October 15-17, 2025
245 Park Avenue, New York, NY 10105
Research Notes
Click on the links below to view the documents.
Day 1
INDUSTRY PRIMER
Ann Larson - Quantitative Research
INDUSTRY PRIMER
Nikhil Devnani - U.S. Emerging Internet
INDUSTRY PRIMER
Danilo Gargiulo - U.S. Restaurants
INDUSTRY PRIMER
Will Pickering - U.S. Biotechnology
INDUSTRY PRIMER
Mark Newman - U.S. IT Hardware
Townhall C
INDUSTRY PRIMER
Courtney Breen - U.S. Biopharmaceuticals
INDUSTRY PRIMER
Autonomous - Bank Session
Ken Usdin - Large-Cap Banks
Casey Haire - Mid-Cap Banks
Christian Bolu - Capital Markets & Information Services
Day 2
INDUSTRY PRIMER
Alexia Howard - U.S. Food
INDUSTRY PRIMER
Zhihan Ma - U.S. Retailing Broadlines & Hardlines
INDUSTRY PRIMER
Gautam Chhugani - Global Digital Assets
INDUSTRY PRIMER
Ian Moore - U.S. Entertainment
INDUSTRY PRIMER
Mark Moerdler - Global Software
INDUSTRY PRIMER
Dave Vernon - NA Transportation; U.S. Airlines; Transportation Technology
INDUSTRY PRIMER
Lance Wilkes - U.S. Healthcare Services
INDUSTRY PRIMER
Harshita Rawat - Payments Processors & IT Services
INDUSTRY PRIMER
Stacy Rasgon - U.S. Semiconductors
Arpad von Nemes - U.S. Semiconductors, Senior Research Associate
INDUSTRY PRIMER
Laurent Yoon - U.S. Media & Telecom
Day 3
INDUSTRY PRIMER
Bob Brackett - Global Metals & Mining; Americas Energy & Transition
INDUSTRY PRIMER
Doug Harned - Global Aerospace & Defense
INDUSTRY PRIMER
Mark Shmulik - U.S. Internet