About
Shares of payments stalwarts Visa and Mastercard did better than most on the backs of resilient consumer spending despite punchy inflation and higher rates. But with 2023 recessionary fears intensifying, will those fintech names prove havens? Or is it time to bargain hunt? Join MarketWatch reporter Emily Bary, MoffettNathanson analyst Lisa Ellis, and Mizuho analyst Dan Dolev for a discussion on how to make strategic fintech wagers.

Presenters
1671083014-51e7bfa90f872581
Emily Bary
Reporter, MarketWatch
Emily Bary is a reporter with MarketWatch covering payments, technology, and telecommunications. Prior to joining MarketWatch, she worked for Barron's magazine and Barron's Next, helping to make investing coverage more accessible for the next generation of investors. Emily graduated from Wellesley College with a bachelors in political science. She also holds a masters in business journalism and an MBA from New York University.
1671083201-86b47a6bbfb32f59
Lisa Ellis
Senior Managing Director, SVB MoffettNathanson
Lisa Ellis is a Senior Research Analyst at MoffettNathanson, a division of SVB Securities, and leads the Payments, Processors, and IT Services business. Prior to joining the firm, Lisa was most recently a Managing Director and Senior Research Analyst at Sanford Bernstein & Co., LLC where she was the #1 Institutional Investor ranked Payments, Processors, and IT Services analyst. Prior to Bernstein, she spent thirteen years at McKinsey & Co. where she was a Partner in the firm's Technology & Telecom and Marketing & Sales consulting practices. While at McKinsey, Lisa was the lead partner on dozens of engagements focused in strategic areas including specialty networks, mobile applications, cloud, and outsourcing. In 2020, Lisa was selected to Barron's list of “100 Most Influential Women in U.S. Finance”.

She earned a B.S. in Physics and Mathematics from the College of William & Mary where she graduated magna cum laude and Phi Beta Kappa. She also holds an M.S. in Materials Science & Engineering and an MBA, both from the University of Virginia.

The Research Analyst or Associate covering AXP, FIS, FISV, MA has a financial interest (a long position) in the company.

In the past 12 months, an affiliate of SVB Securities LLC has received compensation for providing non-securities services to FISV and SQ.
1671083403-fbf66937c758473b
Dan Dolev
Senior Analyst, Mizuho
Dan Dolev joined Mizuho in May 2020 as a senior analyst covering the FinTech sector. Prior to Mizuho, Dan worked at Macquarie as an equity research senior analyst covering payments and business services, and has held similar roles at Nomura Instinet and Jefferies. He has 13+ years of experience and began his research career at Sanford Bernstein. In 2015, he was voted Rising Star by Institutional Investor (II) in Business Services. Dan holds a Bachelor of Arts degree in Economics, Cum Laude, from Columbia University and an MBA in Finance from Columbia Business School.
Register To Watch Recording
Full name*
Email Address*
Seniority*
Company*
Have a question for the Speaker? Submit here.
Marketing Permission
By registering, I agree to communications from Barron's Group. I understand that I can unsubscribe at any time by clicking the unsubscribe link in the footer of our emails, or by replying to our emails and asking to be unsubscribed. For more information, please read our privacy notice.
Privacy Notice
✓ Yes, I would like to receive communications from Barron's Group.
We use BigMarker as our webinar platform. By clicking Register, you acknowledge that the information you provide will be transferred to BigMarker processing in accordance with their Terms of Service and Privacy Policy.