TransUnion at Robert W Baird Global Industrial Conference Transcript
We'll get going. I'm Jeff Meuler, Baird's Information Solutions Analyst. Pleased to introduce TransUnion as the next presenting company in this room. For those that are not familiar, TransUnion is a leading global consumer information solution company with a broad array of credit, identity and industry-specific data and insights across a wide and expanding range of end markets.
With us from the company today is CFO, Todd Cello, who has been at the company since 1997, held pretty much every major finance role at TransUnion, culminating with -- being promoted to CFO in 2017. And then also with us on stage is Greg Bardi from the IR team.
We've seen a lot of investor interest recently in TransUnion. I think investors are trying to figure out if there's any structural change in the company's through-cycle organic growth or business quality with some of the portfolio changes? Or is this predominantly cyclical challenges?
And if it's cyclical, like what's priced in or how bad can a
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