Name
Fusion in an Investment Portfolio
Date & Time
Wednesday, February 12, 2025, 9:40 AM - 10:40 AM
Julien Barber Rajesh Swaminathan Matt Trevithick
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