TMT Best Ideas Conference
19 May 22 14:00 BST
Arete Research
Brett Simpson
Brett Simpson
Co-founder & Senior Analyst – Semiconductors
Brett is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.
Abacus Research
Robert Graham-Brown
Robert Graham-Brown
Founder
Robert worked for European fund managers Threadneedle and Credit Suisse Asset Management as a U.S. and global fund manager for nine years. In late 2009 he joined Merrill Lynch’s research sales and then Oppenheimer.
Radio Free Mobile
Richard Windsor
Richard Windsor
Founder
Dr Richard Windsor serves both the TMT and the financial services industries. Richard has been covering the technology sector for over 20 years both as a sell-side analyst and a fund manager and specialises in making complex situations and concepts simple & interesting to understand and utilise.
Pelham Smithers Associates
Pelham Smithers
Pelham Smithers
Founder / Electronics, Telecoms & Pharma
Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
Huber Research Partners
Craig Huber
Craig Huber
Founder
Craig was formerly a Director and research analyst at Barclays Capital and Lehman Brothers (and Morgan Stanley before that) covering the US Media and Advertising sectors as well as Information Services stocks. For four consecutive years, 2006 to 2009, he was ranked #1 in Institutional Investor’s All America research team in the media sector he covered. In 2009, Craig was ranked #1 stock picker in the Financial Times / StarMine survey out of 1,800 US,800 US sell-side analysts, prior to going out independent in 2010.
Gossamer Consulting Group
Eric Kress
Eric Kress
Founder
Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
Inflection Point Research, LLC
Michael Fox
Michael Fox