NEXT EVENT: Thursday, May 16: "Where's the Action in Retail M&A?"
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12:00 noon-1:30 pm EST
presented in partnership with
FGI - Fashion Group International
Wednesday,
November 10, 2021
THE VIEW FROM WALL STREET:
Holiday 2021 & Beyond
Join us as Cowen’s award-winning retail equity research team, led by Managing Directors and Senior Equity Research Analysts Oliver Chen and John Kernan, present “The View from Wall Street: Holiday 2021 and Beyond.” Their teams cover the retail, luxury goods, and athletic apparel and footwear industry in depth.
The massive disruption that has occurred in the last year and a half represents a huge opportunity, as digitization, new social and connected platforms, and consumer preferences rapidly evolve. Our discussion will encompass:
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Important Holiday 2021 and 2022 trends
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Supply chain risks and opportunities
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Preferred stock ideas and strategies
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The new retail frameworks
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The new Generation Z and A consumer
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How to rethink retail as an Ecosystem
SUBJECT MATTER EXPERTS
Oliver Chen is a Managing Director and senior equity research analyst covering retail and luxury goods. His deep understanding of the consumer and his ability to forecast the latest trends and technological changes that will impact the retail space has set him apart from his peers.
Fees:
RMS Members: $10
Guests: $50*
Date: Wednesday, Nov. 10, 2021
Time: 12:00 noon-1:30 pm EST
Location:
Dail-in instructions will be emailed prior to the event.
* If you're not an RMS member, now is the time to join. Join now and your membership fee will include complimentary attendance at this webinar.
Benefits of membership include: reduced rates on webinars, meetings and conferences; complimentary attendance at our Roundtable online discussions; "Top Takeaways"-capsule summaries of most meetings and webinars; Membership Directory for networking purposes; and Face to Face Fridays, a bi-monthly online networking session for members only.
His coverage of the retail sector has led to numerous industry awards and press coverage from CNBC, Bloomberg, The New York Times, Financial Times, Barron’s, The Wall Street Journal and others. Most recently, Oliver was recognized on the 2018 and 2017 Institutional Investor All-America Research team as a top analyst in the retailing/department stores & specialty softlines sector. He was also selected as a preeminent retail influencer as he was named to the National Retail Federation (NRF) Foundation’s “2019 List of People Shaping Retail’s Future.” He frequently appears as a speaker/panelist at key industry events and is also an Adjunct Professor in Retail and Marketing at Columbia Business School, teaching the course “New Frontiers in Retailing.”
John Kernan is a research analyst covering the Retail and Consumer Brands sector. John joined Cowen in 2008 and has been covering the consumer sector for over ten years, which has helped him develop a deep understanding of how to grow and
sustain a global brand. His coverage of the retail sector has led to industry awards
"Simply the best hands-on, informational organization that addresses the current retail industry status."
for stock picking and earnings estimates. He has press coverage from CNBC, Bloomberg, Financial Times, Barron’s, The Wall Street Journal and others. John has a BA from the University of Pennsylvania and an MBA from the Kenan-Flagler Business School at the University of North Carolina. He is a CFA charterholder and CAIA charterholder.
MODERATOR
Richard Baum is the Managing Partner of Consumer Growth Partners (CGP), a private equity investment/independent sponsor and advisory firm with an exclusive focus on middle-market specialty retail and non-perishable branded consumer products companies.
Prior to co-founding CGP in 2005, Richard spent more than fifteen years as a sell-side equity research analyst at Sanford Bernstein, Goldman Sachs and Credit Suisse where he was consistently ranked among the industry leaders in the annual Institutional Investor and Greenwich Associates polls. Previously, Richard spent six years in the merchandising organization at Bloomingdale’s. He began his career as a strategy consultant with The Boston Consulting Group.
Richard currently serves as Chairman of the Board of Harris Originals, Inc. and as a Board Director for Factory Connection, Inc. He is President of the Retail Marketing Society, a not-for-profit organization that focuses on leading edge topics of interest for the broad retail community.