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Mr. Sagawa leads the Technology, Media and Telecom practices at SSR. He has worked in and around the industries for over 20 years, including his 11 year tenure as a senior research analyst at Sanford C. Bernstein. While at Bernstein, he was named to the Institutional Investor All-Star Team in three different categories, including the number one position in wire-line communications equipment after his prescient call in September 2000 noted that cash strapped telecom carriers would be unable to pay for technology purchase commitments and correctly predicted the subsequent collapse in the sector. In his most recent position at Bernstein, Paul spent six and a half years at McKinsey and Company, rising to the position of technology sector specialist in recognition of his communications industry acumen. His earlier experience includes three years as a sales representative for AT&T's equipment business. Paul eared his BA in Economics and MBA from Harvard University.
Published Research
February 26, 2024
December 1, 2021
August 23, 2019