Tracking the Shifting Consumer Paradigm with Alternative Data
Discussion Topics:
- Is spend shifting between the online and in-store channels?
- As U.S. consumers tighten their purse strings, are they moving toward familiarity?
- How much are consumers shopping around?
- How are various sectors faring, and which companies in those sectors are performing better than their peers?
- What is the outlook for 2025?
Speakers
Joe Hung
Applied Data Team Lead
Bloomberg Second Measure
As the applied data team lead at Bloomberg Second Measure, Joe helps clients interpret and apply alternative data to their investment research workflows. Prior to joining Bloomberg, Joe was at SaaS data company Exabel and also worked on alternative data-based strategies at firms ranging from family offices to Point72. He holds a BSc from Simon Fraser University in Actuarial Science and an MBA in Finance from Wharton School at the University of Pennsylvania.
R.J. Hottovy, CFA
Head of Analytical Research
Placer.ai
R.J. has covered the restaurant, retail, and e-commerce sectors for over 20 years. He has held several analyst positions in the past, including Global Consumer Equity Strategist at Morningstar and equity analyst roles at William Blair & Co. and Deutsche Bank. He also brings a wealth of experience with early-stage investments as an investor and member of the investment committee for the IrishAngels Venture Capital group. R.J. graduated Magna Cum Laude from the University of Notre Dame with a BA in Finance and a second degree in Computer Applications.