In this second edition, recorded in July, we chat to Mike Seidenberg, a Portfolio Manager/Analyst who joined AllianzGI in 2009. Mike is based in San Francisco and is part of the award-winning Allianz Technology Trust team with Walter Price.
Mike explains the benefits of being based ‘on the ground’ in the San Francisco Bay Area, in close proximity to Silicon Valley. Ten of the company’s leading holdings are located within fifty miles of the Allianz offices and Mike explains how this delivers a considerable advantage. He also considers what it is that creates a fertile environment for technology companies.
Produced and recorded by Lansons, at the Lansons studio in Farringdon.