Coverage

We take a deeper dive into companies, products, and industries by leveraging our extensive, vetted network of industry participants

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Consumer
Retail and Ecommerce, Restaurants, Hardlines, Consumer Staples

220+ live forums, 400+ new digital reports and notes annually 

Global reach with our researchers based in the U.S., Europe and China  

Our Consumer team conducts ongoing research on a variety of topics, including athletic footwear and active apparel, accessories, quick service and casual dining restaurant chains, beverages and more. We have long-standing relationships with buyers, distributors, suppliers, category managers and franchise owners as well as many other industry contributors. We identify key topics and metrics to follow to stay on top of the evolving brand offerings and competitive landscape in the consumer universe across the regions. 

Examples

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Consumer Sector Leads

Matt leads Consumer & Retail Forums on topics including retailers, footwear and athletic apparel, restaurants, consumer staples, and online delivery services. He maintains dialogue with leading industry experts across the consumer retail universe via live forum panel discussions on industry trends. Matt has been covering the consumer sector since 2015, starting out as an equity research analyst at Deutsche Bank and Jefferies. He is based in New York.

Lois oversees Channel Research Retail team and reports on athletic footwear and activewear companies as well as sport specialty retailers. She has been with the firm since 2002. A longtime fashion and retail writer, Lois has written about the apparel, footwear and accessory industries for a variety of websites and magazines. She graduated from the University of Florida with a Bachelor’s of Science. Lois is based in New York.

Meredith covers retail, restaurant, footwear/apparel and ecommerce in China, including macro consumer trends. Prior to joining the firm in 2010, Meredith conducted research on consumer industries for a boutique American broker and a Shanghai-based strategy consulting firm. Meredith is an alumna of Johns Hopkins Nanjing Center and holds a bachelor’s degree in international politics from Zhejiang University. She is based in Shanghai. 

Cyclicals
Alternative Energy, Industrials, Transportation, Agriculture  

200+ live forums, ~300 new reports and notes every year 

Global coverage in the U.S., Europe, China, India and South America

Our Cyclicals team conducts comprehensive primary research on a variety of topics including agriculture, alternative energies, construction, industrials, mining, and transportation. We have long-standing relationships with key executives across different points of the supply chain including buyers, dealers, distributors, and suppliers, as well as many other industry contributors in different regions of the world.

 

Examples

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Cyclicals Sector Leads

Sylvain oversees the Cyclicals Sector and leads the team’s industrials, agricultural, transportation and alternative energy coverage. He has been with the firm since 2004. Previously, he worked as a lobbyist in the European Parliament for Électricité de France (EDF). He holds a Master of Arts degree in international trade from Paris Sorbonne University, as well as a Master of Arts degree in American and British civilizations. Sylvain is based in France.

Alex leads Forum coverage on industrials, homebuilding, building products and logistics. He also helps develop new content and contributes to channel research coverage including transportation and a variety of custom research topics across the Cyclicals sector. Alex joined the firm in 2018 as a business analyst. He holds a Bachelor of Economics from Vassar College and is based in New York.

Healthcare
Medical Devices, Diagnostics, Life Sciences  

75+ research touchpoints per year through reports, notes and live forums 

Coverage in the U.S. and China markets 

Our Healthcare team covers a variety of industry topics, including: diabetes therapies and devices, TAVR, pulsed field ablation, robotic surgery and, clear orthodontic aligners. Our competitive sector overview is developed through established relationships with healthcare providers and administrators. BWG Global tracks key metrics and real-time sentiment based on key insights from reliable sources to identify trends and inflections in the market dynamics of medical technology, life sciences and diagnostics in the United States and China. 

Examples

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Healthcare Sector Leads

Melanie co-leads BWG Global’s healthcare research, covering medtech, life sciences and hospital workforce management areas. She focuses on robotic surgery, diabetes, ophthalmology research and other topics. A published scientist, she amassed over 20 years of experience in clinical and wetbench research prior to joining the company in 2019. She has previous experience in the pharmaceutical industry as a neuroscience sales representative and is an adjunct professor at an Atlanta–area college.

Wallace co-leads BWG Global’s healthcare research coverage and focuses on trends in joint replacement, cardiac valve replacement, clear orthodontic aligners, DNA sequencing, liquid biopsies, colorectal cancer screening and other areas. Prior to joining the firm in 2018, Wallace worked in the pharmaceutical industry in sales, training, and managed care. He holds an undergraduate degree in biology and an MBA from the University of South Carolina. Wallace is based in Asheville, NC.

Payments & Fintech
Payment Providers, Real Estate  

200+ live forums, as well as regular cadence of new digital reports and notes every year 

Our fintech, payments and real estate forums bring together executives from banks, payment processors, merchants, restaurants and accountants. We discuss a wide range of market conditions including market share shifts, price changes, customer service trends and technology developments in the point-of-sale provider market. Our recurring payments industry conversations address the evolution of the buy now pay later (BNPL) industry, emerging alternative payment methods (APMs), and cross-border payments.  

Examples

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Payments & Fintech Sector Lead

Chris joined the firm in 2022 to expand coverage to financials, fintech and payments. Chris has 20 years of experience as a sell side analyst, including being a managing director and senior equity research analyst at Piper Sandler and Sandler O’Neill, where he covered stocks in the fintech and specialty finance sectors. Before his career in finance, Chris was a trade policy analyst at White & Case and ran corporate fundraising at the Atlantic Council. Chris is a CFA charter holder. He is based in the New York metro area.

TMT
AI, Cloud Computing, Digital Media, Ecommerce, Enterprise Software & Security, Hardware Infrastructure, Semiconductors  

~1,000 live forums, 1,400+ new digital reports and notes every year 

Global reach with research team in the U.S., Europe, China, Taiwan and India

Our TMT team covers a full spectrum of key technology sectors to uncover key intelligence about enterprise-driven spending on products and services, to stay on top of AI and cloud-computing technologies, semiconductor supply chain shifts, and catch inflections in search and display advertising spending allocation. We establish and maintain long-term relationships at all levels of the tech supply chain including network operators, buyers, consultants, resellers, distributors, partners and media buying agencies in the U.S., Europe and Asia as we closely track hardware, software and security, media and digital advertising trends.

Examples

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TMT Sector Leads

Greg is the Co-Founder of BWG Strategy, leading forum coverage on software, enterprise security, IT infrastructure and other related topics including AI, major SaaS vendors, and more. Greg is an engineer by training and has nine years of experience in tech and telecom investment banking at Solomon Smith Barney/Citigroup, followed by 12 years of industry experience at Lucent/Avaya. Greg is based in the NYC metro area.

Robbie leads core and custom Channel research coverage in the Media Sector in North America, Europe and Asia, and was previously involved with OTR’s Software team, conducting source interviews and facilitating other research tasks. Prior to joining the firm in 2015, Robbie worked as a junior partner for First Financial Resources in Greenwich, CT. Robbie holds a bachelor’s degree in English from Roanoke College and is based in the NYC metro area.

Jay oversees AI/Tech Hardware research sector including semiconductor ecosystem, IT hardware, and solar topics. He maintains dialogue with leading industry experts across the semiconductors and IT hardware universe via live forum panel discussions on industry trends. Jay brings over 30 years of equity research experience, including prior research work at Prudential Securities, Morgan Stanley, and JP Morgan. He is based in California.

Justin brings together a background in equity research and hundreds of hours of live event moderation experience in the media space. Justin covers media and eCommerce forum research including adtech, martech, gaming, social media, CTV, OTT, and other topics. He is based in the New York metro area.

Benjamin leads Channel Research coverage of IT hardware and data management. He has 15+ years of experience in information technology business-to-business sales from VPC and CDW and holds multiple sales certifications for Cisco, Dell, HPE, VMware and WatchGuard. Prior to joining the firm in 2022, Benjamin was a founding member of the securities and investments vertical within CDW and a President’s Trip winner at VPC. He has a bachelor’s degree from Purdue University and is based in Indiana.

Van leads BWG Global’s Channel Research coverage on Semiconductor and Component Supply Chain in Asia. His coverage areas include supply chain trends for smartphones, servers, PCs and other technology applications. Prior to joining the firm in 2006, Van worked as a reporter for the Taiwan News and as a correspondent for Nikkei Electronics Asia. Van is based in Taiwan.

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