This session will analyze disruptive technologies and their potential impact on portfolios. Participants will be challenged to consider how they may want to hedge or capture these megatrends. Potential questions:
- Where are the greatest opportunities for portfolio impact from machine learning and AI?
- How will emerging battery technologies and autonomous cars change the demand dynamics for oil?
- How will more efficient 3-D printers disrupt supply chains?
- How will nano sensors drive cost control?
- What are knock-on effects from machine learning technologies?