Jay Iyer

Jay Iyer is a strategic advisor at FutureZero, bringing more than 25 years of experience gained both in Silicon Valley and Wall Street.

Jay’s experience cuts across advanced materials, semiconductor design,  new product development, wafer process development and semiconductor fabrication. This has included key roles at Integrated Device Technology and Clear Logic in Silicon Valley.

Jay then transitioned into an equity analyst role on Wall Street, covering the technology and semiconductor sectors with Morgan Stanley. He co-authored widely sought-after thematic research reports on technology innovation, new product development, and related investment opportunities.

He developed a number of novel investment thesis and frameworks for technology related companies, and enabled top ranking of the team’s Wall Street analyst ranking for developing high alpha investment themes. He was involved in a number of due diligence projects for evaluating the business models and value creation strategies of pre-IPO companies.

Jay then transitioned back to Silicon Valley in senior investor relations and market intelligence roles with SanDisk, Western Digital, and Applied Materials. In these key investor relations positions, he led in setting up competitive strategies and processes to evaluate the long-term value drivers of companies and their relative competitive advantage position and implications for company valuation and future value.

At Western Digital, he established a new narrative for Wall Street regarding enterprise strategy, technology, and business model design and transformation. He established new financial models and workflows for internal and external reporting methodologies that were used by more than 100 internal decision makers, including the C-Suite.

At Applied Materials as managing director, investor relations, he expanded expertise to sustainability metrics and key narratives for Wall Street, working with the newly created ESG function to facilitate positive valuation impact. He also helped reformulate more than 70 reportable metrics, supported by financial and business models, to better position key business units and their influence on company valuation metrics.

Jay was instrumental in developing and delivering four “master classes” to enhance investor understanding of technology and semiconductor industry ecosystems, company competitive positioning, company innovation capacity and alignment with company valuation (including future value).