Corporate strategy and investor relations executive. Former Equity Research Analyst with over 20 years experience ranging from industry operating roles to investment roles performing fundamental research on the TMT sector. Experience identifying transformative technology trends, investment themes, and making buy and sell recommendations for all investment strategies (Growth, Value, GAARP) and across market caps. Deep industry knowledge across major sub-sectors in TMT including: Cloud, Communication Infrastructure, Telecom Service Providers, IT Hardware, Comm.Semis, Supply Chain Components, Networking, Optical, Security and Software.
Deep and strong relationships with C-level management, LOB executive teams and Policy Makers. Public Interactions with C-levels include hosting Q&A sessions at financial conferences, trade shows and industry events, and 1x1 investor meetings, and quarterly earnings discussions.
IPO, Private Companies and Emerging Technology Research – Perform pre-IPO analysis around company financials, industry dynamics, competitive landscape, construct financial models and valuation, and author initiation reports.
Biography