Tony Kim
Tony Kim is a Managing Director at BlackRock and Head of the Fundamental Equities Global Technology Team, serving as lead portfolio manager of the BlackRock Technology Opportunities Fund and related global strategies. He joined BlackRock in 2013 and has over 30 years of experience in technology investments, with prior roles at Artisan Partners, Credit Suisse Asset Management, Neuberger Berman, Merrill Lynch, and SG Warburg. He is best known for actively managing technology-focused equity funds and recently launched the iShares A.I. Innovation and Tech Active ETF (BAI). He holds a BS in Industrial Engineering from the University of Illinois and an MBA from Columbia University.
“Tony Kim — Portfolio manager at BlackRock; referenced by Molly O'Shea as a source for cross-validating the theme of physical industries.”
Source→“Tony was sort of framing... what all of these different things mean and what Lumentum's role is in all of that... one of the bright minds in the industry”
Source→“"The trillion dollars of CapEx this year and the $10T over the next 5 years that are coming, is to move data centimeters and millimeters. That's AI."”
“We just had Tony Kim on and we were talking about the new architecture of data centers.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.