Name
Fusion in an Investment Portfolio
Date & Time
Wednesday, February 12, 2025, 9:40 AM - 10:40 AM
Speakers
• Julien Barber, Growth-Stage Investor - Emerson Collective
• Rajesh Swaminathan, Partner - Khosla Ventures
• Matt Trevithick, Co-Founder and Managing Partner - Leitmotif
• Rajesh Swaminathan, Partner - Khosla Ventures
• Matt Trevithick, Co-Founder and Managing Partner - Leitmotif
Description
A panel of leading investors in fusion share their thoughts on fusion as an investment opportunity and how fusion sits with allocations to renewables, alternative energy, deep-tech:
- What are expectations, over what time horizon, and how has fusion performed vs. expectations thus far?
- Can fusion enhance short- and long-term returns? Does it reduce risk/bring diversification to a portfolio? What’s an ideal weighting towards fusion?
- Few and large investments in scientifically mature approaches or several smaller early-stage investments in novel approaches?
- 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?
Moderated by: Stuart Allen, CEO &, Co-founder, FusionX Group