As a former investment banker, equity research analyst and long-time agency executive - and also as the developer of two of the global advertising industry's most widely-relied upon data sets - I offer unique insights and strategic analysis on the media, technology and marketing services industries.As a CFA charterholder I am obliged to act with integrity, competence, diligence, respect and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.Below are some examples of the types of projects I can help corporate entities as well as public market and private equity investors with.STRATEGIC DEVELOPMENTDevelopment and exploration of enterprise value expansion opportunitiesAnalysis of acquisition and divestiture opportunities"Future-proofing" or "blue-sky" conversations exploring assumptions about the industry, evolving competitive threats and opportunities and risks to plans COMPANY AND INDUSTRY ANALYSISRigorous assessments of industry-level assumptions and TAMs produced by 3rd party syndicated industry analystsCustomer and competitor analyses based on industry knowledge and public dataCustomized research such as interviews with customers, prospects or other stakeholdersGROWTH STRATEGY ASSESSMENTSRefinement of existing business strategiesApplication of industry knowledge and stakeholder research to assessments of "go-to-market" approaches for new revenue streamsCAPITAL MARKETS ADVISORYPositioning of long-term corporate strategies for public market investorsIdentification of gaps between investor perceptions or knowledge and corporate strategies Investor presentations and marketing plansAnalysis of peer companies and metrics relevant to investors

• Member of global leadership team at GroupM, the world’s largest ($63 billion in 2021) buyer of media• Responsible for global industry forecasts which involve detailed understanding of economic and business drivers of advertising activities in dozens of countries. Requires extensive financial and other analyses of hundreds of global media companies and related data paired with interviews of colleagues around the world. • Individually cited as a "major reason" behind trade publication Mediapost's Jan. 2023 awarding of Media Agency Holding Company of the Year to GroupM.• Actively engaged in providing media industry insights and observations to many of WPP’s largest clients. WPP clients include Alphabet/Google, L’Oreal, Unilever, Comcast, Nestle and Ford among hundreds of others• As one of WPP’s primary points of contact for investors and analysts, highly frequent and significant interactions on behalf of WPP via non-deal roadshows and regular participation in investor conferences (i.e. Morgan Stanley, UBS and Credit Suisse) as well as recurring webinars (i.e. from Evercore and BMO)• Co-hosted weekly podcast (50+ episodes), "This Week, Next Week" which resulted in significant engagement with clients, investors and press

• Institutional Investor-award winning lead analyst for independent equity research firm covering advertising-related stocks including Alphabet/Google, Amazon, Meta/Facebook, Snap, Twitter, The Trade Desk, Adobe, Salesforce.com, Disney, Paramount, Nielsen, WPP, Publicis, Omnicom, Interpublic and others• Clients included dozens of the world’s largest long-only institutional investors and hedge funds• Frequent press appearances (i.e. Wall Street Journal, Financial Times, The Economist, CNBC, Bloomberg, New York Times, Campaign) and public appearances at conferences, company offsites and other environments. Quoted multiple times in Ken Auletta’s “Frienemies” and was the subject of a multi-page profile in Ad Age

• At ad tech start-up backed by Union Square Ventures and Time Warner, helped educate investors and industry stakeholders about advanced TV. Led effort to win global “Hot Company of the Year” at Festival of Media

• Responsible for global advertising industry forecasts and actively engaging in advisory services with many of Interpublic’s largest clients included Microsoft, Johnson & Johnson, Intel and hundreds of others• Established reputation as “Madison Avenue’s de facto Chief Economist” (per Mediapost)• Developed media pricing tools, pricing forecasting processes and global best practices in media negotiations

• Member of Institutional Investor’s #2-ranked team in the sector. Covered companies included Comcast, DirecTV, EchoStar, Time Warner Cable, Cox Communications, Cablevision, Sirius and XM Satellite Radio• Responsible for financial modelling, report writing, primary research and buy-side interaction

• As an investment banker, analyzed structural alternatives for securities offerings. Performed due diligence and wrote Commitment Committee memos. Identified strategies for institutional sales force to target investors• Representative transactions: $230mm equity offering for satellite radio company and $300mm talent agency roll-up; a $2bn LBO as well as $300mm and $95mm credit facilities for wireless infrastructure company

• Elected President of the society which oversees CiTR in 1994 and 1995 to full-year terms• Built one of the world’s first radio station internet sites in 1993. Analyzed digital broadcast conversion• Host and producer of various news, sports, recorded music and live music programs