Managing Director, Equity Research
New York, Ny, Us
Early Recognition of Key Trends:• Launched coverage of Universal Display in 2003, prior to first commercial use in a Tohoku Pioneer flip-phone. PHOLED materials are now used in 30% of smartphones and 14 different brands of OLED televisions.• Launched coverage of Research in Motion (nka BlackBerry) in January 1999, prior to its NASDAQ listing. The BlackBerry device created the mobile email market; shares appreciated 20x within two years.• Covered Synaptics, a leading human interface company, since the 2002 IPO. Capacitive touch technology enabled the Apple iPod and the LG Prada (the first touchscreen smartphone, which preceded the iPhone).• Helped investors in 1998 Mercury Systems IPO understand how embedded systems differ from conventional computers. The market cap today is $2.3B, and shares have appreciated at a nearly 10% CAGR over 20 years.Investment Banking:• Completed nearly 100 transactions: IPO, follow-on, secondary, private placement, convertible, M&A.• Interacted extensively with management, conducted due diligence, and developed valuation models.• Reached out to all investors during roadshows to answer questions and provide feedback to capital markets.Research Experience/Awards:• Covered a very wide range of technology sectors as Senior Analyst since 1994 (see list below).• Selected by the Wall Street Journal, Best on the Street Analyst Survey in 2000, 2001, 2004, and 2008.• Recognized by Financial Times/Starmine as #1 Stock Picker, Electrical Equipment, in 2008.Corporate Access, Conferences and Events:• Key contributor to 26 annual Cowen Technology Media and Telecom Conferences. Hosted companies, conducted fireside chats with senior management, moderated panel discussions.• Organized and hosted one-day Clean Energy Conference. Scripted and moderated seven interactive panel discussions.• Hosted numerous non-deal roadshows and company site visits. Organized investor meetings at industry conference such as CES and SID Display Week.