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Webinar
AI spending spree: Where’s the payoff and what’s next?
SPEAKERS
Jared Franz
Economist
Mark Casey
Equity Portfolio Manager
Mihir Mehta
Equity Investment Analyst

 


 

Big Tech continues to spend billions to develop AI infrastructure. We attempt to break down who is ahead in this race and how the next phase of AI is shaping up. To get insights on these questions and more, attend our webinar, featuring equity portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz. 

Replay available soon.

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Replay available soon.

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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.

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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