Our analysts are recognised leaders in their field, with industry experience, deep relationships, and a lifelong commitment to their research sectors.
Richard Kramer
Senior Analyst
Richard Kramer
Senior Analyst
Richard is the main founder of Arete (formed in 2000), the pioneer of the independent equity research space (prior to the Wall Street scandals of 2001-2003) and is based in London. For over 20 years he has focused on the wider mobile internet space, including smartphones, digital consumer products, advertising technology and other internet services. He is a frequent and highly rated speaker at industry conferences, known for his frank dissection of industry hype and willingness to offer critical as well as positive comments on leading tech companies. Prior to founding Arete, Richard was for four years #1 ranked technology analyst in Europe at Goldman Sachs, and prior to that, worked for Nortel and at a prestigious Columbia University economics think tank.
Email: richard.kramer@arete.net
Phone: +44 207 959 1303 Coverage
Bio
Brett Simpson
Senior Analyst
Brett Simpson
Senior Analyst
Brett is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.
Email: brett.simpson@arete.net
Phone: +44 207 959 1320 Coverage
Bio
Adam Shepherd
Senior Analyst
Adam Shepherd
Senior Analyst
Adam is responsible for Arete’s Software & IT services coverage with ~25 years industry experience both as an analyst and as a technology consultant (systems integration). Leads a four man team that has created an extensive network of CIOs, CISOs and reseller contacts. Typically have >150 direct CIO/CISO interactions each year, predominantly with Fortune 2000 enterprises. This gives Adam and the team extensive insight into software vendor performance, opportunity and competitive dynamics. Feedback is shared directly with clients via the CIO Series and embedded into company specific research. The CIO conversations span a broad range of private and listed companies giving the team a perspective well beyond its formal coverage in enterprise software. He joined Arete in 2009 and is based in London. Prior to Arete, Adam spent nine years as an analyst at Dresdner Kleinwort and BNP Paribas, specialising in European software and IT services. Before this, he worked five years in technology consulting at PA Consulting Group, developing systems across a number of infrastructure and application platforms.
Email: adam.shepherd@arete.net
Phone: +44 207 959 1311 Coverage
Bio
Andrew Beale
Senior Analyst
Andrew Beale
Senior Analyst
Andrew joined Arete in 2003 and is based in the firm's London office. He focuses on telecoms/cable in US and EU. Prior to Arete, Andrew spent nine years as an analyst at several investment banks including Deutsche Bank and UBS, specialising in wireless and UK/EU telcos. Before this, he spent a year in corporate finance at Bankers Trust, and five years consulting at PA Consulting Group to telecoms and CATV operators, banks, regulators and customers.
Email: andrew.beale@arete.net
Phone: +44 207 959 1316 Coverage
Bio
Charlotte Perfect
Senior Analyst