Webcast

Powering Made In America

The Made in America movement is accelerating, driven by reshoring critical industries, electrification, and evolving trade policies. The new administration’s focus on tariffs, energy independence, and infrastructure investment is fueling a transformation across US manufacturing and power grids. These shifts are unlocking underappreciated investment opportunities in sectors poised for long-term growth.

Join Tema ETFs for a timely webinar exploring how reshoring, electrification, and trade policies are shaping the future of the US economy, and how advisors can position portfolios to capitalize on these trends.

March 17, 2025

10am PT | 1pm ET

Register

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:

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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.

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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.