Wednesday, December 03, 2025
11:00 am EST | 8:00 am PST | 4:00 pm GMT
With artificial intelligence (AI) reshaping industries and driving the next wave of digital transformation, the Technology Sector stands at a pivotal point heading into 2026.
Join CFRA Global Head of Research – Wealth Management, Paul Beland, CFA, as moderator, Technology Sector Head Angelo Zino, CFA, and VP of Equity Research Janice Quek for an in-depth discussion on the evolving Technology Sector landscape and where it’s headed in 2026. As AI momentum accelerates and adoption expands across industries, our experts will share their latest insights on the growth prospects of mega-cap technology leaders across the semiconductor, hardware, and software segments.
The conversation will focus on:
- Rising valuations, shifting financing structures, and intensifying competition from OpenAI and other emerging platforms.
- Key trends shaping the SaaS ecosystem, and where we see the most significant opportunities/risks, as AI adoption grows across the enterprise space.
- CFRA's view on these dynamics, and how they could impact the investment landscape
- Strategies for investors to realign their portfolios in the coming year, centering on capital expenditure patterns and AI monetization opportunities—critical themes shaping 2026.
Speakers
Paul Beland, CFA
Moderator, Global Head of Research - Wealth Management
Paul Beland, who holds a CFA designation, is currently serving as the Global Head of Research - Wealth Management at CFRA. Before joining CFRA in 2017, he worked as a sell-side equity research analyst for over ten years with Citigroup and Lazard Capital Markets. During his tenure, he covered various sectors, including Accounting and Valuation, Education Services, and Media. Paul served as a member of the Global Regulatory Board of RICS from 2015 to 2020. He completed his Bachelor of Arts in Economics with honors and distinction from the University of North Carolina at Chapel Hill.
Angelo Zino, CFA
Technology Sector Head - SVP of Equity Research
Angelo is a Technology Sector Head - SVP of Equity Research at CFRA and leads up the Technology team at the firm. His responsibilities include conducting research and recommending equity investments across the Technology and Communications Services sectors, specializing in mega cap technology firms, semiconductors, and social media companies. In addition, Angelo has extensive knowledge covering disruptive trends tied to Artificial Intelligence (AI) and digital advertising, among other areas. Angelo was previously an Industry Analyst with S&P Global Market Intelligence and worked there from 2007 through 2016.
Prior to S&P Global and CFRA in 2016, Angelo was Vice President and Portfolio Manager at North Fork Bank, investing accounts through the utilization of mutual funds. In addition to that role, he was an Analyst for the North Fork Bank Trust Department, recommending industrial stocks through fundamental analysis and technical analysis-driven models.
Angelo holds an MBA in Finance from Hofstra University and is also a CFA charterholder.
Janice Quek
VP of Equity Research
Janice Quek is VP of Equity Research covering the Information Technology Sector, focusing on the Software sub-industry. Her expertise lies in enterprise software, SaaS providers, and cybersecurity.
Before joining CFRA in 2021, Janice worked as an equity research analyst for a wealth management firm. Her primary responsibilities included covering equities in high-growth industries, such as software, e-commerce, media streaming, and gaming.
Janice holds a Master’s in financial mathematics from the University of Chicago and a Bachelor’s in aerospace engineering from the University of Illinois at Urbana-Champaign. She has also served in various roles as a military officer in the Singapore Air Force.
