We are delighted to continue "In Conversation with...", our webinar series hosted by Sunil Garg, MD & Chief Investment Officer at Lighthouse Canton.

For this episode, Sunil is joined by Nilesh Jasani, CEO of GenInnov Global Innovation Fund, for an in-depth discussion on investing through technological transformation and navigating global markets.

The session will explore:

A career built across Asia's markets: Nilesh's path from equity research leadership to founding GenInnov
Managing risk in a long-only strategy: how GenInnov has navigated repeated bouts of sector volatility since inception
The "bubble" debate: weighing Stan Druckenmiller's "earnings bubble" thesis against the case for genuine structural transformation
Global macro crosscurrents: rates, liquidity, and the forces shaping risk appetite worldwide
Beyond innovation, the next venture: the thinking behind GenInnov's new fund focused on second-order effects
Asia and China in focus: growth, policy, and what has investors watching closely

Register Here: https://us06web.zoom.us/webinar/register/9417887785812/WN_IaoqurG9SlmyuJEKy1zGsA