Themes 2020

Food Tech

What gives you confidence that plant-based protein will be an enduring trend?

The restaurant industry is undergoing a broad technological renaissance that spans digital ordering for pick-up, third-party delivery and point of sale software. Further, we are seeing technology extend to menu innovation, as plant-based proteins have emerged as the greatest disruptor to the restaurant industry in 2019. With consumers paying a premium for products and services improving sustainability, speed, convenience and wellness, food technology is a disruptive theme that is bolstering sales, spurring innovation and ripe for M&A.

 

What we’re watching:

  • Plant-based proteins
  • Restaurant POS
  • Pay Fac
  • Delivery
Themes 2020

15 Themes to Focus on 2020: A Handbook for Portfolio Managers

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Survey data lead us to believe that plant-based proteins are an enduring sales driver rather than a fad.

Andrew Charles, CFA, Restaurants Should Root For Plant-based Proteins

Research

Podcast

Video Game Therapy for Cognitive Impairment: A Conversation with the CEO of Akili Interactive

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Video
Ahead of the Curve®

How COVID-19 is Reshaping Consumer Behavior

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Ahead of the Curve®

Impact of COVID-19 on Restaurants

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Events

Virtual

Mar 01, 2021

41st Annual Health Care Conference

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Virtual

Feb 09, 2021

42nd Annual Aerospace/Defense & Industrials Conference

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Virtual

Dec 14, 2020

7th Annual Networking Summit

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