AlphaSense
December 
18
–
19
WOD_12-09-20_8 Lightning Talks with Morgan Stanley
10am 
EST
 / 3pm GMT

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Agenda Title 1

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CEO at AlphaSense

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AlphaSense

Lightning Talks

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Date TBD

8 Lightning Talks with Morgan Stanley

Mapping The New Normal

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Morgan Stanley
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8 Lightning Talks

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. 

2 Analyst AMAs

Following each session of lightning talks, you’ll have the opportunity to hear directly from the analysts during 20 minutes of open Q&A. Come prepared with questions as we dive deeper into specific trends and resulting impacts.

Moderator

Graham Secker

head of european equity strategy, morgan stanley

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Part 1

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Travel & Leisure

As travel restrictions are lifted and consumer demand returns, Imogen discusses the outlook for hotels, cruise lines, and food service providers.

Imogen Barker

Travel & Leisure analyst

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Business Services

Edward will cover the opportunities brought about by a flexible workforce and other ways companies are adapting to the new normal.

Edward Stanley

European Business Services Analyst

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Transportation

Carolina discusses transportation in a post-COVID world with a focus on shifting consumer behavior, government policy, and new protective measures.

Carolina Dores

head of EUROPEAN transport research

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Commercial Real Estate

While COVID caused a severe correction in retail property, Bart argues that any structural change in office demand will play out more slowly.

Bart Gysens

Head of european property research

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Part 2

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Technology

As we look beyond the technology powering our socially distant reality, Adam analyzes cloud adoption, digital transformation, and payments innovation.

Adam Wood

Head of EUROPEAN technology equity research

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Telecoms

Terence discusses the future of Telecoms amid surging data volumes, the 5G rollout, and the “digital divide” highlighted by the global healthcare crisis.

Terence Tsui

TELECOMS ANALYST

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Media

How will the media landscape evolve as advertisers cut spend on traditional platforms and move to digital? Patrick dives into advertising, gaming, and streaming.

Patrick Wellington

 HEAD OF EUROPEAN MEDIA RESEARCH

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Internet

As we emerge from lockdown, which consumer behaviors are here to stay? Miriam dives into online transactions, food delivery, and the gig economy.

Miriam Adisa

Head of european internet services

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Graham Secker

Moderator

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

TRAVEL & LEISURE ANALYST

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

EUROPEAN BUSINESS SERVICES ANALYST

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

HEAD OF TRANSPORT RESEARCH

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

Head of european property research

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

HEAD OF TECHNOLOGY EQUITY RESEARCH

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.

Terrence Tsui

TELECOMS ANALYST

Terence joined the Morgan Stanley Telecoms team in 2007. Terence’s stock coverage is focused on Scandinavian and UK Telcos. Prior to joining Morgan Stanley, Terence received a First Class Honours degree in Government and Economics at the London School of Economics and Political Science.

Patrick Wellington

Head of European Media Research

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

HEAD OF EUROPEAN INTERNET SERVICES

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.

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