Thematic Investing Roadshow
Zurich, 27th June 2025
Hotel Baur au Lac
Silicon, Splitting Atoms and Gaming Stadiums: Navigating Opportunities in Semiconductors, Nuclear Technology and Esports across the AI Value Chain
We are pleased to invite you to an exclusive event focused on the transformative impact of artificial intelligence across high-growth sectors. After the presentation, we’ll transition into a relaxed garden setting at Hotel Baur au Lac, where you can enjoy curated drinks, conversations, and connections with fellow investors and industry peers.
Topics we’ll explore:
· Semiconductors: Discover how these essential “brains” behind AI are powering the digital transformation, reshaping industries, and driving future economic expansion.
· Nuclear Energy: Learn why nuclear is emerging as a clean, powerful solution uniquely positioned to sustainably meet the surging energy demands of AI-driven technologies.
· Video Gaming: Explore how AI is revolutionizing gaming—enhancing user experiences, generating new revenue streams, and redefining competitive entertainment.
· Investment Convergence: Gain insights into the intersection of these dynamic sectors and how they offer investors access to leading innovators at the forefront of the AI revolution.
This event will provide valuable perspectives on capturing long-term growth potential through strategic exposure to the AI ecosystem.
We look forward to your participation.
Investments are subject to risks, including the possible loss of capital.
Speakers
Nicholas Frasse, Product Manager, Thematic ETFs
Philipp Schlegel, Co-Head Sales EMEA
Roman Poole, Associate Director
Date /Time
Friday, 27th June 2025
Agenda
11:30 – Welcome
12:00 – Presentation
13:15 – Flying Lunch in Garden
Venue
Hotel Baur au Lac
Le Salon Français
Talstrasse 1, 8001 Zurich, Switzerland