About the Event:
Artificial intelligence has dominated headlines in 2025, drawing comparisons to previous market bubbles and raising critical questions for investors:
Is today's AI boom really just hype, or the start of a major shift in how industries operate?
Join ELM Responsible Investments for an exclusive investor lunch where we will share clear, practical strategies for cutting through the noise, identifying authentic opportunities, and positioning portfolios for long-term growth in the evolving world of AI.
As part of our conversation, we will spotlight overlooked but crucial elements of the AI supply chain, from the rapid evolution of infrastructure and hardware to the practical integration of applications, to help investors understand where value is being created and how AI’s foundational layers are shaping future opportunities.
Key Discussion Topics:
AI: Bubble or Breakthrough?:
Examine how 2025’s AI surge compares to previous market cycles, and what is fundamentally different this time around.
Where AI is Making a Difference:
Unpack the drivers behind enduring innovation, including tangible adoption, financial performance and actual productivity improvements.
Portfolio Strategies for 2025 and Beyond:
A detailed look at how our innovative portfolio companies are leveraging AI to drive operational efficiency, enhance customer outcomes, and create sustainable competitive moats that position them for long-term outperformance.
This session will reveal how to assess the risks and rewards of emerging AI trends and equip investors with the tools they need to make confident, informed decisions in a rapidly changing landscape.
Please note that spaces are limited, so we encourage you to reserve your place early.