Webcast 17: TECH SUPPORT - THE TECHNOLOGY FACTOR
As technology stocks reach new highs, an increasingly luminous spotlight is shone on them by investors, governments, and regulators. But, are these valuations justified? Are there risks being overlooked? Being appropriately “technology-enabled” is a key metric, both internally for investors, and externally for managers and portfolio companies. What are some of the key technological factors impacting the future of equity portfolios?
Your presenters
MICHAEL KOLLO
Michael Kollo is General Manager at Faethm.ai, an AI workforce analytics company. Michael has spent his career working in quantitative asset management primarily in London and more recently Australia, holding senior leadership positions at HESTA, Axa Investment Managers, Renaissance Asset Managers, Fidelity and Blackrock. He is a regular speaker on topics of the use and application of AI and alternative data into investment processes, and chairs the Academic Oversight Board at State Super. Michael runs his podcast, Curious Quant, and has taught Masters courses in quantitative finance at Imperial College and holds a PhD in Finance from the London School of Economics.
JAGJIT SAHOTA
Jagjit is a Portfolio Manager on the U.S. small cap and international research teams. He joined Wasatch Global Investors in 2014 as a Senior Analyst. During his career, he has held several senior-level research positions, with a particular focus on technology companies. Prior to joining Wasatch, Mr. Sahota was a partner and technology analyst for a long/short hedge fund. Earlier, he was a vice president and sector head for Crosslink Capital, which focused on investing in disruptive technologies, secular-growth opportunities and early-stage public companies. His other professional experience included positions at hedge-fund and equity-research organizations, as well as a corporate-development role at Agilent Technologies.