The Phocuswright Conference 2021 - five questions for financial analysts

The Phocuswright Conference is coming up November 15 to 17, with its usual wide array of speakers, events and networking.

Ahead of some of the key sessions on Center Stage, PhocusWire is outlining some of the main areas for discussion for the program's executives and panels.

This year's Street Talk panel features the following guests:

• Helane Becker, managing director at Cowen
• Jed Kelly, executive drector for equity research at Oppenheimer & Co
• Mark Mahaney, senior managing director at Evercore

Five questions for the financial analysts:

1. What shape recovery (U, L, W, J, etc.) are you anticipating in the travel, tourism and hospitality sector?
2. Can you identify a segment of the industry that excites you more than others, either from a financial or strategic growth perspective?
3. SPACs appear to be the financial instrument of 2021 in travel - but do you agree that they have inherent problems as a tool or are they just a useful way of pushing brands to the next stage of the fiscal progress?
4. Other than recovery from the COVID-19 pandemic, who or what is likely to drive the future of the travel sector?
5. Crises can often bring about a rise in M&A activity involving major brands in the sector. Do you see this emerging in 2022 and from where might it come?