HiFi Radio with The Wolf on Bay Street Wolfgang Klein - Saturday, November 19, 2022

With hosts Wolfgang Klein and Jack Hardill. Guests: James A (Sandy) McIntyre Retired Strategist, currently at Loch Tay Foundation. Former Capital Markets Strategist at CI Investments, Feb 2018 - Jan 2020. Former Vice Chairman at Sentry Investments Aug 2000 – 2018. Richard Davis President Investor and Strategy Unity Technologies I sit at the intersection of essentially every part of Unity, I am a trusted advisor up and down the organization by providing a 360-degree view of how our ecosystem of investors, competitors and customers think and respond. Achievements: Recruited sell-side software research coverage for IPO Helped position Unity as a Marketing/AdTech and Development platform for video games with a growing portfolio of e-commerce and industrial use cases Set and communicated IPO and convert economics for co-managers. Unity’s 3Q20 IPO was the largest software IPO in 10 years at that point. Our $1.7B follow-on convertible bond offering was the largest zero coupon offering from a software company in history In 2022, helped our team consider all angles of the $4.4B acquisition of ironSource as well as the unsolicited offer from AppLovin Each quarter I outline and explain the Unity story in meetings, virtually or in-person, with over 150 investors from the Americas, Europe, Middle East and Asia Pacific Vetted and built parallel financial models to FP&A Provided additional, and banker independent, eyes and ears for corporate development for M&A targets Developed and presented key themes at executive strategy sessions Assessed and anticipated competitive actions across a broad spectrum of companies ranging from development platform, game developers, CAD, simulation, digital commerce and AdTech Introduced operating heads to my extensive portfolio of industry contacts; VC and PE partners, operating executives, board members