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Dave Harrison Smith, CFA

As an Executive Vice President / Chief Investment Officer, Dave leads Bailard’s research teams across all asset classes and acts as co-portfolio manager for the firm’s technology strategies. His approach blends intellectual rigor with an instinct for innovation and an unwavering pursuit of excellence. From artificial intelligence and cybersecurity to long-term sector disruption, Dave has become a go-to voice in outlets like Nasdaq, Pensions & Investments, Cheddar, and Yahoo! Finance.
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Pensions & Investments, “AI applications: When can investors feel the impact?”

December 23, 2024

LLMs. Co-pilots. Agents. Two years after ChatGPT took the world by storm, the hype behind artificial Intelligence remains palpable. Major tech companies are pouring billions into sparkling…

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Nasdaq TradeTalks, “Why the Potential in Cybersecurity Lies in AI’s Ability to Recognize Patterns and Optimize Threat Detection”

October 21, 2024

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Dave Harrison Smith, CFA, Chief Investment Officer

Cheddar, “Fed Rate Cuts: What Will 25-50 Basis Points Mean for Tech and Markets?”

August 26, 2024

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Bailard in Pensions & Investments, “GenAI is an accelerant to cybersecurity threats — here’s where the opportunity lies for institutional investors”

February 15, 2024

Generative Artificial Intelligence, or “GenAI,” has captured the world’s imagination. We have written extensively on the trend and believe it will catalyze a sharp increase…

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Bailard Ft. on Yahoo Finance Broadcast, “2024 Tech Outlook: Will AI Plays Still Be All the Rage?”

January 2, 2024

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Forbes, “Best Cybersecurity Stocks of 2023”

July 21, 2023

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Exploring the Possibilities of Generative AI

July 14, 2023

Dave Harrison Smith, CFA, Executive Vice President, Domestic Equities, and Head of Technology Research delves into—both massive and more mundane—potential advancements, impacts, and risks as…

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