Title: Beyond Gross Margins: Uncovering True Pricing Power with Advanced Research Techniques

Talking points:

• Traditional Model Limitations: Why relying on margin stability alone can lead to missed opportunities and hidden risks.
• Hidden Risks in ETF Selection: Potential pitfalls in today's market—from short-term tariff impacts to identifying which pricing effects may prove more lasting.
• Global Valuations & Opportunities: How valuation declines in Europe and North America have created investment opportunities and which markets look attractive now.
• Market Leaders vs. Challengers: Why #2 players in an industry may offer better investment returns than dominant leaders.
• Enhanced Research Methodologies: How emerging techniques, including AI-powered tools like AlphaSense, are helping institutional investors identify companies with genuine pricing power advantages.

Speakers:

• Manas Singh, Head of Hedge Fund Research - Hedgeweek
• Ed Moya, Senior Market Analyst - AlphaSense
• Stephen Clapham, Founder - Behind the Balance Sheet
• Ryan Kanaley, Chief Investment Officer - Overbrook Management Corporation