Topics will include:
- How tariffs and trade policies are driving reshoring and a surge in spend on US manufacturing and infrastructure.
- The impact of electrification and power demand on America's aging grid, nuclear energy, and Infrastructure.
- Where the biggest investment opportunities are emerging across manufacturing, power grids, and industrial innovation.
- Portfolio strategies to align with these long-term structural shifts.
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.