About the Speaker

Roger Conrad
Managing Partner
Capitalist Times

Roger Conrad has successfully advised income investors since the 1980s, with a nationally acclaimed sector specialty in utilities, telecommunications, and energy. He's a managing partner at Capitalist Times and author of the book Power Hungry: Strategic Investing in Telecommunications, Utilities, & Other Essential Services. Mr. Conrad is also an independent director of the NYSE-listed Miller Howard high-income equity fund and a contributing editor to Forbes.com.

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Capitalist Times
Speaker Schedule
Wednesday, March 20, 2024, 2:10 pm - 2:40 pm EDT
Utilities and the AI Boom
Roger Conrad |Capitalist Times

The so-called “magnificent seven” big tech stocks still get most of the attention when it comes to the artificial intelligence boom. But as they run out of steam following last year’s record gains, an up-to-now overlooked AI-linked sector is starting to pick up steam—electric utilities. Roger highlights top utility AI bets with an upside of 50% and more over the next year from this emerging great rotation.    

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