Oliver Chen
Oliver Chen (born 1978) is an Taiwanese-American retail analyst and industry expert. He currently serves as Managing director and senior equity research analyst at Cowen.[1][2][3][4]
Early life and education[edit]
Chen stems from a Taiwanese family, his father was a political scientist and activist. The family owned a brassware store.[5] He graduated with a bachelor of science in business administration from Georgetown University[6] and subsequently obtained a Master of Business Administration from the Wharton School at the University of Pennsylvania. [7]
During his time at Wharton, Chen received the Jay H. Baker Retail Award for impact in retailing and co-founded the Wharton Retail Club. He was recognized in the Wharton School’s “40 Under 40” brightest stars alumni list in 2017.[8]
Chen is also a CFA charterholder.[4]
Career[edit]
Chen’s interest in the retail sector started, when he began working at his parents business in Natchitoches, Louisiana at age 7 / 12.[3][4]
Chen started bis career in JPMorgan’s consumer products/retail mergers and acquisitions group.[6] He subsequently served in the global mergers and acquisitions/strategic planning group at PepsiCo and in the investment research division at UBS. From 2007 – 2014, Chen worked as luxury analyst and vice-president at Citygroup.[9]
In 2015, Chen represented the National University of Singapore for the World Economic Forum’s Global Risks Report.[10] In 2014, Chen joined Cowen.[11]
Awards and recognitions[edit]
Chen is considered an industry expert and is frequently featured in various news outlets and is invited as a speaker and panelist at key industry events.[12][13][14][15]
He was recognized a top analyst on the 2018 and 2017 Institutional Investor All-America Research team and in 2019, was selected as a preeminent retail influencer and named on the National Retail Federation (NRF) Foundation’s “2019 List of People Shaping Retail’s Future.”[2][3]
References[edit]
- ↑ Touchot, Arthur (2013-04-25). "In Basel, a Shiny Shop Window for Watchmakers". The New York Times. ISSN 0362-4331. Retrieved 2019-03-13.
- ↑ 2.0 2.1 "The 2014 All-America Research Team: Retailing/Specialty Stores, No. 3: Oliver Chen". Institutional Investor. Retrieved 2019-03-13.
- ↑ 3.0 3.1 3.2 "The Influencers 2019 | NRF Foundation Site | Shaping retail's future". nrffoundation.org. Retrieved 2019-03-13.
- ↑ 4.0 4.1 4.2 "Oliver Chen". COWEN. Retrieved 2019-03-13.
- ↑ Bennett, Johanna. "5 Amazon-Proof Retail Stocks From a Top Analyst". www.barrons.com. Retrieved 2019-03-13.
- ↑ 6.0 6.1 "Georgetown Yearbook" (PDF).
- ↑ ©2014; School, The Wharton; Pennsylvania, University of; Street, 3733 Spruce; Hall, 344 Vance; Philadelphia; Pa; 19104; +1.215.746.6509 (2017-10-12). "Oliver Chen WG06". Wharton Magazine. Retrieved 2019-03-13.
- ↑ "Wharton Alumni Magazine (2017)" (PDF).
- ↑ "Subscribe to read". Financial Times. Retrieved 2019-03-13.
- ↑ "We Forum Global Risk Report (2015)" (PDF).
- ↑ "Bloomberg - Are you a robot?". www.bloomberg.com. Retrieved 2019-03-13.
- ↑ "Subscribe to read". Financial Times. Retrieved 2019-03-13.
- ↑ Touchot, Arthur (2013-04-25). "In Basel, a Shiny Shop Window for Watchmakers". The New York Times. ISSN 0362-4331. Retrieved 2019-03-13.
- ↑ "Retail expert: It's all about value and experience this holiday season". www.cnbc.com. Retrieved 2019-03-13.
- ↑ "The Wal-Mart Empire Strikes Back". Institutional Investor. Retrieved 2019-03-13.
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