Webcast

America First: What Tariffs & Reshoring Mean for Investors

As the new president takes office, America’s industrial future and trade policies are in the spotlight. The revival of domestic manufacturing, fueled by tariffs and reshoring incentives, continues to reshape the U.S. economy. The new administration's stance will have far-reaching implications for U.S. manufacturing and global supply chains.

Join Chris Semenuk, Portfolio Manager, and Yuri Khodjamirian, Chief Investment Officer at Tema, for an in-depth discussion on how investors can capitalize on the next phase of the American reshoring movement.

January 23, 2025

10am PT | 1pm ET

Register

Topics will include:

  • New tariff strategies: Protectionism or growth catalyst?

  • The new administration’s stance on reshoring and its implications for U.S. manufacturing.

  • How geopolitical demand is accelerating reshoring across critical industries.

Speakers:

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Yuri Khodjamirian, CFA

Chief Investment Officer

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.

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Chris Semenuk

Investment Partner

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.