Berenberg Thematics Esports: a game-changer 31 January 2018 Oyvind Bjerke Analyst +44 20 3753 3082
[email protected] Robert Berg Analyst +44 20 3465 2680
[email protected] Saliha Shariff Analyst +44 20 3753 3097
[email protected] Nick Anderson Analyst +44 20 3207 7838
[email protected] Asad Farid, CFA Analyst +44 20 3207 7932
[email protected] Chris Armstrong Specialist Sales +44 20 3207 7809
[email protected] ATLAS ALPHA • THOUGHT LEADERSHIP • ACCESS • SERVICE Berenberg Thematics What is Berenberg Thematics? Under our Thematics brand, we will focus on big, longer-term themes --- specifically, disruptive technologies, demographics and corporate governance issues --- which we feel investors should be looking at. Within each note, we will highlight trends and issues that we believe to be of interest to investors, and the effect of these on sectors and stocks which we view as beneficiaries or at risk from the specific theme. The companies that we will consider will include those already under coverage, those not covered, and also relevant privately-owned businesses, which we believe will be affected. THE TEAM Oyvind Bjerke joined Berenberg in November 2016 as part of the Thematics team. He previously worked as a cost controller in the oil service company Technip. Oyvind graduated with a first-class MA degree from the University of Edinburgh and holds an MSc in Behavioural Finance with distinction from the Warwick Business School. Robert Berg joined the Berenberg Media research team in March 2013. Prior to this, he spent over three years at Nomura as an analyst covering the cable and satellite sectors.