Q4'23 Industry Roundups for Energy and Industrials, TMT, and Healthcare

Listen to these webcasts where our Directors of Research share their knowledge and domain expertise on current trends in their respective sectors. They dive deeply into hot topics and related companies, and share expert perspectives (from former employees, customers, suppliers, and others). These perspectives provide invaluable insight, and many times a differing view from Wall Street.

The respective Q3 roundup sessions covered the following topics:

• The disappointing profitability of 2023 renewables
• The construction cycle in the new interest rate regime
• Roadblocks to EV adoption
• Nearshoring from Asia to North America

• Generative AI and the impacts to the tech ecosystem
• The state of semiconductors related to automotive, data centers, consumer end demand and political risk
• The opportunities and challenges of incorporating AI in cybersecurity following Cisco's acquisition of Splunk
• The IPO Market and the impact of Arm holdings and Instacart filings

• Advances in alzheimer's treatments
• Outsized opportunities in diabetes and obesity management
• The opportunities and challenges with life sciences tools and diagnostics
• Novel depression treatments