Evolution of Investing in Robotics and Artificial Intelligence (RAAI)
Wednesday, May 23, 2018
2:00 pm – 2:45 pm
Technological development, research advancements, along with business and societal need, have combined to remove barriers to robotics and artificial intelligence (AI) innovation and commercialization. As a result, the use of robotics and artificial intelligence products is expanding dramatically, with the underlying technologies providing foundational capabilities that can be applied across many industries and markets. As such, contributors to the robotics and AI value chain provide for many investment opportunities. But the term “robotics” and “artificial intelligence” can describe a wide swath of technologies, applications, markets, and even industries. This makes understanding the investment opportunity in toto problematic. Ongoing, rapid technological churn only makes the process more difficult (hype also abounds).
In this illuminating session, Travis Briggs and Jeremie Capron, will describe opportunities for investing in publicly traded companies supplying robotics and artificial intelligence technologies, products and services. The evolution of investment vehicles will be discussed, along with examples of key companies and business trends.
Travis is the CEO and Partner of ROBO Global. A veteran of the finance and wealth management industry, Briggs is responsible for managing daily operations of the firm, executing business strategy and serving on the Index and Classification Committees. Prior to joining ROBO Global in March 2014, he served as managing director at Smith Group Asset Management in Dallas, where he created and led the firm’s Private Client Group. Before joining Smith Group, Briggs served as Chief Operating Officer and Director of Business Development at Dallas-based hedge-fund Discovery Management. Earlier in his career, he was the Director of Investor Relations at Triton Energy and worked as an analyst at Bank of America.
Jeremie Capron is the Director of Research and serves on the Index Committee. He joined ROBO Global in 2017 with more than ten years of experience as an equity research analyst in Asia, Europe, and the United States, with a focus on industrial technology. Most recently, Capron led CLSA’s industrial research out of New York. For the prior seven years he served as a Senior Research Analyst with CLSA in Singapore and Japan, receiving a No.1 stock picker award from Nikkei/Starmine and ranking No.1 for Japan Materials Research in Asiamoney Brokers’ Poll for three consecutive years. Earlier in his career, he was a project manager with Veolia Environment in Europe and Asia. Capron is a Chartered Financial Analyst (CFA), holds a Master’s Degree in Science and Executive Engineering from the École des Mines de Paris, and holds FINRA series 7, 63, 87 licenses. He is fluent in French and Japanese.