Evercore Launches First TMT Conference Amid AI-Driven Sector Shifts
Event summary
- Evercore will host its inaugural TMT Conference on June 2-4, 2026, in San Francisco.
- The event will focus on AI, digital infrastructure, software innovation, and capital markets dynamics.
- Key speakers include Marc Harris (Global Director of Research), Tammy Kiely (Senior MD), and Amit Daryanani (Senior MD).
- The conference is invite-only for institutional investors.
The big picture
Evercore's inaugural TMT Conference underscores the firm's strategic pivot to capitalize on AI-driven disruptions in the technology, media, and telecommunications sectors. As AI reshapes business models and infrastructure needs, the event positions Evercore to facilitate critical dialogues between operators and investors. The conference also highlights the firm's broader push to expand its advisory services in a rapidly evolving market landscape.
What we're watching
- AI Infrastructure
- How AI-driven demand will reshape hardware and connectivity stacks, creating bottlenecks and investment opportunities.
- Market Dynamics
- Whether the conference can position Evercore as a key player in TMT sector advisory services.
- Investor Engagement
- The pace at which institutional investors adopt insights from the event to drive strategic decisions.
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