Dana Telsey | |
---|---|
Born | 1962 (age 61–62) New York City |
Nationality | American |
Alma mater | Hobart-William Smith College (B.A., History and Spanish) Fordham University (M.B.A.) [1] |
Occupation | Equity research analyst |
Known for | analyst for the retail industry |
Dana Telsey (born 1962, in New York City, New York [2] ) is the CEO and chief research officer of Telsey Advisory Group. She is an American consultant and top-ranked equity research analyst covering the retail industry. Telsey has been ranked for 13 years and was the number-one ranked analyst by Institutional Investor Magazine for seven years. [3]
Telsey is a 1984 graduate of Hobart-William Smith College and has an M.B.A. degree from Fordham University. [1] Family members have worked in the fashion industry. Her grandmother worked at Bergdorf Goodman and her mother at Fred the Furrier in addition to the family bookstore on Madison Avenue. [4]
Telsey started at Baron Capital after her mother secured a secretary's position for Telsey from a former neighbor, Ron Baron, while meeting him on the street, and asking him: "Can you give Dana a job?" [5] Telsey was eventually promoted to vice president of the Baron Asset Fund, a mutual fund of Baron Capital. [6] Later, she was an analyst at CJ Lawrence from 1991 to 1994. [5] [7]
Telsey previously worked at Bear Stearns from 1994 to 2006, most recently as a senior managing director. She is a frequent guest analyst on CNBC and CNN, and has been interviewed by ABC News, Wall Street Week , The Today Show , and NBC Nightly News . [1] [5]
Telsey founded the eponymous Telsey Advisory Group in August 2006. [3]
Telsey's firm provides primary, contextual, quantitative, and qualitative research. It offers research through company, industry, and sector specific and thematic reports. It caters to hedge funds, mutual funds, private equity firms, and private and public consumer companies. The firm also offers consulting services. [8]
Passive management is an investing strategy that tracks a market-weighted index or portfolio. Passive management is most common on the equity market, where index funds track a stock market index, but it is becoming more common in other investment types, including bonds, commodities and hedge funds.
Investment banking pertains to certain activities of a financial services company or a corporate division that engages in providing advisory-based services on financial transactions for clients, such as institutional investors, corporations, and governments. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of debt or equity securities. An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, FICC services or research. Most investment banks maintain prime brokerage and asset management departments in conjunction with their investment research businesses. As an industry, it is broken up into the Bulge Bracket, Middle Market, and boutique market.
CIBC Capital Markets is the investment banking subsidiary of the Canadian Imperial Bank of Commerce. The firm operates as an investment bank both in Canadian and global equity and debt capital markets. The firm provides a variety of financial services including equity and debt capital market products, mergers and acquisitions, global markets, merchant banking, and other investment banking advisory services.
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded in 1984. It provides an array of investment research and investment management services.
Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives and was among the largest members of the New York Stock Exchange. The company served over 3.2 million clients primarily in the U.S. Dean Witter provided debt and equity underwriting and brokerage as mutual funds and other saving and investment products for individual investors. The company's asset management arm, Dean Witter InterCapital, with total assets of $90.0 billion prior to the acquisition, was one of the largest asset management operations in the U.S.
Zvi Bodie is an American economist, author and professor. He was the Norman and Adele Barron Professor of Management at Boston University, teaching finance at Questrom for 43 years before retiring in 2015. His textbook, Investments, (with Kane and Marcus) is the market leader and is used in the certification programs of the CFA Institute and the Society of Actuaries. Bodie's work has centered on pension finance and investment strategy. He continues to do consulting work and media interviews.
Securities research is a discipline within the financial services industry. Securities research professionals are known most generally as "analysts", "research analysts", or "securities analysts"; all the foregoing terms are synonymous. Research analysts produce research reports and typically issue a recommendation: buy ("overweight"), hold, or sell ("underweight"); see target price and trade idea.
Gideon Isaiah Gartner was an American businessman, investor, and philanthropist. He was often referred to as the father of the modern analyst industry. He is best known as the founder of Gartner, Inc. a Stamford, Connecticut information technology (IT) research and advisory company.
Robert W. Baird & Co. is an American multinational independent investment firm and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned financial services firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.
Jing Ulrich, née Li (李晶), is Managing Director and the Vice Chairman of Investment Banking at JPMorgan Chase.
Raymond Thomas Dalio is an American investor and hedge fund manager, who has served as co-chief investment officer of the world's largest hedge fund, Bridgewater Associates, since 1985. He founded Bridgewater in 1975 in New York.
Meredith Ann Whitney is an American businesswoman and financial analyst. She is known for successfully forecasting the financial crisis of 2007–2008, and was dubbed “The Oracle of Wall Street” by Bloomberg.
Keefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector. KBW's primary business lines include research, corporate finance, equity sales and trading, equity capital markets, debt capital markets, and asset management.
S&P Dow Jones Indices LLC is a joint venture between S&P Global, the CME Group, and News Corp that was announced in 2011 and later launched in 2012. It produces, maintains, licenses, and markets stock market indices as benchmarks and as the basis of investable products, such as exchange-traded funds (ETFs), mutual funds, and structured products. The company currently has employees in 15 cities worldwide, including New York, London, Frankfurt, Singapore, Hong Kong, Sydney, Beijing, and Dubai.
Burkenroad Reports are widely circulated financial reports on small- to medium-sized companies around the Gulf Coast that are traditionally under-followed by bulge bracket stock analysts. Colloquially the Burkenroad-followed companies are referred to as "stocks under rocks". The reports are published by the Freeman School of Business at Tulane University. Under faculty supervision, students work in small groups to produce the reports after visiting companies and interviewing top management. This procedure gives students the opportunity to develop practical stock analysis skills.
PTI Securities & Futures is a money management, securities and discount brokerage firm with offices in Chicago, Illinois and Peoria, Arizona. Established in 1991, PTI Securities provides investors, fund managers and pension funds in the United States with investment consulting services.
Profit Investment Management, LLC is an SEC registered investment advisory firm based in Bethesda, MD. The Firm was founded in 1996 by Eugene Profit, the current president, CEO, and portfolio manager of the firm. Profit Investment Management manages large-cap, small-cap and ESG equity portfolios.
Guosen Securities Company Limited is a Chinese state-owned financial services company headquartered in Shenzhen, China, with more than 70 branches and 11,500 employees nationwide. It has offices in 47 major cities in China including Shenzhen, Beijing, Guangzhou, Foshan, Nanjing, Shanghai, Tianjin and Hong Kong. Guosen Securities provides sales and trading, investment banking, research, asset management, private equity, and other financial services with both institutional and retail clients in China and Hong Kong. It also operates a trading platform called GuoXin TradingStation.
Perry J. Kaufman is an American systematic trader, rocket scientist, index developer, and quantitative financial theorist. He is considered a leading expert in the development of fully algorithmic trading programs.
PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses. The firm was founded by Paul J Taubman after his 30-year tenure at Morgan Stanley, where he served as Global Head of Mergers and Acquisitions, Global Head of Investment Banking and until the end of 2012, Co-President of the Institutional Securities Group, which included Investment Banking as well as Sales and Trading.