Guest Speaker Transcripts

April 22, 2025

Luxury Retail Call with CEO of Roberto Cavalli – Transcript

To discuss the luxury retail industry we hosted a call with Sergio Azzolari, CEO of Roberto Cavalli. Mr. Azzolari has an extensive background in growing and improving global fashion and luxury brands and has 30…

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April 9, 2025

Furniture Industry Executive Discusses Tariff Impact and Consumer Demand – Transcript

We hosted a call on the furniture industry with Jason Shefrin, CEO of Ubique Group, a Georgia-based leading furniture e-commerce and consortium of online brands (Merrick Lane, Emma & Oliver, others). Ubique Group has about…

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April 8, 2025

Digital Advertising Lunch with Ben Legg Summary

We hosted a digital advertising lunch in New York City on April 3rd with Ben Legg, CEO & Founder at Digital People. During the lunch Mr. Legg provided insights and opinions on Q2 ad budgets,…

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April 7, 2025

Franchise Restaurant Group CSO Discusses QSR Restaurants and Consumer Environment – Transcript

We hosted another call on both the restaurant industry and the health of the US consumer featuring Mr. Barry Dubin, co-founder and general partner of KBP Foods and KBP Brands, one of the largest restaurant…

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April 7, 2025

AI Demand and Capex Trend Discussion – Transcript

We hosted a follow-up call with Walter Aldana, VP of Partnerships & Alliances for Groq (Jan 2024-Present), to discuss demand trends for AI and capex. Mr. Aldana updated us on the production and commercialization of…

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March 19, 2025

Nike’s Turnaround Discussion with Former Executive – Transcript

We hosted a call featuring former Nike senior executive Jordan Morrell. The call was a wide-ranging discussion on consumer athletic footwear and apparel brands. We discussed Nike turnaround strategy, strengths and weaknesses of Elliott Hill,…

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March 17, 2025

GPU Financing Structure Discussion – Transcript

We hosted a call on GPU financing structures with Ben Baldieri, Founder & Chief Analyst of The GPU Newsletter. Mr. Baldieri is also Technical Sales Executive for Panchea since April 2024. During our discussion Mr….

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March 13, 2025

Applovin (APP) Ecommerce Advertising Update – Transcript

Revelare hosted an update call on AppLovin’s e-commerce advertising expansion. Our returning guest was Jonathan Snow, co-founder and Chief Innovation Officer at Avenue Z, an advertising, performance marketing, and PR agency managing upwards of $75M…

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March 12, 2025

Datacenter Outlook with Industry Executive – Transcript

We hosted discussion on the outlook for the datacenter industry with Kevin Dalton, Advisor for I Squared Capital, a private equity firm focusing on global infrastructure investments. Mr. Dalton is focused on a new U.S….

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March 7, 2025

Q1 Footwear and Sporting Goods Update with Intersport Global Category Director – Transcript

We hosted our quarterly call on the footwear and sports retail markets with Marcus Albrecht, Global Category Director for Sportswear and Sports Performance for Intersport Group GmbH, a Swiss-based sporting goods retailer with €14B in…

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