As an experiment at Spring VON this year I teamed up with Angelo Liberatore, a Public Equity Analyst at Credit Suisse. The idea was to derive additional perspective for not only ourselves but also for those who were either looking at using these products or investing in these companies. It worked out quite well as I was able to pin down the innovative / technical angle and Angelo covered the financial & investment aspects. The resulting conversations were dynamic and much more comprehensive than usual, which worked great for both of us.
Some information on your Analyst:
Angelo Liberatore is an equity research analyst that has been actively covering publicly traded telecommunications infrastructure suppliers for the past seven years, most recently at Credit Suisse First Boston. Prior to joining CSFB, Angelo held similar positions at Goldman Sachs and Banc of America Securities. As an equity research analyst, Angelo's responsibilities include product cycle analysis, financial modeling and research publication, among others. Angelo graduated from Georgetown University with a major in finance and minor in theology. He is based in New York City.
We talked to many vendor companies operating in the IP Communications space including Sonus, Broadsoft, Sylantro and of course touched on the service providers. Angelo knows his craft well and covered the investor perspective while I put on my CTO hat and approached these talks as a potential customer.
Our idea is to put together a weekly podcast on the industry players, from a tech and investor perspective. If all goes well we will have published our first tag-team podcast early next week. Stay tuned for that!