Let’s start with a refresher on your research focus and coverage universe. Mr. Beynon: We focus on three major sectors within the consumer arena. Those include gaming, lodging, and movie theaters. We ...

Would you introduce us to your research and coverage focus? Mr. Umansky: I do global gaming. I’m based in Hong Kong, and I frequently travel to the U.S. My coverage is largely the gaming stocks that ...

Let’s start by introducing our readers to Inspirato with a bit about the company’s history over the years and any important milestones that you would note. Mr. Zamani: The company has been around ...

Let’s start with an overview of your coverage universe and anything you’d note that you feel differentiates your research. Mr. Shanker: I have been at Morgan Stanley for coming up on 22 years. I was ...

Tell us a little bit about your background, how long you’ve been at Morningstar, and what you cover there. Ms. Su: I’m an equity analyst on the consumer research team for Morningstar. I’ve been in the ...

Welcome. Tell us about your background as an analyst and your coverage at Consumer Edge. Mr. Rattigan: I’ve been with Consumer Edge for about six years. Prior to that, I worked as a consultant for one ...

Carlos, you’ve been analyzing the global beverage industry for three decades. Tell us a little bit about your background and how you got into the specialty and then your coverage at HSBC — which ...

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R. DAVID HOOVER is Vice Chairman, President, and Chief Operating Officer of Ball Corporation. Mr. Hoover joined Ball Corporation in 1970 as Assistant to the Treasurer. He later served in planning and ...

Bryn Harman, CFA, is Chief Executive Officer and Chief Investment Officer at Palouse Capital Management, Inc. Mr. Harman oversees all investment processes at PCM and is the portfolio manager for the ...

Mike Rosborough is a Managing Director and Head of Macro for the Broad Markets Fixed Income team at Morgan Stanley Investment Management. Prior to joining MSIM in 2025, Mr. Rosborough was Senior Vice ...

Patrick McVeigh is the President and Chief Investment Officer of Reynders, McVeigh Capital Management, LLC. Mr. McVeigh is widely recognized as a pioneer in bringing together traditional investment ...