Continued Cloud Migration and Shift of Economics Impact Software Space
Matt Hedberg, Managing Director, joined RBC Capital Markets in 2006, and in addition to 10 years of software equity experience there, he has spent eight years in the software industry working with companies including GMAC and Accenture. While at RBC Capital Markets, Mr. Hedberg has published multiple white papers on the software industry and has deep knowledge of both public and private software companies. His software coverage universe focuses on infrastructure, security and Big Data-related names. Institutional Investor named Mr. Hedberg as a “Rising Star of Wall Street” in 2012. He holds an MBA from the University of St. Thomas in finance. Profile
TWST: Let's start with your broad stroke view of your coverage and the subsectors that you watch.
Mr. Hedberg: Sure. I focus on infrastructure software names like