Overview

Dan Niles, Founder and Senior Portfolio Manager of the Satori Fund, a tech-focused hedge fund, has teamed up with GSA since 2009 to provide a series of webinar sessions that allow our most important global CEOs, CFOs and other executives to monitor the industry’s position in the cycle. Each quarter includes:

  • Trends in U.S. unemployment, home sales/ownership, retail sales, personal savings, GDP growth, industrial production, money supply, etc.
  • Monthly Semiconductor Industry Sales
  • Total Semiconductor Revenue vs. Total Capital Expenditure % Growth
  • Predictions for the following quarter and overall year

Upcoming Webinars

Tentative Dates:

  • 2Q24 Analysis – Jun. 26, 2024
  • 3Q24 Analysis – Sep. 25, 2024
  • 4Q24 Analysis – Jan. 8, 2025
  • 1Q25 Analysis – Mar. 26, 2025

About Dan Niles

Dan Niles is the founder and senior portfolio manager of the Satori Fund, a U.S. focused, technology based, large capitalization, long-short equity fund launched in March 2004.

Formerly, Dan was a Managing Director at Neuberger Berman and CEO of Neuberger Berman Technology Management which focused on long and short equity investments in the technology sector.

Prior to his career as a money manager, Dan was a sell-side research analyst with Robertson Stephens and Lehman Brothers. Additionally, Dan was an investment banker at Robertson Stephens and specialized in technology transactions including mergers and acquisitions, initial public offerings, secondaries, and convertible debt offerings.

Before starting his Wall Street career in 1990, Dan was an engineer with Digital Equipment Corporation. Dan received a B.S. in Systems Engineering from Boston University and a M.S. in Electrical Engineering from Stanford University.