PAYMENTS, PROCESSORS, AND IT SERVICES

Lisa Ellis is a MoffettNathanson Partner and leads the Payments, Processors, and IT Services business. She is also a recognized expert on Bitcoin, blockchain and other cryptocurrencies. She is among the most highly-regarded analysts on Wall Street, authoring seminal investment research reports and frequently appearing as a commentator on her sector and disruptive payment technologies. Lisa was most recently a Managing Director and Senior Research Analyst at Sanford C. Bernstein & Co. While at Bernstein, Ellis was the #1 Institutional Investor ranked Payments, Processors and IT Services analyst. Prior to Bernstein, Lisa spent thirteen years at McKinsey & Co. where she was a Partner in the firm's Technology & Telecom and Marketing & Sales consulting practices. While at McKinsey, Ellis was the lead partner on dozens of engagements focused in strategic areas including specialty networks, mobile applications, cloud, and outsourcing. She is a technologist by training, with advanced degrees in Physics, Math, Engineering, and Business.

COMPANY NEWS

Conference Call // The Tidal Wave - Our Proprietary eCommerce Forecast and Implications for the Payments Sector

Payments and eCommerce are inextricably linked. Facilitating payments between buyers and sellers who don’t know each other and can’t see each other – while avoiding fraud on both sides – remains a major hurdle to eCommerce adoption, particularly in developing countries, with small merchants, or with low-FICO consumers. On the flip side, eCommerce is one of the most significant disruptive forces in Payments, crashing like a tidal wave across the sector, accelerating digital payment growth and changing the basis of competition in many parts of the ecosystem – perhaps most notably in merchant acquiring.

As a result, we believe a high-conviction perspective on the size, growth, and implications of eCommerce – all of eCommerce, not just eRetail – is a foundational element of an investment thesis in the Payments sector. In fact, we believe eComm is such a strong driving force in Payments, we second-guess an investment view that is not aligned with eComm trends.

Please join us for a clients-only conference call on Thursday, October 10th where we will discuss key findings from our proprietary eCommerce market sizing and growth forecast (published earlier this week) and its implications for the Payment sector and our covered companies (Payments: The Tidal Wave – Our Proprietary eCommerce Forecast and Implications for the Payments Sector).

Date: Thursday, October 10, 2019

Time: 11:00 am ET

Materials: Click here

COOKIE POLICY

This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors on this website.

Date	Event	Location





June 2020	2nd Annual Payments, Processors, and IT Services Summit	New York, NY

PAYMENTS, PROCESSORS, AND IT SERVICES

COMPANY NEWS

COVERAGE LIST

Lisa Ellis

Partner

Eugene Simuni

Senior Research Associate

Ariel Hughes

Research Associate

Kate Zolner

Research Associate

Lisa Ellis - In the Press

Research Reports

You will be redirected to your document shortly

COOKIE POLICY