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Summary
Join us for an engaging session where we will delve into the intricate landscape of the Trump Administration’s tariff policies and their specific implications for two of the most influential companies in the technology sector — Apple and Nvidia.
Melissa Otto, our head of Visible Alpha Investment Research, will provide an in-depth analysis of Apple and Nvidia's exposure to the Chinese market under the tariff era, examining the trends in estimates and consensus valuations, and associated risks reflected in the numbers, as well as the broader market implications.
Don't miss the opportunity to engage in a Q&A session where your questions will be addressed by our experts.
Speakers
S&P Global Market Intelligence
Melissa Otto, CFA
Head of Visible Alpha Research
Melissa is Head of Visible Alpha Research at S&P Global. She focuses on understanding AI applications and the role of the mega-cap technology stocks, while integrating Visible Alpha and CapIQ tools into a broad range of investment research topics, sectors and persona workflows. Prior to joining Visible Alpha, she spent 20+ years as an equity analyst and portfolio manager, investing in global technology and consumer stocks and the Pan-Asia region. In addition to her equity investing career, Melissa worked with engineering teams at data providers and Microsoft Azure building cloud-based solutions to centralize and aggregate critical investment data for investors.
Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder. She is certified in Azure Fundamentals and Agile Project Management and recently completed The Business of AI course at Columbia Business School. She is a frequent media commentator on equities in the US and abroad.
LinkedIn profile: http://linkedin.com/in/melissa-otto-cfa
S&P Global Market Intelligence
Karina Limburg
Data Services Director, Visible Alpha, APAC
Karina serves as the Data Services Director for the APAC region at Visible Alpha, where she specializes in helping buy-side clients leverage data more systematically to drive investment decisions. With eight years of experience at the company, she began her journey in the European division before transitioning to her current role in the APAC region.
Drawing on her extensive experience in financial data services and deep buy-side expertise spanning more than 15+ years, Karina works closely with institutional investors, asset managers, and hedge funds to unlock the full potential of Visible Alpha's data offerings. She is passionate about transforming complex datasets into actionable insights that inform investment strategies and portfolio management.
Questions?
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