Imperial Capital Security Investor Conference Review

Author: Brian Karas, Published on Dec 08, 2017

Investment bank Imperial Capital holds an annual Security Investor Conference where 60+ companies present, including this year:

IPVM bought a ticket and attended the 2017 event.

In this note, we review the key themes of the event, what investors were most interested in, the themes companies were most typically focusing on and our assessment of who would (or would not) benefit from attending this conference.

********** ************ ************ ** ************** ******** *************** **+ ********* *******, ********* **** ****:

**** ****** * ****** *** ******** *** **** *****.

** **** ****, ** ****** *** *** ****** ** *** event, **** ********* **** **** ********** **, *** ****** ********* were **** ********* ******** ** *** *** ********** ** *** would (** ***** ***) ******* **** ********* **** **********.

[***************]

Event *******

******** ******* ******* ~*** *********, *** ***** ** *** *** count ***********, *** ***** *** ********* ******* ********. ********* **** corporations **** **** ***** *-***** **********, ******* **** *********** ***** like ****/**********, *****, *******, ** ***** ** ****** ***** ******** and ***** *********. ********* **** ******* ******** ******* ***** *** private ****** *****, **** ******* *********** **** ******, ** *** many *** *** ****** ***** *********** ** *** ******** ********.

*** ***** ** * ***-*** *******, **** *** *********/********** ********* events *** ******* ******, ***** **** ******* ********. ** *** day ** *** ***** ******, ***** **** *** ******* *************, 60+ ****-**** ********* *************, *** ***-**-*** ******** ******* ********* *** companies. ***** **** ** "*********" ***** ******** ** ***** ********, the **** *********-******** ********, ******* ** ************ *******, **** ********** slide ***********.

*** ***** ***** *** ****** ****** *** *:**** *********/******* *******.

*************

********* ************* ******* ** *** ********** ********** ** * **** level, ******** ********, ****** *****, *******, ***************, ** ******* ******** that ***** **** ** ** ******** ** *********. ***** ************* were **** ** *** *********, ***** ****** **** * *** of *********, ***********, ******** ***********, ** ********** ********. ***** *&* sessions ******** **** ************ ***** ********* **** ********* ********-******** *** less "*** **** ******* ***** ** *******". ****** ***** **** two ******** ** ******** **** **** ** *** ******* ***** on ******** ******* ** ******** **** *** ******* ***** **** is **** ****** ** **** ******** *********** **** *** ******* is **** ** * ********* ***** *****:

One ** *** ********

*** *** ** *** ******** *** *** ** *** ***** draws ** *** *****, ***** ** ******** **** *********. ***** provide *** *********** ** *** ** ******* ** * ******* meeting **** **** ******* ********** ** **** *********** ******* ******* interference ** **** ** ********* ******* ***** *********. *** ** one ******** **** ****** ** ******** *** **** ** *** companies ** ***** ****, *** ******* ********* ****** ******* ************* during ***** ********. ******** ******* ******* **** *** *** ** one ******** **** ********* ****** **** ***** *****.

Lunch *******

* ***** ******* ******* ******* ** ***** ********, **** ** a **** ******* *****, *** ******, **** ** * ********* upcoming ********** *** ********. *** ******, ************ ******* ** "****** guard" ***** **** **** *********, ********* ********** ** ******** ************** equipment, ** **-***** ******* *** ****** ** **** ******** ******** responding ** *****, ***** *** ****** *** ******* *********** *********. We ***** **** ***** ************ *** ****** ** **** **** near-term ***-***** *** ****** **** ** ******** ***** ************.

Themes/Trends *****

***** ******** *** * ***** ******* ** ** ******* *************, as **** ** *** ******* *******. **** ******** *** **** things **** ******* ** ***** *** ********* ******* (**** ********* specifically ********* ** **** ** ******** ** ***** ******** *******), but **** ****** **** ******* (**** ** *** *** **** impacted*** ******* ******* *******) *** **** ******** ** *******, ******, ***.

***** ****** ********* ******** *** ************ ** * ****** *&* market, *** ****** ** ***** ********** ********, ** **** ******** come ** ****** ** ****** ****, *** ********** ********* **** for **** ** ****** *** *** ******* **** *** **** a ******* ** ******* ***** ********** ******* *** ** ***** pressure, ********* ******** **** ****-********** *******, ** ********** ********** ********* due ** ***** ***** *****, ** **** ** ********* ******** times. *****-******** ****** *** **** ** * *** ** ******** false ******, ******** **************, *** *** *** ***** ** *********.

****** ****** ******** * ******** ****** ** ********** ** ****, security ****** **** *** ********* ** *** ** *** ************* or *********** ** ********.

Investors ****** ******* *********** *********

********* ** ***** **** **** **** ***** ********** ** *********** companies ******* *** ***** ** **** (** ****) ***** **********. In **** *****, ********* **** ************ ********** ** *** ******* (one ******* ** *** **** ********** ** ********* **** * minimum ** $**** ** ***), *** ******* ********** (******** *********** costs, ********* *****, ***.). ***** ***** **** **** ********** *** at *** *****, ******** ******* *** *****-***** ******* ***** ** less ****** ** **** ******** ********* ** *** ******** ******* event, ******* ******* ** *** ******* ****** ********* *** **** representatives **** **** ******* ** ******* ******** ***** **** ********, provide ******, *** ***** ***** ************* *** **** ***** ******** might **** ********** ****** *******, ****** *** ***** *********** ******** to ******* **********, ** **** **** ****** ************.

Upcoming ******* ********

** **** ** ***** **** ******** ******* ********, ***** ** meetings **** ****** **** *****.

Comments (10)

John Honovich

IPVM | 12/08/17 03:02pm

*****, *** ***** **** ******** / ** / ***** *********? Were *** ********* ******* ***** **** ** ********** ** **** space?

Thumbnail brk1

Brian Karas

IPVM | In reply to John Honovich | 12/08/17 07:08am

** *** *** ** *** **** ****** ********* ** *** "Key ******" *******:

** **** ** ** * *** ***********, ******* ********* *** that ** **** ***** * *** ***** **** **** ****** reliable ********* ** * ********** ********, *** **** ** *** likely ** ****** "****".

*** *** ********* ** **** *****, *** ***** *** **** on *********** ** ****** ********* *** ******** ****** **. ******** technologies **** *********. ********* *** **** ******** ********* ** *** context ** ***** **********, *** * ********** **** ***** ****** growth ** *********** ** ********** (***** *** * ****** *** component).

Undisclosed Manufacturer #1

12/08/17 03:39pm

"******** ***** *** *****-***** ******* ***** ** **** ****** ** find ******** ********* ** *** ******** ******* *****" ***** ****** Buchanan ******** ********** ** *** ****** *** *** ******** ******* for *******? *** ******?

Thumbnail brk1

Brian Karas

IPVM | In reply to Undisclosed Manufacturer #1 | 12/08/17 03:47pm

* ** *** ***** ****** ******** ***** ** * **** source ** ******* ********* ******.

***** ****** ***** ******** ** **** *** * ******* ** discuss/refine ***** ******** **** **** ********-************* ******, *** ******** *** references ** ***.

**** *** ********** *** ****** ** ** ********** ** *** security ********, * ** *** **** ***** ** ** ***** that ** ****** ******* ******** ******** ******* *******. *** ****, optimizing **** ***** *** ********* **** *********** ******* "**** ****" and *******-******* ******** ****** ***** ******** ** ****. * ***** if *** * ****** ***** ****, * **** ***** ** concept, *** * ******* ** *** **** ****** ********* *** might **** ****** ** ***** *** ***** **** ** *** more **********-******** ******** ** ***** ***** ** ******.

John Honovich

IPVM | In reply to Brian Karas | 12/08/17 06:05pm

********* ****** ******** **** ******* ** *** ********** ******* ** *********** *********/*********, *.*., **** funding *** *** / *********. ** ******* *********.

**'* * **** ******** #*, *** * ***'* **** ** any ***** ** ** **** ***** ******* ** *** ******** security ******. *********, *********** *** **** ************ *** ********* ** broader *******.

John Honovich

IPVM | 12/08/17 10:57pm

*****, *** *** ********* ******* ** **** ***** *** ** cyber ********? *** **** ******* ** ********* ******* ************* ******** or? *** ********** *********?

Thumbnail brk1

Brian Karas

IPVM | In reply to John Honovich | 12/09/17 12:07am

********* ******* ***** ******** ******* *********, ********* ******** ********* *****, automated ********* *********** *****, *** **** ********/**********/******* ********.

Undisclosed Integrator #2

12/08/17 08:41pm

*****’* *** **** ***** ** ********/********* ******* *********** ***** **** Barnes *** *** **** **** ******** ***** ***** ** ** deal/rmr *********. ** *** **** *** *** ***** *** **** to ** ********* ** *** *** *** **** ***** ********** around **** **** *** *** *****. ****’* *** **** ** all *** *** ***** **/*** *************. *** ****** ******** ***** lender **** **** ***’* ***** * **** ****** ** ** a ******* **** **** ** ****** **** ***** ******* ***** to **** ***-**** ***. ********** ***** **** **** *** *** strong ********** ***** *** *** *-* ****** ********.

John Honovich

IPVM | In reply to Undisclosed Integrator #2 | 12/09/17 11:14pm

*****’* *** **** ***** ** ********/********* ******* *********** ***** **** Barnes

*** ******** *** ****** *********** **** ********* *******. *** ** covering ********* ******* ********** / *************, ******** *** ***** ** Barnes ** ******* **** ** ******* *********.

Undisclosed Manufacturer #3

12/09/17 02:27am

Login to read this IPVM report.
Why do I need to log in?
IPVM conducts unique testing and research funded by member's payments enabling us to offer the most independent, accurate and in-depth information.

Related Reports

Silicon Valley Cybersecurity Insurance Startup Coalition Profile on Mar 20, 2019
Many industry people believe cybersecurity insurance is not worth it, as the voting and debate in our Cybersecurity Insurance For Security...
Top Metrics For Ensuring Integrator Profitability - Statistics on Mar 20, 2019
How do integrators ensure the profitability of their projects? As part of our profitability study, 100+ integrators answered the following...
Genetec Security Center 5.8 Tested on Mar 19, 2019
Genetec has released Version 5.8. This comes after a wait of more than a year that caused frustrations for many Genetec partners. Our previous...
Large US University End-User Video Surveillance Interview on Mar 18, 2019
Schools have become targets in modern days of active shooters and terrorist fears. The need for video and access security is high. Universities...
City Physical Security Manager Interview on Mar 14, 2019
This physical security pro is the Physical Security Manager for the City of Calgary. He is a criminologist by training with an ASIS CPP credential....
ADT Stock Drops After Announcing Loss And Amazon Delay on Mar 12, 2019
ADT's stock price dropped significantly after reporting heavy losses and delays in its Amazon partnership, as seen in the screenshot below: In...
Church Technology Director Security Interview on Mar 07, 2019
With 40+ years of experience in IT from a wide array of verticals, including US and foreign military, and large corporate and industrial settings,...
Dahua Posts Slowing But Strong Revenue Growth 2018 on Mar 04, 2019
Despite significant job cuts in China, Dahua's revenues grew more than 25% last year hitting a total of ~$3.5 billion USD, according to its latest...
What Is the Importance of Revenue vs Profitability for Integrators? Statistics on Mar 01, 2019
A company can be highly profitable but if it is small, they will still not make much money. By contrast, a company can generate lots revenue, but...
Verified Response Discontinued in Silicon Valley San Jose on Feb 28, 2019
Almost all security alarms are false. This has driven some municipalities to require verified response before dispatching police. However, now San...

Most Recent Industry Reports

Silicon Valley Cybersecurity Insurance Startup Coalition Profile on Mar 20, 2019
Many industry people believe cybersecurity insurance is not worth it, as the voting and debate in our Cybersecurity Insurance For Security...
Covert IP Camera Shootout - Axis, Hanwha, Hikvision, March, Vivotek on Mar 20, 2019
Covert cameras were one of the last holdout areas for analog cameras. However, in the past few years, IP / HD covert cameras have become...
Top Metrics For Ensuring Integrator Profitability - Statistics on Mar 20, 2019
How do integrators ensure the profitability of their projects? As part of our profitability study, 100+ integrators answered the following...
Avigilon Launches 'Renewed Products Program' on Mar 19, 2019
There are lots of 'pre-owned' cars but pre-owned IP cameras? While such programs are common in other industries, in video surveillance, they are...
Hanwha Tax Evasion Probe, Camera Division Implicated on Mar 19, 2019
A Hanwha group subsidiary was raided as part of a tax evasion probe. While a Korean news media report listed the raided entity as 'Hanwha...
Genetec Security Center 5.8 Tested on Mar 19, 2019
Genetec has released Version 5.8. This comes after a wait of more than a year that caused frustrations for many Genetec partners. Our previous...
Retired Mercury President Returns As Open Options President on Mar 18, 2019
Open Options experienced major changes in 2018, including being acquired by ACRE and losing its President and General Manager, John Berman who...
Large US University End-User Video Surveillance Interview on Mar 18, 2019
Schools have become targets in modern days of active shooters and terrorist fears. The need for video and access security is high. Universities...
Hikvision Favorability Results 2019 on Mar 18, 2019
Hikvision favorability results declined significantly in IPVM's 2019 study of 200+ integrators. While in 2017 Hikvision's favorability was...
ONVIF Favorability Results 2019 on Mar 15, 2019
In the past decade, ONVIF has grown from a reaction to the outside Cisco-lead PSIA challenge, to being the de facto video surveillance standard...

The world's leading video surveillance information source, IPVM provides the best reporting, testing and training for 10,000+ members globally. Dedicated to independent and objective information, we uniquely refuse any and all advertisements, sponsorship and consulting from manufacturers.

About | FAQ | Contact