Safeguard Scientifics held its Investor Day 2012 Conference yesterday at the Yale Club of New York. You can access the transcript from the event here, and view the webcast here. You can also view presentation slides here.
I found the presentation instructive and in line with Safeguard's efforts to be a more transparent and easier to understand company. In particular, the opening comments by President & CEO Peter J. Boni are worth watching, as he describes how the company has transformed itself since its meltdown resulting from the bursting of the 2000 tech bubble. Also worthwhile is the presentation of Joe Zawadzki, CEO of MediaMath, a NewYork-based ad buying platform (similar to Google's Invite Media) that is one of Safeguard's fastest growing partner companies.
Safeguard also announced that it was increasing aggregate revenue guidance for its partner companies for 2012 from a range of $160 million to $165 million to a range of $185 million to $190 million. Exton-based partner company ThingWorx also said yesterday it has raised Series C funding led by Safeguard.
I may have a few more observations after sorting through all the details.