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Summary
The race to build AI is just getting started as an early challenge emerges: proving that trillions of dollars of investment can translate into lasting economic value before capital constraints, operational risks and rising scrutiny catch up with the boom.
Join S&P Global Market Intelligence experts to examine where AI value is becoming measurable, where capital continues to flow and what could challenge the investment case in 2027.
- Where has AI already delivered measurable returns?
- What evidence are companies providing on revenue, margins and productivity?
- Can capital markets continue funding the AI buildout?
- What power, pricing and profitability constraints could alter the outlook?
- How will AI defensibility reshape investment and M&A decisions?
- What indicators should executives and investors watch in 2027?
Moderator
S&P Global Market Intelligence
Sean Longoria
Editorial Lead, News & Research
Sean Longoria manages teams of reporters and data experts tasked with surfacing unique, high-profile insights for a professional audience. He is responsible for the strategy, execution and success measurement of day-to-day and long-term content. Sean leads major cross-sector news series and is responsible for managing the content for our annual Big Picture outlooks.
Speakers
S&P Global Market Intelligence
Christopher Fenske
Head of Capital Markets Research
Chris Fenske is currently Head of Capital Markets Research for the Primary Markets Group at S&P Global Market Intelligence, where he focuses on providing insight into the liquidity and performance of equity and debt capital markets. Prior to joining S&P Global, he was a senior vice president at NY based hedge fund, where he managed a $900 million portfolio of distressed securitized products. He began his career at Credit Suisse as a fixed income research analyst on the #1 ranked mortgage ABS research team by Institutional Investor Magazine and later became a trader of distressed MBS and credit default swaps on ABS.
S&P Global Market Intelligence
Sarah James
Senior Editor, Technology, Media and Telecommunications
Sarah has more than a decade of experience writing and editing data-driven, sector-focused content, covering everything from retransmission consent disputes to municipal broadband deployment. She has moderated various panels at industry events like Mobile World Congress and Streaming Media West, and she continues to produce articles around environmental, social and governance issues.
S&P Global Market Intelligence
Juan Pablo Albornoz
US Head of Dividend Forecasting
Juan Pablo leads the Dividend Forecasting team for the Americas region. He manages a diverse group of analysts based in Argentina, India, and the United States. Prior to this role, he specialized in dividend forecasting for US and Canadian TMT and Healthcare companies through bottom-up fundamental analysis. He actively participates in public webinars, has published various research reports and regularly engages with clients and industry leaders.
The Dividend Forecasting product helps financial institutions price stocks and ETFs derivatives by delivering precise forecasts of the size and timing of dividend payments based on company and ETF research, market announcements, and unique quantitative insights.
Juan Pablo holds a bachelor's degree in Economics (Hons, magna cum laude) from the University of Buenos Aires (UBA), Argentina. Before joining S&P, he worked as an economic consultant in Argentina, handling macro-financial research, forecasting, business advisory, and engaging with the local press. Juan Pablo actively collaborates ad honorem as a visiting professor in undergraduate Economics courses at UBA.
Questions?
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