Nick Thomson, Portfolio Manager of Lakehouse Capital – Global Growth Fund will share his insights on how technology has been limitless in terms of its impact across a wide range of industries. He will also discuss why now represents a compelling opportunity to invest in some of the world’s largest tech companies with high-quality, recurring revenue streams at attractive prices.

Nick also will touch on businesses that have been successful and not so successful in the tech space, and how those that have succeeded have become leaders in their respective categories. He will share Lakehouse’s unique approach to identifying these businesses with superior economic models and long-term industry tailwinds, which are underlying drivers of long-term value creation and investor returns.