About Guidepoint Insights

Guidepoint Insights enables clients to make better-informed decisions through skillfully moderated teleconferences, in-person meetings and longitudinal surveys with subject matter experts from the Guidepoint Network. Insights is led by former buy-side and sell-side analysts, each with 10+ years of domain expertise, who moderate 150+ actionable events monthly across Healthcare, TMT, Consumer, Energy, Industrials and Business Services sectors.

Products & Services

Fundamental Analysis Teleconferences

Our experienced sector-specialist teams dig deep into the market-moving topics affecting both equities and credits. Our experts discuss issues such as upcoming catalysts, industry trends, competitive assessments, M&A and policy changes.

Learning Series Teleconferences

We moderate teleconferences that help clients accelerate their understanding of industries, public and private companies, business models, emerging technologies and potential policy changes.

Longitudinal Surveys

We offer longitudinal surveys across sectors to capture new product launches and monitor underlying business trends such as price/volume dynamics and market-share shifts.

Insights Library

Our Library portal offers on-demand access to all archived Fundamental Analysis and Learning Series Teleconferences as well as Longitudinal Surveys.  The portal is fully searchable and allows audio streaming or downloading of transcripts.

Key Differentiators

TOPICAL & TIMELY

We focus on topical and timely events, trends and situations that are relevant to our clients.

BROAD COVERAGE

We cover Healthcare, TMT, Consumer, Energy, Industrials, Financials, Business Services and Macro/Policy.

DEPTH & BREADTH

We dive deep into issues to help our clients appreciate complex topics as well as educate them on emerging trends, business models and technologies.

UNPARALLELED EXPERTISE

We select the most pertinent subject matter experts from Guidepoint’s industry-leading network of 500,000+ Advisors in 150 industries globally.

Meet the Team

The Guidepoint Insights team has years of buy-side and sell-side experience conducting calls with industry experts. Our sector-specific analysts drive highly interactive conversations to uncover unique insights with pointed questions.

Senior Leadership

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Rutwik Ghodadra

CEO, Guidepoint Insights

18+ years buy-side experience

Portfolio Manager, Apitgon Capital (Citadel)

Portfolio Manager, Visium Asset Management

Senior Analyst, Oracle Partners

VP, Lehman Brothers (Proprietary Trading Desk)

MBA, Indiana University Bloomington

MS Biomedical Engineering, Johns Hopkins University

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Rutwik Ghodadra

CEO, Guidepoint Insights

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Ameesh Shah

Global Head of Credit

17+ years buy-side credit and equity experience

Founder/CIO, Tjori Capital

Portfolio Manager, Visium Asset Management

Principal, Tennenbaum Capital Partners

Analyst, Ziff Brothers Investments

BS Economics, The Wharton School at the University of Pennsylvania

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Ameesh Shah

Global Head of Credit

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Lee Brown

Consultant

16+ years buy-side credit and equity experience

Founder/CIO, Reef Knot Capital

Portfolio Manager, Visium Asset Management

Senior Analyst, Highland Capital Management

VP Equity Research – Medical Devices, Merrill Lynch

MBA, Harvard Business School

BS, United States Naval Academy

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Lee Brown

Consultant

Healthcare

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Maneesha Ghiya

Healthcare – Therapeutics Strategist

20+ years covering therapeutics

Strategic Advisor and Co-founder, ExSight Ventures (focused on ophthalmic products)

Founder, FemHealth Ventures (focused on women’s health)

Healthcare Consulting Analyst, Highline Capital

Healthcare Analyst, Kindgon Capital

Analyst, JPMorgan Partners

MBA, Harvard Business School

BS Economics & BASc Computer Science (summa cum laude), University of Pennsylvania

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Maneesha Ghiya

Therapeutics Strategist

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Sameer Sabharwal, CFA

Healthcare – Senior Analyst

15+ years covering medical devices and healthcare services

Senior Analyst, TimesSquare Capital Management

Research Analyst, Eagle Asset Management

Senior Research Associate, Raymond James

BA Economics & International Studies (Honors),

University of Chicago

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Sameer Sabharwal, CFA

Senior Analyst

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Richard Yanuklis

Healthcare – Consultant

16+ years covering healthcare and international pharma

Co-founder & Co-Portfolio Manager, Senzar Asset Management

Analyst – Global Pharmaceuticals, FrontPoint Partners

BS Economics, Duke University

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Richard Yanuklis

Consultant

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Swati Kumar

Healthcare – Senior Analyst

14+ years covering therapeutics

Life Sciences M&A, Evercore Partners

VP, Equity Research – Specialty Pharma, Guggenheim

VP, Equity Research – Large Cap Pharma, Leerink Partners

BA Biological Sciences, Barnard College of Columbia University

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Swati Kumar

Senior Analyst

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Sameer Sabharwal, CFA

Healthcare – Senior Analyst

15+ years covering medical devices and healthcare services

Senior Analyst, TimesSquare Capital Management

Research Analyst, Eagle Asset Management

Senior Research Associate, Raymond James

BA Economics & International Studies (Honors),

University of Chicago

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Alexia Teofilovici

Analyst

TMT

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Shubho Ghosh

TMT – Sector Head

16+ years covering TMT

TMT Sector Head, Schoenfeld Strategic Advisors

Senior TMT Analyst, Millennium Management (Catapult Capital)

Co-Portfolio Manager & Senior Technology Analyst, Koyote Capital

Associate Analyst, Fred Alger Management

MBA & MS, University of Southern California

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Shubho Ghosh

Sector Head

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Scott Zeller

TMT – Senior Analyst

17+ years covering software and technology

Managing Director, Senior Equity Analyst – Software, Needham & Co.

VP, Senior Equity Analyst – Software, Gleacher & Co./First Albany

Associate, Equity Analyst – Software, Lehman Brothers

Associate, Equity Analyst – Software, Deutsche Bank

BS Economics, Cornell University

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Scott Zeller

Senior Analyst

Consumer

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Rohini Venkat

Consumer & Retail – Sector Head

10+ years covering consumer and retail

Senior Consumer Analyst – Large Cap Growth Portfolio, DWS Group

VP, Equity Research – Packaged Foods, Deutsche Bank

BA Economics, Harvard University

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Rohini Venkat

Sector Head

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Justin Ruiss

Consumer & Retail – Analyst

Analyst, Equity Research – Consumer, Sidoti & Company

Associate, Equity Research, The Benchmark Company

BA Finance, Providence College

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Justin Ruiss

Analyst

Energy & Industrials

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Marisa Moss

Energy – Sector Head

10+ years covering energy

Director, High Yield Research – Energy, Citigroup

VP, High Yield Research – Energy & Investment Grade Research – Chemicals, Bank of America

Associate, High Yield Research – Autos and Energy, Bank of America

MBA, Duke University – Fuqua School of Business

BS Finance and Marketing, University of Florida

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Marisa Moss

Sector Head

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Guy Hardwick

Industrials – Sector Head

24+ years covering industrials

Research Analyst, Millennium Management

Senior Equity Analyst, Atlantic Investment Management

VP/Senior Investment Analyst, Federated Global Investment Management

MSc Investment Analysis, University of Stirling (UK)

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Guy Hardwick

Sector Head

Logistics

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Sara Morss

Logistics Manager

Director of Development and Events, Westminster Towers

Director of Development, United Cerebral Palsy

MS International Hospitality & Tourism Management, University of South Carolina

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Sara Morss

Logistics Manager

Who We Serve

Equity & Credit Funds

Private Equity & Venture Capital

Consulting Firms

Corporations

Request Trial

Don’t hesitate to contact us.

 

We serve our clients from 10 offices on 3 continents around the world.
We are available 24/7 and look forward to hearing from you.