What is Innovation in the Mid-Cap Space

Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.

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Speakers
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Ian Sexsmith
CFA Portfolio Manager, Senior Research Analyst

Ian Sexsmith is the lead Portfolio Manager of the Parnassus Mid Cap Growth Fund and a Senior Research Analyst. Mr. Sexsmith has responsibility for portfolio management for the firm’s Mid Cap Growth strategy. He joined Parnassus Investments in 2011 after serving as a Parnassus research intern. His prior experience includes work at Scotiabank and TD Bank Financial Group in Toronto. Mr. Sexsmith received his bachelor’s of commerce degree from the University of Manitoba, Canada, and his master’s degree in business administration from the University of California, Berkeley. He holds the CFA designation and is a member of the CFA Society of San Francisco.

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David Armstrong
Director of Editorial Strategy & Operations, WealthManagement.com

David Armstrong is the director of editorial strategy & operations for Informa’s Wealthmanagement.com, a leading information portal for financial advisors. He’s a longtime business journalist who spent 10 years at Forbes magazine, and previously held reporting positions at Foxnews.com and McGraw-Hill. He is a graduate of the University of Wisconsin-Madison.

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What is Innovation in the Mid-Cap Space
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