Gartner Inc at Bank of America Information Services Conference Transcript

Mar 18, 2021 / 12:05PM GMT
Gary Elftman Bisbee - BofA Securities, Research Division - MD & Research Analyst

Okay. Good morning. And thanks, everybody, for being here. I'm Gary Bisbee. I'm the lead business and information services equity research analyst here at BofA Securities. And I'm really excited to bring today the BofA Virtual Information Services Conference to you. We think we've got a really strong lineup. 9 companies, leading companies in the space, where we'll have fireside chat discussions with senior execs, and we've got a panel. Also looking at consolidation and convergence in the financial space, including financial exchanges and other players, broader than just my information services group.

It's been an interesting 15 years covering this information services space in addition to business -- core business services for me. I think back to what were a couple of good businesses, but really viewed as one-offs 15 years ago, and the growth in emergence into today, what's 15 mid and large-cap companies that are really above-average businesses, in my view. Over time, the group has pretty meaningfully outperformed

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