Top Thematic Positioning Ideas | AI’s Ripple Effects

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program

Speaker: Ryan Issakainen,CFA, SVP, ETF Strategist,First Trust

Enthusiasm surrounding Artificial Intelligence has blossomed over the past couple of years, resulting in robust revenue growth (and higher valuations) for certain stocks related to the initial buildout of AI. As was true with previous disruptive innovations, such as the internet, second-order effects of artificial intelligence may provide underappreciated opportunities for growth. This presentation discusses a variety of investment themes and related ETFs that may benefit as a consequence of AI over the next several years.

Learning Objectives:

This presentation aims to educate financial professionals on emerging investment themes that may be underrepresented in many portfolios, including biotechnology, energy, and infrastructure. After attending, advisors will be able to identify potential growth sectors influenced by the expansion of Artificial Intelligence and integrate these insights into their portfolio recommendations.

Meeting sponsors: First Trust and Calamos Investments