September 21, 2026 | 1:00pm ET | 1 CE Credit
AI's buildout phase isn't just a story for tech stocks — it's fueling a real-asset supercycle. As compute demand accelerates, the strain on natural resources, power generation, and physical infrastructure is creating a durable tailwind for the real economy.
Join David Schassler, VanEck's Head of Multi-Asset Solutions, for a look at how advisors can position client portfolios to capture this convergence of AI, infrastructure, and real assets. He will explore how commodities, infrastructure, natural resource equities, and gold each play a distinct role, and practical considerations for implementing real asset exposure.
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