Name
Fusion Investor Insights
Date & Time
Thursday, May 18, 2023, 11:10 AM - 12:00 PM
Dr. Phil Larochelle Mark White Jason Pontin Matthew Perks
Description

A panel of leading, existing investors in fusion share their thoughts on fusion as an investment opportunity:

  • What are expectations, & over what time horizon, and how has fusion performed vs. expectations thus far?
  • Most fusion efforts focus on capex-intensive MCF, how does their risk profile compare to, for example, ICF?
  • Does allocation to novel/revived early stage initiatives such as z-pinches, non-thermal fusion, cusps make sense from a portfolio perspective?
  • Is it preferable to have one large investment in a validated approach or to make several smaller early-stage investments in novel approaches?
  • Investing in a fusion fund v. a broader fund with allocations to fusion