Webinar: Does ChatGPT herald a new era for AI and tech investing?

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Chapters

• 00:00 – Introduction
• ‍03:54 – About the guest speakers and Franklin Templeton
• ‍06:36 – Franklin Templeton’s technology expertise
• ‍07:11 – Key sub-themes, including AI, new commerce, cybersecurity, IoT, fintech
• ‍11:22 – Compelling long-term potential for innovation
• ‍12:02 – How has the technology sector performed?
• ‍16:41 – Some headwinds, such as inflation, have started to ease
• ‍18:32 – Sector quality is evidenced by strong balance sheets, profitability
• ‍21:42 – Spotlight on artificial intelligence
• ‍31:24 – With AI, which companies will be the winners and the losers?
• ‍41:29 – Thoughts on using AI and algorithms in the investment process
• ‍44:50 – Is the metaverse just a fad?
• ‍46:23 – Are tech investments suitable for a long investment horizon?
• ‍47:29 – Tech funds' recent underperformance and interest rates
• ‍51:47 – Is regulation coming, and will it constrain AI’s growth?

About the session

This webinar is brought to you by Endowus Singapore in partnership with Franklin Templeton.

The introduction of ChatGPT has taken the world by storm and with it comes the latest arms race in developing artificial intelligence (AI) capabilities by technology giants.

Experts have likened this wave of generative artificial intelligence as a new form of industrial revolution — a transformational force accelerating the digital age. Many industries have also begun experimenting with AI capabilities to jump in and cash on this hype.

But as AI capabilities get even smarter, will this reshape the trajectories of technological giants of economies? More importantly, what does this technological shift mean for everyday individuals?

Endowus warmly invites you to an exclusive webinar with technology experts from leading fund manager, Franklin Templeton. Jonathan Curtis, Senior Vice-President, Portfolio Manager, has been active in the tech sector for more than 30 years. He is joined by Matthew Cioppa, Vice-President, Portfolio Manager, on the technology team.

Join Samuel Rhee, Chairman and Chief Investment Officer, Endowus, as well as Jonathan and Matthew from Franklin Templeton, as they assess the hype and cut through the noise:

1. What AI capabilities mean for the future of work and technology
2. Technology trends that matter most for companies in 2023
3. Potential risks and challenges of investing in AI

About the speakers

Samuel Rhee, Chairman and Chief Investment Officer, Endowus‍

Samuel Rhee is Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform, and is a co-founder of the company. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with three decades of institutional investing experience in Singapore, Hong Kong, and London.

Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is  responsible for the company’s asset allocation and investment selection across all offerings, with a vision to provide individual investors with the same knowledge, resources, and products traditionally only made available to institutional investors, at a low, fair fee.

Against this backdrop, Sam passionately advocates for greater financial literacy, time-tested and evidence-based advice, lower costs, the industry elimination of hidden fees, and a corporate culture that puts the client’s needs first. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading the firm to become the first and largest digital advisor for CPF investing in Singapore.

‍Jonathan Curtis, Senior Vice-President, Portfolio Manager, Franklin Templeton‍

Jonathan Curtis is a senior vice president and director of portfolio management of Franklin Equity Group (FEG). As director of portfolio management, Jonathan oversees FEG's US-focused and sector strategy portfolio management and risk teams. He is also the lead portfolio manager of the Franklin Technology Strategy and heads FEG's Technology and Communications Research Team. He has been active in the tech sector for more than 30 years, first as a software development and integration test engineer and now as an investor. Jonathan joined the Franklin Equity Group in 2008 as an equity analyst covering the IT hardware and communications equipment sectors and now covers the enterprise infrastructure software, IT hardware, and IT supply chain sectors.

Prior to joining Franklin Templeton, Jonathan spent four years on the sell side researching the communications equipment sector. Before transitioning to the financial services industry, he was a software and systems engineer in the communications equipment sector.

Jonathan holds an M.B.A. from UC Berkeley's Haas School of Business and a B.S. in Electrical Engineering from Rensselaer Polytechnic Institute in Troy, NY.

‍Matthew Cioppa, Vice-President, Portfolio Manager, Franklin Templeton‍

Matthew Cioppa is a Vice-President with the Franklin Equity Group. He works on the technology team, with his primary research focus on application & security software, IT services, and data centres. Matthew is also a co-portfolio manager of the Franklin Technology Strategy.

Prior to joining Franklin Templeton Investments in 2015, Matthew was an equity research associate at Susquehanna International Group, covering the media and entertainment industry.

Matthew holds a M.B.A. from Columbia Business School and a B.S. in finance from Providence College. He is a Chartered Financial Analyst (CFA) Charterholder.

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