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Summary
- Which sectors of the U.S. economy have recently experienced the largest earnings revisions?
- How have these revisions impacted our dividend forecasts?
- Are dividend forecasts a leading or lagging indicator?
Join the Dividend Forecasting Team in collaboration with the Visible Alpha Team for an insightful webinar that explores the latest earnings revisions across the U.S. economy.
In this session, we will showcase Visible Alpha's detailed consensus estimates and bottom-up models to identify the sectors undergoing the most significant changes in earnings estimates. We will examine how these revisions affect our dividend forecasts and illustrate the methodologies we use to incorporate earnings changes into our projections.
Additionally, attendees will gain insights into specific companies impacted by these revisions, highlighting real-world examples of how earnings estimates influence dividend forecasting. Join us as we delve deeper into the critical relationship between earnings revisions and dividend forecasting.
Moderator
S&P Global Market Intelligence
Brian Scheid
S&P Global Market Intelligence
Senior Reporter
Brian Scheid is a New York-based senior reporter, global markets with S&P Global Market Intelligence covering financial markets, monetary policy and US macroeconomics. Prior to joining Market Intelligence in March 2020, he worked for S&P Global Platts since 2010 where he covered multiple beats, including futures and swaps trading, Dodd-Frank financial reform efforts, Congress, the White House and multiple federal agencies. He last covered US crude oil policy and co-hosted Platts Capitol Crude, a weekly podcast. Previously, he worked for daily newspapers in Connecticut, New Jersey and Pennsylvania. Mr. Scheid is a graduate of Boston College.
Speakers
S&P Global Market Intelligence
Philip Harrison
S&P Global Market Intelligence
Director of Research, Visible Alpha
Philip Harrison is the Director of Research for Visible Alpha, where he oversees data operations guidelines as well as research initiatives in accounting, forecasting, and valuation. Prior to joining Visible Alpha in 2013, Philip was co-founder of Lusight Research, an independent research and investment technology firm focused on emerging markets. He was also a senior equity and credit analyst at ING Barings, Duff & Phelps (now known as Fitch Ratings), and UBS.
S&P Global Market Intelligence
Kelvin Menezes
Sr. Research Analyst, Dividend Forecasting
Kelvin Menezes is responsible for dividend forecasting in the Americas region. His primary focus is on the Utility sector in the United States and Canada, as well as the Latin American (LATAM) region, covering key players in a number of sectors, including Petrobras (Energy), Vale (Basic Resources), Orbia (Chemicals) and Banco de Chile (Financials).
Kelvin holds a bachelor’s degree in finance and accounting from the University of North Carolina at Wilmington, as well as a master’s in forensic accounting from the Florida International University. He is also business proficient in both Portuguese and Spanish.
S&P Global Market Intelligence
Juan Pablo Albornoz
US Head of Dividend Forecasting
Juan Pablo leads the Dividend Forecasting team for the Americas region. He manages a diverse group of analysts based in Argentina, India, and the United States. Prior to this role, he specialized in dividend forecasting for US and Canadian TMT and Healthcare companies through bottom-up fundamental analysis. He actively participates in public webinars, has published various research reports and regularly engages with clients and industry leaders.
The Dividend Forecasting product helps financial institutions price stocks and ETFs derivatives by delivering precise forecasts of the size and timing of dividend payments based on company and ETF research, market announcements, and unique quantitative insights.
Juan Pablo holds a bachelor's degree in Economics (Hons, magna cum laude) from the University of Buenos Aires (UBA), Argentina. Before joining S&P, he worked as an economic consultant in Argentina, handling macro-financial research, forecasting, business advisory, and engaging with the local press. Juan Pablo actively collaborates ad honorem as a visiting professor in undergraduate Economics courses at UBA.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.