BTIG’s Equity Research Analysts and Strategy professionals pool and analyze valuable data across public and private companies. Our seasoned team provides differentiated coverage across a wide universe of established and emerging growth companies. Institutional and corporate clients have access to regularly published research reports, industry observations and other insights that span consumer, energy and infrastructure, financials, healthcare, real estate and technology, media and telecommunications (TMT). Many of our covered companies are small and mid-cap industry disruptors that often build momentum and become prominent brands in their respective marketplaces. Clients look to us to identify trends, forecast performance and take the time to get it right.
Contextualizing Critical Data Points, BTIG Helps Clients Connect the Dots, Focus on the Big Picture and Elevate What Matters Most.
- Client Relationships Earned Through Solid, Thoughtful Analysis
- Respected Industry Professionals
- Team with a Measured Approach Yet Not Afraid to be Bold
MEET OUR ANALYSTS
Marvin Fong, CFA
Eric Hagen, CFA
Robert “Bert” Hazlett
David Larsen, CFA
Igor Levi, CFA
Gregory Lewis, CFA
Sung Ji Nam
Gray Powell, CFA
Carl Reichardt, Jr.
Thomas Shrader, PhD, CFA
Matthew VanVliet, CFA
Leveraging deep industry relationships and proprietary analysis to look at consumer tendencies, outliers and how companies quickly evolve to effectively compete against their peers.
Energy and Infrastructure
Identifies actionable insights and reliable data to provide clients with in-depth equity energy research across oil services.
By carefully collecting, analyzing and reporting on data from private and public companies, our analysts empower clients to make the most-informed investment decisions.
Delivers balanced and actionable insights across the healthcare sector, including biotechnology, digital health, healthcare IT, life science and diagnostic tools as well as medical technology.
Our depth of knowledge and breadth of industry contacts help institutional investors navigate the U.S. commercial and residential real estate market.
Produce exceptional equity and derivatives strategy research for institutional clients around the world.
BTIG’s Julian Emanuel Discusses the Latest Market News, Bitcoin and Momentum Heading Into the New Year
BTIG’s Chief Equity and Derivatives Strategist appears on CNBC’s “Fast Money” to discuss investor sentiment and what’s ahead for 2021.
BTIG’s Julian Emanuel Discusses How to Catch the Record Rally
BTIG Chief Equity and Derivatives Strategist appears on CNBC’s Fast Money to discuss the market, the energy and healthcare sectors, the S&P 500 and the Fed.
February 19, 2021
BTIG to Host Virtual Energy Transition/Electric Vehicle Day on February 23, 2021 – Firm Event to Feature Interactive Discussions with More Than Two Dozen Industry Participants
BTIG announced today that “BTIG Energy Transition/Electric Vehicle Day” will take place virtually on Tuesday, February 23, 2021. The firm expects to host over two dozen energy transition and electric vehicle (EV)-focused companies throughout the day. The event, hosted by Greg Lewis, CFA, Managing Director and BTIG Energy Transition Analyst, will include thematic panels, fireside chats and one-on-one meetings.
February 19, 2021
BTIG Expands Healthcare Research Coverage with Biotechnology Analyst Justin Zelin
BTIG announced today that Justin Zelin has joined the firm’s Research and Strategy division as a Director. Mr. Zelin’s research coverage will focus on the biotechnology sector, where he will specialize in cell therapy, targeted oncology, immunology and auto-immune disease therapeutics. He will report to David Lenchus, Director of Research, at BTIG.
December 17, 2020
BTIG to Host Virtual MedTech, Digital Health, Life Science and Diagnostic Tools Conference on February 17-19, 2021 – Firm Event to Feature Key Opinion Leaders and Nearly 100 Corporate Management Teams
BTIG announced today that the “BTIG Virtual MedTech, Digital Health, Life Science and Diagnostic Tools Conference” will take place on Wednesday, February 17th through Friday, February 19, 2021. The firm expects to host nearly 100 corporate management teams throughout the three-day event which includes thematic panels, company presentations, fireside chats and one-on-one meetings.
December 3, 2020
BTIG Continues Expansion of Financials Research Coverage with Industry Recognized Mortgage and Specialty Finance Analyst Timothy Hayes
BTIG announced today that it has hired Timothy Hayes as a Director within its Research and Strategy division. Mr. Hayes joins the continued expansion of BTIG’s Financials Research team as an analyst focused on commercial mortgage and specialty finance. He will be based in New York and report into David Lenchus, Director of Research, at BTIG.
November 2, 2020
BTIG Expands Research and Strategy Unit with Senior Healthcare IT and Digital Health Analyst David Larsen
BTIG announced today that David Larsen, CFA, has joined the firm’s Healthcare Research team as a Managing Director and senior Healthcare IT and Digital Health Analyst. Mr. Larsen will be based in BTIG’s Boston office and report to David Lenchus, Director of Research, at BTIG.
October 13, 2020
BTIG Expands Mortgage and Specialty Finance Research and Franchise Sales with Gabe Poggi and Eric Hagen
BTIG announced today that it has continued the expansion of the firm’s Mortgage and Specialty Finance unit with Gabe Poggi and Eric Hagen, CFA. Mr. Poggi joins BTIG’s Franchise Sales division as a Managing Director, and a Mortgage and Specialty Finance Sales Specialist. Mr. Hagen joins BTIG’s Research and Strategy division as a Director, where he will cover public and private mortgage and specialty finance companies. The firm also recently announced the hiring of Dan Blood, Managing Director and Head of Specialty Finance, and Kimberly Boulmetis, Managing Director, Specialty Finance Investment Banking, to enhance and expand the firm’s investment banking coverage of specialty finance corporate clients.
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Institutional Sales & Trading
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