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Streaming Services and Fertile Environments for Tech Companies

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Manage episode 310881730 series 3075916
Content provided by AllianzGI Investment Trusts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AllianzGI Investment Trusts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this second edition, recorded in July, we chat to Mike Seidenberg, a Portfolio Manager/Analyst who joined AllianzGI in 2009. Mike is based in San Francisco and is part of the award-winning Allianz Technology Trust team with Walter Price.

Mike explains the benefits of being based ‘on the ground’ in the San Francisco Bay Area, in close proximity to Silicon Valley. Ten of the company’s leading holdings are located within fifty miles of the Allianz offices and Mike explains how this delivers a considerable advantage. He also considers what it is that creates a fertile environment for technology companies.

Produced and recorded by Lansons, at the Lansons studio in Farringdon.

  continue reading

25 episodes

Artwork
iconShare
 
Manage episode 310881730 series 3075916
Content provided by AllianzGI Investment Trusts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AllianzGI Investment Trusts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this second edition, recorded in July, we chat to Mike Seidenberg, a Portfolio Manager/Analyst who joined AllianzGI in 2009. Mike is based in San Francisco and is part of the award-winning Allianz Technology Trust team with Walter Price.

Mike explains the benefits of being based ‘on the ground’ in the San Francisco Bay Area, in close proximity to Silicon Valley. Ten of the company’s leading holdings are located within fifty miles of the Allianz offices and Mike explains how this delivers a considerable advantage. He also considers what it is that creates a fertile environment for technology companies.

Produced and recorded by Lansons, at the Lansons studio in Farringdon.

  continue reading

25 episodes

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