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Technology Investing Outlook
John K. Freeman, Ravenswood Partners
Daniel Ives, Wedbush Securities
Daniel Pilling, Sands Capital

April 20, 2023
Thursday 06:00 PM
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Washington Association of Money Managers
is pleased to present an in-person program on
Thursday, April 20th for a panel discussion

"Technology Investing Outlook"

National Press Club, the Zenger Room

Reception will begin at 6:00 PM ET
Panel discussion will begin at 6:30 PM ET

COVID-19 Safety Guidelines: We require all registrants to be vaccinated against COVID-19 prior to attending WAMM events.

Big Tech is back! After a particularly challenging 2022 for the technology sector, we saw a rally in tech in the first quarter of 2023 with mega-cap tech stocks (e.g., Apple, Microsoft) outperforming the rest of the group. As long-duration growth assets, tech stocks are most vulnerable to the whims of the Fed in its ongoing attempts to manage historically high inflation rates. Add to that an uncertain outlook for IT spending and macroeconomic concerns, making it seem like now may not be the best time to step into the broader tech sector. Still, the company fundamentals remain robust rendering the possibility of a prolonged sell-off ala the dot-com bubble less likely. As earnings estimates come down, where are the buying opportunities within tech for long-term, patient investors?

We are fortunate to have a distinguished panel of seasoned industry experts to walk us through the tech investing outlook for 2023 and beyond: John K. Freeman is an Equity Analyst at Ravenswood Partners. Daniel Ives is a Managing Director and Senior Equity Research Analyst at Wedbush Securities. Daniel Pilling is a Senior Research Analyst at Sands Capital.

Please note that the Chatham House Rule applies – neither the comments of the speakers nor those of other participants are for attribution.

Please register below by 6:00 PM ET on Thursday, April 20, 2023. The event is $35 for WAMM members, $55 for non-members, $20 for student members, and $25 for student non-members. Please try to register early, as the space is limited!

Daniel Ives
Managing Director and Senior Equity Research Analyst
Wedbush Securities Inc

Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018. Dan has been a tech analyst on Wall Street for over two decades covering the software and the broader technology sector. He spent the first few years of his career as a financial analyst at HBO and then received his MBA in Finance before becoming a globally known technology equity research analyst and Managing Director with FBR Capital Markets for 16 years, focusing on the enterprise software/hardware sectors including cyber security, cloud computing, big data technology, and the mobile landscape. A major area of his research focus is electric vehicles and disruptive technology over the next decade.

Dan is a highly sought after tech expert around the world, has been a keynote speaker across the US, Europe, and Asia and regularly makes television appearances on networks such as CNBC, Bloomberg, BBC, NBC, CBS, ABC, CNN, and Fox News to provide commentary related to his technology expertise. Dan has also appeared on The Today Show, Good Morning America, PBS NewsHour, NBC Nightly News, ABC World News Tonight, and CBS Evening News. Dan can be heard regularly doing radio on the tech sector for Bloomberg, ABC News, NPR, BBC, and other radio programs. Dan is often cited globally by publications such as The Wall Street Journal, USA Today, Investors Business Daily, Chicago Tribune, NY Post, Los Angeles Times, Newsweek, The Telegraph, San Francisco Chronicle, Time Magazine, The Washington Post, The Guardian, The Boston Globe, Daily Mail, South China Morning Post, Barrons, The Times of London, Financial Times, The Sydney Morning Herald, and New York Times, among many others.

He holds a BS in Finance from Penn State University and an MBA from the University of Maryland.

Daniel Pilling
Senior Research Analyst
Sands Capital Management, LLC

Daniel Pilling is a Senior Research Analyst at Sands Capital Management, LLC, an active, long-term investor in leading innovative business, globally. Mr. Pilling joined Sands Capital in 2018 as a Research Analyst in the Global Technology Sector Team focusing on the semiconductor space, amongst others. Before Sands, he worked at Millennium, Balyasny and Fidelity, focusing on the technology space. Mr. Pilling graduated from Manchester Business School with a BA in Finance and Cambridge University with an MPhil in Finance in 2006 and 2007, respectively.

John K. Freeman
Equity Analyst
Ravenswood Partners

John K. Freeman is an Equity Analyst at Ravenswood Partners, a newly formed global equity asset manager. Prior to that, he was Vice President of Equity Research at CFRA, where he was responsible for fundamental equity research and analysis covering several segments within the Information Technology and Communication Services sectors, including enterprise software and SaaS/cloud providers, Internet advertising/social media platforms, and game developers.

Prior to joining CFRA in 2019, John co-founded Samadhi Capital Partners, an investment advisor and equity research firm where he developed an investment process and framework targeted at tech sector equities, with a particular emphasis on gauging the impact of and identifying the long-term winners from artificial intelligence, machine learning, deep learning, neural networks, and related developments categorized under the larger “cognification of software” mega-trend. Before his entrepreneurial stint, he served as Senior Analyst and Portfolio Manager at Sands Capital Management, responsible for the firm’s investments within the tech sector.

John began his career in equity research with an independent equity research firm, Precursor, where he was ranked as the top analyst covering network equipment stocks among independent research firms. He also spent the first dozen years of his career in various roles within the tech industry. During this time, he published dozens of white papers and research reports on topics ranging from network processors, Virtual LAN (VLAN) technology, and the historical evolution of enterprise application architecture.

John graduated from Harvard University with a BA in East Asian Studies.

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13th Floor
Washington, DC