Given the significant store closures and dislocation in the world of retail, Dana Telsey and Joe Feldman will review the current state of the industry and how companies are adapting to the new retail paradigm where customer engagement through creating experiences, fostering loyalty and leveraging technology is paramount.

9:45 am
Wednesday, October 4, 2017

Presenters:

Dana Telsey
CEO and Chief Research Officer
Telsey Advisory Group (TAG)
Since founding her company in 2006, Dana Telsey has covered U.S. and international companies across all markets including advertising, apparel manufacturers, children’s and teen retailers, consumer electronics retailers, cosmetics, department stores, discounters, footwear, gaming and lodging, home furnishings retailers, home improvement retailers, luxury goods, media, office supply retailers, off-price retailers, pay TV companies, restaurants, specialty apparel retailers, sporting goods retailers and supermarkets. TAG has grown to be a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. In 2015, Telsey also formed Telsey Consumer Fund Management LP, an asset management firm that manages a long/short hedge fund investing in consumer-based companies.During her 31-year career, Telsey has covered more than 100 companies 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, most recently as a senior managing director. Prior to working at Bear Stearns, Telsey was the retail analyst at C.J. Lawrence and vice president of the Baron Asset Fund at Baron Capital, Inc.Telsey is a regular guest analyst on both CNN and CNBC and has appeared as a special guest on Bloomberg Radio, “World News Tonight – ABC News,” “Good Morning America,” “The NBC Evening News,” “The Today Show,” BNN and the BBC.

 

Joseph Feldman
Senior Managing Director & Assistant Director of Research
Telsey Advisory Group (TAG)
Joe Feldman is a founding member of the Telsey Advisory Group and also serves as a senior research analyst covering the discount, grocery and hardlines retail sectors. He has over 17 years of research experience and prior to joining TAG, he worked as a global retail analyst for Wexford Capital LLC, a hedge fund based in Connecticut. Feldman also spent two years at SG Cowen and Co. as a vice president and senior equity research analyst following hardlines retailers.Feldman previously worked with Dana Telsey at Bear Stearns as a vice president and associate analyst in equity research following hardlines retailers. He spent the first four years of his career in the retail industry at Saks Fifth Avenue, followed by positions in equity research at Lazard and in credit research at Standard and Poor’s.

 

CHESS—Chief Housewares Executive SuperSession—is IHA’s annual senior-level conference for industry leaders. This strategic education and networking event of the year allows attendees to access high-profile industry experts directly and share information and ideas with other housewares and home goods decision-makers. Held every fall, CHESS attracts more than 150 chief officers of IHA’s most prominent member companies. The program includes Keynotes, panel discussions, general sessions and networking opportunities—the most valuable part of the 2-day event according to past participants.

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