Oliver Chen, CFA

New York, New York, United States Contact Info
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Columbia Business School professor, consumer futurist, and ranked retail and luxury Wall…

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Experience & Education

  • Cowen and Company

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Licenses & Certifications

Honors & Awards

  • Outstanding 50 Asian Americans in Business 2023

    Asian American Business Development Center

    TD Cowen congratulates Oliver Chen, CFA, Retail and Luxury Analyst and Senior Advisor to our Asian Business Resource Group, on being recognized by the Asian American Business Development Center for The Outstanding 50 Asian Americans in Business Award in 2023!

    The Outstanding 50 Asian Americans in Business Award, in its 20th year, recognizes the best of Asian American entrepreneurs, professionals, and corporate, executives who play a role in driving the US economy. Learn more about…

    TD Cowen congratulates Oliver Chen, CFA, Retail and Luxury Analyst and Senior Advisor to our Asian Business Resource Group, on being recognized by the Asian American Business Development Center for The Outstanding 50 Asian Americans in Business Award in 2023!

    The Outstanding 50 Asian Americans in Business Award, in its 20th year, recognizes the best of Asian American entrepreneurs, professionals, and corporate, executives who play a role in driving the US economy. Learn more about Oliver and his industry leading work: https://lnkd.in/edF8yAqn

  • New Frontiers in Retail: Thriving at the Center of Retail Innovation

    Columbia Business School

    Removing challenges for consumers and offering them technological tools that drive exciting shopping experiences are at the heart of Columbia Business School’s course titled New Frontiers in Retail: Magic and Logic.

    This spring, the class paired two retail heavyweights, Kinshuk Jerath, professor of business in the marketing division, and Oliver Chen, adjunct professor of business, and managing director and senior equity research analyst at the investment bank Cowen. Prof. Jerath’s…

    Removing challenges for consumers and offering them technological tools that drive exciting shopping experiences are at the heart of Columbia Business School’s course titled New Frontiers in Retail: Magic and Logic.

    This spring, the class paired two retail heavyweights, Kinshuk Jerath, professor of business in the marketing division, and Oliver Chen, adjunct professor of business, and managing director and senior equity research analyst at the investment bank Cowen. Prof. Jerath’s unparalleled academic knowledge and research combined with Prof. Chen’s Wall Street background created a unique learning environment where students were able to immerse themselves fully in the study of the future of retail.

    Consumers looking to buy a new pair of eyeglasses or a perfect pair of pants and shoes to go with a favorite sweater now often find their online shopping experiences are enriched by virtual try-ons, personalized wardrobe suggestions, and rental as well as resale options. With your smartphone, you can place a pair of Warby Parker glasses on your face through augmented reality, or you can view six ensembles that match that bright, cashmere cardigan.

    These shopping journeys are part of the ever-evolving world of experiential retail. Big advances in technologies such as AR and virtual reality and customer data platforms have had a significant impact on emerging and growing marketplaces. “This course is not about what has happened in the past,” says Jerath, “but about what’s going to happen next.”

    Chen adds, “Mobile phones have become the new mall in many ways and a gateway to e-commerce. The integration of physical and digital, bricks and clicks, has been really impactful and meaningful as we think about new modalities and receiving goods.”

    “How do you merge the virtual and the physical? How do you leverage your physical assets to drive excitement and engagement?” asks Chen, who, along with Jerath, focuses on those questions throughout th

  • Wharton School: 40 Under 40

    University of Pennsylvania

    39; managing director and head of retail and luxury equity research at Cowen and Company, LLC; has been ranked as a top equity research stock analyst in retail and luxury goods

    Secret to your success? I believe there is always something more to learn in a world where we see radical changes, and I embrace a process of constant improvement. With equity research in a constant state of evolution, I also spend time imagining what it means to be innovative and how to provide insights into the…

    39; managing director and head of retail and luxury equity research at Cowen and Company, LLC; has been ranked as a top equity research stock analyst in retail and luxury goods

    Secret to your success? I believe there is always something more to learn in a world where we see radical changes, and I embrace a process of constant improvement. With equity research in a constant state of evolution, I also spend time imagining what it means to be innovative and how to provide insights into the sector I cover in a way that can create value for investors and companies. It is not enough to provide historical analysis or even reflect on the impact of markets today. Our team has to discover the trends, create a mosaic of differentiated data, take a stand on predictions, and determine who will succeed and who may not.

    Toughest obstacle you’ve overcome? It was culturally and economically shocking when I moved from Natchitoches, Louisiana, to attend a New England boarding school when I was 12. The transition was painful for the first few years, because it was an entirely different environment than I was accustomed to and I wanted to go back home. However, the differences were formative on my perspective: I remember writing goals on index cards every year, classmates from many countries, and formal dinners where it was important to be engaging and interesting and contribute.

  • National Retail Federation: List of People Shaping Retail’s Future

    National Retail Federation

    “There has never been a more exciting time to be a part of the retail industry, and people on The List 2019 epitomize the creativity, enthusiasm and energy in retail today,” NRF Foundation president Ellen Davis said. “This year’s honorees are at the forefront of innovation in retail: creating new businesses, breathing life and energy into existing concepts, impacting investments, and spearheading change that inspires industry leaders and consumers across the…

    “There has never been a more exciting time to be a part of the retail industry, and people on The List 2019 epitomize the creativity, enthusiasm and energy in retail today,” NRF Foundation president Ellen Davis said. “This year’s honorees are at the forefront of innovation in retail: creating new businesses, breathing life and energy into existing concepts, impacting investments, and spearheading change that inspires industry leaders and consumers across the globe.”

    https://risnews.com/people-shaping-retails-future-2019

Organizations

  • Ascend

    Ascend Pinnacle Aspiring Directors Academy - Class of 2023

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