Company Ticker Time Room Price Mkt Cap (M) YTD
KeyCorpKEYFebruary 28 12:05 PMMetropolitan II/II (2nd Floor)
GE DigitalGEFebruary 28 9:00 AMMetropolitan I (2nd Floor)
Financial EnginesFNGNFebruary 28 9:00 AMFranciscan I (3rd Floor)
MorningstarMORNFebruary 28 9:00 AMFranciscan I (3rd Floor)
ePlusPLUSFebruary 28 1:00 PMMetropolitan I (2nd Floor)
GrouponGRPNFebruary 28 2:30 PMCity (3rd Floor)
Amber Road, Inc.AMBRMarch 1 1:30 PMOlympic (2nd Floor)$7.08$192-22%
Arista Networks, Inc.ANETFebruary 28 12:05 PMMetropolitan II/II (2nd Floor)$127.09$9,45331%
Aspen Technology, Inc.AZPNFebruary 28 10:00 AMOlympic (2nd Floor)$58.50$4,5237%
BlackLine, Inc.BLFebruary 28 12:05 PMMetropolitan II/II (2nd Floor)$27.26$1,491-1%
CommerceHub, Inc.CHUBAMarch 1 9:30 AMOlympic (2nd Floor)$16.29$723-2%
Cray Inc.CRAYFebruary 28 2:30 PMOlympic (2nd Floor)$19.55$811-6%
Criteo S.A.CRTO1x1s Only$48.02$3,15217%
Cornerstone OnDemand, Inc.CSODMarch 1 3:00 PMOlympic (2nd Floor)$40.66$2,289-4%
Citrix Systems, Inc.CTXSFebruary 28 1:00 PMOlympic (2nd Floor)$82.39$13,034-8%
CyberArk Software Ltd.CYBRFebruary 28 3:30 PMOlympic (2nd Floor)$50.74$1,82712%
Tableau Software Inc.DATAFebruary 28 11:30 AMOlympic (2nd Floor)$48.54$3,91915%
Digital Realty Trust, Inc.DLRFebruary 28 2:00 PMOlympic (2nd Floor)$102.69$16,6425%
ChannelAdvisor CorporationECOMFebruary 28 10:30 AMCity (3rd Floor)$10.55$275-26%
FireEye, Inc.FEYEFebruary 28 9:00 AMOlympic (2nd Floor)$10.59$1,800-11%
Five9, Inc.FIVNMarch 1 2:00 PMMetropolitan I (2nd Floor)$16.25$92015%
Globant S.A.GLOBFebruary 28 3:00 PMMetropolitan I (2nd Floor)$36.48$1,2929%
GTT Communications, Inc.GTTFebruary 28 10:30 AMOlympic (2nd Floor)
GTT Communications, Inc.GTTFebruary 28 11:00 AMMetropolitan I (2nd Floor)
Hortonworks Inc.HDP1x1s Only$9.52$72915%
Imperva, Inc.IMPVFebruary 28 11:00 AMOlympic (2nd Floor)$42.40$1,48410%
Intel CorporationINTCFebruary 28 8:15 AMMetropolitan II/II (2nd Floor)$34.95$170,591-4%
Luxoft Holding, Inc.LXFT1x1s Only$57.80$1,9583%
MINDBODY, Inc.MBMarch 1 11:30 AMOlympic (2nd Floor)$26.50$1,05924%
MercadoLibre, Inc.MELI1x1s Only$211.52$9,34135%
Paylocity Holding Corp.PCTYMarch 1 10:00 AMMetropolitan I (2nd Floor)$36.39$1,96221%
Proofpoint, Inc.PFPTMarch 1 11:00 AMOlympic (2nd Floor)$79.54$4,35913%
Impinj, Inc.PIFebruary 28 9:00 AMCity (3rd Floor)$28.68$593-19%
Q2 Holdings, Inc.QTWOMarch 1 1:00 PMOlympic (2nd Floor)$35.01$1,38821%
Rapid7, Inc.RPDFebruary 28 10:00 AMMetropolitan I (2nd Floor)$14.96$63623%
Sophos Group PLCSOPH-GBFebruary 28 9:30 AMOlympic (2nd Floor)$2.67$1,2022%
Silver Spring Networks, Inc.SSNIMarch 1 9:00 AMOlympic (2nd Floor)$10.70$582-20%
Symantec CorporationSYMCFebruary 28 1:30 PMOlympic (2nd Floor)$30.58$19,99928%
Twilio Inc.TWLOMarch 1 10:30 AMOlympic (2nd Floor)$31.29$3,1368%
2U Inc.TWOUMarch 1 2:30 PMOlympic (2nd Floor)$38.05$1,91826%
Ultimate Software Group, Inc.ULTIMarch 1 2:00 PMOlympic (2nd Floor)$195.18$5,9477%
Veeva Systems, Inc.VEEVMarch 1 10:00 AMOlympic (2nd Floor)$46.37$6,83714%
Workday, Inc.WDAYMarch 1 4:00 PMMetropolitan I (2nd Floor)$83.17$17,45926%
Zendesk, Inc.ZENMarch 1 2:00 PMMetropolitan I (2nd Floor)$27.51$2,63530%
Company Name Time Room
Act-OnMarch 1 1:00 PMMetropolitan I (2nd Floor)
Adaptive InsightsMarch 1 11:00 AMMetropolitan I (2nd Floor)
Ambra HealthMarch 1 10:00 AMFranciscan I (3rd Floor)
AnchorOps1x1s Only
Applause1x1s Only
Applitools1x1s Only
AppNeta1x1s Only
Aquicore1x1s Only
Arena Solutions1x1s Only
Ascribe1x1s Only
Astoria Software1x1s Only
Atmosera1x1s Only
AutotaskMarch 1 11:30 AMCity (3rd Floor)
AvidXchangeFebruary 28 3:00 PMFranciscan I (3rd Floor)
AVOA1x1s Only
Ayehu1x1s Only
B-Stock Solutions1x1s Only
Bandwidth.com1x1s Only
Betterment1x1s Only
BetterWorksMarch 1 9:00 AMMetropolitan I (2nd Floor)
BigPanda1x1s Only
Bill.comMarch 1 11:00 AMMetropolitan I (2nd Floor)
BilltrustFebruary 28 3:00 PMFranciscan I (3rd Floor)
Black Duck SoftwareFebruary 28 11:00 AMConcordia (2nd Floor)
BloomReachFebruary 28 10:00 AMCity (3rd Floor)
BlooomFebruary 28 9:00 AMFranciscan I (3rd Floor)
BlueSnapFebruary 28 1:00 PMCity (3rd Floor)
BlueSnapFebruary 28 3:00 PMFranciscan I (3rd Floor)
BorqsFebruary 28 2:30 PMConcordia (2nd Floor)
Bright.mdMarch 1 9:00 AMFranciscan I (3rd Floor)
BuildertrendMarch 1 3:00 PMMetropolitan I (2nd Floor)
Businessolver1x1s Only
Buzzboard1x1s Only
Calastone1x1s Only
Cambium NetworksFebruary 28 9:30 AMConcordia (2nd Floor)
Canary HealthMarch 1 2:30 PMStanford (3rd Floor)
Canary HealthMarch 1 1:00 PMFranciscan I (3rd Floor)
CareCloudMarch 1 9:30 AMStanford (3rd Floor)
CayanFebruary 28 3:00 PMFranciscan I (3rd Floor)
Cedexis1x1s Only
Centerity1x1s Only
Cherwell Software1x1s Only
Clarabridge1x1s Only
ClearCareMarch 1 10:00 AMFranciscan I (3rd Floor)
ClearCareMarch 1 11:30 AMStanford (3rd Floor)
ClearDATAMarch 1 10:30 AMStanford (3rd Floor)
ClearDATAMarch 1 1:00 PMFranciscan I (3rd Floor)
CleverTap1x1s Only
Clicksco1x1s Only
Cloudability1x1s Only
Code42February 28 1:00 PMConcordia (2nd Floor)
Cognito iQ1x1s Only
Cohesity1x1s Only
Collective Health1x1s Only
Compass1x1s Only
Conversocial1x1s Only
CoreDial1x1s Only
Corent TechnologyFebruary 28 9:30 AMCommonwealth (3rd Floor)
CouchbaseFebruary 28 10:30 AMCommonwealth (3rd Floor)
Customer Matrix1x1s Only
D-Wave SystemsFebruary 28 4:00 PMMetropolitan I (2nd Floor)
Datadog 1x1s Only
DataguiseFebruary 28 10:00 AMConcordia (2nd Floor)
DattoMarch 1 3:00 PMConcordia (2nd Floor)
Dattus1x1s Only
Degreed1x1s Only
Delivra1x1s Only
DetechtionFebruary 28 9:00 AMMetropolitan I (2nd Floor)
Doctella1x1s Only
Domo1x1s Only
DoorDashFebruary 28 1:00 PMStanford (3rd Floor)
DoubleVerify1x1s Only
Dropbox1x1s Only
Druva1x1s Only
Duo SecurityFebruary 28 2:30 PMConcordia (2nd Floor)
EdgenuityFebruary 28 1:30 PMStanford (3rd Floor)
EeroFebruary 28 9:00 AMStanford (3rd Floor)
Electricimp1x1s Only
Element Analytics1x1s Only
Eleven JamesFebruary 28 1:00 PMFranciscan I (3rd Floor)
EloquiiFebruary 28 1:00 PMFranciscan I (3rd Floor)
Emarsys1x1s Only
Enli Health IntelligenceMarch 1 11:00 AMFranciscan I (3rd Floor)
Enow Software1x1s Only
Ensenta1x1s Only
EnterpriseWeb1x1s Only
etouchesMarch 1 1:00 PMCity (3rd Floor)
EverQuoteFebruary 28 11:00 AMFranciscan I (3rd Floor)
Evolven1x1s Only
FactorTrust1x1s Only
FalkonryFebruary 28 11:30 AMConcordia (2nd Floor)
FiscalNoteMarch 1 2:00 PMCity (3rd Floor)
Fonteva1x1s Only
FrameFebruary 28 2:00 PMMetropolitan I (2nd Floor)
Freshbooks1x1s Only
FreshdeskMarch 1 1:00 PMConcordia (2nd Floor)
FullStoryMarch 1 1:00 PMMetropolitan I (2nd Floor)
Gainsight1x1s Only
General Information Services1x1s Only
Giphy1x1s Only
GoodData1x1s Only
GoSpotCheck1x1s Only
Grab1x1s Only
Grand RoundsMarch 1 1:00 PMFranciscan I (3rd Floor)
Groupware TechnologyMarch 1 8:00 AMMetropolitan I (2nd Floor)
GTRI1x1s Only
Gusto1x1s Only
HC1March 1 9:00 AMStanford (3rd Floor)
HC1March 1 10:00 AMFranciscan I (3rd Floor)
HighRoadsMarch 1 3:30 PMStanford (3rd Floor)
Hirabl1x1s Only
Hireology1x1s Only
Hodges MaceMarch 1 9:00 AMCity (3rd Floor)
Host Analytics1x1s Only
HotelTonight1x1s Only
InfusionsoftMarch 1 1:00 PMMetropolitan I (2nd Floor)
Ingenious Med1x1s Only
IntacctMarch 1 11:00 AMMetropolitan I (2nd Floor)
IntacctMarch 1 3:00 PMMetropolitan I (2nd Floor)
IntegriChain1x1s Only
Intelliflo1x1s Only
InteractionsFebruary 28 11:00 AMStanford (3rd Floor)
InteractionsMarch 1 9:00 AMMetropolitan I (2nd Floor)
InTouch Health1x1s Only
Iora HealthMarch 1 9:00 AMFranciscan I (3rd Floor)
IPsoftFebruary 28 4:00 PMMetropolitan I (2nd Floor)
IQMS1x1s Only
iSpot.tv February 28 10:00 AMFranciscan I (3rd Floor)
Jvion1x1s Only
KabbageFebruary 28 2:00 PMFranciscan I (3rd Floor)
KespryMarch 1 9:00 AMMetropolitan I (2nd Floor)
KustomerMarch 1 2:30 PMCity (3rd Floor)
Leadspace1x1s Only
LegalZoomFebruary 28 11:00 AMFranciscan I (3rd Floor)
LinkUp1x1s Only
LiveAction1x1s Only
LogRhythmFebruary 28 10:00 AMMetropolitan I (2nd Floor)
LumiataMarch 1 11:00 AMFranciscan I (3rd Floor)
MAANAFebruary 28 9:00 AMMetropolitan I (2nd Floor)
Madison Reed1x1s Only
MasergyFebruary 28 11:00 AMMetropolitan I (2nd Floor)
MavenlinkMarch 1 1:30 PMConcordia (2nd Floor)
MDLIVEMarch 1 9:00 AMFranciscan I (3rd Floor)
MDLIVEMarch 1 10:00 AMStanford (3rd Floor)
MediaRadarFebruary 28 2:00 PMStanford (3rd Floor)
Medsphere Systems1x1s Only
Medstreaming1x1s Only
MinOpsMarch 1 8:00 AMMetropolitan I (2nd Floor)
Missouri Star Quilt Company1x1s Only
Monetate1x1s Only
Moogsoft1x1s Only
NamelyMarch 1 10:00 AMMetropolitan I (2nd Floor)
Nanigans1x1s Only
Nara Logics1x1s Only
Narrative Science 1x1s Only
Narvar1x1s Only
Netmail1x1s Only
Nexenta1x1s Only
Next Gate1x1s Only
Nimbix1x1s Only
Nimbus Data1x1s Only
NintexMarch 1 11:30 AMConcordia (2nd Floor)
Nitro Software1x1s Only
Noodle.aiFebruary 28 4:00 PMMetropolitan I (2nd Floor)
NuORDERFebruary 28 3:00 PMCity (3rd Floor)
Nutshell1x1s Only
OANDA1x1s Only
ON24March 1 10:30 AMConcordia (2nd Floor)
One Door1x1s Only
OnShiftMarch 1 2:00 PMStanford (3rd Floor)
OutMatch1x1s Only
PanzuraFebruary 28 10:00 AMCommonwealth (3rd Floor)
PatientPayMarch 1 1:00 PMFranciscan I (3rd Floor)
Paycor1x1s Only
PebblePostMarch 1 1:30 PMCity (3rd Floor)
Peerless Network1x1s Only
Performance Logic1x1s Only
Personal CapitalFebruary 28 8:15 AMMetropolitan I (2nd Floor)
Perspica1x1s Only
PlaceIQ1x1s Only
PluralsightFebruary 28 4:00 PMFranciscan I (3rd Floor)
PoshmarkFebruary 28 1:00 PMFranciscan I (3rd Floor)
PrismHRMarch 1 9:30 AMConcordia (2nd Floor)
ProcoreMarch 1 9:30 AMCity (3rd Floor)
Prolifiq1x1s Only
PubnubMarch 1 9:00 AMMetropolitan I (2nd Floor)
PurchFebruary 28 10:30 AMFranciscan I (3rd Floor)
QualMetrixMarch 1 11:00 AMFranciscan I (3rd Floor)
Quantcast1x1s Only
RackN1x1s Only
RapidMiner1x1s Only
RapidScale1x1s Only
Realty MogulFebruary 28 2:00 PMFranciscan I (3rd Floor)
Redis LabsFebruary 28 2:00 PMMetropolitan I (2nd Floor)
RedoxMarch 1 10:00 AMFranciscan I (3rd Floor)
Redstor1x1s Only
Replicated1x1s Only
Republic WirelessFebruary 28 3:30 PMConcordia (2nd Floor)
RiskIQFebruary 28 9:00 AMConcordia (2nd Floor)
Riverbed1x1s Only
Rocana1x1s Only
Roku Technologies1x1s Only
RtTech Software 1x1s Only
Rubikloud1x1s Only
Rubrik1x1s Only
ScaleArc1x1s Only
ScienceLogicFebruary 28 3:00 PMConcordia (2nd Floor)
Seal Software GroupMarch 1 11:00 AMCity (3rd Floor)
Secure-241x1s Only
SecuronixFebruary 28 10:00 AMMetropolitan I (2nd Floor)
SendGridMarch 1 10:00 AMConcordia (2nd Floor)
SendGridMarch 1 1:00 PMMetropolitan I (2nd Floor)
Shoutpoint1x1s Only
SigFigFebruary 28 9:00 AMFranciscan I (3rd Floor)
Silicon Valley Data Science1x1s Only
SimulmediaFebruary 28 10:00 AMFranciscan I (3rd Floor)
Sixth Sense Advisors1x1s Only
SlackMarch 1 12:05 PMMetropolitan II/II (2nd Floor)
SocrataMarch 1 10:30 AMCity (3rd Floor)
Sourcescrub1x1s Only
SQLstream1x1s Only
Stackla1x1s Only
StorageOS1x1s Only
Sumo Logic1x1s Only
SysdigFebruary 28 2:00 PMMetropolitan I (2nd Floor)
Tact1x1s Only
TalixMarch 1 11:00 AMFranciscan I (3rd Floor)
TastemadeFebruary 28 10:30 AMFranciscan I (3rd Floor)
TealiumMarch 1 2:00 PMConcordia (2nd Floor)
Telax Hosted Call Center1x1s Only
The Black TuxFebruary 28 1:00 PMFranciscan I (3rd Floor)
The Linux Foundation1x1s Only
The RealRealFebruary 28 10:30 AMStanford (3rd Floor)
ThredUpFebruary 28 2:00 PMCity (3rd Floor)
TigerTextMarch 1 3:00 PMStanford (3rd Floor)
TipaltiMarch 1 11:00 AMMetropolitan I (2nd Floor)
TrafficCast1x1s Only
TrendMinerFebruary 28 9:00 AMMetropolitan I (2nd Floor)
Trifacta1x1s Only
True Fit1x1s Only
TurnitinFebruary 28 11:00 AMCity (3rd Floor)
Vacasa1x1s Only
Versa NetworksFebruary 28 11:00 AMMetropolitan I (2nd Floor)
Versa NetworksFebruary 28 2:00 PMConcordia (2nd Floor)
Vidora1x1s Only
VisierMarch 1 2:30 PMConcordia (2nd Floor)
VivonetFebruary 28 11:30 AMCity (3rd Floor)
Watersmart1x1s Only
Webscale1x1s Only
WeddingWireFebruary 28 11:00 AMFranciscan I (3rd Floor)
Workwave1x1s Only
WP EngineMarch 1 11:00 AMConcordia (2nd Floor)
Yotpo1x1s Only
Zhaiugo1x1s Only
Zift SolutionsFebruary 28 3:00 PMStanford (3rd Floor)
ZipRecruiterMarch 1 10:00 AMMetropolitan I (2nd Floor)
ZoomMarch 1 2:00 PMMetropolitan I (2nd Floor)

Welcome Address

Tuesday, February 28 at 8:00 AM
Metropolitan II/III (2nd Floor)

Chris Young, SVP & General Manager, Intel Security Group

Tuesday, February 28 at 8:15 AM
Metropolitan II/II (2nd Floor)

Bill Harris, CEO, Personal Capital

Tuesday, February 28 at 8:15 AM
Metropolitan I (2nd Floor)

KEYNOTE PANEL: Perspectives on Leadership, Success and Challenges in Tech

Tuesday, February 28 at 12:05 PM
Metropolitan II/II (2nd Floor)

KeyCorp, Arista Networks, BlackLine, Class V Group, The Foundry

KEYNOTE: Aaron Skonnard, CEO & Co-Founder, Pluralsight

Tuesday, February 28 at 4:00 PM
Franciscan I (3rd Floor)

Mosaic Spotlight Breakfast - Foggy Future: A Look Forward at Cloud Computing vs. Edge Computing

Wednesday, March 1 at 8:00 AM
Metropolitan I (2nd Floor)

Aeris Communications, Groupware Technology, MinOps

KEYNOTE: Stewart Butterfield, CEO, Slack

Wednesday, March 1 at 12:05 PM
Metropolitan II/II (2nd Floor)

KEYNOTE: Mark Peek, Co-President, Workday

Wednesday, March 1 at 4:00 PM
Metropolitan I (2nd Floor)
Title Panelists Time Room
Industrial IoTDetechtion, GE Digital, Maana, TrendMinerFebruary 28 9:00 AMMetropolitan I (2nd Floor)
Next Gen Wealth Investingblooom, Financial Engines, Morningstar, SigFigFebruary 28 9:00 AMFranciscan I (3rd Floor)
Security AnalyticsAlienVault, LogRhythm, Rapid7, SecuronixFebruary 28 10:00 AMMetropolitan I (2nd Floor)
Changes in TV Ad MeasurementiSpot.tv, SimulmediaFebruary 28 10:00 AMFranciscan I (3rd Floor)
New Models For Online MediaPurch, TastemadeFebruary 28 10:30 AMFranciscan I (3rd Floor)
Future of SDN & Network ConnectivityGTT Communications, Masergy, Riverbed, Versa NetworksFebruary 28 11:00 AMMetropolitan I (2nd Floor)
MarketplacesEverQuote, Grab, LegalZoom, WeddingWireFebruary 28 11:00 AMFranciscan I (3rd Floor)
KEYNOTE PANEL: Perspectives on Leadership, Success and Challenges in TechKeyCorp, Arista Networks, BlackLine, Class V Group, The FoundryFebruary 28 12:05 PMMetropolitan II/II (2nd Floor)
Resellers: State of the EnterpriseePlus, Trace3February 28 1:00 AMMetropolitan I (2nd Floor)
Disruptors in FashionEleven James, Eloquii, Poshmark, The Black TuxFebruary 28 1:00 AMFranciscan I (3rd Floor)
Businesses Spawned by the CloudCherwell, Frame, Redis Labs, SysdigFebruary 28 2:00 AMMetropolitan I (2nd Floor)
Online LendingFactor Trust, Kabbage, Realty MogulFebruary 28 2:00 AMFranciscan I (3rd Floor)
Going DigitalGlobant, Persistent Systems, Global Strategist & Transformation ExecutiveFebruary 28 3:00 AMMetropolitan I (2nd Floor)
PaymentsAvidXchange, Billtrust, BlueSnap, CayanFebruary 28 3:00 AMFranciscan I (3rd Floor)
Artificial Intelligence: Applicability at the Global 2000 CompaniesD-Wave Systems, Ipsoft, Noodle.aiFebruary 28 4:00 AMMetropolitan I (2nd Floor)
Mosaic Spotlight Breakfast - Foggy Future: A Look Forward at Cloud Computing vs. Edge ComputingAeris Communications, Groupware Technology, MinOpsMarch 1 8:00 AMMetropolitan I (2nd Floor)
Artificial Intelligence: Key Enablers and Apps to WatchBetterWorks, Interactions, Kespry, PubNubMarch 1 9:00 AMMetropolitan I (2nd Floor)
Technology Driven Disruption in Healthcare DeliveryMDLIVE, InTouch Health, Bright.md, Iora HealthMarch 1 9:00 AMFranciscan I (3rd Floor)
Human Capital ManagementNamely, Paylocity, ZipRecruiterMarch 1 10:00 AMMetropolitan I (2nd Floor)
Breaking Data Silos in HealthcareAmbra Health, ClearCare, HC1, RedoxMarch 1 10:00 AMFranciscan I (3rd Floor)
Cloud Financials: Has the Tipping Point ArrivedAdaptive Insights, Bill.com, Intacct, TipaltiMarch 1 11:00 AMMetropolitan I (2nd Floor)
Predictive Analytics in HealthcareEnli Health Intelligence, Talix, QualMetrix, LumiataMarch 1 11:00 AMFranciscan I (3rd Floor)
Sales & Marketing SaaS in 2017: New Challenges & OpportunitiesAct-On, FullStory, Infusionsoft, SendGridMarch 1 1:00 AMMetropolitan I (2nd Floor)
Consumer Revolution in HealthcareGrand Rounds, Welltok, Influence Health, Zest HealthMarch 1 1:00 AMFranciscan I (3rd Floor)
Customer Communications in a Mobile-First WorldFive9, Zendesk, ZoomMarch 1 2:00 AMMetropolitan I (2nd Floor)
SaaS MetricsBuildertrend, Iconiq Capital, Intacct, Vista Equity PartnersMarch 1 3:00 AMMetropolitan I (2nd Floor)

Pacific Crest Securities, the technology specialist division of KeyBanc Capital Markets Inc., provides premier investment banking services for technology, operating at the leading edge, where global connectivity is fueling an unprecedented expansion cycle. We apply our knowledge of the drivers of value creation and global network of relationships to technology — high-growth sectors, such as Cloud and big data, SaaS, FinTech, global internet, mobility, next-gen infrastructure and communications, and industrial and energy technology. As a result, our clients — technology's foremost institutional investors and market leading companies — rely on us to achieve superior returns and gain competitive advantage from the seismic shifts occurring in technology.

Pacific Crest Securities is the technology specialist division of KeyBanc Capital Markets Inc., a FINRA registered broker-dealer. Our sector bankers and transactional specialists collaborate to help clients identify and implement the right course of action, whether a financing, M&A or alternative event.

Research

Our approach combines leading technology equity research with proprietary industry data and expertise mined by our Mosaic team. As a result, we are integrated into the investment processes of technology's leading institutional investors, tailoring the application of our research to the specific needs of each client to assist them in thesis development, stock selection and ongoing portfolio management.

Equity Research

The strength of our equity research begins with its focus on the high-growth segments of technology as companies operating in these areas present the largest opportunities to benefit from the massive changes underway in the industry. Our team's collaborative style provides insights that others overlook and their fundamental knowledge of the drivers of value creation and access to our global network of relationships leads to actionable insights to improve the performance of our clients.

Mosaic

Our Mosaic offering helps clients identify and capitalize on the emerging themes in technology. Mosaic's services include primary research and proprietary data, along with the insights of an elite network of technology industry leaders. Our Mosaic specialists work one-on-one with clients, delivering access to the most relevant and timely information to address their specific questions or strategic situations.

Sales & Trading

We have the largest and most experienced group of technology sector sales and trading specialists of any investment bank. Our technology specialists are front-line professionals working shoulder-to-shoulder with institutional investors, applying our intellectual capital and expertise to suit their specific needs. Our focus on technology provides an unparalleled level of understanding of the operational and strategic issues affecting the sector's high growth companies.

Investment Banking

Our seasoned team of sector experts and transactional specialists collaborate to help clients identify and implement the right course of action, whether a financing, M&A or alternative event. We focus on our clients' long-term interests and tailor our counsel to each particular circumstance. Our domain expertise, transactional experience and global network of relationships with technology's leading companies, portfolio managers, analysts, venture capitalists and private equity investors allows us to quickly assess the available options and execute accordingly. As a result, we are a leading managing underwriter of technology company public offerings and a top-tier advisor in M&A and private placement transactions. Our clients include many of technology's leading companies in North America, China, India, Latin America, Western Europe and Russia among other markets.

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