Bernstein

Yesterday, across our global offices including London, Paris, New York, Hong Kong and Mumbai, we celebrated our one-year anniversary of Bernstein – a joint venture between AllianceBernstein and Societe Generale. A chance to reflect on the achievements of the past year, there was a whole host of employee activities including a Bernstein quiz, a live version of our ‘In the Know’ podcast to discuss ‘Bernstein: One Year On’, lunches and drinks receptions. #BestofBernstein

Today marks the one-year #Anniversary of Bernstein , a joint venture between AllianceBernstein and Societe Generale . Over the past year, our partnership has continued to develop, whilst our mission remains clear : to build a global independent leader in #Equity #Research and #Trading. We now have the ability to deliver services to investors at a scope and scale previously unavailable, unlocking greater access across the full equity chain. From a personal perspective, the past year has been a hugely rewarding experience : learning from the best in the industry, working as a truly collective team to solve every challenge, engaging with our clients and being forever grateful for their support and advice as we build and deliver the #BestofBernstein. One year on, some of our achievements include : - A greater depth and breadth of industry-leading research under the Bernstein and Autonomous Research brands, covering over 1,000 stocks listed in equity markets across North America, Europe, Asia and the Middle East - A leading global trading platform, with unique liquidity, content, and technology, allowing our clients to trade across the globe, leveraging our unbiased, unconflicted agency model - Expanding our reach to ECM with key transactions completed in both the US and EMEA. Thank you to our clients for your patience over the past year! The Bernstein team looks forward to continuing to work with you to provide exceptional value on a global scale. #Bernstein #Autonomous #SG

Last week and alongside Societe Generale Corporate and Investment Banking - SGCIB, we closed the markets for trading at LSEG (London Stock Exchange Group). As part of the event, Jeremy Bruce, EMEA Head of Trading at Bernstein and Hatem Mustapha, Societe Generale’s Co-Head of Global Markets hosted senior executives from the Asset Management and Hedge Fund sectors to discuss how data-driven insights can significantly enhance investment decision-making processes. Turning the London Stock Exchange ‘Bernstein blue’, Jeremy Bruce remarks: “The event was an opportunity to celebrate one year since the launch of our joint venture. Looking back on the past year, ‘our partnership in action’ has enabled us to combine strengths and create synergies, providing greater access across the full equity chain – and yesterday was just another example of the two businesses coming together in force. Thank you to all who attended to make the event a success!”.

Societe Generale Corporate and Investment Banking - SGCIB and Bernstein, its global leader in cash equities and research, closed the markets for trading last night. The event also served as a celebration of Societe Generale’s recent industry recognition, including "Best ETF Liquidity Provider of the Year" by ETF Stream Awards and "Data & Analytics Vendor of the Year" by Global Capital. In light of this occasion, Hatem Mustapha, Societe Generale’s Co-Head of Global Markets, and Jeremy Bruce, EMEA Head of Trading at Bernstein, hosted senior executives from the Asset Management and Hedge Fund sectors to exchange on how data-driven insights can significantly enhance investment decision-making processes. Read the welcome story: https://lseg.group/3QPl7VL #MarketClose #ETFs #COF #AssetManagement #HedgeFunds

Last week, our Bernstein Hong Kong team organised a beach clean-up event at Stanley Back Beach, a public beach in Hong Kong. 🚮 As part of our ongoing commitment to environmental sustainability and to work towards a cleaner and healthier future for us all, they joined together to collect a significant amount of litter – which proved beneficial both as a team-building event and for environmental awareness. Thanks to every employee, their family and their friends who took time out of their weekend to work for this important social cause. Together, we can all make a difference!

We are delighted to welcome Masahiro Akita to Bernstein, joining the research team as an analyst covering Japanese Autos and Auto Parts. The largest sector in Japan by market cap and our fifth dedicated analyst for the Japan market, Masa will be part of the global auto team working with Eunice Lee, Stephen Reitman and Daniel Roeska. Masa joins Bernstein from a senior consultancy role to the auto industry. Prior to that, Masa worked at one of the largest auto parts suppliers globally and with a bank as part of the Global Auto Team. Masa has a BA from Waseda University and an MBA from HEC Paris. Bernstein’s commitment to industrial-strength research remains as firm as ever. The growth mandate that underpins the joint venture between Societe Generale and AllianceBernstein means we can combine the long-term, fundamental perspectives of our experienced Sector Heads with high-impact talent to expand the breadth and depth of coverage across Asia, and globally. #BernsteinOnBoard

WiAM https://lnkd.in/e8PSE8cr would like to thank Bernstein and Autonomous Research for sponsoring our network event and fireside chat for women in the investment community in London this week. With special thanks also, to our expressive and eloquent speaker Sasha Scott, Founder/CEO of Inclusive Group, who treated us to a talk on how to communicate with clarity, competence and confidence. There are some helpful resources on Sasha’s page but our take aways: 1. Have a roadmap - think where you want to go in your life, career etc., and how you might get there. Then make a concrete plan and follow through. 2. Be intentional - when speaking, when taking action, or making connections, but be honest and stay true to yourself 3. Be clear and direct - create space for people to listen and pay attention, 4. Embrace the silence - it’s a form of a language and another way to communicate effectively. 5. Listen. Really listen. We especially liked the phrase “slow down to speed up” observe, assess and pivot, it could accelerate your progress. Feedback following the event was unanimously positive with the attendees from a diverse cross section of ladies at all stages in their careers. The Q&A session in particular could have gone on for another hour given how insightful and thought provoking the content was. Women in Asset Management (WiAM) network was launched in 2018 with the aim of building a stronger sense of community for women and our advocates in the investment management industry. We aim to connect leading women in our industry, cross pollinate ideas and best practices for our respective organisations, share experiences, and glean tips to accelerate our advancement in the asset management industry. Yasmine Rassem and Amy Davies co-run the group away from their day jobs, working at Bernstein Autonomous in Equity Sales. #communicationskills #dei #womeninassetmanagement #womeninvestors #womeninresearch

Costco, Welcome to the Club 🛒 US Retailing Analyst Zhihan Ma joins host Sid Malkani this week to unpack multi-billion dollar global retailer Costco, self-described as a “membership warehouse club” and operating in 14 countries. We delve into the history of the club model, and where Costco fits into this strategy – from their unique pricing and branding strategy to the Kirkland brand as a whole. Plus, we look at Costco’s international strategy, and their runway for growth in other markets. Spotify: https://lnkd.in/eh3_H7fd Apple: https://lnkd.in/e7m3kmpX

We are excited to welcome Lee Morakis to Bernstein as the Head of Execution Consulting, Americas.    Lee brings an enormous wealth of capital markets experience in various program and electronic trading, sales, and execution research management roles. He comes to us from his own consulting company, which specialised in utilising alternative trading data within the portfolio construction and trading process – and intends to bring that same data-driven, client consultative approach to Bernstein to help institutional clients optimise their implementation strategies, and create industry-leading execution analysis and content.   This senior addition to our trading team reflects Bernstein’s continuing commitment to delivering innovative, nimble, modern, and data-driven solutions for our clients.    #BernsteinOnBoard

Last week, we hosted Bernstein’s inaugural India Conference in Mumbai – Indian Consumption: Myth & Materiality – focusing on the changing face of the Indian consumer. The conference featured Bernstein’s India Consumer Research team (Venugopal Garre, Jignanshu Gor and Rahul Malhotra), leading corporates from across the consumer value chain and several highly insightful keynote speakers. Topics discussed included the evolving consumer wallets priorities, emerging trends in digital vs. physical experiences, the emergence of D2C brands and the on-ground consumption trends from large distributors covering different regions and categories. The India Consumer Conference is one of many investor conferences that has taken place around the world since the joint venture between AllianceBernstein and Societe Generale. It demonstrates Bernstein’s continued focus on producing differentiated research insights and ability to orchestrate unique events for investors by drawing on the strength of our leading research franchise. We look forward to seeing you at our upcoming events! Pictured: 1) Opening Remarks | Venugopal Garre (Director of Research, India) 2) How to Cater to the Next Consumer? | Jignanshu Gor (Senior Analyst, India Emerging Consumer), Sanjiv Mehta (Chairman, L Catterton India), Abheek Singhi (Chair of Practices, Managing Director & Senior Partner, BCG) 3) Consumer Wallets Part 2 | Venugopal Garre, Devang Sampat (MD, Cinépolis India Pvt. Ltd), Manish Kalra (Digital business and consumer leader, CXO experience at ZEE5, Amazon, MakeMyTrip), Saurabh Devendra Singh (CFO, ixigo), Rahul Malhotra (Senior Analyst, India Technology, Media & Internet) 4) An Investor and a CEO | Rahul Malhotra, Sriharsha M. (Founder & CEO, Swiggy), Anand Daniel (Partner at Accel) 5) Disruptors’ CEO Panel | Venugopal Garre, Prashanth Aluru (CEO & Co-Founder of TMRW), Prashant Peres (Managing Director, Kellanova South Asia), Siddharth Jain (Managing Partner and Country Head, Kearney India), Anurag Kedia (Co-Founder, Pilgrim)