[Past Event] Merry and Bright: How to Make the Most of Giving This Holiday Season

Oliver Chen CFA Managing Director, Senior Research Analyst – Retailing/Department Stores & Specialty Softlines Equity Research, Cowen and Company Oliver Chen is a managing director and senior equity research analyst covering retail and luxury goods. Mr. Chen’s deep understanding of the consumer and his ability to forecast the latest trends and technological changes that will impact the retail space has set him apart from peers. Oliver’s broad coverage and circumspect view makes him the thought partner of retail and brand leaders. His coverage of the retail sector has led to numerous industry awards and press coverage from CNBC, Bloomberg, The New York Times, Financial Times, Barron’s, The Wall Street Journal and others. Most recently, Mr. Chen was recognized on the 2018 and 2017 Institutional Investor All-America Research team as a top analyst in the retailing/department stores & specialty softlines sector. Mr. Chen was also selected as a preeminent retail influencer as he was named to the National Retail Federation (NRF) Foundation’s “2019 List of People Shaping Retail’s Future.” Considered an “industry expert,” Mr. Chen frequently appears as a speaker/panelist at key industry events. Prior to joining Cowen in 2014, he spent seven years at Citigroup covering a broad spectrum of the U.S. consumer retail landscape, including specialty stores, apparel, footwear & textiles, luxury retail, department stores and broadlines. Before Citigroup, he worked in the investment research division at UBS, in the global mergers and acquisitions/strategic planning group at PepsiCo International, and in JPMorgan’s consumer products/retail mergers and acquisitions group. Mr. Chen holds a bachelor of science degree in business administration from Georgetown University, a master’s of business administration from the Wharton School at the University of Pennsylvania, and is a CFA charterholder. At the Wharton School, Mr. Chen was a recipient of the Jay H. Baker Retail Award for impact in retailing and was a co-founding president of the Wharton Retail Club. He also serves as a member of the PhD Retail Research Review Committee for the Jay H. Baker Retailing Center at the Wharton School and is a guest lecturer. Mr. Chen was recognized in the Wharton School’s “40 Under 40” brightest stars alumni list in 2017. Mr. Chen’s passion for the sector began at the age of 12 when he began working with his parents at their retail business in Natchitoches, Louisiana.

Kathleen Entwistle Private Wealth Advisor, Morgan Stanley Private Wealth Management A leader in private wealth management for successful families, women and business owners. Kathy joined UBS in 2007 and subsequently formed Entwistle Partners, creating a team of professionals dedicated to providing multigenerational wealth advice to affluent families, C-suite executives and founders. With her nearly 30-year career defined by many leadership roles, Kathy has been recognized with multiple awards and designations for her achievements—from Forbes as a Top 200 female financial advisor in the country to three consecutive Barron’s nominations to their “Top Women Financial Advisors” list. Kathy attributes her success to her dedicated team who help her deliver on strong personal relationships, thoughtful advice and a high level of service. Experience Officer in Corporate Trust Department, Manufacturers Hanover Trust Vice President and Wealth Advisor, Morgan Stanley Credentials Certified Financial Planner, (CFP®) Certified Divorce Financial Analyst (CDFA®) Forbes “Top Women Wealth Advisor,” 2018, 2019

Forbes “Best-in-State Wealth Advisor,” New Jersey, 2017, 2018, 2019, 2020

Forbes “Top 200 Women Advisors,” 2017, 2018 M.B.A., Fordham University Life Kathy serves on the Board of Directors for: The Ridgewood Public Library Foundation, The Family Support Organization of Bergen County, St, Joseph’s School for the Blind, Christian Health Care Center Foundation, and Ridgewood A.M. Rotary. She is an active member of the Commerce and Industry Association of New Jersey and Women United in Philanthropy. In her free time, she enjoys golfing, spending time with family and relaxing at the beach.

Adam Hanft Founder & Chief Executive Officer, Hanft Projects LLC Adam is a globally-recognized brand and messaging strategist, who works across multiple industries to enable companies to create compelling, on-trend narratives. He is on the boards of 1800Flowers and Scotts Miracle-Gro, as well as Sensory Cloud, a start-up that has launched a breakthrough COVID hygiene protocol. He also sits on many advisory boards ranging from social health (Wisdo) to agtech (AgFunder) to travel safety (GeoSure) to urban transformation (Makerhoods.) Adam has written extensively for prestigious outlets like Worth, the Daily Beast, Fast Company and the Atlantic. He currently co-hosts the futurist podcast JOLTY with Faith Popcorn, with whom he co-wrote “Dictionary of the Future” – a book whose remarkably accurate predictions include the advent of Tesla, clean label foods, athleisure, farm-to-table, and the rise of the cannabis culture. Adam has been a successful advertising entrepreneur as founder and creative director of an agency which the New York Times called “The small agency that is every big agency’s nightmare.” He is a much-awarded creative leader whose “Flick Your Bic” campaign was named by Entertainment Weekly as one of the 50 most iconic commercials of all time.

Jim McCann Chairman, Worth and Chairman & Founder, 1-800-FLOWERS Jim McCann is a successful entrepreneur, business leader, author, media personality and philanthropist whose passion is helping people deliver smiles. Jim’s belief in the universal need for social connections and interaction led to his founding of 1-800-FLOWERS.COM, Inc., which he has grown into one of the world’s leading floral and gourmet gifting companies. Jim’s willingness to embrace new technologies that enhance customer engagement, such as 800 phone numbers and e-commerce, often long before other retailers, has consistently kept 1-800-FLOWERS.COM, Inc. ahead of the curve and positioned it as a leading innovator in the marketplace. These innovations have played a vital role in strengthening customer engagement, something that has always been a key element of Jim’s business philosophy. Jim’s strategy for growth has included an effective combination of birthing and acquiring new businesses and brands that resonate with customers for their gifting and celebratory occasions. The company’s gift offerings include iconic brands such as Harry & David®, Wolferman’s®, Cheryl’s® Cookies and The Popcorn Factory®, as well as Simply Chocolate®, Personalization Universe® and 1-800-Baskets.com®, among others. Jim is also deeply involved in philanthropy and is especially devoted to helping individuals with developmental disabilities. This includes his continued work as Founder and Chairman of Smile Farms, a 501(c)3 organization established in 2015. Smile Farms provides meaningful jobs in agricultural settings to young adults and adults with developmental disabilities, allowing them to master new skills, experience teamwork, contribute to their community and, importantly, take home a paycheck. As a result, Jim was honored with a Lifetime Achievement Award at the Long Island Business News 2019 Corporate Citizenship Awards. In 2018, Jim established Clarim Holdings, a private holding company that expands market opportunities for clients by providing capital along with an extensive network of high-tier support partners. Jim also serves as a director for The Scotts Miracle-Gro Company, Amyris and International Game Technology PLC, as well as a variety of private and not-for-profit boards.