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Retail Sector Roundup
Dana Telsey, Telsey Advisory Group

November 29, 2021
Monday 06:15 PM
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Retail Sector Roundup

Please join us at our event on

Monday, November 29, 2021 at 6:15 PM

Presented online via GoToMeeting
Access instructions will be emailed to those who register

The week after Thanksgiving, starting with Black Friday and Cyber Monday, traditionally kicks off the holiday sales season and the pivotal “make or break “ period for retailers. WAMM is honored to have one of the most widely quoted and leading observers of the retail sector investing space, Dana Telsey.

Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG), a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. Ms Telsey has followed over 100 companies during her 31-year career and is the only U.S. based analyst to provide complete analysis of the European luxury goods sector. From 1994 to 2006, she was at Bear, Stearns & Co. Inc. covering the retail sector as a Senior Managing Director. Prior to working at Bear Stearns, Ms Telsey was the Retail Analyst at C.J. Lawrence and Vice President of the Baron Asset Fund at Baron Capital, Inc.

Join us for Ms Telsey’s expert insights as we enter the holiday shopping season. How will global supply chain constraints affect retail markets? Who will be this year’s retail winners and losers? How do current economic conditions and consumer sentiment affect the balance between online and brick-and-mortar shopping, and between mass market and luxury retail?

Please note that the Chatham House Rule applies – neither the comments of the speaker nor those of other participants are for attribution.

Please register by 5:00 PM ET on Monday, Nov 29, 2021 below and provide your name, email address, and the name of your company/employer. Note that there is a limit to the number of participants. Please register early! Conference call details will be provided prior to the call on Monday, Nov 29, 2021.

Dana Telsey
CEO and Chief Research Officer
Telsey Advisory Group

In 2006, Dana founded Telsey Advisory Group (TAG), the leading consumer-focused research, banking, and consulting firm on Wall Street. TAG is also certified as a Woman-Owned Business Enterprise by several states, cities, the Women’s Business Enterprise National Council and numerous plan sponsors across the country. During her 35-year career, Dana has developed expertise that spans across U.S. and international consumer companies in sectors including: apparel, consumer electronics, cosmetics, department stores, footwear, grocers, home improvement and furnishings, internet, luxury, restaurants, and specialty retail. Under her leadership, TAG has evolved from solely an equity research platform to a full-service investment bank. To further diversify, in 2015, Dana founded Telsey Consumer Fund Management LP, an asset management firm that manages a consumer-focused long/short hedge fund. Prior to forming TAG, from 1994 to 2006, she was a Senior Managing Director at Bear, Stearns & Co. Inc. covering the retail sector. Prior to joining Bear Stearns, Dana was the Retail Analyst at C.J. Lawrence and Vice President of the Baron Asset Fund at Baron Capital, Inc.

Dana has received a wide-range of awards and recognition for her work in the consumer and retail sector as well as for being a pioneer in the boutique broker-dealer space. Most recently, in 2020, Dana was named one of Barron’s 100 Most Influential Women in U.S. Finance. In 2018, she was elected to the International Council of Shopping Center’s (ICSC) Board of Trustees. In 2016, Dana won the Thomson Reuters award for “Number 1 Stock Picker for Multiline Retail”. In 2015, Dana was selected, “from hundreds of nominees by the National Retail Federation (NRF) executive judging panel of top industry CEOs”, as one of the 24 winners of The List of People Shaping Retail’s Future. In 2014, she was honored with the designation of Woman-Owned Brokerage of the Year by Traders Magazine for successfully growing her firm by developing and delivering top-notch research and trading tools. Traders Magazine also awarded her as Entrepreneur of the Year in 2011. Dana is a thirteen-year member of Institutional Investor magazine’s “All-America Research Team” where she was ranked the Number One Specialty Stores analyst for seven consecutive years through 2005.

Dana is a regular guest analyst on both CNN and CNBC and has appeared as a special guest on programs such as Bloomberg Radio, World News Tonight - ABC News, Good Morning America, The NBC Evening News, The Today Show, BNN, and BBC amongst many others.

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