Sign in

David Lubek

Managing Director in Direct Private Equity at BMO Nesbitt Burns Inc.

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

Question · Q3 2024

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.

Ask follow-up questions

Fintool

Fintool can predict DoubleVerify Holdings logo DV's earnings beat/miss a week before the call

Let Fintool AI Agent track David Lubek for you

Get briefed when they ask questions on calls

Best AI Agent for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Try Fintool for free