AI spending spree: Where’s the payoff and what’s next? | Capital Group

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Artificial Intelligence

AI spending spree: Where’s the payoff and what’s next?

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

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Is the AI landscape shifting as tech giants outspend each other in the race for dominance? What does this mean for the future of technology and, more importantly, portfolios? Join portfolio manager Mark Casey, analyst Mihir Mehta and economist Jared Franz as they delve into these topics and more.

Event date: Thursday, October 24, 2024

Jared Franz is an economist with 18 years of investment industry experience (as of 12/31/2023). He holds a PhD in economics from the University of Illinois at Chicago and a bachelor’s degree in mathematics from Northwestern University.

Mark Casey is an equity portfolio manager with 23 years of investment industry experience (as of 12/31/2023). He holds an MBA from Harvard and a bachelor’s degree from Yale.

Apu Sikri is a content director at Capital Group with 30 years of investment industry experience (as of 12/31/23). She holds an MBA in finance from New York University and a bachelor’s degree in marketing and communications from the City University of New York.

Mihir Mehta is an equity investment analyst who covers U.S. semiconductor and hardware companies. He has 10 years of investment industry experience (as of 12/31/2023). He holds an MBA from Stanford and bachelor's degrees in economics and international studies from Johns Hopkins University.

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Artificial Intelligence

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Featuring

Jared Franz

Economist

Mark Casey

Equity Portfolio Manager

Apu Sikri

Content Director

Mihir Mehta

Equity Investment Analyst

SUPPORTING MATERIALS

Webinar slides (PDF)

Election year investing insights (GuidetoElections.com)

4 AI bottlenecks could bolster old economy companies

AI revolution: Winter of disillusion on the horizon? (podcast)

How the generative AI revolution might affect long-term investing (podcast)

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