Before this role, I was a tech long only PM at RCM, I was one of the founders of Europe’s first tech independent research firm, Arete Research, and I was a tech hedge fund manager at HSBC, Balyasny and Morgan Stanley.
I speak to investors focused on tech about ideas, help them identify emerging themes in tech, source industry experts to help them understand these themes and then work with our analysts to provide research that identifies the most attractive companies to invest in.
I bring investors to Shenzhen all the time and the pace of innovation there is rapid, not just in hardware, but also in internet due to the cluster developing around Tencent and Ping An Insurance, which has invested $50bn in Ai and already spun out 2 leading fintech companies, Zhong An Insurance and Ping An Healthcare.
By 2030, the region’s GDP is expected to reach US$4.6 trillion, surpassing the Tokyo, New York and San Francisco bay areas to become the world’s largest bay area in terms of the size of its economy.