COVID-19 DIGEST

TRANSCRIPTS

European Hotel Industry – Recovery Outlook
Thursday, September 10, 2020
Chief Executive Officerat Cycas Hospitality
Former Chief Commercial Officer, Europe at IHG

Challenges for a European Economic Recovery
Thursday, September 10, 2020
Research Fellow at the American Enterprise Institute
Former Senior Advisor, Europe Department at the International Monetary Fund

U.S. Employment Outlook – September Update
Wednesday, September 9, 2020
Former Chief Economist at the U.S. Department of Labor

U.S. Housing and Residential Construction Update
Wednesday, September 9, 2020
Former U.S. Chief Economist, Reed Construction Data

Beauty Products Consumer Trends – GLG Network Survey Analysis
Monday, September 7, 2020
Former Managing Director of Brand Portfolio Management at L’Oréal

UPCOMING REMOTE ROUNDTABLES

Consumer Goods & Services

Cruiseliners – Updated Outlook and Recovery Strategies
Wednesday, September 16 | 12:00 PM EDT | Roundtable
Former Vice President of Commercial Development at Royal Caribbean

The Future of the Travel Industry – Adapting to the New Normal
Thursday, September 17 | 10:30 AM EDT | Roundtable
Former Chief Marketing Officer for Airbnb and Co-Founder and Chief Executive Officer of TwentyFirstCenturyBrand

Hertz, Avis, Europcar – Rental Car Update
Monday, September 21 | 2:00 PM EDT | Roundtable
Former Senior Vice President of Global Franchise Operations at Hertz

Party City, Spencer’s – Halloween Industry Outlook Amid COVID-19
Wednesday, September 23 | 2:00 PM EDT | Roundtable
President of Costume Supercenter; Former Chief Merchandising Officer at Party City

Casino Operators and REIT Interrelationship
Thursday, September 24 | 1:00 PM EDT | New York Roundtable
CEO of Spectrum Gaming Capital
Former Chief Marketing Officer and SVP at Stations Casino and Former SVP of Interactive Marketing at MGM Resorts International

The Future of Live Entertainment – How the Industry Will Recover from COVID-19
Friday, September 25 | 12:30 PM EDT | Roundtable
Founder of Turnstile and Former Executive Vice President of Live Nation

Energy & Industrials

Bombardier Aviation – Future as a Standalone Business
Tuesday, September 15 | 12:30 PM EDT | Roundtable
Former President Aerostructures and Engineering Services at Bombardier Inc

The Future of Freight Brokers
Thursday, September 17 | 1:00 PM EDT | Roundtable
Chief Executive Officer of Loadsmart

Healthcare & Biomedical

COVID-19 Update
Thursday, September 17 | 3:00 PM EDT | Roundtable
Co-Director of the Center for Global Health Practice and Impact, Georgetown University; Former U.S. Global AIDS Coordinator

Emergency Department Volume Shifts
Tuesday, September 22 | 1:00 PM EDT | Roundtable
Chief Executive Officer of Emergency Excellence

Ambulatory Surgical Center Volume Shifts
Tuesday, September 22 | 2:00 PM EDT | Roundtable
Current Chief Executive Officer and Former President of Regent Surgical Health

COVID-19 Updates
Wednesday, September 23 | 3:00 PM EDT | Roundtable
Professor of Global Health and Medicine, Boston University School of Public Health and Boston Medical Center

Tech, Media & Telecom

Outfront Media, Clear Channel Outdoor, and Lamar Advertising – OOHA Amid COVID-19 Disruption
Wednesday, September 16 | 11:00 AM EDT | New York Roundtable
President and CEO of Gateway Outdoor Advertising

AMC and Cineworld – Exhibitor Vantage on Lockdown Emergence
Wednesday, September 23 | 11:00 AM EDT | New York Roundtable
President and COO of VSS Southern Theaters, LLC

Stubhub/Viagogo – Live Event Ticketing Under COVID-19 Pressure
Friday, September 25 | 11:15 AM EDT | New York Roundtable
Former Head of Supply and GM of Ticket Utilities at Stubhub

UPCOMING VIRTUAL EVENTS

Accounting & Financial Analysis

Understanding SPACs and Opportunities for Private Equity
Tuesday, September 15 | 1:00 PM EDT | Webcast
Founder and Managing Partner at Verdene Group

Detecting Asset Class Bubbles
Wednesday, September 16 | 10:00 AM EDT | Webcast
Professor at New York University

Analyzing Debt Restructuring for Shopping Malls
Wednesday, September 16 | 2:00 PM EDT | Webcast
Former Principal at Wolf Capital Advisors

Chapter 11 Bankruptcy – Part 2: Developing a Plan of Reorganization, Confirmation, and Going Effective
Thursday, September 17 | 11:00 AM EDT | Webcast
Former Principal at Wolf Capital Advisors

Direct Listing vs. IPO – Understanding the Current Spike in Direct Listings
Thursday, September 17 | 11:00 AM EDT | Webcast
Co-Founder Pillars of Wallstreet

Distressed Capital Structure Analysis
Thursday, September 24 | 2:00 PM EDT | Webcast
Former Distressed Portfolio Manager at Barclays

Valuing Companies in Financial Distress – Challenges as a Result of COVID-19
Friday, September 25 | 11:00 AM EDT | Webcast
Assistant Professor of Finance at Brigham Young University

Consumer Goods & Services

Home Goods and Furnishings – Updated Outlook and Industry Trends
Thursday, September 17 | 1:00 PM EDT | Teleconference
Former General Manager and Vice President at Bed Bath & Beyond, Former Senior Vice President of Merchandising, Omni Channel at West Elm

At-Home Fitness Update (PTON, LULU, AAPL) – New Threats and Updated Outlook
Friday, September 18 | 12:00 PM EDT | Teleconference
Former Senior Vice President, Strategy and Special Projects at Peloton

Off-Price Retail – Fundamentals
Friday, September 18 | 12:00 PM EDT | Webcast
Former Group Senior Vice President of Stores at Ross Stores

Energy & Industrials

Natural Gas Price Update and Outlook
Wednesday, September 16 | 11:00 AM EDT | Webcast
Former Director of Fundamental Research & Analysis, Shell Oil Company

HVAC – Industry Update and Forecast
Thursday, September 17 | 11:00 AM EDT | Teleconference
Former Strategic Initiatives Director at Trane Technologies

U.S. Passenger Airline Industry Outlook
Thursday, September 17 | 2:00 PM EDT | Webcast
President and Co-Founder of Boyd Group International, Inc.

Global Oil Price Update and Outlook
Thursday, September 17 | 4:00 PM EDT | Webcast
President, Strategic Energy & Economic Research Inc.

U.S. Oil Refiners – Industry Update
Tuesday, September 22 | 3:00 PM EDT | Teleconference
Independent Downstream and Midstream Consultant

Aircraft Leasing Update – Positioning of AerCap, Air Lease, and Avolon
Friday, September 25 | 11:00 AM EDT | Teleconference
Former EVP and Chief Commercial Officer at Aviation Capital Group

Healthcare & Biomedical

COVID-19 Transmission – Live Update
Tuesday, September 15 | 3:00 PM EDT | Teleconference
Former Acting Commissioner, FDA Former Deputy Director, National Center for Infectious Diseases, CDC

Pharmaceutical Third-Party Logistics – Market Trends and Outlook
Thursday, September 17 | 11:00 AM EDT | Teleconference
Former Vice President, 3PL Services at McKesson Corporation

Video Panel: COVID-19 Vaccine Policy, Access, & Guidelines
Friday, September 18 | 12:30 PM EDT | Webcast
Director of the Center for Infectious Disease Research and Policy at University of Minnesota School of Medicine
Former Principal Deputy Director at FDA

Growth Potential in Femtech and Maternal Services – Private Equity Investing
Tuesday, September 22 | 2:00 PM EDT | Teleconference
Founder and Chief Executive Officer of Bloomlife, Inc.

COVID-19 Transmission – Live Update
Tuesday, September 22 | 3:00 PM EDT | Teleconference
Former Acting Commissioner, FDA Former Deputy Director, National Center for Infectious Diseases, CDC

Managed Medicaid Update
Thursday, September 24 | 2:00 PM EDT | Teleconference
Former President of Government Services and Executive Vice President at Aetna

Macroeconomic, Legal & Regulatory Affairs

U.S. Stimulus Negotiations – Capitol Hill Perspective
Wednesday, September 16 | 10:30 AM EDT | Teleconference
Former Chief of Staff to Speaker of the House Paul Ryan

Insights on Urban Migration, Demographics, and Remote Work – Private Equity Investing
Thursday, September 24 | 11:00 AM EDT | Webcast
Professor Emeritus at University of Connecticut

Real Estate

Senior Housing Real Estate – Q3 Update
Wednesday, September 16 | 1:00 PM EDT | Teleconference
Former Chief Acquisitions Officer at Welltower Principal and Co-Founder of Silverstone Healthcare Real Estate

Flexible Workspace Real Estate – 3Q2020
Thursday, September 17 | 1:00 PM EDT | Teleconference
Chairman & CEO at Alliance Business Centers Network

Movie Theater REITs – COVID-19 Update
Thursday, September 17 | 3:00 PM EDT | Teleconference
Former Director of Investments at EPR Properties

Inside the U.S Housing Market – September 2020
Monday, September 21 | 1:00 PM EDT | Teleconference
Chief Economist at National Association of Home Builders of the United States

Tech, Media & Telecom

Amazon Advertising – September Update
Wednesday, September 16 | 12:00 PM EDT | Teleconference
President of Marketplace Clicks

Gogo and Intelsat – Implications of Commercial Aviation Sale
Wednesday, September 16 | 3:00 PM EDT | Teleconference
Former Chief Executive Officer at Global Eagle Entertainment Inc

TikTok – Controversy in U.S. Market
Thursday, September 17 | 11:00 AM EDT | Teleconference
Former Senior Director of Global Partnerships at ByteDance (TikTok)

Travelport, Sabre, Amadeus – GDS Update Amid Bookings Pressure
Tuesday, September 22 | 11:00 AM EDT | Teleconference
President of Hickory Global Partners, LLC

Facebook – September Update
Wednesday, September 23 | 11:00 AM EDT | Teleconference
Managing Partner at Inventus Media Partners