12th Annual Semiconductor Forecast (p.m.)
Speakers: Christopher Danely, Managing Director, Global Semiconductor Research Coordinator, JP Morgan Mark Lipacis, Executive Director, Morgan Stanley Daniel Niles, CEO, Neuberger Berman Technology Management Sangeeth Peruri, Managing Director, J. & W. Seligman & Co.
Moderator: Bill Tai, General Partner, Charles River Ventures
Our entire ecosystem in the Valley is enabled by advancements in silicon and semiconductors. While it’s now a worldwide business, much of the innovation still happens right here in the dozens of companies that make up the base layer of our local economy. Notoriously cyclical and highly volatile, investing in publicly-traded shares of companies in this segment is always a fun ride.
Join us for our 12th Annual Semiconductor Stock Outlook with a panel of “all star” sell side analysts and buy side fund managers who will discuss their views on where the industry is headed, which companies will lead the way, and which companies may be at risk. In the face of a complex set of variables including an upcoming presidential election, a worldwide debt crisis, looming recession and China and India rising, where do you invest?
Our veteran panel of industry experts will highlight trends, name names, and share their stock picks for the year ahead.
This event will not be recorded.
Location: Hyatt Regency Santa Clara 5101 Great America Parkway Santa Clara, CA 95054
