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Summary
Join us for an exclusive webinar hosted by S&P Global Market Intelligence and HSBC Global Investment Research, where we delve into the dynamic landscape of the energy and power markets. Are we witnessing a wave of reform or a surge of optimism? Despite a challenging year for renewables, investors are eagerly seeking rapid and efficient energy storage solutions.
As the demand for artificial intelligence accelerates, will our energy infrastructure support the burgeoning data centers? Our expert panel will explore the energy capacity required for AI-driven data centers, the pivotal role of next-generation chips, and the current U.S. regulatory environment.
Register now to uncover insights into AI trends within the energy and power sectors.
Speakers
S&P Global Market Intelligence
Melissa Otto, CFA
Head of Visible Alpha Research
Melissa is Head of Head of Visible Alpha Research. She spent 20+ years as an equity analyst and portfolio manager. At TIAA/Nuveen, Melissa specialized in covering global technology and consumer stocks and the Pan-Asia region. She also managed one of Fidelity's equity research teams as a director of research. In addition to her equity investing career, Melissa worked directly with software engineering teams at Bloomberg, Microsoft, and MSCI building cloud-based solutions to centralize and aggregate critical investment data for investors. Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder.
S&P Global Energy
Alexander Johnston
Senior Research Analyst, Data, AI & Analytics
Alex Johnston is a research analyst on the 451 Research Data, AI & Analytics team at S&P Global Market Intelligence. He focuses on emerging technologies and how they can be applied in business contexts. Alex's primary coverage areas are artificial intelligence, distributed ledger technology, event stream processing and data marketplaces.
Before joining S&P Global Market Intelligence, Alex was a principal analyst at Procurement Leaders, leading much of the research on procurement and supply chain. His specialty focus was procurement and supply chain technology markets, advising chief procurement officers on digital roadmaps and building out a suite of diagnostic tools. He has a background in qualitative and quantitative research and has significant data science experience. Alex holds a history degree from the University of Warwick.
Alex’s recent areas of concentration include monitoring the emerging generative AI market, tracking the evolution in blockchain use cases and investigating real-time architectures.
HSBC
Sean McLoughlin
Senior Global Industrials Analyst
Sean McLoughlin is a senior analyst in the Industrials Research team, covering electricals, automation, power equipment and low-carbon supply chains. He joined HSBC in 2011 and has been covering the renewable energy and clean technology sectors as an equity analyst since 2007. Prior to this, he worked in the low-carbon energy fields in the industry. Sean holds a PhD in Materials Science and Engineering from Imperial College London.
HSBC
Samantha Hoh
Senior Analyst, Clean Tech
Samantha Hoh joined HSBC in June 2023 as a senior analyst covering Clean Tech, based out of New York. Samantha has over 20 years of experience in research, most recently covering oilfield services and sustainable technologies at an independent US investment bank, where her team earned several top rankings in the Institutional Investor survey. She has also covered US energy at a major US investment bank and energy and consumer at a large European investment bank. Samantha earned a bachelor’s degree in Economics at Colgate University and is a CFA charterholder.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.