speaker kris tuttle, director of research, soundview technology group

7
Security Technologies Investor Ideas Conference March 11, 2014

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Kris Tuttle is the Director of Research for SoundView Technology Group which focuses on researching and analyzing emerging public companies in new technology areas. Kris has 35 years of active participation in computing technologies including as an early designer and programmer of microcomputers, a researcher building artificial intelligence applications at Carnegie Mellon University and a career at IBM applying a range of advanced technologies to the most challenging business applications faced by Fortune 500 companies. Starting in 1992 he has been applying this background to technology stock investing. After the original SoundView was acquired, ultimately by UBS and Charles Schwab, he founded his own firm in 2005 and renamed it SoundView after re-acquiring the SoundView trademarks. Today the firm is focused on advisory services, research and developing more internet-based research and information services. Kris has a BS in Applied Math/Computer Science from Carnegie Mellon University and an MBA in Finance from the NYU Stern School of Business.

TRANSCRIPT

Page 1: Speaker Kris Tuttle, Director of Research, SoundView Technology Group

Security TechnologiesInvestor Ideas Conference

March 11, 2014

Page 2: Speaker Kris Tuttle, Director of Research, SoundView Technology Group

What’s Going On?Good

Bad

Good

Convergence!

Page 3: Speaker Kris Tuttle, Director of Research, SoundView Technology Group

Strong IPO Market

Page 4: Speaker Kris Tuttle, Director of Research, SoundView Technology Group

Not Much Love for the Old

Page 5: Speaker Kris Tuttle, Director of Research, SoundView Technology Group

Smaller Names Diverge

Page 6: Speaker Kris Tuttle, Director of Research, SoundView Technology Group

Places to Draw Positioning

Authentication (NXTD)BiometricsContextual Processing

(n-Factor)Software/SaaS

Convergence (VSYS)CloudMobile DevicesSoftware/SaaS

Weird StuffProvenanceWearable/EmbeddedIoT Regular Still Works

NetworksServersCompliance/LegalHealthcare

Page 7: Speaker Kris Tuttle, Director of Research, SoundView Technology Group

Thank You

Slides are at:http://soundview.co/infosec

Contact me (Kris Tuttle) at [email protected]

Or on LinkedIn or by phone: 617-828-6462