Arnie Berman
Type of Fellow: Research Fellow
Description: Arnie is with Cowen & Co. - serving both as its Chief Technology Strategist and head of its TMT research team. From 1990 to 2004, Arnie was with SoundView Technology Group, serving as that firm’s Technology Strategist, Chief Investment Officer, principal investment spokesman and long-time author of its flagship research product, Technology Focus.
For much of the 1990’s, Arnie was SoundView’s top institutional producer. More importantly, Arnie was Pip’s favorite single Wall Street broker. Displaying an uncanny knack for jumping out of falling elevators, Arnie left SoundView just prior to its ill-fated acquisition by Charles Schwab & Co.
At SG Cowen, Arnie continues to provide the sort of thought-provoking, highly differentiated and entertaining research Technology Focus readers have come to love and expect over the years. He aims to provide institutional investors with a provocative framework on which to base their portfolio decisions – by offering both a macro-fundamental view of the technology sector with the insights of Cowen’s TMT team.
Arnie often speaks at investor conferences and IT user events, including those organized by Gartner, Inc. He is a frequent guest on CNBC and is often quoted in the Wall Street Journal, Money, Forbes, Business Week and other business periodicals. Arnie (like Pip) was a formerly a contributing editor to Red Herring Magazine – which ceased publication from 2003 to 2005 despite the celebrated wit and insight of his columns