The AI Investment Opportunity: Building Smarter Exposure in an Evolving Market

Most investors already have AI exposure, but far fewer understand where it lives in their portfolio, how it's evaluated, or where there are future opportunities.

On March 24 at 12 pm CT, Colton Richards, CFP®, and James Marsden, CFP®, CRPC®, AIF®, of Apeiron will join Anna Nerys of iShares to walk through the full AI investment landscape, including a brief history of AI, where the market stands today, and where durable long-term opportunity is forming.

You'll get a grounded look at competitive dynamics across hyperscale's, semiconductor manufacturers, cloud platforms, and software providers, along with a clear explanation of how AI exposure already lives within current portfolio strategies. The conversation will also explore the second-order opportunities that often go overlooked: energy and infrastructure, cybersecurity, industrials, and Edge AI.

This strategic, research-driven session is designed to give you both the macro context and the portfolio-level clarity to make more informed decisions.

You’ll come away with:

  • A clear understanding of AI's evolution and the milestones driving today's market
  • How the AI ecosystem is structured and where value accrues across the stack
  • Where AI exposure already exists in your portfolio and how it's evaluated
  • Which second-order sectors stand to benefit as the AI buildout matures
  • How Apeiron is thinking about long-term AI allocation strategy

Countdown to The AI Investment Opportunity

The countdown is complete

Meet the Speakers

Coltoon

Colton Richards, CFP®
Associate Financial Planner
Apeiron

Coltoon (2)

James Marsden, CFP®, CRPC®, AIF®
Partner, Financial Planner
Apeiron

Coltoon (3)

Anna Nerys
Vice President Investment Product Strategy GPS US IShares Equities