Consumer Discretionary & Staples
Deep Dive 2021
Consumer Discretionary & Staples
Deep Dive 2021
In partnership with Morgan Stanley as Diamond sponsor. This event is exclusive to Neudata and Morgan Stanley clients.
Consumer spending data had a moment in the spotlight last year, as investors came to grips with changing consumer behaviour as a result of the COVID-19 pandemic. From pandemic buying to small-business bankruptcies, the pandemic deeply impacted retailers across the world.
On 11 February, Neudata will explore the different data sources that investors can use moving forward to quantify the impact of changing consumer behaviour. Our analysts and speakers will highlight the data available to consumer staples investors, analyse the trends affecting the retail industry, and highlight pandemic-specific data sources that can shed a light on the future financial performance of retail stocks.
Sondra is the editor of Neudata's news platform. She covers the alternative data strategies of asset managers and data vendors, including new fund launches, product launches, fundraising, dataset usage and pricing. She takes a particular focus on legal, compliance and tax issues that impact buyers and sellers of alternative data.
Prior to joining Neudata, Sondra covered the machine learning and alternative data strategies of institutional investors for EQDerivatives/machineByte and commercial real estate debt markets for Real Estate Finance & Investment across the US, UK and Europe.
Sondra holds BA degrees in Economics and Public Communications from American University in Washington, D.C.
Kimberly Greenberger is a Managing Director who covers North American Specialty Apparel & Department Store retailers. She joined Morgan Stanley in 2010. Kimberly has covered the industry for 19 years, including prior positions at Citigroup, Lehman Brothers, and Credit Suisse. Before becoming an equity research analyst, Kimberly gathered industry experience working for bebe stores, inc. and the Mervyn's division of Target, Inc. Kimberly has recently been ranked No. 1 by Institutional Investor and No. 1 in the Greenwich survey. She has also been recognized for her stock-picking record, ranking highly in the 2009 Wall Street Journal "Best on the Street" survey and by Zacks Investment Research.
Alina is a Portfolio Manager at Cazenove Capital, with specialisms in segregated equities and sustainability. She joined through the Schroders Graduate Programme in 2014 after reading Economics with French at Durham University. She holds the Investment Management Certificate and is a CFA charterholder.
Donald L. Hagan, CFA, is the Chief Strategist and Director of Research for Day Hagan Asset Management. He began his career with Ned Davis Research in 1988. In 1996, he became Director of Research and Portfolio Manager for SCI Capital. When SCI Capital was acquired by Wells Fargo in 2001, Don was a Senior Portfolio Manager and was appointed to the Wells Fargo PCS National Investment Policy committee. In 2004, Don founded Day Hagan Asset Management, a nationally recognized investment management firm providing investment strategies and solutions to advisors and their clients. Don is the Lead Portfolio Manager for the Day Hagan/Ned Davis Research Smart Sector with Catastrophic Stop strategy, an ETF launched last year in association with Ned Davis Research.
Jason Hills is an experienced financial technology executive with over 20 years of sales and account management experience. As Chief Revenue Officer at Facteus, Jason leads all revenue-
producing operations including Sales, Marketing, Account Management, and Business Development.
Before joining Facteus, Jason was the Senior Vice President of Sales and Account Management at LendKey, a SaaS-based online lending solution. Prior to that, he was at Fiserv where he was
the Senior Vice President of Sales for the Digital Channels and Electronic Payments business units. He came to Fiserv from CashEdge, where he led Sales, Account Management, Business Development and Sales Engineering. He received his B.S. in Business Marketing from The University of Idaho and studied entrepreneurship at Babson College.
John Patrick Lee joined VanEck in 2014 and is an ETF Product Manager focusing on video gaming, esports and international equities. His responsibilities include business management of the existing ETF lineup, market strategy and positioning and product development. Prior to joining VanEck, John Patrick served as an Investment Advisor Representative with Dorsey Wright Money Management. He received a bachelor’s degree in English Literature from the College of William and Mary and holds a Chartered Financial Analyst® designation.
Avinash leads on the analysis of Fable’s data to generate investment insights and trends, with a particular focus on their application to the equity market.
Avinash has experience working as an equity analyst in Australia and the UK, most recently at Macquarie Group. Avinash has covered, analysed and valued publicly listed companies across multiple sectors including Fintech and Technology, where he provided investment insights to fund management clients.
Avinash is a CFA Charterholder and has a Bachelor of Commerce (Finance) and Bachelor of Engineering (First Class Honours) from Monash University, Australia. Avinash also has a keen interest in investing, technology and data analytics, most recently completing a fintech programme at Oxford University.
Jose is bilingual fluent in Spanish and English and holds a first-class degree in Advertising and Marketing Communications. His areas of research interest include alternative analysis of corporate filings, advertising expenditure, and the wider alternative data landscape in South America. Jose is currently working towards attaining CFA designation.
Sarah Wolfe is a US Economist at Morgan Stanley. Prior to joining Morgan Stanley she completed her Master’s in Economics at Johns Hopkins University School of Advanced International Studies and worked at the World Bank.
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