consumer tourism & business travel
deep dive 2020
9th September 2020
Overview
As travellers around the world seek a return to normal travel patterns, join Neudata — in partnership with Morgan Stanley — for a 90-minute virtual Deep Dive event exploring the state of the consumer tourism & business travel industry.
On 9th September, key buy-side and sell-side analysts will present their research and strategies around the consumer tourism sector, as well as their predictions on what the future will hold for an industry reliant on free movement of people. Hear from data vendors on specific alternative dataset use cases for investors hoping to track the recovery within the airline, hotel and travel sectors or to anticipate future travel restrictions.
This event is the second 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
Programme
4:00pm BST Welcome & Introduction
4:05pm BST Tracking the impact of COVID-19 on aviation – Kathryn Forde, Neudata
4:30pm BST Real-time commercial, corporate & cargo flight volumes in a covid world – Colby Howard, Paragon Intel
4:40pm BST Quantifying travel sentiment – what does it mean for you? – Wouter Veenstra, Kiwi.com
4:50pm BST Forecasting Global Travel Recovery from Covid-19 – Philip Harrison, Visible Alpha
5:00pm BST Inside the mind of the analyst – Thomas Allen, John Storey & Jamie Rollo, Morgan Stanley
5:30pm BST Close
Speakers
Thomas Allen
Morgan Stanley Senior AnalystThomas Allen is a senior analyst who joined Morgan Stanley in 2006 and has headed US Gaming & Lodging research since 2013. Institutional Investor magazine voted him an All-America Rising Star in 2013, and he is currently ranked Runner-Up. Thomas also received 5 out of 5 stars from Starmine for stock picking in 2017. He covered Gaming & Lodging from 2006 to 2009 as part of Celeste Brown's No. 2 II-ranked team. Thomas then covered Diversified Financials before becoming a lead analyst covering Business Services companies. Prior to joining Morgan Stanley, he worked in capital markets at Bank of America. Thomas has a BA degree in economics from University of Pennsylvania.
Kathryn Forde
Neudata Senior AnalystKathryn Forde is a senior analyst at Neudata. As part of Neudata’s data scouting team, she is responsible for researching and evaluating alternative datasets for institutional investors. Her specialisms include transactional data and cryptoassets, as well as the broader alternative data landscape. Kathryn is currently working towards attaining the CFA designation.
Philip Harrison
Visible Alpha Director of ResearchPhilip Harrison is Director of Research at Visible Alpha, overseeing the firm’s research and data policies, while also helping guide the buy-side and sell-side user experience for the Visible Alpha Insights product.
Previously, Philip was co-founder of Lusight Research, an independent research and technology firm focused on emerging markets, overseeing the firm’s technology and research initiatives in accounting, forecasting and valuation methodologies. He was also a senior equity and credit analyst at ING Barings, Duff & Phelps and UBS Warburg.
Philip holds a B.S. in Economics from University of California, Riverside.
Colby Howard
Paragon Intel President & Founding PartnerColby Howard is President and a Founding Partner of Paragon Intel, as well as Product Lead for JetTrack, Paragon's flight interface and dataset.
Jamie Rollo
Morgan Stanley Equity AnalystJamie Rollo has been an equity analyst for 22 years, and has covered the Travel & Leisure sector with Morgan Stanley in London since 1999. The team has been ranked top 2 in the Institutional Investor and Extel surveys for each of the last 10 years. He studied Business and Finance at Edinburgh University where he received a First Class degree and is IIMR qualified.
John Storey
Morgan Stanley Institutional Equity SalesJohn Storey is a macro desk strategist within Morgan Stanley’s Institutional Equity Division. John works very close with the custom basket product to provide hedging and thematic trading solutions to clients. John began his career within Morgan Stanley Wealth Management, driving equity content and distribution and managing several of the team's best ideas lists. He holds a B.S. in finance from Villanova University and resides in New York with his wife and children.
Wouter Veenstra
Kiwi.com Data Products ManagerWouter Veenstra is the Data Products Manger at Kiwi.com, where he focuses on helping companies in the financial industry. Working with different search data sets he helps companies to measure and quantify true market demand; to better predict opportunities to come. Prior to Kiwi.com, Wouter worked at other traveller analytics companies with a special focus on the aviation industry. He is a graduate of the University of Applied Sciences Amsterdam with a degree in Engineering.
For all enquiries about sponsorship, exhibitor or one-to-one table packages please email [email protected], call +44 2036 082 162 or use the form below.