Thomas is the Founder + Director of Research of Enterprise Technology Research (ETR), +D, vLAB, and aptiviti. Thomas has spent >the last decade in the enterprise technology space between both research and investment. Over the last seven years, Thomas organically built a highly-engaged enterprise CIO community and survey respondent sample in excess of 3,700 that accurately represents global IT demand. Over 3,700 global corporations and nearly 100 of the world's largest institutional investment firms rely on Thomas and ETR's research for their organizations' IT decision-making and public and private investments, which collectively representing over $1 Trillion of annual IT investment and spend.
The aptiviti platform and its community driven knowledge + data network, as well as ETR’s revolutionary research methodology are Thomas’ brainchild. ETR has helped to redefine the goal and source of critical data in the institutional investment community. The aptiviti/vLAB/+D platform bridges the chasm between acceleration/incubation to bluechip Series “A” financing by utilizing its Hyper-acceleration As A Service (HaaS) and team to scale early stage technologies + gain F1000 customers.
Thomas frequently speaks at national events (SXSW, World Hadoop Summit, Evanta CISO Summit, NextGen Cloud Summit) and is often cited in periodicals. Thomas is based in New York City where he lives with his wife and two young children.
Sagar is the Head of Data Science at ETR where he leads the design and development of all analytical models and solutions. Utilizing ETR’s proprietary CIO spending intentions data, Sagar spearheaded the development of a linear regression model to identify the relationship between survey responses and a vendor’s performance. This endeavor produced results that quantitatively justify the efficacy of ETR’s research methodology. He has also co-architected transformative visualization tools, which allow clients to easily comprehend survey data, and developed algorithms to quantitatively identify CIOs/CTOs who are constantly ahead of the curve in adopting disruptive technologies. Sagar’s experience spans across major financial, economic, and business development organizations. Prior to ETR, Sagar was a Senior Analyst at Compass Lexecon, where he conducted economic and financial analysis on matters including financial litigation, securities fraud, trading strategies, and class action damages. Sagar has a deep understanding of data analysis and is extremely skilled at statistical programming in SAS.
Brad joined ETR in 2012 as an EVP and Head of Sales/Service at Enterprise Technology Research (ETR) focusing primarily on data analysis and interpretation. Given his prior technology research experience on the sell-side and buy-side, he works within our data ecosystem and through wall street expectations, to find compelling technology, sector, and vendor specific themes. As such, he works hand-in-hand with the largest Mutual Funds, Pension Funds, Long Only Funds, and Hedge Funds in the world daily. Before joining ETR, Brad spent over 7 years in the financial services industry, most recently as a Vice President in Institutional Equity Sales at ThinkEquity with a technology focus. Prior to his time at ThinkEquity, he worked in Institutional Equity Sales and Equity Research (Specialty Semiconductor sector) at Thomas Weisel Partners. In between these roles, Brad worked at Owenoke Capital Management as an Analyst.
Robert leads technology and strategic futures as ETR's Chief of Strategy. In this leading role, Mr. Stevenson directs investor relations, emerging technologies and entrepreneurial outreach and interfacing, and all broad scope initiatives on strategic fitting and alignment
While at Isilon Robert Stevenson focused exclusively on Fortune 100 organizations, which were integrating analytics and workload fitting solutions into their existing global file solutions, during Mr. Stevenson's CTO tenure Isilon grew from $300M to $1B in sales.
As part of Hitachi, Mr. Stevenson lead brainstorms in technology futures, measures market acceptance against potentialities and coordinates with Engineering to ensure next generation products address these opportunities. Prior to joining Hitachi, Mr. Stevenson was a CTO at EMC (Isilon) for Global Accounts. Preceding EMC, Mr. Stevenson had roles as a Chief Technology Architect at Xiotech and Engineering Sales at Solidfire, both start-up companies in the SSD (Solid-State-Disk) market.
Mr. Stevenson was also the Managing Director of TheInfoPro, a company formed with Gideon Gartner, analyzing Fortune 1000 storage organizations which was later sold to 451 Group. And prior to TheInfoPro, Mr. Stevenson was Chief Technologist at Nielsen Media Research, building their first global shared SAN and expanding their Web service offerings. Mr. Stevenson has held strategic engineering and management roles at Sun Microsystems, Ernst & Young LLP and Motorola.
Mr. Stevenson is a honorable veteran of the USMC, served with the Marine Wing Communication Squadron 48 during Desert Storm. Mr. Stevenson holds a B.S. in Electrical Engineering and M.S. in Computer Science from Illinois Tech.
Patrick is co-founder of vLAB and Chief Strategist at ETR&D (Enterprise Technology Research & Development) and brings over twenty years of experience in credit, private and public equities. He has developed a holistic perspective to investing in emerging, disruptive technologies. He built his career on deep proprietary research, developing unique information sources and getting close to the buyer. His investment philosophy is grounded in optimizing this proprietary knowledge with a quantitative overlay. Patrick joined ETR&D after eight years of investing in technology equities at Invesco. In this capacity, he focused on small and mid-cap companies. Prior to Invesco, he spent twelve years at DG Capital, Carlson Capital and ECT investing in both public and private technology and energy equities. Patrick began his career in commercial banking in New Orleans. He serves as a mentor / advisor to SURGE and Capital Factory accelerators as well as the President-Elect and Chair of the Investment Committee of the Houston Angel Network (HAN).
Kwang Kim is the SVP of Corporate Development, working to expand and develop investment and technology partnerships globally. He will leverage aptiviti's portfolio of products (ETR, +D, vLAB, VETT, FITO) and will oversee its investment operations.
Kwang Kim brings to Aptiviti eighteen years of investing in technology companies for premier investment management institutions. His insights propelled him to become the youngest equity analyst at BlackRock and the youngest hedge fund manager at Gartmore. At Eaton Vance, he held both portfolio manager and equity analyst positions.
Throughout his career, his primary responsibility has been to identify investment opportunities in the technology sector across all industries. Being a fundamentally driven investor, Kwang assesses the company's technology; synthesizing its strategic and competitive landscape; determines management's ability to execute; and ultimately makes judgments on the sustainability and durability of a company's business model.
Vincent is a Quantitative Analyst at Enterprise Technology Research (ETR) where he utilizes statistical software to clean, analyze and present data. Vincent works on the design and implementation of new data cleaning programs aimed at improving data accuracy and consistency, as well as building data visualization tools that are used by clients for survey data interpretation and idea generation. Previously, he was a summer analyst at China Renaissance, a TMT-focused boutique investment bank, on their Corporate Finance team. Vincent graduated from Columbia University with a BA in Financial Economics and a concentration in Statistics.
Julia Xu is the Community Analytics Lead at ETR focused on survey construction and end user community management. Julia maintains and curates ETR’s community of CIOs and high level IT professionals, while also working on the design and back end of ETR’s Technology Spending Intention Surveys (TSIS) and drill-down surveys. Julia graduated from New York University with a BA in Economics.
Erik Porter Bradley
Erik is the Chief Engagement Strategist at aptiviti and the Managing Director of the ETR VENN series; he brings with him two decades of experience creating event-driven research platforms within the financial services industry. Erik will utilize his experience executing these platforms to strategically leverage ETR’s ecosystem and develop VENN.
Prior to joining ETR , Erik spent 10 years as a Managing Principal and Director of Research for Monness, Crespi, Hardt & Co. (MCH), an equity research firm. In concert with managing the research department, Erik developed, supervised and moderated all of the firm's corporate events; including the premier “Idea Dinner" networking product on Wall Street and a robust “Corporate Access” calendar. Prior to MCH, Erik is credited with creating the “Idea Dinner" concept in tandem with DeMatteo Monness LLC, also an equity research firm. During his tenure at DeMatteo Monness Erik forged his belief that Corporate Events should not be stagnant, one-off meetings, but a dynamic ecosystem generating unique and actionable research.
Before launching his career in financial services, Erik worked as a business journalist for McGraw-Hill and CMP Media covering the Global Energy and Information Technology industries, respectively. In addition, Erik has prior restaurant and beverage industry experience, a natural accompaniment to hosting private dining events with America's leading restaurants. In joining the powerful ETR data science platform, Erik's multi-faceted career has culminated in the VENN series; the transformational event platform designed to promote overlapping intelligence exchange and an entirely new stream of data-driven content.
Peter is Director of the ETR VENN series, which purposefully overlaps the intelligence of its entire ecosystem. Utilizing his experience generating events for both executives and the investment community, Peter leverages ETR's data to produce a natural complement of qualitative insights and event-driven research content.
Before ETR, Peter spent 10 years in the financial services industry, systematically developing platforms that united industry and investment. With the primary-research firm OTR Global, he led a substantial expansion of events featuring external contacts - including but not limited to; executives of both privately and publicly owned companies, industry contacts, and thought leaders. Prior to OTR, at the equity research firm Monness, Crespi, Hardt & Co., he contributed to the leading "Idea Dinner" networking product for US-based investors. In deliberate accompaniment to the Idea Dinner discussions he also built an impactful "Corporate Access" meeting series between public companies of interest and investors - as a targeted way to connect both parties.
The crux of his role with VENN is in uniting ETR’s community of end-users, vendors, and investors. The exclusive series of meetings and grander-scope events are designed to instigate strategic relations, drive a new stream of data-driven content, and demystify the current and coming technology landscape.