Which sectors are best positioned to succeed in the “New Normal,” and which face the greatest challenges? Across two days of 10-minute lightning talks, eight Morgan Stanley analysts will discuss the emerging headwinds and tailwinds shaping a variety of sectors in a post-COVID world.
Moderated by Graham Secker, Head of European Equity Strategy, the Morgan Stanley team will cover the wide-ranging impacts of trends accelerated by the pandemic, including work-from-home, digital disruption, de-globalization, the “green” recovery, and more.
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Graham is a Managing Director and head of Morgan Stanley's highly respected European and UK equity strategy team. Graham joined Morgan Stanley in 2000 with a specific focus on the UK market and in 2002 became our chief UK strategist. From 2006 Graham took on more general pan-european responsibilities and became our chief European strategist in June 2010. The strategy team focuses on equity market direction, thematic macro-related research, sector rotation and stock selection. Prior to joining Morgan Stanley Graham worked in the strategy team at UBS for three years. Graham graduated in 1995 with a BA in Finance from Bournemouth University.
Imogen Barker joined Morgan Stanley in 2015 and spent three years working in the Institutional Equity Division before joining the Travel & Leisure Research team in 2018. The team has been ranked top 2 in the Institutional Investor and Extel surveys for each of the last 10 years. Imogen helps cover stocks across Hotels, Food Service, Cinema, Pubs & Restaurants. Imogen studied Economics at University College London.
Edward Stanley is an Executive Director covering the European Business Services sector. From 2013-2018, he was part of the Business Services team at Redburn, latterly running the team from 2017. Prior to this, Edward graduated from Cass Business School with an MSc in Investment Management. Edward graduated from UCL in 2012 and has passed all three levels of the CFA program.
Carolina Dores heads the Morgan Stanley Europe Transport team, with primary coverage of Airlines, Freight & Airport transport stocks. She joined Morgan Stanley in 2006 as a member of the Latam utilities and energy team, moving to London in 2010 to cover Southern European utilities. Carolina began her career in 2002 as a corporate credit analyst at Citi in Brazil, focusing on Brazilian utilities. She is a CFA charter holder and has a business degree from EAESP-FGV (Sao Paulo, Brazil).
Bart Gysens serves as a Managing Director in charge of Morgan Stanley's pan-European property research team. He is currently ranked number 1 individually in the Institutional Investor survey, in which his team has consistently been ranked top 3 during the last 8 years. He has been a property analyst since 2002 when he joined Morgan Stanley. Previously, Bart worked at PwC in Belgium and the UK. He has an MA in Applied Economics from K.U. Leuven, Belgium, and is a CFA charter holder. He sits on the EPRA Reporting & Accounting Committee, he has advised the Bank of England’s Commercial Property Forum, and has been a guest lecturer for the MBA programme at IESE Business School in Barcelona, Spain. He is fluent in Dutch, French and English, and also speaks Spanish and German.
Adam Wood joined Morgan Stanley in 2010 and is Head of Technology Equity Research. He is a Managing Director with 18 years’ experience in the Technology industry. Adam joined Morgan Stanley after spending 6 years at Exane BNP Paribas where he was head of the Software & IT Services research team. Previously, Adam spent 6 years as an equity analyst at Deutsche Bank. Adam began his career on the Corporate Finance graduate training scheme at Chase Manhattan Bank. He holds a BA in Modern Languages from Durham University.
Patrick Wellington is a Managing Director at Morgan Stanley & Co International. He has been a research analyst for 34 years and has headed Morgan Stanley’s European Media Research since 2004. He is the analyst with the most top three rankings ever in the Institutional Investor survey which also cites him as being amongst ‘Europe’s Best analysts of all time.' During his career he has also run the equity research department of a major broking firm and was the co-founder of the UK equities broking business of a major UK investment bank. Patrick holds a degree in Modern History from Peterhouse, Cambridge.
Miriam Adisa is the head of Morgan Stanley Research’s European Internet Services team, having joined in January 2014 as part of the EEMEA Media and Telecoms research team. She is the lead analyst on classifieds, food delivery and emerging market Internet stocks. She is a CFA charter holder and has a BA in Philosophy, Politics and Economics from the University of Warwick.