Reshoring and Electrification: What Advisors Should Know – Tema ETFs – 2.3.25

Summary:

Now On Demand

Recent policy changes under the new administration are already reshaping the US economy. There is an increased focus on reshoring critical future industries, as well as accelerating electrification to support AI demand through nuclear power. These initiatives are creating new underappreciated investment opportunities. Join Tema ETFs for a timely webinar that explores how to position portfolios in 2025 for these opportunities, offering insights for financial advisors navigating a quickly evolving landscape and market.

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage to one of the best performing funds in the sector raising several billion in assets. He later set up his own long-only fund and sits on the board of a private Scandinavian biotechnology company. He holds degrees in Economics from University of Cambridge and LSE (distinction), as well as a degree in Bioscience Enterprise from University of Cambridge. Yuri is a CFA charter holder.

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.