Note: This video is for educational and informational purposes only and does not constitute investment advice in any way.
Also available on Youtube and Spotify.
Thank you to everyone who joined the second session of the @BREAKINGWATERS Expert-in-Conversation series where we spoke to Mikhail Zverev, PM Amati Global Innovation Fund. Mikhail previously led the global equities functions of both Standard Life Investments and Aviva Investors and the Amati Global Innovation Fund is a culmination of his and his partner, Graeme Bencke's impressive careers.
The running order is below, enjoy!
0:00 - 4:45 | How are you thinking about AI?
4:45 - 9:30 | What is Timeline for new Tech Success?
9:30 - 10:25 | Mission Critical vs Less Defensible Software
10:25 - 12:30 | What Issues come with Revolutionary change? e.g. Quantum
12:30 - 16:40 | Thoughts on Innovation within a wider business?
16:40 - 18:25 | Playing the Sectors
18:25 - 20:40 | How Early do you Invest and how important is the BS?
20:40 - end | Is US Innovation being Challenged?
I hope you enjoy this session.
The next session will be available to register for shortly.
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If you have any queries or comments, please do not hesitate to reach out.
