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    David Lubek

    Managing Director in Direct Private Equity at BMO Capital Markets

    David Lubek is a Managing Director in Direct Private Equity at CPP Investments, drawing on over 15 years of international investment and operational expertise across sectors like technology, healthcare, industrials, and services. In his leadership role, Lubek has overseen notable positions in companies such as Qualtrics and has held board memberships in several high-profile organizations. Beginning his career in private equity in 2008, Lubek has developed a track record of building successful investment teams and executing major private equity transactions, though publicly available quantitative performance metrics are limited. As an experienced executive, he is recognized for his cross-sectoral expertise and leadership in large-scale direct investments, backed by a deep understanding of governance and strategic value creation.

    David Lubek's questions to DoubleVerify Holdings (DV) leadership

    David Lubek's questions to DoubleVerify Holdings (DV) leadership • Q3 2024

    Question

    David Lubek, on for Brian Pitz, asked about the specific drivers behind the strong acceleration in CTV measurement volume growth during the quarter.

    Answer

    CEO Mark Zagorski clarified that overall CTV volume growth was approximately 60% year-over-year, with a 90% growth figure being specific to a single client initiative. He attributed the strong overall growth to the expansion of DV's solutions across key partners like Netflix and the general increase in ad spend moving to CTV. He also noted that DV's fixed-fee model doesn't fully capture the high CPMs in CTV, but sees an opportunity to adjust pricing as they enhance their value proposition with program-level transparency.

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