Take your qualitative research to the next level. In this session you’ll hear from a top investor and expert on how to prep, craft better questions, and level up expert call research to accelerate research without compromising on quality insights.
Director of Customer Operations, Tegus
Adrianna leads the Customer Operations Department, Tegus' end-to-end expert network solution that generates the platform’s expert transcripts. Prior to joining Tegus as employee #40 in 2020, she gained valuable experience in tech at Cameo and CareerBuilder.
Investment Partner, Whetstone Capital
Andrew Carlson serves as an Investment Partner at Whetstone Capital Advisors, a fundamental long-short equity hedge fund that he joined in 2011. Whetstone employs a research-intensive investment process to identify businesses with discernible competitive advantages in industries benefiting from secular growth. The Tegus platform has been a key part of this process ever since Whetstone became an early Tegus investor and customer in 2017.
Sr. Director, Global GTM Strategy & Enablement, DocuSign
Daniel is recognized as a leading global expert in GTM transformation with 15+ years of experience, primarily in the technology, financial services, travel, and media industries. He regularly publishes articles, produces podcasts and is a keynote speaker at many conference events. Currently, he is the Senior Director, Global GTM Strategy & Enablement at DocuSign, where he is responsible for leading a global team that provides outstanding GTM strategy, training, and enablement tools. Previously, he held various sales, marketing and operations leadership positions at Google, American Express, Thomson Reuters and TUI, as well as serving as a Strategic Board Advisor at Kaplan. During his tenure at these companies, he was an outstanding, world-renowned leader, with an impressive background building and streamlining organizations.
So often investors get siloed in researching one company — when, in reality, it's a huge, huge ecosystem.
Andrew Carlson