2015 Technology Investor Forum - Update
Niv Dagan
Peak Asset Management
Good Evening, This morning, we attended the 2015 Technology Investor Forum. Some of the presenters included Gary Weiss (Director, TOP), Matt Barrie (Exec Chaim, Freelancer), Jason Ashton (CEO, Big Air), Jamie Pride (CEO, Reffind) and Jason Marinko (Exec Chair, Spookfish) All firms presented extremely well, but the standout was Matt Barrie from FLN, who talked about the huge growth the company is generating from overseas (88% gross margins) and the integration of Escrow.com, would be a huge catalyst for the stock in the near-term. Other stocks to keep a close eye on include RFN, which is up ~ 500% since debut…. Incredible….. Jason Ashton (BGL), also discussed the recent consolidation in the telecommunications sector (MTU, VOC, AMM, TPM) and what it means for the stock. We do like the sector overall and see further upside. If you have interest to hear our thoughts on the above companies, please don’t hesitate to be in touch. Niv
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Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investments capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional, intermediary and offshore hedge funds. Niv takes an active approach in managing client funds and is a firm believer that adequate risk management is paramount in any good investment decision. Niv's work is largely focused on portfolio management, asset allocation, fixed income, managed funds, structured products and developing tailored strategies for the SMSF sector.
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Niv Dagan
Executive Director
Peak Asset Management
Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investments capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional,...
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No areas of expertise
Niv Dagan
Executive Director
Peak Asset Management
Prior to founding PEAK Asset Management, Niv headed up HC Securities, spent three years growing Halifax Investments capital markets division and also worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional,...
Expertise
No areas of expertise
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