Our Research Team
Hedgeye is a bold, trusted, no-excuses provider of real-time investment research and a premier online financial media company.
Our all-star research team is unafraid of rocking the boat and is committed to delivering the highest caliber investment ideas through rigorous quantitative, bottom-up and macro analysis with an emphasis on timing.
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.
Keith has been a regular market guest on financial TV and radio for many years including CNN and Fox Business, as well as a contributor for CNBC and Bloomberg. He now hosts The Macro Show weekday mornings on HedgeyeTV which was featured in a Huffington Post story, "Meet The Man Who Wants To Build The ESPN Of Finance."
He is the author of the popular book, Diary of a Hedge Fund Manager and regularly shares his market and economic commentary on Fortune, Investopedia and other financial websites.
He began his career as an institutional equity sales analyst after earning an economics degree from Yale University. While at Yale, he captained the men's ice hockey team to a Division I Ivy League Championship.
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.
Brian holds a master’s degree in finance from Hofstra University.
Gaming | Lodging | Leisure
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.
RESTAURANTS | CONSUMER STAPLES | CANNABIS
Howard’s research coverage focuses on the restaurant industry and other Consumer Staples sectors in the U.S. He has nearly two decades of experience following consumer related sectors including tobacco, beverage (including Latin America), gaming, and restaurants. Prior to Hedgeye Risk Management, Howard spent 14 years at Morgan Stanley, including working on the Macro team covering small company strategy. During his tenure at Morgan Stanley, Howard was ranked #1 by Institutional Investor (Restaurants) and #1 in the WSJ poll (Tobacco). Following Morgan Stanley Howard worked at FBR and SunTrust Robinson Humphrey.
Howard received his bachelor’s degree in finance and economics from Florida Southern College
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.
Daryl holds a bachelor’s degree from Yale University and a master’s degree from Columbia University in finance and value investing. While attending Yale University, Daryl played for the men’s ice hockey team.
Financials | Housing
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. He began his financial career at CE Unterberg, Towbin covering the satellite communications sector.
Josh holds a bachelor’s degree in economics from the University of Rochester.
Prior to joining Hedgeye Risk Management, Tom was the head of healthcare investments at Dawson-Herman Capital Management, which he joined after working as an analyst at W.P. Stewart. His industry background includes medical research at MZT Holdings and at the Harvard/MGH Cutaneous Biology Research Center.
Tom holds a bachelor’s degree in biology from Vassar College and a master’s degree in biochemistry from Dartmouth College.
Jay Van Sciver
Industrials | Materials
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.
Jay earned a bachelor’s of science degree in chemistry from Yale University.
Alec is the Energy Sector Head at Hedgeye. His research coverage in the energy space includes the oil and gas master limited partnership (MLP) sector, as well as exploration & production (E&P) and oil-field services (OFS) companies. He joined Hedgeye in the summer of 2013 as a member of the Retail team, where he worked closely with veteran analyst Brian McGough. He subsequently joined the Energy team, led by analyst Kevin Kaiser.
He graduated from Yale University in 2009.
At Yale, he was a 4-year letter winner as a member of the Men's Ice Hockey team. He played in the Chicago Blackhawks organization from 2009-2013. He was also one of three goaltenders selected to represent Team USA at the 2009 IIHF Ice Hockey World Championship.
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. Howe and Strauss' first book, Generations is a history of America told as a sequence of generational biographies. Vice President Al Gore called it "the most stimulating book on American history that I have ever read" and sent a copy to every member of Congress. Newt Gingrich called it "an intellectual tour de force." Of their book, The Fourth Turning, The Boston Globe wrote, "If Howe and Strauss are right, they will take their place among the great American prophets."
Howe and Strauss originally coined the term "Millennial Generation" in 1991, and wrote the pioneering book on this generation, Millennials Rising. His work has been featured frequently in the media, including USA Today, CNN, the New York Times, and CBS' 60 Minutes.
Previously, with Peter G. Peterson, Howe co-authored On Borrowed Time, a pioneering call for budgetary reform and The Graying of the Great Powers with Richard Jackson.
Howe received his B.A. at U.C. Berkeley and later earned graduate degrees in economics and history from Yale University.
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.
Ami graduated Magna Cum Laude from the University of Pennsylvania.
Hedgeye Potomac Research Policy
LtGen Emerson "Emo" Gardner USMC Ret.
LtGen Emerson "Emo" Gardner USMC Ret.
General Gardner serves as Senior Defense Policy Advisor at Hedgeye Potomac
Research, where he specializes in defense and aerospace markets. He completed
37 years of distinguished service as a Marine officer in 2010, most recently
in the Office of Secretary of Defense as Principal Deputy Director for Cost
Assessment and Program Evaluation. In this role he led independent evaluations
of all major defense programs and was responsible for the development of DoD's
$3 Trillion, six year Future Year Defense Plan. From 2005 to 2007, General Gardner
was the Deputy Commandant of the Marine Corps for Programs and Resources where
he was directly responsible for the integration and execution of all aspects
of the Corps' $33 Billion annual budget. His operational career highlights
included tours as a Presidential Command Pilot in HMX-1, tours in Europe and
Japan, and command at the squadron and Marine Expeditionary Unit levels in
combat and expeditionary operations. As a flag officer, he managed military
operations in Afghanistan and the Pacific theater. General Gardner is a cum
laude graduate of Duke University. As a George Olmsted Scholar he did two years
of graduate work in Göttingen, Germany.
He is a graduate of the Norwegian Defense College and the National Security
Seminar at the Maxwell School of International Relations.
Telecom and Media Policy
Paul Glenchur serves as Senior Policy Analyst at Hedgeye Potomac Research.
Paul is ranked among leading telecommunications policy specialists, combining
his legal background with industry experience. Prior to joining Hedgeye Potomac Research,
Mr. Glenchur was the senior telecom and cable analyst with Schwab Washington
Research and later the senior telecom policy analyst with the Stanford Group.
Mr. Glenchur also has an extensive legal background – he served as an attorney
on the FCC’s cable and common carrier bureau, as an associate with the Washington
law firm of Miller and Chevalier, and as Counsel to the Assistant Secretary
of Energy for Congressional Affairs. Before moving to Washington, he was a
judicial law clerk to Judge Thomas Tang of the U.S. Court of Appeals for the
Mr. Glenchur is a graduate of the University of California at Berkeley
and earned his J.D. at the University of California Hastings College of
the Law, where he was an editor of the law review. Mr. Glenchur is a member
of the Federal Communications Bar and has testified before House and Senate
committees on telecommunications issues. He is also a member of the Supreme
Court and Ninth Circuit bars.
Joseph McMonigle serves as Senior Energy Policy Analyst at Hedgeye Potomac
Research and is president and co-founder of The Abraham Group LLC, an
international strategic consulting firm focused on the energy sector and
based in Washington, D.C.
Mr. McMonigle is the former Vice Chairman of the Paris-based International
Energy Agency, an international organization of oil consuming countries,
whose core mission is to work for stable energy markets and respond with
joint measures to meet oil supply emergencies. He also served concurrently
as U.S. Representative to the IEA (2003-2005). In addition, Mr. McMonigle
served as Chief of Staff at the U.S. Department of Energy, a cabinet
department with a $23 billion budget and over 100,000 federal and contractor
employees (2001-2005). Mr. McMonigle also served as the American co-chair of
the U.S.-China Energy Cooperation Working Group and led DOE’s bilateral
activities and engagement with China.
Before joining the Bush Administration, Mr. McMonigle was the administrative
assistant and general counsel to a United States Senator. He is also an
attorney and member of the Energy Bar Association as well as the Pennsylvania
and District of Columbia bars.
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.
Prior to joining Potomac Research Group, he ran Pelorus Research,
the US public markets division of the Holdingham Group based in the
United Kingdom. He previously led a policy research team as Managing
Director at DeMatteo Monness. From 2002-2009, he was Managing Partner of
Kemp Partners, a Washington, D.C.-based strategic consulting, business
development, and marketing firm which he founded with Secretary Jack Kemp
in 2002. At Kemp Partners, he oversaw day-to-day operations and business development
while managing client relationships in both the corporate arena and financial
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, where he
established the communications department and led the development of key
Chamber initiatives and long-term communications strategies. He previously
served in government as Chief of Staff to U.S. Representative Sue Myrick (R-NC),
and senior aide to Secretary Jack Kemp during both the 1996 presidential
campaign and during his tenure as Housing Secretary under President George H.W. Bush.
Prior to joining Hedgeye Risk Management, Emily was a partner at Obsidian Research, a healthcare research boutique that she founded. She has over three decades of professional experience working both in and around government.
During most of that time, Emily worked in public finance at J.C. Bradford & Co. in Nashville until its sale to UBS/PaineWebber in 2000. As the Investment Limited Partner in charge of municipal bond underwriting, Emily helped to bring over $10 billion in securities to market – including hundreds of healthcare related projects such as skilled nursing facilities, continuing care retirement communities and acute care hospitals.
In recent years, Emily has provided consulting services to the government and finance communities. She served for nine years on the Nashville City Council and is a graduate of Mount Holyoke College.