Webinar
Megatrends: From AI to space and beyond
SPEAKERS
Michael Beckwith
Portfolio Manager
Mark Casey
Equity Portfolio Manager
Join portfolio managers Mark Casey and Michael Beckwith as they explore the durable trends shaping the global economy. How sustainable is the AI boom, where are other opportunities emerging, and what could it all mean for positioning investment portfolios?
You’ll get perspective on:
- What constitutes a megatrend
- How AI and humanoid robots could transform work
- Opportunities in space and satellite communications
- Portfolio positioning for the decade ahead
Date and time:
Thursday, September 24, 2026
11 a.m. PT | 2 p.m. ET
Duration: 60 minutes
Michael Beckwith is a portfolio manager with 27 years of experience (as of 12/31/2025). He holds a law degree from Harvard and a bachelor's degree in history from Middlebury College.
Mark Casey is an equity portfolio manager with 25 years of investment industry experience (as of 12/31/2025). He holds an MBA from Harvard and a bachelor’s degree from Yale.
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