equity Webinar - Megatrends: From AI to space and beyond

Portfolio managers Mark Casey and Michael Beckwith 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?

They offer insights 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

Mark Casey is an equity portfolio manager with 26 years of investment industry experience (as of 12/31/2025). He holds an MBA from Harvard and a bachelor’s degree from Yale. 

Michael Beckwith is an equity portfolio manager with 27 years of investment industry experience (as of 12/31/2025). He holds a juris doctorate degree from Harvard Law School and a bachelor’s degree in history from Middlebury College.

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