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    Frederick Havemeyer

    Research Analyst at Macquarie

    Frederick Havemeyer is Senior Enterprise Software Analyst at Macquarie, specializing in transformative software platforms, AI, cybersecurity, DevOps, and infrastructure. He covers major enterprise software and cybersecurity firms, leveraging deep sector experience and has a strong track record in equity research, though specific public performance metrics or platform rankings are not disclosed. Havemeyer's career includes earlier roles at Brean Capital as lead associate covering software and social media, as well as strategic work at Unqork focused on Fortune 500 financial and insurance clients; he rejoined Macquarie in 2020 after working in software development and project management. He holds a Physics degree with a Mathematics concentration from Columbia University, though certifications such as FINRA registration and securities licenses are not listed publicly.

    Frederick Havemeyer's questions to INST leadership

    Frederick Havemeyer's questions to INST leadership • Q4 2023

    Question

    Inquired about the impact of higher-ed enrollment trends on demand and the growth potential for the K-12 assessments business in 2024.

    Answer

    Declining traditional enrollment is a catalyst for higher-ed institutions to pursue nontraditional learners, creating a long-term opportunity for Instructure. The company remains bullish on its K-12 assessments business, which contributed to strong cross-sell growth and is viewed as a long-term growth driver.

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