII - Latest Insights Across US Real Estate Markets
Speaker: Melody Wright, Strategist, @m3_melody
Take a deep dive and uncover the latest trends across the US Real Estate market
3:25 pm - 4:00 PM: Session IX - Winners & Losers in the U.S.- China Tariff Wars
Speaker: Louis-Vincent Gave, CEO, Gavekal
An in-depth exploration of how the U.S.- China trade war is reshaping global supply chains and which sectors are primed for growth or risk.
4:05 PM â 4:50 PM: Session X - Technical Perspective â Whatâs New in Global Markets
Speaker: John Roque, Head of Technical Analysis, 22V Research
A deep dive into technical market trends, helping investors understand patterns, momentum shifts, and key levels across global asset classes.
4:55 PM â 5:30 PM: Session XI - Tracking Investment Conditions to Stay Ahead of the Curve
Speaker: Stavros Iatridis, CEO, Vestmo Global Research
Learn how to track evolving global macro conditions and develop strategies to stay ahead of the market.
The Countdown Is Overâ
But You Can Still Access The Insights
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