Watch this session where Steve Clapham (Founder of Behind the Balance Sheet) and Sascha Rowald (acting CMO at LVMH) unpack what's driving the sector's underperformance, separate the cyclical from the structural, and identify where the opportunities and risks lie ahead.
Price, Perception, and Polarization: Luxury at the Inflection Point
About the Speakers
Stephen Clapham
Founder, Behind the Balance Sheet
Sascha Rowold
Acting CMO / CDO to the Chairman, LVMH Family Office
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From AI Adoption to Accountability: What 1,000+ Decision-Makers Reveal
Join us as we unpack findings from AlphaSense's 2nd annual 2026 State of AI for Business and Finance report.
AlphaSense Citi 2026 Global TMT Conference
AlphaSense Citi 2026 Global TMT Conference
The AI Agent Reality Check: What They Mean for Investment Decisions
Join this practitioner-level conversation about where AI agents genuinely change the research process, and where human judgment still has to close the gap.
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