VIRTUAL EVENTS
Hard Assets, Low Obsolescence: A Framework for Investing in the Age of AI
AI is upending the entire investment landscape. Is your portfolio prepared?
The AI revolution isn’t just a software story. Stock valuations are changing rapidly. Hard Assets Low Obsolescence (HALO) is an emerging investment theme that looks at hard assets that will be durable in a post-AI era. Hyperscalers like Amazon, Alphabet, Meta, and Microsoft are pouring capital into physical infrastructure, but investors aren’t paying attention. This window won’t stay open forever.
Join the experts at Tuttle Capital Management and Tuttle Wealth Partners for an educational webcast exploring HALO and the current investment environment.
SUMMARY
What you'll learn:
- An overview of investing in AI, and what comes next.
- An exploration of HALO and why it matters.
- A look at the challenges and opportunities available to investors seeking durable portfolios amid AI changing everything.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Matthew Tuttle
CEO and CIOTuttle Capital Management
Frances Newton
CIOTuttle Wealth Partners
Cinthia Murphy
Director of ResearchVettaFi
Disclaimer
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Important Disclosures
Investing in securities involves the risk of loss. Past performance is not indicative of or a guarantee of future results.
The securities identified and described do not represent all the securities purchased, sold, or recommended for clients’ accounts. The reader should not assume that an investment in the securities identified was or will be profitable.
VettaFi is the index provider for HALX, for which it receives an index licensing fee. However, HALX is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or liability in connection with the issuance, administration, marketing, or trading of HALX.