Consumer >> Analyst Interviews >> November 21, 2013

Publishers Restructure While Waiting for Demand to Return

Claudio Aspesi, Senior Research Analyst, joined Sanford C. Bernstein & Co., LLC, in 2004 covering European media stocks. Previously he was Global Senior Vice President of Strategy at EMI Music and was responsible for defining the company’s business model as the music industry entered the digital age. Before joining EMI Music in 2002, Mr. Aspesi was a member of the executive team at Airclic, an Internet infrastructure company, and prior to that a Principal at McKinsey and Co., working with many leading media and entertainment companies. Mr. Aspesi graduated with highest honors from Universita Luigi Bocconi, Milan, with a Laurea in Economia Aziendale. Profile
TWST: Would you start by introducing yourself with an overview of your coverage universe?

Mr. Aspesi: I have been covering, since 2006, the European media stocks for Bernstein.