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In this exclusive South African webinar, we highlighted CFRA’s research methodologies and identified how aggressive techniques can enhance revenues, margins, and cash flows in payments and financial technology companies. We provided insights into the upcoming U.S. elections and analyze how various financial policies may influence the results.
Richard Sbaschnig, CFA, Head of Forensic Financial Research at CFRA, presented case study examples from our extensive work in the Americas and Europe. The examples included analyses of companies such as Block (SQ), Worldline (WLN), NEXI (NEXI), BILL Holdings (BILL), LightSpeed (LPSD), Dlocal (DLO), and Wirecard. The principles presented apply to a wide variety of names in this field.
Hugo Dante, Vice President, Financial Services Policy Analyst at Washington Analysis, discussed the policy implications of the U.S. Presidential Election on payments. Topics addressed include potential antitrust scrutiny of the major payment networks Visa (V) and Mastercard (MA), the prospects of real-time payments in the U.S., government regulation of big tech payment platforms such as PayPal (PYPL), the pending acquisition of Discover Financial (DFS) by Capital One (COF), and other legislative and regulatory policy catalysts tied to the U.S. Presidential Election.
Speakers
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Richard Sbaschnig, CFAHead of Forensic Financial Research, CFRA ResearchRichard A. Sbaschnig, CFA has covered the financial services industry for over 15 years. Most recently, Richard was a member of the Financial Institutions investment banking team at Societe Generale. Before that, he served as a Senior Analyst at two hedge funds focused on the financial services industry. Mr. Sbaschnig was an Equity Research Analyst at Oppenheimer & Co. Inc., Research Division in New York City. He was employed at Swiss Re, as part of an internal consulting team. Mr. Sbaschnig has appeared on CNBC’s Squawk Box, published numerous articles in financial trade journals, and been quoted by the financial media. He is a C.F.A. charter holder. Mr. Sbaschnig earned an M.Sc. in Economics from the London School of Economics and a B.A. in Economics from the University of Michigan. |
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Hugo DanteFinancial Services Policy Analyst, Washington AnalysisHugo Dante joined Washington Analysis in July 2023 as Financial Services Policy Analyst, Vice President. Hugo focuses on financial services and housing policy. Prior to joining Washington Analysis, Hugo held a cross-functional role role at Amazon Web Services as Market Insights & GTM Analyst for the International Financials and Digital Assets team, where he designed and deployed global go-to-market strategies supporting public sector financial institutions as they leverage digital assets, AI, data analytics, and blockchain solutions. Before Amazon, Hugo served as an Economist for the U.S. Congress Joint Economic Committee, covering housing, banking, financial services, cryptocurrencies, and general economic policy. He has also worked in the Office of the Chief Economist at the American Bankers Association, and as an MA Fellow at the Mercatus Center at George Mason University. Hugo is currently pursuing his PhD in Economics at George Mason University, after earning his Master of Arts (M.A.) in Economics from the same institution. He holds a Bachelor of Science (B.S.) degree in General Chemistry from the University of North Alabama, Honors College. |
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Giles Flower, ModeratorHead of EMEA Institutional Sales, CFRA Research |