Skip to content
Resources > Webinars & Videos

JPM 30 Days Later: Which Themes are Holding Weight?

February 12, 2026
About the Speakers

  • Sara Mallatt

    Director of Healthcare Research, AlphaSense

  • Justin Simon

    Managing Director, Jasper Capital (Healthcare Hedge Fund)

  • Jaimy Lee

    Healthcare Editor, MarketWatch
Loading...

Explore more

All articles

Venezuela’s Oil Revival: Opportunity or False Dawn?

The geopolitical landscape shifted overnight with recent U.S. actions in Venezuela, catching the energy community off guard. Join us for a deep-dive into the potential beneficiaries and pitfalls of a Venezuelan resurgence.
Webinars & VideosUpcoming on Jan 16, 2026
Headshots of Chris Barker from Evercore ISI and Xavier Smith from AlphaSense, with both company logos below.

AI Bubble Risk, Shifting Alliances, and the Frontier Model Race: What’s Really Changing?

In the fifth installment of the AlphaSense and Morgan Stanley Quarterly AI Update, we tackle three pivotal developments shaping the AI ecosystem today.
Webinars & VideosOn-Demand
Headshots of Sarah Hoffman (Director of AI Thought Leadership) and Keith Weiss (Head of US Software Research) for AlphaSense x Morgan Stanley.

Coupang’s Global Playbook: Scaling Beyond Korea in Mature Markets

Join Drew Cohen (Speedwell) and Gunjan Bhartia (ex-Coupang VP) to uncover Coupang’s expansion plans and the risks investors are overlooking.
Webinars & VideosUpcoming on Jan 20, 2026
Drew Cohen, Founder of Speedwell Research, and Gunjan Bhartia, Former VP - Ecommerce Finance at Coupang, featured on an AlphaSense branded slide.

Transform intelligence
into advantage

Develop bold strategies, seize opportunities,
and lead with clarity and confidence.