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John W. Stanton

John Stanton is a wireless industry pioneer, co-founding three of the top 10 wireless operators in the United States over the last 33 years. His involvement in the wireless industry began in 1982, when John helped found McCaw Cellular Communications, where he served as Chief Operating Officer and Vice-Chairman. By 1989, McCaw had grown to be the largest wireless operator in the US and in 1994 was sold to form what is now AT&T Wireless. Mr. Stanton holds a BA in Political Science from Whitman College and an MBA from Harvard Business School.

Eric Semler

Eric Semler is a public and private market investor in technology and media. His hedge fund, TCS Capital Management, was, at its peak, among the largest independent technology, media, and telecom investment funds. From its inception in 2001 until it became a family office in 2017, the flagship TCS Global Equity Fund generated an annual net return of some 15%, more than twice the return of the S&P 500 Index and MSCI World Index over the same time period. In 2019, partnering with highly regarded NBA parents Dell and Sonya Curry, Mr. Semler and his wife Tracy founded the Raising Fame television and podcast franchise.

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Thomas J. Lee, CFA

Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Mr. Lee received his BSE from the Wharton School at the University of Pennsylvania, with concentrations in Finance and Accounting. He is a CFA charter holder and an active member of NYSSA and the NY Economic Club. He served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014 and, prior to that, as Managing Director at Salomon Smith Barney. His areas of expertise include market strategy, small/mid-cap strategy, and telecom services.

John Bai

John Bai is a Managing Partner and the Head of Sales at Fundstrat Global Advisors. Thanks to his 25-plus years of experience in finance, John possesses extensive knowledge of all major hedge funds in the US and Asia. Prior to co-founding Fundstrat, John served as Head of Asia and US Equity Sales at Mizuho Securities USA, from 2009 to 2014. Prior to that, he was Head of Hedge Fund Sales at Calyon Securities Inc. (CLSA) and Head of Asia Equity Sales at ING Barings. He was also the top producer in sales at CLSA and Mizuho. Mr. Bai earned a BS in Electrical Engineering from Columbia University and holds an MBA in Finance and Accounting from the University of Chicago Booth School of Business.

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