Drew Cohen is a founder of Speedwell Research, which produces in-depth equity research reports for professional investors and asset managers. Speedwell Research focuses on long-term analysis of quality businesses and currently serves over half of the top 25 asset managers. He also co-hosts Speedwell's podcast, The Synopsis. Additionally, he is a Portfolio Manager at Davidson Kahn Capital Management. Prior to Davidson Kahn, Drew was at Capital Group in San Francisco, where he helped manage $5B+ of AUM with a focus on public equities. At Capital Group he primarily covered the technology and financials sectors, but also had broad exposure to a variety of different businesses under his generalist coverage. In his role, he also helped diligence several late state private businesses for investment. Prior to his role at Capital Group, he worked at Goldman Sachs in New York in their Global Investment Research division. He graduated with honors from The University of Southern California with a double major in Business Administration and Accounting.

Rohan Noronha
Former Head of M&A (Vencora)
Constellation Software

Rohan Noronha is an investor in the software and technology space. He most recently held senior M&A roles at Constellation Software, in its Volaris and Vencora operating divisions. He began his career at Credit Suisse in New York and has extensive experience leading global M&A transactions and strategic investments across multiple industries. He holds a degree from New York University’s Stern School of Business.

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