Why Morgan Stanley's James Gorman Now Runs Disney's Board
James Gorman becomes Disney Chairman — The former Morgan Stanley CEO is now the most powerful person at Disney, leading the search for Bob Iger's replacement. What does a Wall Street banker running Disney's board tell you about the company's future? In this episode of The Option, we explore: James Gorman's Morgan Stanley playbook and what it means for Disney strategy The leading CEO candidates: Josh D'Amaro (parks) vs. Dana Walden (content) Why Disney's core strategic question is financial, not creative What a banker-chairman signals for Disney's streaming investment and asset sales Timeline…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.