Dennis DeBusschere is President of 22V Research and chief market strategist. Prior to helping found 22V Research, he began his career in sales at Merrill Lynch. Dennis then went on to head Evercore ISI’s Portfolio Strategy Research and Quantitative Research teams and sit on the firm’s Investment Policy Committee. Dennis has consistently been one of the top-ranked portfolio strategists in the Institutional Investor’s annual poll. His daily market note covers major macro and micro events, analyzing their tactical/short term impact on markets as well as their implications for longer term market themes. Dennis graduated from University of Delaware in 1999 with a dual major in political science and economics.

Former co-head of quant research at Evercore ISI, Brian Herlihy extracts price inputs called factors from the market. Through rigorously testing factors and leveraging novel data sources like natural language processing, Brian is able to uncover actionable
market insights.

Colin Fenton heads commodities research for 22V. Previously, he was the global head of commodities research and chief commodities strategist for J.P. Morgan Chase & Co. There, he was a member of the management committee that supervises the work of about 1,000 research analysts worldwide across all asset classes and sectors. He has served as a managing director at Duquesne Capital Management, chief intelligence officer of Ospraie Management, and founder and managing partner of Curium Capital Advisers. Fenton began his Wall Street career in 1996 as an original member of the commodities research group at Goldman, Sachs & Co. Before joining Goldman, Colin was the research assistant to Ambassador Chester A. Crocker, the former U.S. assistant secretary of state for African Affairs.
Colin holds a Master of Science in Foreign Service (MSFS) degree from Georgetown University’s Edmund A. Walsh School of Foreign Service. He is presently serving a three-year term on the Board of Advisors for the MSFS program. Previously, he was a Non-Resident Fellow at Columbia University’s School of International and Public Affairs in the Center on Global Energy Policy. Colin is also a graduate of Princeton University, where he studied early modern history.

Bill Hebel is the head of 22V Financial Research with company coverage across the regional bank space. Prior to joining 22V, Bill spent 14 years in a variety of investment roles, most recently as a Senior Analyst at Schonfeld covering banks and credit card stocks. Similarly, he has covered a variety of balance sheet financials at Millennium Partners, Seawolf Capital & FrontPoint Partners. Bill began his career at Merrill Lynch where he spent 16 years across Equity Capital Markets and Research Sales before launching Merrill’s Financials Specialty Sales vertical in the U.S. Bill holds a Bachelor of Arts (BA) degree from the College of William & Mary in Virginia and a Master of Business Administration (M.B.A.) from Columbia University. Bill and his wife Staci live in Westport, CT with their 2 children.

Michael joins 22V Research from Eurasia Group, the political advisory. As practice head for China and Northeast Asia, he guided global investors and firms through political and geopolitical developments ranging from US-China tensions to China’s stimulus policies and regulatory crackdowns.
Prior to joining Eurasia Group, he was the US Treasury Department’s chief representative in China from 2013-2016. In this capacity, he engaged closely with Chinese officials on a broad range of macroeconomic and financial issues and advised senior US government officials on key developments in China. He spent a total of ten years working on international financial and economic issues for the Treasury as well as the Federal Reserve Bank of New York.
Michael has an MA in international affairs and China studies from the Johns Hopkins School of Advanced International Studies (SAIS), and a BA from Pomona College.

Jeff Jacobson is a managing director, head of derivative strategy, at 22V Research. Jeff has nearly thirty years of equity trading and equity derivative experience, including the last thirteen years as head derivative strategist for Knight Capital, Raymond James Financial and most recently Seaport Global. Jeff graduated from SUNY Albany in 1990 with a finance degree and received his MBA, with a concentration in finance, from Fordham University in 1995. He lives in Roslyn, NY with his wife, Shari, and his three children, Samuel, Marli and Olivia.

Jacob Funk Kirkegaard has been associated with the Peterson Institute for International Economics (PIIE) since 2002, and is currently a nonresident senior fellow with PIIE and resident senior fellow with the independent thinktank Bruegel in Brussels.
Before joining the PIIE, Jacob worked with the Danish Ministry of Defense, the United Nations in Iraq, and in the private financial sector. He is a graduate of the Danish Army’s Special School of Intelligence and Linguistics with the rank of first lieutenant; the University of Aarhus in Aarhus, Denmark; the Columbia University in New York; and received his PhD from Johns Hopkins University, School of Advanced International Studies. He is author, coauthor or coeditor of Transforming the European Economy (2004), Accelerating the Globalization of America: The Role for Information Technology (2006), The Accelerating Decline in America’s High-Skilled Workforce: Implications for Immigration Policy (2007), US Pension Reform: Lessons from Other Countries (2009) and Transatlantic Economic Challenges in an Era of Growing Multipolarity (2012). Jacob appears regularly in global media, including the New York Times, Wall Street Journal, Financial Times, Politico, BBC, NPR, Marketplace, Bloomberg, CNBC and various local European outlets. His current research focuses on European politics, macroeconomics and structural reforms, immigration, demographics, pension systems, labor markets, decarbonization strategies, foreign direct investment trends and estimations, and the productivity impact of information technology.

Gerard MacDonell owns and operates Front Harbor Macro Research, a firm focused on forecasting and analyzing economic and policy developments. Before launching Front Harbor, Gerard was a Managing Director and Economist at Point72 working to help all members of the investment team analyze economic developments, policy transitions and data releases. While at Point72, he was also responsible for filtering and summarizing incoming industry research so that PM’s and analysts could efficiently incorporate large amounts of market information into their investment decisions. Prior to Point72, Gerard was the Chief Economist at JP Morgan Asset Management with a particular focus on Fixed Income and before that he was an economist with the Royal Bank of Canada.

John’s worked on Wall Street since 1987 with his research background beginning in 1990. From 1990 – 1994, Mr. Roque worked at Safian Investment Research and then from 1994 – 1998 at Lehman Brothers, where he partnered with long-time technician Steve Shobin. He was at Arnhold & S. Bleichroeder (and its incarnations) from 1998 – 2009 and then a short stint at WJB Capital through 2011. From 2012 – 2015 Mr. Roque worked on the buy-side at Soros Fund Management and then from 2016 – 2018 at Key Square Capital Management. He returned to the sell-side in April 2019 at Wolfe Research before joining 22V. John was a ranked Technical Analyst in the Institutional Investor Magazine’s Research Poll from 2009 – 2011. He received both his BA with Honors in Economics and his MBA with Honors in Financial Statement Analysis, International Trade & Development and International Economics from Fordham University. John lives with his family in Mount Vernon, NY.

Jordi Visser heads AI Macro Nexus Research for 22V. A product he developed to equip investors with a framework to tackle the intertwined dynamics of AI-driven innovation and economic transformation.
Prior to joining 22V, Jordi Visser was the Founder and Chief Strategist of Visser-Labs, a consulting firm dedicated to helping asset managers and investors navigate the disruption caused by AI and digital assets. Since launching the firm in 2024, Jordi has focused on advising clients on how to adapt their strategies, portfolios and firms to the evolving financial landscape shaped by emerging technologies.
Prior to launching Visser-Labs, Jordi was the President and Chief Investment Officer of Weiss Multi-Strategy Advisers, where he spent two decades. He joined the firm with his team as a Portfolio Manager to build out the macro portion of the firm. In 2009, he became CIO, and by 2013, he spearheaded the development of the firm’s data analytics and talent assessment model for behavioral alpha, known as “Baseball Cards.”
Before his time at Weiss, Jordi was the Founding Managing Partner of Anchor Point Asset Management, a global macro hedge fund. Prior to that he was a Managing Director at Morgan Stanley, where he traded various global equity derivative books, managed the ETF business and opened the firm’s office in Sao Paulo, Brazil in 1997 where he managed the sales and trading effort. He graduated magna cum laude from Manhattan College.
Jordi also regularly produces general content on X, Substack, and YouTube but all the deep dive research and real time market content will only be available through 22V.

Kim Wallace is a senior managing director at 22V Research heading the Washington policy risk team. A fiscal and financial policy expert, Mr. Wallace has managed policy research teams at private capital market and government entities.From 1994-2008, Mr. Wallace traveled extensively in Asia, Europe and North America briefing institutional investor clients on risks and opportunities coming from a range of policies including macroeconomics (monetary, fiscal and trade policies), deregulation (financials and telecoms) and US elections. Mr. Wallace nine times was a member of Institutional Investor Magazine’s All-American all-star research team. From January 2009 through October 2011, after unanimous Senate confirmation, Mr. Wallace served as the Treasury Department’s assistant secretary for legislative affairs where he managed a team of 17. During those years, he was a principal on the Dodd-Frank implementation team and a member of both the housing reform task for and debt limit working group. He was awarded the Treasury Department’s Alexander Hamilton Award in 2011. Mr. Wallace is board secretary and member of the finance committee at of the nonprofit Center for Budget and Policy Priorities. A graduate of the University of Texas at Austin and Johns Hopkins University, Mr. Wallace and his wife live in Silver Spring, MD. They have two grown children working and living in Washington, D.C

Peter Williams is an experienced global macro analyst with a career across the public and private sectors. He spent the past two years as a Director on Evercore ISI’s global central bank strategy team, analyzing and forecasting central bank policy and macroeconomic developments across G7 economies. Prior to his time at Evercore, he spent four years at the International Monetary Fund

where he focused on interest rate and inflation modeling, as well as forecasting and advising policy makers for the US and other economies. He has held other roles in the public sector, buy side, and independent research organizations. He holds an MSC in Financial Economics from the University of Oxford and a BS in Economics from the University of Tulsa.

Peter is the Founder of Daniel Insights. For the past 3 years, Daniel Insights has hosted investor calls with interesting thought leaders from the public and private sectors for institutional equity investors. Peter previously spent 12 years with Ken Langone at Invemed helping lead their corporate access platform.

Emily Blackstein is an Associate on the Portfolio Strategy Team at 22V Research. Prior to joining the firm, she held internships at Dynamic Funds and Scotiabank. Emily was born and raised in Toronto, Canada. She holds a Bachelor of Commerce with Honors from the Smith School of Business at Queen’s University.

Kevin Brocks is the Director of Portfolio Strategy and a partner at 22V. Before joining 22V, he spent the first three years of his career as a research associate on Evercore ISI’s Portfolio Strategy and Quantitative Research teams. In 2021, the Portfolio Strategy team earned the top rank in the annual Institutional Investor survey. He graduated with honors with a BA in Economics from Salve Regine University in 2018.

Sandra Namoos is a director on the Washington Policy Team at 22V Research. Having served as political appointee during two previous administrations, Sandra provides clients with a thorough understanding of the functioning of the executive branch and its relationship with Congress. During the Obama administration she worked in the Treasury Department’s Office of Legislative Affairs as deputy to then-Assistant Secretary of Kim Wallace (who currently heads 22V’s Washington Policy). She managed the 16-member staff and represented Wallace’s view with senior policy officials and congressional staff. During the Clinton administration, she was a legislative analyst in the Executive Office of the President for the Office of Management and Budget under then-Director Jack Lew. In this role, Sandra coordinated the clearance process for the Statement of Administration Policy, interacting with senior policymakers to ensure it reflected the administration’s official position on major legislation. She also spent five years at Lehman Bothers as an equity research analyst on the Policy Risk Strategy team. Sandra earned a bachelor’s degree in political science and psychology, as well as a master’s degree in political science from Case Western Reserve University in her hometown of Cleveland, Ohio. She currently resides in New York City with her husband and two daughters.

Houze Song is the Director of China Research at 22V Research, a role he has held since August 2024. With over a decade of experience analyzing China’s economy, he previously spent nearly 11 years at the Paulson Institute, where he was a fellow at MacroPolo, the institute’s in-house think tank. At MacroPolo, he led research on the Chinese economy, specializing in subnational and regional analysis, including local government debt, regional economic divergence, infrastructure investment, and labor flows. Houze holds an MA in Applied Statistics and an MPA in Economic Policy from Columbia University. His deep expertise and data-driven approach provide critical insights into China’s evolving economic landscape.

Ryan joined 22V Research as a Portfolio Strategy Research Associate in December 2024. Originally from San Antonio, Texas, he graduated from NYU with a BA in Economics and History in May 2024. Prior to graduating, he interned at Simon Quick Advisors on the Client Advisory and Investment Research teams, the Managed Funds Association working in Membership Services, and Alexandria, a startup where he focused on software development and investor relations.

Sophia Wang is the Director of Quantitative Research, with a strong background in data-driven insights and financial analysis. Previously, she worked at Evercore ISI, gaining extensive experience in quant research. She holds a master’s degree from Columbia University and a bachelor’s degree from Nankai University.

Neal Griffin is the Chief Operating Officer at 22V Research, and Chief Executive Officer of 22V Securities, LLC. Prior to joining the firm, Neal was a senior managing director in equity trading at Evercore ISI. Neal spent over 28 years at ISI, then Evercore ISI, 12 of which as head of equity trading. A 1991 graduate of Fairfield University in Connecticut, Neal served on the board of trustees of the Dolan School of Business for 10 years and is a 30-year resident of Garden City on Long Island.

Colin Crowley is a partner and Head of Research at 22V Research. Prior to joining the firm, Colin was a managing director in equity/macro research sales at Evercore ISI. He has over 25 years of experience in the financial services business. Previously, Colin was a proprietary commodity trader at Enron and, before that, with Metallgesellschaft and Rudolf Wolff. Mr. Crowley graduated from Adelphi University, serves on the Board of the Brooklyn Benevolent Society, and resides in Garden City, NY with his wife Joellen and three children (Chris, Will, and Elizabeth).

Max Trunz is a partner and Head of Sales at 22V Research. Prior to joining the firm, Max was a senior vice president at Wolfe Research where he was responsible for the curation and distribution of a research note specific to RIAs and Family Offices. Before that, he worked on Dennis DeBusschere’s Portfolio Strategy and Quantitative Research teams at Evercore ISI. Max has opened and covered clients in over 30 states and of various investment strategies. He has been in equity research for 11 years in both a research and sales capacity. Max graduated from Fairfield University and resides in Rumson, NJ with his wife Annelise and two girls (Tilly and Scarlett).

Chris Sarkis is an accomplished financial professional with a 30-year career specializing in equities, fixed income, and alternative investments. Currently serving as Head of Trading and Sales Trading, Christopher has held prominent roles, including former Partner at Cantor Fitzgerald, Head of Trading at Rafferty Capital, and Senior Managing Director at Canaccord Genuity. He specializes in the trading of public and private equity, alternative investments, fund raising, and distribution. A 1996 graduate of Muhlenberg College, Christopher is also the Co-President of the Paul R. Eckna Memorial 9/11 Foundation.

Vinayak is a founding partner of 22V and previously served as President of Evercore ISI. Over his three decades at Evercore ISI, Vinayak oversaw the firm’s 200+ employees across sales, trading and research. Vinayak started his career at U-Haul in 1991. Vinayak is a graduate of Gustavus Adolphus College, MN.

Francesc Lleal is a partner at 22V Research. Prior to joining the firm, Francesc was a managing director at Wells Fargo. He has over 15 years of experience in the financial services industry. Previously, Francesc was a Managing Director at Evercore ISI, and started his career on the LatAm equities sales desk at JP Morgan. Prior to his career in the financial services industry Francesc competed on the ATP Tour. Francesc has a BA in Finance and an MBA from Virginia Commonwealth
University. He resides in Barcelona, Spain, with his partner Nikki and their two daughters Madison and Sky.

Alejandro Rebelo is a veteran investment banking professional with over 25 years of experience bridging Latin American institutional investors with global capital markets. A graduate of PUC Rio de Janeiro, Rebelo splits his time between Latin America and the United States. His career spans leadership positions at major financial institutions, including roles as Managing Director at Canaccord Genuity Inc., Partner at XP Securities, and Head of Institutional Sales at StoneX Securities. Currently serving as Head of Latin America at 22V Research, Rebelo specializes in sales, distribution, and trading of public and private equity and alternative investments.

Sophia Anagnostakis serves as Director of Client Distribution and Data at 22V Research. After joining the firm in August 2021 in Sales, she was promoted to her current Director
role in September 2023. A 2021 graduate of Villanova University with a B.S. in Finance, Sophia hails from Bronxville, New York.

Misha Botvinnik recently joined 22V Research to lead the firm’s Risk Arbitrage effort. With 25 years of experience in event-driven investing, Misha brings a proven track record of market insight and execution. Prior to joining 22V, Misha spent 16 years at Canaccord Genuity, where he served as Managing Director.

Jeff Easter is a Director at 22V Research with over 25 years in investment management. Holding an MBA in Finance from Fordham (2005) and a Bachelor’s in Labor Studies from Rutgers (1995), he has expertise in equity research, business development, and capital markets. His career includes roles as Head of Sales at Markets Policy Partners (2020-2021), Business Development Director at Cross River Partners (2018-2021), Director at The Buckingham Research Group (2014-2018), and positions at Evercore, ISI Group, GFI Group, and Julius Baer. Easter spent his early career at SunAmerica Asset Management (1995-2006), where he served as Vice President of Equity Research on a team managing over $6 billion in assets.

Derek Gottschall is a Managing Director at 22V Research, joining the firm in August 2024. Before 22V, he spent nine years as Managing Director at Canaccord Genuity (2015-2024). Derek previously had a lengthy tenure at Convergex spanning twenty years (1995-2015), where he also served as Managing Director. He holds a degree in International Relations from William & Mary, graduating in 1994. Derek enjoys playing piano, classical music, golf, and most importantly spending time with his wife of over 25 years and their 2 sons.

Eleanor Henderson is a Sales Associate at 22V Research, where she helps with Southeast regional outreach and manages the firm’s social media presence. A Nashville native and 2024 graduate of Bryn Mawr College, she holds a degree in Growth and Structure of Cities. After graduating and prior to 22V Research, Eleanor served as Operations Director & Communications Manager for Nashville Moves, helping to successfully pass Nashville’s transportation improvement program.

Robert Maguire joined 22V Research as Managing Director of Trading in October 2024. Before 22V, he headed up Outsourced Trading at Lone Peak Capital (2021-2024) and Mirae Asset Securities (2019-2021). He also previously worked as Director of US Institutional Equities at CLSA. Robert graduated from SUNY Albany, where he built the foundation for his career in financial trading.

Jillian currently serves as Executive Director of Business Development and Institutional Sales at 22V Research, a position she has held since August 2024. A Princeton University graduate with a Bachelor of Arts in History, Jillian brings over a decade of financial services experience to her role. Prior to joining 22V Research, she was an Executive Director in Institutional Equity Sales at Morgan Stanley (January 2020 to July 2023) and Assistant Vice President in Institutional Equity Sales at Barclays (2015-2020). Jillian began her financial career as a Wealth Management Analyst at Raymond James (2013-2015).

Ricardo is a veteran Equity Sales Trader with 23 years of distinguished experience in Brazil and Europe. His career began at Banco Pactual, where he initially served as a local sales trader and later became the sole sales trader for European accounts. Following Banco Pactual’s merger with UBS, Ricardo was transferred to UBS in London, where he gained valuable international exposure and honed his skills. Upon returning to Brazil, Ricardo joined Credit Suisse as the Head of Latam Equities Sales & Trading. In this role, he led the team with a strategic vision, enhancing trading strategies and market penetration, which significantly boosted revenue and client engagement. Ricardo’s career progressed at JPMorgan, where he once again led the Sales Trading team in São Paulo, driving success and fostering client relationships. He holds a Bachelor of Business Administration from FAAP in São Paulo.

Stephen Sheridan joined 22V Research’s sales team in December 2024. A graduate of Providence College (2012) with a Bachelor’s in Business/Managerial Economics, he also holds an MBA in Strategic Management from Pace University Lubin School of Business (2014). Stephen’s diverse professional background includes experience as a Project Liaison at KTS Construction (2014-2015), Associate Account Executive at BGB Group (2016-2017), and service as a police officer with the NYPD (2019-2024).

Bruno Stuani is an accomplished finance professional with more than two decades of experience in investment management, equity trading, and wealth advisory. Currently serving as Co-Head of Latin America at 22V Research, he last position as a Partner at Genial Investimentos in São Paulo, where he focuses on investor relations. Before this, Bruno co-founded Helius Capital, where he led macro strategy development and managed client relationships. Bruno’s career has spanned prestigious roles in both Latin America and international markets. He held directorial positions at Bank of America Merrill Lynch and TradeWire LLC, specializing in Latin American equity sales trading. He also worked as a financial advisor for wealth management at UBS Bank in Geneva, further showcasing his global expertise. His career began at Banco Pactual, where he was Vice President and a key player in Latam equity trading. Bruno holds an MBA in Economics in Financial Markets from FEA USP and a Bachelor’s degree in Business from FAAP, both based in São Paulo. He is certified by FINRA (Series 7) and ANBIMA (CPA 20). Beyond his professional achievements, he is married, has two boys and is a passionate triathlete, having completed four Ironman competitions. Fluent in English and conversant in Spanish, Bruno is known for his strong leadership, competitive drive, and exceptional communication skills, consistently delivering valuable insights to clients and stakeholders.

Mike Walsh is a Managing Director and Head of Boston Sales at 22V Research. Prior to joining the firm, Mike worked on sales desks for Deutsche Bank and Stephens before joining BMO Capital Markets as a Director of Equity Sales. He also has a background on the buyside starting his career with Point72 Asset Management in Broker Relations. Collectively, Mike has 10 years of experience on both sides of the asset management business. Mike graduated from Brown University and played four years of Varsity Football. He currently resides in South Boston with his wife Caroline.

Mark Whaling joined 22V Research in January 2025 as the Head of Business Development & Strategic Growth with a focus on expanding 22V’s product offerings, distribution channels, and client facing talent. In addition to his role at 22V, Mark Whaling is the founder of Whaleshark LLC and a founding partner of WS strategic partner firms, Black Powder Partners and Black Powder Search. In all roles, he leverages his 25 years of institutional sales, finance, and management experience to drive positive outcomes for clients and partners. Prior to 22V, WS, and BPP, Mark was the Global Head of Securities at Canaccord Genuity, a position he held since April 2019. He was responsible for the oversight of all global sales, trading, research, and specialty desks. Previously, Mr. Whaling was Global Head of Sales and Trading, and from 2012 to 2015, he served as Head of Global Equity Sales and Trading. Mark joined Collins Stewart (which was acquired by Canaccord Genuity in March 2012) in 2008 as Head of US Equity Research and Sales. He was promoted to Head of Equities in September 2010. In March of 2011, he was promoted to President of Collins Stewart LLC and Head of US Securities. Before moving to Collins Stewart, Mark spent five years as a Managing Director of Institutional Equity Sales and Director of Product Development at FTN Financial. Previously, Mark was Head of Product Development at FTN Financial and a Vice President in the Institutional Sales departments of Bank of America Securities and ABN AMRO. Mr. Whaling holds a BA in history from Princeton University, where he remains deeply involved with their Football and Lacrosse Alumni organizations and helps mentor student athletes. Outside of his life in finance, Mark is active in charitable causes. He is Chairman of the Special Operators Transition Foundation, which helps special forces veterans find high quality employment. Additionally, he is on the board of the Westchester Chapter of the NFF, Golden Dozen, which provides scholarships for student athletes. He is also actively involved with Steer for Student Athletes, which helps deserving student athletes achieve their dreams of attending college.

Dominick (“Dom”) Tipa serves as the Director of Information Technology at 22V Research, where he leads the strategic planning, implementation, and management of the firm’s technology infrastructure. With over 10 years of industry experience, Dominick is responsible for ensuring the security, reliability, and efficiency of the firm’s critical systems and networks. In this role, Dominick oversees technology operations, cybersecurity & networking initiatives, and data management, aligning IT strategy with 22V Research’s business objectives. Prior to joining 22V Research, Dominick worked at Evercore Partners, where he provided IT support across various segments of the Investment Bank, including Equity Research, Sales & Trading, Advisory, and Global Infrastructure Operations.