2018 Annual Dinner

The CFA Society of Austin

presents the

 14th Annual Dinner

Thursday, February 15, 2018 • 5:30pm – 9:00pm

Program Theme:

Tech Disruption of the Traditional Retail Marketplace

JW Marriott

110 E 2nd St

Austin, TX 78701

REGISTRATION CLOSED

With Special Guest Speakers:

Dana Telsey | CEO & Chief Research Officer at Telsey Advisory Group

Mark Mahaney | Managing Director & Senior Tech Analyst at RBC Capital Markets

And Moderated By:

Jenny Hoff, Managing Editor of Bankrate, Ino

Dana Telsey

Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG). TAG’s research team covers U.S. and international companies across all market caps in the following sectors: advertising, apparel manufacturers, children’s and teen retailers, consumer electronics retailers, cosmetics, department stores, discounters, footwear, gaming and lodging, home furnishings retailers, home improvement retailers, luxury goods, media, office supply retailers, off-price retailers, pay TV companies, restaurants, specialty apparel retailers, sporting goods retailers, and supermarkets. Founded in 2006, TAG has grown to be a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. TAG is also certified as a Woman-Owned Business Enterprise by several states, cities, the Women’s Business Enterprise National Council and numerous plan sponsors across the country. In 2015, Ms. Telsey also formed Telsey Consumer Fund Management LP, an asset management firm that manages a long/short hedge fund investing in consumer-based companies.

Ms. Telsey has followed over 100 companies during her 31-year career and is the only U.S. based analyst to provide complete analysis of the European luxury goods sector. From 1994 to 2006, she was at Bear, Stearns & Co. Inc. covering the retail sector as a Senior Managing Director. Prior to working at Bear Stearns, Ms. Telsey was the Retail Analyst at C.J. Lawrence and Vice President of the Baron Asset Fund at Baron Capital, Inc.

In 2016, Ms. Telsey won the Thomson Reuters award for “Number 1 Stock Picker for Multiline Retail”. In 2015, Ms. Telsey was selected, “from hundreds of nominees by the National Retail Federation (NRF) executive judging panel of top industry CEOs”, as one of the 24 winners of The List of People Shaping Retail’s Future. In 2014, Ms. Telsey was honored with the designation of Woman- Owned Brokerage of the Year by Traders Magazine for successfully growing her firm by developing and delivering top-notch research and trading tools. In 2011, Traders Magazine awarded her as Entrepreneur of the Year. Ms. Telsey is a thirteen-year member of Institutional Investor magazine’s “All-America Research Team” where she was ranked the Number One Specialty Stores analyst for seven consecutive years through 2005. In the most recent ranking of Institutional Investor magazine’s “All-America Independent Research Team”, she was ranked the Number One Specialty Stores analyst and Number One Broadlines & Department Stores analyst.

Ms. Telsey is a regular guest analyst on both CNN and CNBC and has appeared as a special guest on such programs as Bloomberg Radio, World News Tonight – ABC News, Good Morning America, The NBC Evening News, The Today Show, BNN, BBC amongst many others.

Ms. Telsey graduated from Hobart-William Smith Colleges with a B.A. degree in History and Spanish and received her M.B.A from Fordham University.

Mark Mahaney

Mark S. Mahaney is a Managing Director covering the Internet sector at RBC Capital Markets.  Mark has been ranked #1 in the Institutional Investor Poll for the Internet Sector (2008-2012).  He has also been ranked #1 in the Greenwich Institutional Investor Poll for the Internet sector, as well as the #1 Earnings Estimator and the #1 Stock Picker in the Internet Retail segment by the Financial Times and StarMine.  Mark has been covering Internet stocks since 1998.  Prior to RBC, he worked on both the sell-side and the buy-side, including with American Technology Research, Morgan Stanley, and Citibank.  Mark holds an MBA from Wharton Business School (1996), an MA from Johns Hopkins’ School of Advanced International Studies (1990), and a BA from Amherst College (1987).  Prior to Wall Street, Mark worked in management consulting with Deloitte Touche Tohmatsu and with the U.S. Department of State, the U.S. Senate, and the Office of the U.S. Trade Representative.  In another life, Mark was the bassist for Monkey Funk.  In this life, Mark is also an Assistant Basketball Coach.

Stay tuned for additional details!

Thank You To Our 2018 Annual Dinner Sponsors

Thank You To Our Platinum Sponsors

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