deep dive 2020
deep dive 2020
Almost a year after the first COVID-19 case was discovered in China, learn about the Asian economic recovery at Neudata’s 90-minute virtual Deep Dive event — in partnership with Morgan Stanley.
On 25th November, hear from expert buy-side and sell-side researchers who have spent the last year tracking Asia’s economic journey from crash to subsequent recovery, while learning about datasets that can help investors understand what the next year might hold for the region.
This event is the fifth in a monthly series of thematic Deep Dives with Morgan Stanley.
Who should attend:
Public market investors
Venture capital investors
Private equity investors
Corporations using alternative data to influence strategy
Data and technology providers
6:00am GMT Welcome & Introduction – Dean Murphy, Neudata
6:05am GMT Asia Laggards; Offline vs. Online Retail in India / Indonesia – Moderator: Brian Kelleher, Divya Kothiyal, Sheela Rathi, Parag Gupta, Mark Goodridge, Morgan Stanley
6:40am GMT Consumer and App Trends During and After COVID Recovery – Alan Wong, Jiguang
6:50am GMT Tracking China’s Recovery through Alternative Data – Helena Yu, Neudata
7:15am GMT Updates to China’s Cybersecurity and Data Protection Framework – Nathaniel Rushforth, DaWo Law Firm Shanghai
7:30am GMT Close
Mark Goodridge joined Morgan Stanley in 2010 and now heads the ASEAN technology/media/telecom team based in Singapore. Mark was head of Australian/New Zealand telco coverage from 2012 before moving to Singapore in 2016. Mark holds a bachelor's degree in physiotherapy and a master's degree in commerce from the University of New South Wales, and the CFA designation.
Parag Gupta is an executive director who covers technology, internet, telecom and media stocks in India. He joined Morgan Stanley in 2004 as an associate in the technology team in India and has covered a variety of industries such as hotels, shipping and utilities. Before joining Morgan Stanley, Parag spent two years at Ernst & Young in the corporate finance division and two years at Andersen in the assurance and business advisory division. Parag has a Bachelor's degree in commerce from the University of Mumbai and is a qualified chartered accountant.
Brian Kelleher is an executive director on the Asia research product team. Previously, he had been providing pan-Asia equity strategy aimed at Morgan Stanley's non-institutional investor client base. Brian joined Morgan Stanley in August 2011 from Citigroup, where he had been an Asia wealth management strategist in Hong Kong for the previous four years. Brian spent the first eight years of his career as a journalist covering financial services and markets for Reuters in Hong Kong and New York and graduated with a BA degree in economics from Wake Forest University in the US.
Divya Gangahar Kothiyal joined Morgan Stanley in 2007 and covers Asean consumer and retail stocks. She previously covered Indian consumer stocks. Divya has an MBA in finance from SP Jain Institute of Management and Research and a bachelor's degree in business studies from the University of Delhi.
Dean is responsible for leading, developing and expanding Neudata’s events programme.
Having spent the last decade creating, building and scaling conference and content businesses within the FinTech and Energy sectors, Dean has worked with some of the most recognisable global brands on B2B events of all sizes. Dean co-founded two conference companies in 2013 and exited through acquisition in early 2020.
Dean holds a BA Hons degree in Theatre and Performance Studies from Warwick University.
Sheela Rathi is the India Consumer Analyst and is also the India Equity Strategist. She joined the firm in 2006 and has 15 years of experience in Research. As Equity Strategist, Sheela has led the DREAM debate on domestic flows and MSCI tracking in India, She has also run the AlphaWise efforts in India with products such as City Vibrancy Index and Corporate Surveys. Sheela started her career as an industry research analyst with Crisil Research in 2005. Sheela has a Master's degree in finance from Mumbai University.
Nathaniel is an experienced American lawyer with a focus on cyber and data law. He has a
background in computer science and engineering, and over 10 years of public and private legal
experience, the last four of which have been in Shanghai.
Prior to entering legal practice, Nathaniel worked in software design and cybersecurity for a
large multinational, a startup, and the US Government. In his current position as a cyber and data
law counsel at DaWo Law Firm, he brings both these bodies of knowledge to bear while helping
companies navigate the evolving cybersecurity compliance and data protection landscape in
China and worldwide.
Alan Wong is the Head of Financial Market Products at Jiguang. Prior to this role, Alan spent over 15 years at investment banks including Morgan Stanley, Barclays and Citi as an equity research analyst and equity salesperson, in both New York and Hong Kong. Alan is a graduate of Cornell University.
Helena is responsible for discovering and researching China-related alternative datasets for a wide range of asset managers worldwide. Prior to Neudata, Helena worked as sales operation manager at UBS Evidence Lab and alternative data product manager at 86 Research and Juwai.com. Helena has also worked at Pacific Epoch as Co-Head of Research and senior TMT analyst.
Helena holds a Masters degree in Political Economy of Late Development from the London School of Economics.
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