Semiconductors Coverage and Ideas
08 - 09 Jul 2026
London
Rosenblatt Securities
Kevin Cassidy
Kevin Cassidy
Senior Analyst, Semiconductors
Kevin has 25+ years of industry experience, including at Texas Instruments and AMD, and 15+ years of experience covering the space. He is a top
ranked stock picker in 3rd party ratings.
Revelare Ideas Lunch: Buyside Perspectives across TMT, Consumer, Healthcare and Fintech
30 Sep 26 - 01 Oct 26
Paris 30 Sep • London 01 Oct
Revelare Partners
Andrew Peters
Andrew Peters
Co-Founder & Managing Partner
Andrew is a co-founder of Revelare Partners. He has more than 15 years of experience in sales, research development and sourcing investment ideas for institutional investors. Prior to Revelare, Andrew was the Managing Director of Sales at DeMatteo Research LLC from 2011 to 2023 working with the team to build and expand its client base. He began his career as an Institutional Salesperson at PCS Research Services in 2008. He received a B.A. in Financial Economics from the University of Rochester.