Tag: Henry Fernandez

The Hybrid Work Model – One CEO’s Take

The Hybrid Work Model – One CEO’s Take

Most of what I've seen from CEOs suggests that many Technology companies will adopt a hybrid work model with many employees splitting time between home and the office (I would not want to be long CRE in the "Office" segment). Certain Financial Services positions (PMs and Analysts for example) lend themselves well to the hybrid … Continue reading The Hybrid Work Model – One CEO’s Take

Update: Battle-Tested Software CEOs

Update: Battle-Tested Software CEOs

We published a piece in March 2020 entitled Battle-Tested Software CEOs, that highlighted a group of CEOs that we believed would hold the line and successfully navigate the COVID waters. Here is our updated thinking regarding that list. Tickers mentioned: AAPL, ADBE, CSGP, CVLT, FISV, MSCI, PYPL, SPGI, SQ, SSNC, VRSK Andy Florance. Founder & … Continue reading Update: Battle-Tested Software CEOs