About
Barron's Associate Editor for Technology Eric J. Savitz speaks with Stefan Slowinski, enterprise software analyst at Exane BNP Paribas on the outlook for enterprise software stocks.

Presenters
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Eric J. Savitz
Associate Editor for Technology, Barron's
Eric J. Savitz is associate editor for technology at Barron's. He has worked for Barron's twice before, returning in 2019 after a nine-year absence. He has also worked for Forbes, The Industry Standard, Smart Money, Brunswick Group and Roku.
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Stefan Slowinski
Enterprise Software Analyst, BNP Paribas Exane
Stefan Slowinski is a Managing Director and Global Head of Software Equity Research at BNP Paribas Exane, leading coverage on Large Cap US Software & Internet stocks, including Alphabet, Amazon and Microsoft. Previously, he was Deputy Global Head of Equity & Credit Research at Societe Generale and Head of Research at Haitong Securities in Europe and Latin America. He was also a Founder and Managing Partner of INOX Global Capital Management, an Emerging Markets Equity hedge fund. He started his career at Salomon Brothers in Technology Corporate Finance. He has a Bachelor’s degree from the University of Pennsylvania and an MBA from the London Business School.
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