Name: Expert Webinar Series: How Trump’s Tariffs Could Reshape U.S. Tech Hardware and Semi Supply Chains
Start: 2025-04-23T20:35:00Z
End: 2025-04-23T20:35:59.000Z
Location: BrightTALK

Since 2011, our AI-based market intelligence technology has helped industry professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including company filings, event transcripts, news, trade journals, and equity research. Thousands of organizations use AlphaSense to make smarter decisions with confidence and speed.

Using our platform and it's AI-based technology, we are able to pull quick and accurate insights across our vast content library. From those insights, this channel will highlight AlphaSense webinars that will help you keep up with the latest trends across industries

After a prolonged slowdown, private equity distributions are showing signs of recovery. While activity has picked up in 2025, headwinds such as U.S. tariffs have created short-term uncertainty, leading to delayed exits and compressed valuations.

Join us as we explore:
- Innovative strategies, including partial-stake sales, that are helping LPs access liquidity
- How GPs are adapting business models when they can’t raise larger follow-on funds
- Strategies GPs must adopt when multiple expansion is no longer a growth driver
- How AI could improve GP operating models
- The role of private wealth and individual investors in boosting distributions

PE Distributions: Is the Drought Finally Over?

AI’s power demand is rewriting the energy equation.

What started as a “data problem” has become an energy story — and few people have thought more deeply about that intersection than Arjun Murti, former Goldman Partner and author of Super-Spiked.
Together, we unpacked:
- How data centers consistent energy requirements are changing natural gas markets and the energy transition
- Whether oil’s “durable demand” is misunderstood and where we are in the oil cycle
- How the energy transition is creating both constraints and investment opportunities

This isn’t a conversation you want to miss. Watch it on-demand now.

Data Center & Energy Transitions Impact on the Oil & Natural Gas Markets

Watch Semianalysis President Doug O’Laughlin and AlphaSense’s Michelle Brophy dive deep into the evolving AI infrastructure ecosystem. Key topics included hyperscaler capex growth and sovereign opportunity, shifting inference workloads, and the evolving dynamics between hyperscalers, neoclouds, and chip suppliers. 

In this session, they explored:
- Where AI infrastructure dollars are going—and how the CapEx boom is breaking down by buyer and category
- How internal chip strategies, pricing shifts, and the rise of inference are reshaping market leadership
- The biggest bottlenecks to scale—from fabs to power —and companies positioned to solve them

Decoding the AI Infrastructure Ecosystem with SemiAnalysis

Building on their impactful session at the October 2025 AlphaSummit, AWS and AlphaSense hosted this fireside chat. They explored how AI-powered market intelligence is transforming research and decision-making across industries.

Watch this session to learn how organizations are:
- Reducing research time by up to 75% with AI-assisted workflows
- Uncovering untapped insights hidden in vast, fragmented data sources
- Driving smarter, data-driven decisions that create measurable business impact

This session provides actionable insights on how leading companies are revolutionizing market research and strategic planning. Watch it now!

Transforming Research with AI-Powered Market Intelligence with AWS and AlphaSense

AI is reshaping life sciences - from streamlining feasibility and site selection to accelerating trial planning. Yet without trusted sources and clear visibility into adoption, results, and regulatory response, even the best strategies risk missing a critical readout, approval, or competitor move.

Watch this demo to see how AlphaSense empowers life sciences leaders with AI-driven intelligence across a vast content universe of 500M+ premium sources. We walked through real-world workflows to show how you can surface insights in seconds, connect trial and regulatory data to strategy, and eliminate silos across teams.

What we show in action:
- Generative Search: From macro policy shifts to deep oncology research, surface critical answers in seconds.
- Document & Company Search: Track innovation, R&D, and competitive signals, and connect these insights directly to company strategy.
- Dashboards: Monitor movements tailored to your role or portfolio- with alerts and mobile access to keep you informed.
- Generative Grid: Benchmark peers and spot gaps in one view to accelerate strategic decision-making.

Discover how AI workflows can sharpen your strategy today and for 2026 - and book a follow-up demo or trial to explore them in your own organisation. Sign up for trial here: https://www.alpha-sense.com/trial-request/?utm_source=zoom&utm_medium=webinar&utm_campaign=WB_DG_10-16-25_IMP-GENAI_CORP_Life-Sciences-Deminar

AI in Action for Life Sciences: Connect Data, Uncover Opportunity, Accelerate Strategy

Watch this session with Andrew Walker, Portfolio Manager at Rangeley Capital and host of Yet Another Value Podcast, for an exclusive expert insights conversation with Umar Hashmi, Former Global Vice President – MNO Products & Solution at Mastercard. Together, they explored how stablecoins—once viewed as crypto-native instruments—are rapidly evolving into mainstream payment rails with the potential to reshape the global financial ecosystem. The discussion covered everything from the possibility of major retailers like Walmart and Amazon issuing their own stablecoins to the competitive pressures on networks like Visa and Mastercard. If you’re looking to understand where policy, infrastructure, and innovation are converging, this isn’t a discussion you want to miss.

Topics included:
-The current landscape and adoption trajectory of stablecoins
-Retailer-issued stablecoins: potential impact and feasibility
-Opportunities and risks for incumbent payment rails and financial institutions
-How regulatory shifts may shape the future of stablecoin adoption

Mainstreaming Money: How Stablecoins Are Redefining Finance

Join us for an exclusive customer spotlight interview hosted by Steven Wilk of AlphaSense, featuring Virendra Kumar, Managing Director at AdametNext, as he shares how the firm scaled its pharma consulting business and built client trust by transforming its research workflows with AlphaSense.

As competitive pressures grow and timelines shrink across life sciences, AdametNext needed to evolve fast. With billions in R&D at stake, accuracy and trust are non-negotiable.

In this candid discussion, you’ll hear how AlphaSense helped AdametNext replace fragmented, error-prone research processes with a unified platform built for speed, depth, and defensible insights.

Topics explored in this session:
-The Trust Factor. Why pharma clients demand not just fast answers but source-backed insights they can rely on, and how AlphaSense’s content depth powers confidence at every level.
-From Manual to Scalable. How AdametNext slashed 8 to 10 hours from its CI deliverables with Smart Summaries and real-time search, giving analysts more time for strategic storytelling.
-Internal and External Intelligence Unified What happens when you combine years of internal research like KOL interviews and perception studies with broker reports, earnings calls, and regulatory intel all in one place.
-Enterprise-Grade Accuracy. Why Viren says it’s not just about speed, it’s about accuracy, and how AlphaSense helps AdametNext avoid blind spots, build trust, and make better business recommendations.
-Generative AI in Pharma. Viren shares what excites him most about AlphaSense’s future: deeper insights delivered through intuitive, conversational research workflows that elevate analysts, not replace them.

If you're serious about enabling faster, more confident decision-making in life sciences and building a research engine your clients trust, this is a session you cannot afford to miss.

AdametNext’s Secret to Insight-Driven Client Confidence

Explore how Philips powers faster, smarter decisions with AI-driven competitive intelligence.

Join AlphaSense’s Tasos Beglitis and Laurens van der Hoeven of Philips as they explore how AlphaSense is helping the company deliver precise, high-trust competitive insights across global teams.

In the high-stakes world of healthcare, Philips needed a faster, more scalable way to deliver trusted, personalized competitive insights across product lines, regions, and stakeholders. With AlphaSense, Laurens and the MI&A team built a modern intelligence engine that delivers precisely that, empowering smarter decisions with source-backed intelligence at every level.

In this session, you’ll learn how Philips is using AlphaSense to:
- Produce executive-ready insights in hours, not days. See how Philips went from time-consuming manual workflows to generating customized deliverables in under an hour.
- Cut through noise with trusted AI. Discover how AlphaSense Deep Research and generative tools help Philips surface only what matters across clinical, regional, and financial dimensions without sacrificing source transparency or control.
- Turn research into strategy. Hear how AlphaSense enables Philips to serve business units, product lines, and commercial functions with tailored insights that fuel smarter decisions and stronger strategic alignment.
- Deliver trust built on transparency. See why Philips teams rely on AlphaSense not just for speed but for cited, verifiable intelligence they can act on with confidence.
- Envision the next frontier in AI. Laurens shares his vision for what’s next with AlphaSense, where the team is evaluating opportunities to integrate Enterprise Intelligence, integrating internal research with AlphaSense’s external content through a connected layer of AI to power real-time strategic decision-making.

Whether you're supporting strategy, competitive intelligence, or commercial decision-making in life sciences, this is a session you won’t want to miss.

Inside Philips’ Competitive Edge: Trusted Intelligence at Scale

Watch this in-depth conversation on how the evolution of AI is impacting AI infrastructure. They discuss the beneficiaries of capex growth, emerging sovereign demand, and the evolving dynamics between hyperscalers, neoclouds, and chip suppliers.

The session includes a deep dive into:
-Where AI infrastructure dollars are going—and how the CapEx boom is breaking down by buyer and category
-How internal chip strategies, pricing shifts, and the rise of inference are reshaping market leadership
-The biggest bottlenecks to scale—from fabs to power to industrial equipment—and who’s positioned to solve them

AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends & Bottlenecks

Watch AlphaSense partner Drew Cohen, founder of Speedwell Research, and Rohan Noronha, former Head of M&A at Vencora, a Constellation operating group that sits in the Volaris Business Unit, for a behind-the-scenes look at how Constellation Software built its highly effective acquisition engine. With hundreds of deals completed, the company has become a model of long-term compounding through M&A — a strategy that has remained elusive for most competitors.

Rohan shared insights from overseeing M&A across the Volaris portfolio, including what drives Constellation’s selectivity, how deals are executed in a decentralized system, and what the future may hold as growth challenges emerge.

In this session, they explored:
- Why Constellation’s M&A playbook is tough to replicate — and where others go wrong
- The company’s approach to small deals and limits of scale
- How organic growth fits in post-acquisition — from pricing to product strategy
- Opportunity and risks involved in moving M&A apparatus outside of VMS with potential “style drift”

Buying Growth: Inside the Acquisition Strategy of Constellation Software

Biopharmaceutical innovation continues to accelerate, driven by advances in science, data, and investment. In this exclusive event co-hosted by AlphaSense and Leerink Partners, we explored the evolving landscape of biotech and pharma, with a special focus on targeted oncology and neuroscience. From platform breakthroughs and clinical pipeline trends to regulatory developments and market implications, this conversation unpacked where innovation is headed and what it means for investors and corporate leaders alike.

Featured speakers include Dr. Andrew Berens, Senior Research Analyst at Leerink Partners covering Targeted Oncology, and Marc Goodman, Senior Research Analyst at Leerink Partners covering Neuroscience and Ophthalmology. Together, they shared expert perspectives on the scientific and commercial forces reshaping the life sciences sector and where capital, competition, and clinical progress are converging. Moderated by AlphaSense’s Director of Healthcare Research, Sara Mallatt, this session delivered actionable intelligence for anyone navigating the fast-moving world of life sciences; whether you're tracking market-moving catalysts or positioning your organization for long-term growth.

Biotech and Pharma Innovation: What’s Next for Investors and Industry Leaders

Investors and corporate leaders have continued to navigate heightened market uncertainty as the early phase of Trump’s second term unfolds. In this exclusive discussion with Morgan Stanley, our Research Directors examine how markets are responding to evolving policy shifts in trade, regulation, and foreign relations. From short-term market volatility to long-term sector realignment, our experts unpack the signals, surprises, and strategic implications of Trump-era policymaking.

Watch now to learn:

How companies are adapting to rapid-fire policy changes and geopolitical uncertainty
Market outlook scenarios: navigating short-term volatility and positioning for long-term trends
Who stands to win — and who may lose — as policy levers reshape the corporate landscape

Boom, Bust, or Both? The Market Impact of Trump Administration Policies

Unlock the strategies top investors use to stay ahead in today’s fast-paced, AI-driven world.

Join us for an exclusive conversation with Harry Stebbings, founder of 20VC, as we explore winning investment approaches, the crucial differences between verticalized and consumer-grade LLMs, and the essential AI tools every enterprise needs.

Discover how 20VC leveraged AlphaSense to close an $8 million deal, and gain unique insights into why Europe is emerging as the premier destination for world-class founders amid global market uncertainty.

Investing in the Age of AI

Once dominated by Red Bull and Monster, the U.S. energy drink market is shifting as sugar-free options now drive over half of sales. Newcomers like Celsius—now holding 10%+ market share—are shaking up the space.

In this exclusive on-demand webinar, AlphaSense Partner, Alex Morris, founder of TSOH Investment Research, chats with former Monster exec Jon Bratta about the innovation reshaping energy drinks and the broader liquid refreshment beverage (LRB).

What You’ll Learn:
- How Emerging Brands Break Through: Learn how companies like Celsius, Alani Nu, and C4 are building brand equity—and how distribution partnerships with giants like PepsiCo and AB InBev help accelerate growth.
- The Celsius-Alani Nu Dynamic: Is Alani Nu’s rise a competitive response from Celsius—or something deeper? We’ll explore how these brand moves affect Celsius’ relationship with PepsiCo and what the recent talent shift from PepsiCo signals.
- The Power of Distribution: Discover why distribution deals (like Fever-Tree and Molson Coors) are just as important as branding in the LRB world—and how shelf space, retail activations, and supply chains play into long-term success

Whether you’re an investor, operator, or strategist in the consumer goods space, this conversation will offer a valuable look at the forces driving one of the fastest-changing beverage segments.

The Rise of Celsius and the New Era of Energy Drink Brands

Watch this session to learn how leading professionals are leveraging AI to streamline research, surface critical insights instantly, and move with confidence—no more hours lost to manual work. You'll hear from Rajeev Samuel, NetApp’s Director of Corporate Strategy and Operations, on how AlphaSense’s AI agents are transforming his team’s research workflows. 

AlphaSense AI Experts, Chris Ackerson, SVP of Product, and Matt Wells, SVP of Product Marketing, discussed:
-How domain-intelligent AI agents break down complex questions and deliver actionable insights instantly.
-Why AlphaSense’s unmatched content advantage ensures you never miss critical information.
-How leading organizations are streamlining research and driving results with secure, explainable AI workflows in AlphaSense.

You’ll get a first-hand look at our newest innovations— Deep Research and advanced AI workflows, and how they are reshaping the research experience for business and financial professionals. Watch now!

AI Agents in Action: Advancing Research & Strategy for Financial and Corporate Leaders

This session explores how AI is being applied across the life sciences value chain—from early-stage research and drug discovery to market insights, strategic planning, and commercialisation. The focus is on real-world use cases, lessons learned, and what’s next.

From Molecules to Markets: How AI is Accelerating Discovery, Strategy, and Growth

Pressure is mounting on pharmaceutical companies as drug development costs. At the same time, the demand for faster, more affordable, and effective therapies continues to climb. Artificial intelligence (AI) has emerged as a powerful potential solution, promising to revolutionize how drugs are discovered, developed, and brought to patients.

In this webinar, Sara Mallatt, AlphaSense’s Director of Healthcare Research, explores with Dr. Paul Agapow, Former Director of Data Science at GSK, how AI is being used to address today’s biggest opportunities and challenges in drug discovery and development, as well as where the field is headed. Drawing on the latest data and expert insights, they will assess how AI is performing against high expectations, what’s working, and what's not. They will also dissect the competitive arena, covering key players from pharma giants to "TechBios," and the mergers, acquisitions, and collaborations that are defining the future.

You'll walk away with a clear-eyed view of where AI is delivering real value in drug development, where it still needs to prove itself, and what to watch for next.

AI in Drug Discovery & Development: Hype, Reality, and What Comes Next

Watch Ed Moya, Senior Macro Analyst at AlphaSense, for a timely conversation with Doug Garber, Host of Pitch the PM, and CIO at Westport Alpha Group (formerly of Citadel and Millennium). Together, they unpack why Zoom (ZM) may be entering a new phase of growth—powered by AI.

While growth has slowed post-COVID, Zoom is now trading at an attractive valuation. But under the radar, the company has been quietly transforming—investing heavily in product expansion, evolving beyond its best-in-class video conferencing to become a full-fledged Unified Communication as a Service (UCaaS) platform.

In this session, they break down:
- Why Zoom's transition to UCaaS and focus on AI could drive re-acceleration in growth
- How new offerings like Zoom Phone, Contact Centers, Workvivo, and embedded AI are fueling customer expansion
- Why these changes could lead to positive earnings revisions and a potential valuation re-rating in the near term

This is a must-attend discussion for investors exploring how AI innovation is reshaping tech names—and uncovering overlooked winners.

Is Zoom the Next Stealth AI Winner: Why AI-Driven Innovation Could Mark a New Growth Inflection Point

Moderator:
Michelle Brophy - Director of Research, Tech, Media and Telecom at AlphaSense. Michelle spent 18 years on the buy side, in both portfolio manager and senior equity analyst roles, at Hilltop Park Capital and Kingdon Capital Management.


Expert Panelists:
Jim Sangster - Former Director of Strategic Alliances at NVIDIA, retiring in October 2024. Over 30 years of experience in Silicon Valley with various leadership positions at Supermicro, Pure Storage, NetApp, and Sun Microsystems.


Gerard Magnarelli - Senior Director of Sales - Americas at Fusion Worldwide. Fusion is one of the largest independent distributors of electronic components in the world. Gerard joined Fusion in 2012 as a Semiconductor Procurement Specialist. In 2015, Gerard moved to sales before being promoted to management in 2021, to now holding his current title of Senior Director of Americas Sales.

Expert Webinar Series: How Trump’s Tariffs Could Reshape U.S. Tech Hardware and Semi Supply Chains

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Expert Webinar Series: How Trump’s Tariffs Could Reshape U.S. Tech Hardware and Semi Supply Chains

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