Carter Copeland is President of Melius Research, where he is also the lead research analyst covering the global aerospace and defense sector. In the dozen years prior to joining Melius, he was ranked in Institutional Investor’s annual survey of top analysts in every year since taking over lead coverage responsibility, including most recently a number-two rank in 2017. Last year, Mr. Copeland was also named the number-one aerospace and defense analyst on Wall Street by Institutional Investor’s Alpha magazine. Mr. Copeland previously was a managing director and senior analyst covering aerospace and defense for Barclays Plc and Lehman Brothers. Before beginning his career as an equity analyst, Mr. Copeland worked as a research assistant at the Federal Reserve Board of Governors in Washington, D.C., where he was an assistant to the Federal Open Market Committee — FOMC — and conducted and published academic research on various topics in corporate finance, most notably pension management. Mr. Copeland graduated from the University of Alabama with a degree in economics. He was valedictorian of his class. He also received an MBA from Washington University in St. Louis. He was a member of the Corporate Leaders program at the Council on Foreign Relations.
Simeon Siegel is a Managing Director and Senior Analyst at BMO Capital Markets specializing in retail and e-commerce. He started his career at Goldman Sachs and worked at JPMorgan and Nomura | Instinet. He is a regular guest on CNBC and is frequently quoted across the media. He received a B.A. degree in economics and philosophy from Columbia University and is a CFA charterholder. He is on the boards of Read Ahead and the Hebrew Free Loan Society and is Vice Chair of the UJA Luxury Division.
Janet Kloppenburg is President of JJK Research. Ms. Kloppenburg is a well-known specialty retail analyst who served 18 years on Wall Street’s sell side. There, she developed extensive knowledge and expertise of the retailing industry. Ms. Kloppenburg has a proven track record on delivering timely and pertinent research and analysis, which has been instrumental to the investment decisions of her clients. Ms. Kloppenburg became a stock analyst after being trained as a buyer for a major New York City department store where she gained invaluable insights into the inner workings of a major retail operation. Moreover, this experience was the avenue that helped her to begin to develop her well-honed industry perspective, which she draws upon to continually evaluate industry trends.
Jen Redding is an Equity Analyst at Wedbush Securities Inc. covering consumer sector stocks, with experience covering consumer and tech stocks spanning 10-plus years, including coverage of companies in softlines, broadlines, e-commerce, leisure and restaurants. Ms. Redding spent the most recent two-year period as Director of Consumer and Tech Data Research at an off-Street startup, where she spearheaded correlating and packaging raw data into actionable product for institutional investors. At BMO Capital Markets, LLC, Ms. Redding envisioned and led the BMO Big Data initiative. In addition, she worked on Bank of Montreal, Wachovia and A.G. Edward & Son’s Consumer Equity Research teams. Ms. Redding holds a B.S. in business administration, magna cum laude, with an emphasis in finance and psychology from Saint Louis University.
Adrienne Yih is a Managing Director and Research Analyst at Barclays covering U.S. specialty retail, apparel and e-commerce. She joined Barclays in 2019 and has covered the retail sector for more than 20 years. Prior to joining Barclays, Ms. Yih worked for Wolfe Research, where she was known for developing robust quantitative models used to inform her fundamental industry view and stock picks, and prior to that also led coverage of the diversified retail sector at Janney and FBR Capital Markets. Her finance career began at Prudential Investment Group with experience in investment banking, private debt investing, and quantitative asset allocation. Ms. Yih holds an MBA in finance from The Anderson School at UCLA and a B.S. degree in industrial engineering from Stanford University.
Sam Poser has been the Senior Analyst covering the footwear and apparel industry for Susquehanna Financial Group, LLLP since 2016. Before that, he spent nine years with Sterne Agee CRT, where he was a managing director covering the footwear and apparel industry. Prior to that, he was a senior analyst at FTN Midwest and an analyst at Mosaic Research. Mr. Poser’s industry experience spanned 10 years during which he was a buyer at The Sports Authority, Champs Sports and associate buyer at Track and Trail. He earned his B.A. in political studies from Pitzer College.
Thomas Curran, CFA, is Senior Vice President of B. Riley FBR, Inc. With over a decade of experience as a senior sellside equity analyst, Mr. Curran has covered every segment of the energy equipment and services value chain as well as select other industries, e.g., desalination equipment, calcium chloride, power transmission, etc., and conducted due diligence and/or provided support for diverse array of equity offerings totaling over $775 million, including 144a, IPO, private placement and ATM — at the market — transactions. He has been ranked number three out of 40 for stock picking in the energy equipment and services category in the 2018 Thomson Reuters Analyst Awards and has appeared in myriad media outlets, such as The Wall Street Journal, Bloomberg and Forbes.
Barry Oxford is a Senior Research Analyst and joined D.A. Davidson & Co. in July 2014 to initiate coverage of the real estate sector, focusing on the office and industrial real estate companies. Previously, he was with Discern, Inc. and, prior to this, spent 10 years on the buy side as a research analyst for Invesco, UBS and Colonial First State. He started his career at Alex. Brown & Sons on the II-ranked real estate team. Mr. Oxford holds an MBA with a finance concentration from the Crummer School of Business at Rollins College and a bachelor’s degree in economics and English from Denison University. He also holds the Chartered Financial Analyst designation.
Kevin Brown is an Equity Analyst in the Finance Team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers health care, hotel, residential, retail and triple net REITs in the U.S. Before joining Morningstar in 2018, Mr. Brown worked for the securities group in a global real-estate-focused asset management company, spending nine years covering health care and hotel REITs. Mr. Brown holds a bachelor’s degree in economics after graduating from Dartmouth College in 2005. He also holds the Chartered Financial Analyst designation.
Yousuf Hafuda is an Equity Analyst covering the real estate space on the financial services team at Morningstar. His coverage list includes office, industrial and self-storage REITs as well as real estate services companies. Before assuming his current role, Mr. Hafuda was an associate equity analyst on the basic materials team at Morningstar. Mr. Hafuda holds a bachelor’s degree in political science from Grinnell College. He is an active member of the Urban Land Institute — ULI.
