How will shifts in TV ratings affect original program investment? Why are pay TV subscriptions lagging new-home growth? Who's going to make money on single-channel OTT plays? What's your view on the sustainability of the bundle? Which big content company is most likely to break ranks from traditional distributors? How much will it cost to build gigabit networks? You've got questions, they've got answers - and the detailed analysis to back them up. Get a first-person view of the changing economics of digital media and communications as some of the most-respected, most-quoted analysts in the business express their views and share their projections.
the most promising growth areas for network operators
quantifying the risks and rewards confronting content producers
who's winning and who's losing as video market shares shift
Jason Bazinet, Managing Director, Citi Research
Craig Moffett, Partner and Senior Analyst, MoffettNathanson, LLC
Marci Ryvicker, Managing Director, Wells Fargo Securities
Benjamin Swinburne, Managing Director, Morgan Stanley
Christopher Winfrey, EVP, Chief Financial Officer, Charter Communications
Mr. Bazinet is a Managing Director covering Entertainment, Cable and Satellite equities at Citi. He has held this position since 2005. During 2005, he was named “Best on the Street” for his stock picks by The Wall Street Journal. During 2007, he was named by Forbes as one of the 10 best stock pickers among all sell-side analysts. And, he has been ranked each year as a top analyst by Institutional Investor since 2007.
Craig Moffett has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on fifteen separate occasions, including nine separate appearance as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite. He has also been rated the #1 analyst in the U.S. Telecommunications sector by Bloomberg Markets, and he has consistently ranked #1 in Research Quality in Greenwich Research’s annual survey in both Telecommunications and U.S. Cable and Satellite sectors.
Marci Ryvicker is a Managing Director, Senior Equity analyst of Wells Fargo Securities, covering the media sector with specific focus on diversified entertainment, broadcast, outdoor and cable/satellite. Ms. Ryvicker began her career as a certified public accountant at PricewaterhouseCoopers, LLC. She earned her MBA degree from Harvard Business School and holds a BS in economics with a concentration in accounting from The Wharton School of the University of Pennsylvania. Ms. Ryvicker is a certified public accountant and a CFA charterholder.
Benjamin Swinburne is a Managing Director at Morgan Stanley Research covering the Media, Cable/Satellite, and Advertising industries. He is consistently ranked among the leading analysts in multiple sectors in a variety of investor polls including a #1 ranking in Institutional Investor magazine’s annual poll in both Media and Cable/Satellite for multiple years. Prior to joining Morgan Stanley as a member of the media research team in 1999, he worked at Lucent Technologies as an analyst in the mergers and acquisitions division of corporate strategy.
As Charter's Executive Vice President and Chief Financial Officer, Chris Winfrey is responsible for all of the Company’s financial functions, including accounting, financial planning and analysis, tax and treasury, mergers and acquisitions, capital structure activities and investor relations. He also directs Charter's supply chain management, facilities, revenue assurance and business intelligence teams.