Bill Whyman
Principal
Tech Dynamics, LLC

Bill Whyman is the Principal at Tech Dynamics LLC. He is a leading expert on the dynamics of the technology sector, helping clients capture the benefits of technology change and mitigate the risks. He is known for market-tested expertise on technology industry competition, business-model change, and technology policy. Whyman brings a distinctive perspective combining technology industry experience (Amazon, McKinsey), financial markets (Evercore ISI), and government policy (White House, State Department). Bill is a leading expert on cloud computing. At Amazon Web Services Whyman built and led a global team helping public sector organizations adopt cloud computing to achieve their mission. The world’s top investors relied on him for nearly two decades as the top-ranked Institutional Investor independent software analyst. He was a founding member of White House National Economic Council staff, and co-founder of a visionary technology research firm.

Bill studied at Cornell, Oxford, and Princeton Universities. He is an affiliated expert with the Information Technology and Innovation Foundation (ITIF) and on the Board of Advisors at the University of Maryland School of Public Policy.

Fred McClimans
Senior Analyst and Research Director
Futurum

Fred McClimans is Senior Analyst and Research Director at Futurum. He is an experienced analyst and advisor, bringing over 30 years of experience in the digital and technology markets. Previously, he worked at Samadhi Partners, launching the Digital Trust practice at HfS Research, Current Analysis, Decisys, and the Aurelian Group. He has also worked at Gartner, E&Y, Newbridge Networks’ Advanced Technology Group (now Alcatel), and DTECH LABS (now part of Cubic Corporation).

Fred studied engineering and music at Syracuse University. A frequent author and speaker, Fred has served as a guest lecturer at the George Mason University School of Business (Porter: Information Systems and Operations Management), keynoted the Colombian Associación Nacional De Empressarios Sourcing Summit, served as an executive committee member of the Intellifest International Conference on Reasoning (AI) Technologies, and has spoken at #SxSW on trust in the digital economy. His analysis and commentary has appeared through venues such as Cheddar TV, Adotas, CNN, Social Media Today, Seeking Alpha, Talk Markets, and Network World (IDG).

Guaylon Arnic
Profit Investment Management

Guaylon Arnic has over 15 years of experience as a healthcare and technology investor. He has a broad range of experience in healthcare IT, digital health, medical devices, enterprise software sales, cloud computing, and the semiconductor areas of the market, as well as general management roles in startups. At Profit Investment Management, Guaylon is responsible for the firm's investments in the large cap, small cap and socially responsible strategies. Guaylon graduated with a BBA in Management from Tennessee State University and received an MBA from the University of Minnesota.

John K. Freeman
Vice President, Equity Research
CFRA, Equity and Fund Research

John K. Freeman is Vice President of Equity Research at CFRA. He is 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.

Thomas H. Trentman, CFA
Sr. Portfolio Manager
Sands Capital

Thomas H. Trentman, CFA is a Research Analyst and a Co-Portfolio Manager of the Sands Capital Select Growth and Technology Innovator strategies. Sands Capital is an active, long-term investor in leading innovative businesses, globally.

Mr. Trentman joined Sands Capital in 2005 as a Research Associate on the Global Technology Sector Team, and was promoted to Research Analyst in 2008. He was named Co-Portfolio Manager of the Technology Innovators strategy in 2012. He was promoted to Sr. Research Analyst in 2016, and in 2017, was named Co-Portfolio Manager of the Select Growth strategy. Mr. Trentman was promoted to Sr. Portfolio Manager in 2021.

Mr. Trentman earned a BA in Chemistry and a BS in Physics-Engineering from Washington & Lee University (2005).