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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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