as a Service, presented by Salesforce. Previously, Peter was a managing director at The Blueshirt Group, and the head of investor relations at DreamWorks Animation. . Prior to Fortinet, John was vice president, general counsel for Corio, an enterprise application services provider, where he managed the company's legal matters, including an initial public offering and acquisition by IBM. In Economics and Political Science from Albion College. Gross returns (unaudited) from my personal reference account (where I keep 95 of my net worth) since then are thusly: Incandescent S P, difference, hFRX. We also encourage attendees to check out the sponsored lunch talk with Bill Shelton, VP of Product Management for VMwares Cloud Native efforts. Recall the disruptive legal battles (at Dell and Apple the contentious proxy votes (Oracle the aggressive PR campaigns (Yahoo! So not only were they lucrative in themselves, they held great potential for distributing new products and features. Thanks to mural sponsor Colocation Northwest for making this exciting addition possible at this years Cloud Tech Summit. He has been with Fortinet since 2004, leveraging his extensive experience in successfully penetrating and growing new territories, recruiting and nurturing a value-add channel partners network, and accelerating the company's footprint in the enterprise market.
Value Investors Club vmware, iNC -CL A (VMW)
Patrice is responsible for managing Fortinet's international sales and support operations worldwide. Cloud Party at Salesforce : Join us at the Salesforce office located at 929 108th Ave NE, Bellevue for a fun closing party. Just two blocks from Meydenbauer Center, its a short 9-minute walk. For targeted tech companies, three of those flags rise to the top: low (or no) dividend payouts, high capital spending, and low return on capital. Often, companies that become targets of activists are unprepared for the sudden and swift actions of these shareholders. Following only ones investment thesis, investors have a vision of the future, this vision requires a number of products and services to exist and flourish. At least 29 tech companies, for instance, initiated dividend programs in the period from 20Where senior leaders once assumed they could reinvest all cash flow into operations or acquisitions, they are now being pressured to return at least some portion of capital directly to investors. The more one is aware of these risks, the more one can work on mitigating them. He held a variety of roles earlier in his tenure at the NSA, including head of the Information Operations Technology Center's Advanced Technology Group, professional staffer to the.S. Winning Moves in the Age of Shareholder Activism, BCG Focus, August 2015.) In the 12 months ending June 30, 2015, tech was the sector most targeted by activists. The list of targets in the past two years alone is a veritable whos who spanning the breadth of the industry: Apple, Microsoft, Sony, eBay, Juniper Networks, Yahoo!, AOL, Oracle, Dell, EMC, and NetApp, among others. Page 2, i ncandescent, c apital, although Incandescent Capital was officially founded in 2013, I have personally managed money for friends and family since 2009.