Summary:
Topics covered will include:
- How a bipartisan supported $2Tn spending plan is fueling the reshoring trend.
- How the election is affecting the future of manufacturing, infrastructure, and onshoring.
- How this megatrend can help align portfolios with a new world order defined by supply chain insecurity, geopolitical turmoil, and deglobalization.
- Why we believe investing in the space requires extensive research, domain expertise and experience.
- How Tema has positioned the only US Reshoring solution with RSHO.
Speakers:
Chris Semenuk is a global fund manager with more than 25 years experience, 20 of which were spent managing a $5bn global equities fund at TIAA, a leading US based financial services company. Chris has a Bachelor's Degree in Economics from Union College in New York State.
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Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage to one of the best performing funds in the sector raising several billion in assets. He later set up his own long-only fund and sits on the board of a private Scandinavian biotechnology company. He holds degrees in Economics from University of Cambridge and LSE (distinction), as well as a degree in Bioscience Enterprise from University of Cambridge. Yuri is a CFA charter holder.