Webcast

Webcast: Election Implications for Reshoring: Tariffs, Trump, Taxes, and Training

With the election now behind us and higher tariffs expected to be a focal point of the 'America First' policy agenda, investors face uncertainty about how these measures could impact the ongoing reshoring and manufacturing resurgence across the US.

Join Harry Moser, Founder of the Reshoring Initiative, and Chris Semenuk, Portfolio Manager for the Tema Reshoring Strategy, for an insightful discussion on the post-election implications and outlook for reshoring.

November 12, 2024

9am PT | 12pm ET

Register

Summary:

Topics covered will include:

  • The role of tariffs as either a carrot or a stick in promoting reshoring
  • Potential impacts of reversing Biden administration policies like the IRA and CHIPS Act
  • Risks posed by domestic inflation and regulation on reshoring efforts
  • Overcoming the U.S.'s historic skilled workforce challenges
  • Necessary tax incentives to stimulate reshoring, including corporate tax rates and R&D tax credits

Speakers:

Harry Moser

Founder & President, Reshoring Initiative

The Reshoring Initiative, founded in early 2010 by Harry Moser, takes action by helping manufacturers realize that local production, in some cases, reduces their total cost of ownership of purchased parts and tooling. The Initiative also trains suppliers how to effectively meet the needs of their local customers, giving the suppliers the tools to sell against lower priced offshore competitors.

chris-semenuk-1-1
Chris Semenuk

Investment Partner, Tema ETFs

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.