Renewables, Alternative Energy, Deep-Tech & Fusion
Date & Time
Thursday, May 18, 2023, 12:00 PM - 1:00 PM
Liliia Chechel Zachery Halem Douglas Hansen-Luke Kjetil Skaugset Tom Wilson

A panel of investors with allocations to renewables, alternative energy, deep-tech and/or fusion explore the role of fusion in an investment portfolio:

  • How does fusion compare to renewables/alternative energy or tech?
  • Can fusion enhance short- and long-term returns? Does it reduce risk/bring diversification to a portfolio? ? What’s an ideal weighting towards fusion?
  • Many investors lack the in-house expertise to assess the merits of fusion technology and there is little public research available to assist analysts. How can technical analysis/diligence be effected efficiently?
  • Is fusion the ideal long-term hedge v. fossil fuels?
  • For a climate tech investor, How does fusion compare to fission and esp to SMR? Are they best seen as alternative or complementary opportunities?