Agenda Monday, March 1, 2021

Please note the times of the presentations are in Eastern Time (ET).
Track One Track Two Track Three Track Four Track Five Track Six
7:30 a.m. Opening Remarks
James Gorman, Morgan Stanley, Chairman & CEO
7:35 a.m. Morgan Stanley Research Best Ideas Panel
Moderated by Michael Wilson, Chief Investment Officer & Chief Equity Strategist
Keith Weiss, Software
Ben Swinburne, Cable/Satellite & Media
Brian Nowak, Internet
Katy Huberty, IT Hardware
Simon Flannery, Telecom Services & Communications Infrastructure
James Faucette, Payments & Processing, IT Services, Telecom & Networking Equipment
Joseph Moore, Semiconductors & Semiconductor Capital Equipment
8:45 a.m. Appian S4 Capital Blue Apron Colony Capital / Digital CyberArk Company TBA
Matt Calkins, CEO Sir Martin Sorrell, Founder Linda Findley Kozlowski, Colony Josh Siegel, CFO Speaker TBA
Mark Lynch, CFO Peter Rademaker, CFO CEO Marc Ganzi, President &
Scott Spirit, Chief Growth Randy Greben, CFO CEO, Colony Capital, and
Officer CEO, Digital Colony
9:30 a.m. Akamai Interpublic Criteo American Tower Cree Corning
Tom Leighton, CEO Philippe Krakowsky, CEO Megan Clarken, CEO Rod Smith, CFO Gregg Lowe, CEO Jeff Evenson, CSO
Ed McGowan, CFO Neill Reynolds, CFO
10:15 a.m. Nuance SiriusXM WW International QTS Realty Analog Devices EPAM Systems
Communications Jennifer Witz, CEO Mindy Grossman, CEO Jeff Berson, CFO Vincent Roche, CEO Jason Peterson, CFO
Mark Benjamin, CEO Amy O’Keefe, CFO
Dan Tempesta, CFO Michael Lysaght, Chief
Digital Officer
11:00 a.m. IBM BigCommerce Expedia Blaize Texas Instruments SS&C
Jim Whitehurst, President Brent Bellm, CEO Peter Kern, CEO Dinakar Munagala, CEO Rafael Lizardi, CFO Rahul Kanwar, President
Robert Alvarez, CFO & COO
11:45 a.m. SAP Roku DocuSign Consolidated Lam Research Visa
Luka Mucic, CFO Steve Louden, CFO Dan Springer, CEO Communications Doug Bettinger, CFO Oliver Jenkyn, Group
Bob Udell, CEO President & Regional
Steve Childers, CFO President, North America
12:30 p.m. Asana Eventbrite The RealReal Bill.com Company TBA Viavi
Dustin Moskovitz, CEO Julia Hartz, CEO Matt Gustke, CFO Rene Lacerte, CEO Speaker TBA Oleg Khaykin, CEO
John Rettig, CFO
1:15 p.m. JFrog Spotify Shutterstock Gusto KLA Corporation Chime
Shlomi Ben Haim, CEO Paul Vogel, CFO Jarrod Yahes, CFO Joshua Reeves, CEO Rick Wallace, CEO Chris Britt, CEO
Jacob Schulman, CFO Bren Higgins, CFO
2:00 p.m. Uber
Dara Khosrowshahi, CEO
3:00 p.m. Break (30 minutes)
3:30 p.m. Workday Clear Channel Outdoor Groupon Datadog Mimecast Affirm
Aneel Bhusri, CEO & co- Scott Wells, CEO, Clear Aaron Cooper, interim Olivier Pomel, CEO Peter Bauer, CEO Max Levchin, CEO
Founder Chanel Outdoor Americas CEO Michael Linford, CFO
4:15 p.m. Fastly Liberty Media Playtika Outreach Ping Identity E2Open
Joshua Bixby, CEO Greg Maffei, CEO Craig Abrahams, Manny Medina, CEO Raj Dani, CFO Michael Farlekas, CEO
Adriel Lares, CFO President & CFO Melissa Fisher, CFO
5:00 p.m. Lightspeed SolarWinds Rappi SambaNova Company TBA ServiceTitan
Dax Dasilva, CEO Sudhakar Ramakrishna, Sebastian Mejia, co- Rodrigo Liang, CEO Speaker TBA David Burt, CFO
CEO Founder & President
J. Barton Kalsu, CFO Oscar Herrera, CFO
5:45 p.m. Microsoft
Jason Zander, EVP, Microsoft Azure
6:45 p.m. The Walt Disney Company
Bob Chapek, CEO
7:30 p.m. Conclusion of Day 1
Agenda Tuesday, March 2, 2021

Please note the times of the presentations are in Eastern Time (ET).
Track One Track Two Track Three Track Four Track Five Track Six Track Seven
7:45 a.m. ViacomCBS
Bob Bakish, CEO

8:45 a.m. Amadeus IT New York Times Farfetch CyrusOne STMicroelectronics Equifax PagSeguro
Luis Maroto, CEO Meredith Kopit Levien, Elliot Jordan, CFO Katherine Motlagh, Jean-Marc Chery, Mark Begor, CEO Ricardo Dutra, CEO
Till Streichert, CFO CEO CFO CEO John Gamble, CFO Artur Schunck, CFO

9:30 a.m. Prosus and Naspers Omnicom Duolingo SBA Lumentum Endava XP Inc.
Bob van Dijk, CEO John Wren, Chairman Luis von Ahn, CEO & Communications Alan Lowe, CEO John Cotterell, CEO Bruno Constantino,
Philip Angelastro, co-Founder Jeffrey Stoops, CEO CFO
CFO Matt Skaruppa, CFO

10:15 a.m. Hubspot Varonis MercadoLibre Company TBA Skyworks Trimble Company TBA
Kate Bueker, CFO Guy Melamed, CFO Pedro Arnt, CFO Speaker TBA Kris Sennesael, CFO Rob Painter, CEO Speaker TBA
Chuck MacGlashing, Brian Vecci, Field David Barnes, CFO
VP, Treasury & IR CTO

11:00 a.m. Palo Alto Networks Charter Rover UserTesting GlobalFoundries Arista Networks Sprout Social
Nikesh Arora, CEO Communications Aaron Easterly, CEO Andy MacMillan, CEO Thomas Caulfield, Anshul Sadana, COO Justyn Howard, CEO
Tom Rutledge, CEO Tracy Knox, CFO CEO Joe Del Preto, CFO
David Reeder, CFO Ryan Barretto, SVP,
Global Sales

11:45 a.m. Qualys Citrix Pinterest Nutanix Western Digital Poly Paypal
Sumedh Thakar, David Henshall, CEO Todd Morgenfeld, Duston Williams, CFO Bob Eulau, CFO Dave Shull, CEO John Rainey, CFO
interim CEO CFO Greg Smith, VP, Siva Sivaram, Chuck Boynton, CFO
Joo Mi Kim, CFO Product Marketing President, Technology
& Strategy

12:30 p.m. Intuit Synopsys SciPlay Pure Storage Advanced Micro Five9 AvidXchange
Michelle Clatterbuck, Aart de Geus, co-CEO Michael Cody, CFO Charles Giancarlo, Devices Rowan Trollope, CEO Michael Praeger, CEO
CFO CEO Mark Papermaster, Barry Swarenstein,
Kevan Krysler, CFO CTO CFO

1:15 p.m. FireEye Netflix Nextdoor Seagate Applied Materials Axon Freshworks
Kevin Mandia, CEO Greg Peters, COO & Sarah Friar, CEO Dave Mosley, CEO Dan Durn, CFO Jawad Ahsan, CFO Girish
Frank Verdecanna, CPO Mike Doyle, CFO Gianluca Romano, Mathrubootham, CEO
CFO CFO

2:00 p.m. Facebook

Sheryl Sandberg, COO
David Wehner, CFO

3:00 p.m. Atlassian

Mike Cannon-Brookes, co-Founder & co-CEO

3:30 p.m. Zscaler Lions Gate StockX Vivint Lattice F5 Amplitude

Jay Chaudhry, CEO Jeff Hirsch, President Scott Cutler, CEO Todd Pedersen, CEO Semiconductor Francois Locoh- Hoang Vuong, CFO
Remo Canessa, CFO & CEO, Starz John Kaelle, CFO Dale Gerard, CFO Jim Anderson, CEO Donou, CEO
Sherri Luther, CFO Frank Pelzer, CFO

4:15 p.m. Fortinet DataRobot Company TBA NetApp Cirrus Logic RingCentral Avalara
Ken Xie, CEO Dan Wright, COO Speaker TBA George Kurian, CEO John Forsyth, CEO Mitesh Dhruv, CFO Scott McFarlane, CEO
Keith Jensen, CFO

5:00 p.m. Cloudflare World Wrestling Equinix GoPro Impinj Sumo Logic Root Insurance
Thomas Seifert, CFO Entertainment Keith Taylor, CFO Nick Woodman, CEO Chris Diorio, CEO Ramin Sayar, CEO Alex Timm, CEO
Kristina Salen, CFO Brian McGee, CFO Cary Baker, CFO Sydney Carey, CFO Dan Rosenthal, CFO

5:45 p.m. VMware

Raghu Raghuram, COO, Products and Cloud Services

6:45 p.m. ServiceNow

Bill McDermott, CEO

7:45 p.m. Conclusion of Day 2

Agenda Wednesday, March 3, 2021

Please note the times of the presentations are in Eastern Time (ET).
Track One Track Two Track Three Track Four Track Five Track Six
7:30 a.m. Comcast
Brian Roberts, Chairman & CEO

8:45 a.m. Capgemini Redis Schibsted Anterix Nordic Semiconductor Dell Technologies
Aiman Ezzat, CEO Ofer Bengal, CEO Kristin Skogen Lund, CEO Rob Schwartz, CEO Svenn-Tore Larsen, CEO Jeff Clarke, COO & Vice
Tim Gray, CFO Pal Elstad, CFO Chairman

9:30 a.m. SailPoint Globant Ocado Telus ARM Holdings Zebra

Mark McClain, CEO Juan Urthiague, CFO Tim Steiner, CEO Doug French, CFO Inder Singh, CFO Anders Gustafsson, CEO
Jason Ream, CFO Nathan Winters, CFO

10:15 a.m. New Relic Lamar Advertising Pros Holdings Rocket Companies Synaptics Bandwidth
Lew Cirne, CEO Sean Reilly, CEO Andres Reiner, CEO Jay Farner, CEO Michael Hurlston, CEO David Morken, CEO
Alex Harrington, VP,
Finance
Belinda Harrington, Senior
Manager, IR

11:00 a.m. Chegg TripAdvisor Workiva Teradata Microchip Zoom

Dan Rosensweig, CEO Ernst Teunissen, CFO Jill Klindt, CFO Steve McMillan, President Steve Sanghi, CEO Kelly Steckelberg, CFO
Mike Rost, Vice President, & CEO Eric Bjornholt, CFO
Partnership & Alliance

11:45 a.m. LiveRamp Blue Yonder Take-Two Interactive HP Inc. Micron Juniper Networks
Warren Jenson, President Sue Savage, CFO Strauss Zelnick, CEO Enrique Lores, CEO Dave Zinsner, CFO Ken Miller, CFO
& CFO Manoj Leelanivas, CPO
Anneka Gupta, President
& Head of Products and
Platforms
Lauren Dillard, CCO

12:30 p.m. Zendesk Outfront Zynga CircleCI Ambarella 8X8

Elena Gomez, CFO Jeremy Male, CEO Frank Gibeau, CEO Jim Rose, CEO Casey Eichler, CFO Dave Sipes, CEO
Marc Cabi, SVP, IR Chitra Balasubramanian, Louis Gerhardy, Senior Sam Wilson, CFO
CFO Director, Corporate
Development

1:15 p.m. Company TBA Tenable Twitter Hewlett Packard NVIDIA Extreme Networks
Speaker TBA Amit Yoran, CEO Ned Segal, CFO Enterprise Colette Kress, CFO Ed Meyercord, CEO
Steve Vintz, CFO Antonio Neri, CEO

2:00 p.m. Snap

Evan Spiegel, CEO

3:00 p.m. Break (30 minutes)

3:30 p.m. BlackLine IMAX Silicon Valley Bank CDW Silicon Labs box
Marc Huffman, CEO Richard Gelfond, CEO Gregory Becker, CEO Chris Leahy, CEO Tyson Tuttle, CEO Aaron Levie, CEO
Mark Partin, CFO Collin Kebo, CFO John Hollister, CFO Dylan Smith, CFO

4:15 p.m. Anaplan Proofpoint Private Capital Markets Viasat MaxLinear Databricks
Frank Calderoni, Gary Steele, CEO Panel Rick Baldridge, CEO Steve Litchfield, CFO Ali Ghodsi, CEO
Chairman Paul Auvil, CFO Panelists TBA Dave Conte, CFO

5:00 p.m. Salesforce Company TBA Private Capital Markets NCR Illumio Cisco
Bret Taylor, President & Speaker TBA Panel Mike Hayford, CEO Andrew Rubin, CEO Todd Nightingale, SVP,
COO Panelists TBA GM, Enterprise
Networking and Cloud

5:45 p.m. Alphabet

Ruth Porat, CFO

6:45 p.m. Conclusion of Day 3

Agenda Thursday, March 4, 2021

Please note the times of the presentations are in Eastern Time (ET).
Track One Track Two Track Three Track Four Track Five Track Six
7:30 a.m. AT&T
Jason Kilar, CEO, WarnerMedia

8:45 a.m. 2U News Corp Amdocs Repay Holdings Soitec Nielsen

Paul Lalljie, CFO Robert Thomson, CEO Tamar Rapaport-Dagim, John Morris, CEO Paul Boudre, CEO David Kenny, CEO
CFO & COO Tim Murphy, CFO Steve Babureck, Corp Linda Zukauckas, CFO
DEV & IR

9:30 a.m. Company TBA goPuff Morgan Stanley Wealth Uniti TE Connectivity Clarivate
Speaker TBA Yakir Gola, co-Founder Management Panel: Pre- Mark Wallace, CFO Heath Mitts, CFO Jerre Stead, CEO
Liquidity Wealth Richard Hanks, CFO
Management Planning
Moderated by Beth Smith,
Family Office Resources
Panelists TBD

10:15 a.m. Yext NICE Ltd. Morgan Stanley Wealth Life after Covid-19 in Sensata Avaya
Howard Lerman, CEO Beth Gaspich, CFO Management Panel Internet and Consumer Jeff Cote, CEO Kieran McGrath, CFO
Moderated by Jill Hallquist, Tech Panel with Morgan Paul Vasington, CFO
Shareworks Sales Director Stanley Research
of Private Markets Moderated by Adam
Monika Edrizzi, Vice Virgadamo, US Equity
President, Shareworks Strategy
Liquidity Lauren Schenk, Internet
Zach Johnston, Shareworks
Erik Woodring, IT
Product & Services
Consultant Hardware

11:00 a.m. PagerDuty LivePerson Gympass Crown Castle GoDaddy Paychex

Jennifer Tejada, CEO John Collins, CFO Cesar Carvalho, CEO Dan Schlanger, CFO Aman Bhutani, CEO Efrain Rivera, CFO
Howard Wilson, CFO Bruno Annicq, CFO Ray Winborne, CFO

11:45 a.m. Hexagon ZoomInfo Company TBA OpenText Company TBA Leveraging Alternative
Ben Maslen, CSO Henry Schuck, CEO Speaker TBA Madhu Ranganathan, Speaker TBA Data Panel with Morgan
Maria Luthstrom, Head of Cameron Hyzer, CFO CFO Stanley Research
Sustainability & IR Moderated by Melissa
Franchi, Global Head of
AlphaWise Primary
Research
Katy Huberty, IT Hardware
Simon Flannery, Telecom
Services & Communications
Infrastructure

12:30 p.m. Domo Warner Music Group Alteryx Lumen Technologies Onto McAfee
Josh James, CEO Steve Cooper, CEO Mark Anderson, CEO Laurinda Pang, President, Mike Plisinski, CEO Peter Leav, CEO
Bruce Felt, CFO Kevin Rubin, CFO International and Global Steven Roth, CFO Venkat Bhamidipati, CFO
Accounts & Wholesale Ashish Agarwal, SVP,
Strategy & Corporate
Development

1:15 p.m. Splunk Live Nation Salesloft TDS & US Cellular Cadence Blackberry
Doug Merritt, CEO Joe Berchtold, President Kyle Porter, CEO LT Therivel, CEO - US Lip-Bu Tan, CEO Charles Eagan, CTO
Jason Child, CFO Chad Gold, CFO Cellular

2:00 p.m. Activision Blizzard

Bobby Kotick, CEO

3:00 p.m. Break (30 minutes)

3:30 p.m. Fox Corporation

John Nallen, COO

4:15 p.m. Snowflake Company TBA Blend Labs Telecom Regulatory Qorvo Twilio
Mike Scarpelli, CFO Speaker TBA Marc Greenberg, CFO Expert Mark Murphy, CFO Jeff Lawson, CEO
Andrew Lipman, Partner, Eric Creviston, President
Morgan Lewis – Mobile Products

5:00 p.m. Netskope Company TBA Dolby Laboratories Company TBA ThoughtSpot HighRadius
Sanjay Beri, CEO Speaker TBA Lewis Chew, CFO Speaker TBA Mohit Daswani, CFO Sashi Narahari, CEO
Drew Del Matto, CFO

5:45 p.m. Rivian

RJ Scaringe, CEO

6:30 p.m. Conference Concludes

Companies Hosting One-on-One Meetings Only

Airbnb freee k.k. Quotient

Alibaba F-Secure Raksul
ASML Holdings Fujitsu Recruit
Auth0 Garmin Sabre
Autodesk Globalstar Shopify
Automatic Data Processing Hashicorp Sony
BESI Hitachi Square
Broadridge Intel Trend Micro
CASA Systems Jumia TTEC
CDK Knowles Corporation Veeva
Check Point Software Technologies Liberty Global VTEX
Cinemark Liberty Latin America Xero
Cognizant Locaweb Xerox
Conduent Loggi Zillow
Dassault Systemes SA Lyft
Deutsche Telekom MicroStrategy
DraftKings Nidec
Electronic Arts Paycom Software
Entegris PTC
Ericsson Qualcomm