LEADING FORWARD DIGEST

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TRANSCRIPTS

Shake Shack and the Burger Segment
June 24, 2021
Former Head of Marketing at Shake Shack

Inflation – The Case for Concern
June 24, 2021
Author of the Boock Report; Chief Investment Officer at Bleakley Advisory Group

Video Game Industry Post Lockdown – How Sticky is the Lockdown Boost?
June 24, 2021
Chief Operating Officer at Asobo Studio; Former Business Development Director at Ubisoft Entertainment

Etsy Acquires Depop – Growth and Sustainability of the Peer-to-Peer Marketplace
June 23, 2021
Former Chief Product Officer at Artifact Uprising; Former Vice President and Head of Etsy.com

Sage/Biogen’s WATERFALL Data for Zuranolone
June 18, 2021
Director of the Division of Neurotherapeutics in the Department of Psychiatry at Massachusetts General Hospital

 

EVENTS

Summer Fundamentals 2021

Accounting & Financial Analysis

Exchange-Traded Funds – Fundamentals 2021
Wednesday, June 30 | 2:00 PM EDT | Webcast
Former Director of Equity Derivatives Trading at Merrill Lynch

Consumer Goods & Services

Off-Price Retail – Fundamentals 2021
Tuesday, June 29 | 2:00 PM EDT | Webcast
Former Group Senior Vice President of Stores at Ross Stores

Electric Vehicle Industry Dynamics – Fundamentals 2021
Wednesday, July 7 | 11:00 AM EDT | Webcast
Managing Partner at IronOak Energy Capital

Beauty Retail – Fundamentals 2021
Monday, July 12 | 1:00 PM EDT | Webcast
Founder & Chief Research Officer at Real Street Retail Research

Energy & Industrials

Energy Transition Outlook – Fundamentals 2021
Tuesday, June 29 | 12:00 PM EDT | Remote Roundtable
Former Assistant Secretary, Fossil Energy at U.S. Department of Energy

Natural Gas – Fundamentals 2021
Tuesday, June 29 | 2:00 PM EDT | Remote Roundtable
Former Director of Fundamental Research & Analysis at Shell Oil Company

Lithium Market Outlook – Fundamentals 2021
Wednesday, June 30 | 11:00 AM EDT | Webcast
Former Global Director, Strategic Marketing & Product Development at Livent Corporation

Oil Markets & Pricing – Fundamentals 2021
Wednesday, June 30 | 11:00 AM EDT | Webcast
President, Strategic Energy & Economic Research Inc.

Aircraft Manufacturing – Fundamentals 2021
Friday, July 9 | 11:00 AM EDT | Remote Roundtable
Vice President of Analysis at Teal Group Corporation

Same Day Delivery – Fundamentals 2021
Tuesday, July 13 | 11:00 AM EDT | Webcast
Managing Partner at Last Mile Experts
PRO Partner at Last Mile Experts

Tech, Media & Telecom

Music Licensing and Royalties – Fundamentals 2021
Wednesday, June 30 | 11:00 AM EDT | Remote Roundtable
Former Global Head of Publishing at Spotify

Infrastructure as a Service – Fundamentals 2021
Wednesday, June 30 | 2:00 PM EDT | Webcast
Chief Executive Officer at Cloudnexa, an Inc. 185 company and a Premier Partner of Amazon Web Services

AAA Publishers – Fundamentals 2021
Tuesday, July 6 | 3:00 PM EDT | Remote Roundtable
Former Chief Commercial Officer at Activision Blizzard

Semi Equipment Front and Mid End Part One – Fundamentals 2021
Tuesday, July 6 | 3:00 PM EDT | Webcast
Former Vice President at Lam Research’s ALD division

Semi Equipment Backend Part Two – Fundamentals 2021
Wednesday, July 7 | 3:00 PM EDT | Webcast
Former Vice President at Lam Research’s ALD division

Mobile Gaming – Fundamentals 2021
Thursday, July 8 | 3:00 PM EDT | Remote Roundtable
Former Senior Vice President of Mobile at Zynga Inc.; Current Co-Founder and CEO of Carbonated Inc

U.S. Telecom Towers – Fundamentals 2021
Tuesday, July 13 | 11:00 AM EDT | Remote Roundtable
President at SellTower Consulting

Market Outlooks

Accounting & Financial Analysis

Red Flags in IPOs vs SPACs
Tuesday, June 29 | 2:00 PM EDT | Remote Roundtable
Chief Investment Officer, FRX II at Forest Road Acquisition

New Analyst and Intern Bootcamp – Fundamentals of Excel and Three Statement Modeling
Wednesday, June 30 | 11:00 AM EDT | Remote Roundtable
Co-Founder Pillars of Wall Street

Digitization of the Private Equity Industry
Wednesday, June 30 | 11:00 AM EDT | Webcast
Principal at Private Capital Raise

New Analyst and Intern Bootcamp – Valuation Fundamentals
Thursday, July 1 | 11:00 AM EDT | Remote Roundtable
Co-Founder Pillars of Wall Street

Consumer Goods & Services

The Quick Service Restaurant Industry’s Recovery Update
Tuesday, June 29 | 1:00 PM EDT | Remote Roundtable
Former Chief Development Officer at Inspire Brands; Former Chief Development Officer at Popeyes Louisiana Kitchen

Online Gambling Deep Dive – Caesars’ Acquisition of William Hill as a Case Study
Wednesday, June 30 | 1:00 PM EDT | Remote Roundtable
Former Chief Executive Officer at William Hill PLC; Former Chief Financial Officer at William Hill PLC

Energy & Industrials

Industrial Automation Opportunities – Private Equity Investing
Tuesday, June 29 | 1:00 PM EDT | Remote Roundtable
Former President of CIMTEC Automation

Oil & Gas M&A Outlook
Wednesday, June 30 | 1:00 PM EDT | Remote Roundtable
Co-Chief Investment Officer at 1852 Capital; Former Chief Financial Officer at Devon Energy

Talen Energy
Thursday, July 1 | 12:00 PM EDT | Remote Roundtable
Partner at APEX Power Services Corporation

Financial & Business Services

Acorns – SPAC Analysis and Outlook
Tuesday, June 29 | 4:00 PM EDT | Remote Roundtable
Former Director of Marketing Strategy, Global Director at Acorns; Former Chief Marketing Officer, Chief Innovation Officer at Acorns

Healthcare & Biomedical

COVID-19 Variants – Implications for Vaccines and Disease Transmission
Wednesday, July 7 | 12:00 PM EDT | Remote Roundtable
Director of Infectious Disease Genomics in the Translational Research Institute at Scripps Research

Tech, Media & Telecom

Vertiv Growth Outlook – VRT, SNDR, ETN
Tuesday, June 29 | 2:00 PM EDT | Remote Roundtable
Former President of Data Centers at Vertiv; Former CIO for Emerson Electric

The Future of Telecom OEMs with Hossein Moiin at MWC
Wednesday, June 30 | 1:00 PM EDT | Conference Remote Roundtable
Former Chief Technology, Innovation, and Strategy Officer, Mobile Networks at Nokia

The Race to 5G – Wireless Service Providers with Roger Carlson at MWC
Wednesday, June 30 | 2:00 PM EDT | Conference Remote Roundtable
Former Director of Corporate Strategy, Verizon

5G Monetization with Mobeen Khan at MWC
Wednesday, June 30 | 3:00 PM EDT | Conference Remote Roundtable
Former Vice President, Internet of Things at AT&T

Chinese Internet Ad Spend – 2Q21 Check
Wednesday, July 7 | 1:00 PM EDT | Webcast
CEO of ad2china; Former Head of International Business/VP at Baidu

Work Management Competitive Breakdown – Monday.com, Asana, and Smartsheet.com
Wednesday, July 7 | 1:00 PM EDT | Remote Roundtable
Former Vice President and Global Head of Corporate Development at Asana

EQIX – Opportunities in the Data Center
Wednesday, July 7 | 2:00 PM EDT | Webcast
Former Senior Vice President of Global Product Management and Development at Digital Realty Trust and Equinix

Mortgage Software Opportunities – Private Equity Investing
Thursday, July 8 | 11:00 AM EDT | Webcast
Former Senior Vice President of Sales and Client Management at Ellie Mae

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