You’re Invited: DSM Capital Partners Presentation & Discussion Luncheon
Buckhead Club | Thursday, October 1st at 12:00 PM
We are pleased to invite you to a Presentation & Discussion Luncheon hosted by DSM Capital Partners. Daniel Strickberger, Chief Investment Officer, and our Senior Investment Team will lead an engaging discussion on critical investment themes, such as:
- The fundamental factors driving our bullish view on AI and what factors we think could break the thesis
- Can $780B in capital spending by the Hyperscalers be justified?
- How will the massive power necessary to run data centers be generated?
- Is the S&P overvalued?
- Open Discussion: other current topics and feedback