Coverage
We take a deeper dive into companies, products, and industries by leveraging our extensive, vetted network of industry participants
Consumer
Retail and Ecommerce, Restaurants, Hardlines, Consumer Staples
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
Read our Consumer Sector Research
Consumer Sector Leads

Matt Fishbein
Head of Consumer, Forum Research
Head of Consumer, Forum Research
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 Sakany
Head of Global Retail, Channel Research
Head of Global Retail, Channel Research
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 Sun
Director of China, Consumer & Ecommerce
Director of China, Consumer & Ecommerce
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
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
Read our Cyclicals Sector research
Cyclicals Sector Leads

Sylvain Gavard
Head of Cyclicals, Channel Research
Head of Cyclicals, Channel Research
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 Georgalas
Associate Director, Forum Research & Custom Topics
Associate Director, Forum Research & Custom Topics
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
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
Read our Healthcare Sector research
Healthcare Sector Leads

Melanie Kankam
Director of Healthcare Research
Director of Healthcare Research
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 Moody
Director of Healthcare Research
Director of Healthcare Research
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
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
Read our Payments & Fintech Sector research
Payments & Fintech Sector Lead

Chris Donat, CFA
Head of Payments & Fintech Research
Head of Payments & Fintech Research
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
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
Read our TMT Sector research
TMT Sector Leads

Greg Irwin
Head of Technology, Forum Research
Head of Technology, Forum Research
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 Scott
Head of Global Media, Channel Research
Head of Global Media, Channel Research
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 Deahna
Head of AI/Tech Hardware, Forum Research
Head of AI/Tech Hardware, Forum Research
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 Ruiss
Head of Media Forum Research
Head of Media Forum Research
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 Buehne
Sector Lead, IT Hardware, Channel Research
Sector Lead, IT Hardware, Channel Research
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 Tran
Sector Lead, Semi & Supply Chain, Channel Research
Sector Lead, Semi & Supply Chain, Channel Research
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.