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Retailing – An Update on Secular Trends and Holiday Shopping

Event Description

Our featured luncheon speaker will be Dana Telsey, CEO and Chief Research Officer of Telsey Advisory Group based in New York.  Ms. Telsey will be providing comments on the long-term strategic challenges facing retailers as well as providing an update on the Holiday shopping season.

Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG).   Founded in 2006, TAG has grown to be a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space.   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 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 by Institutional Investor magazine's "All-America Independent Research Team."

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.

Event Type

Society; Educational

Education Topic


Start Time

12/12/2016 11:45 AM

End Time

12/12/2016 1:45 PM





Event Country


Event Region


Location Info

​The Madison Club
5 East Wilson Street
Madison, WI 53703


Dana Telsey

CE Credits

1 credit

SER Credit




Member Price

No Charge

Non-Member Price


Candidate Price

$15 / University Student - $10


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Content Type: MyCFA Custom Calendar
Created at 8/26/2016 3:52 PM by
Last modified at 12/11/2016 10:40 AM by