Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners. Today, we are joined by Eric Woodworth, Deputy Chief Investment Officer from DSM Capital Partners. Eric discusses the importance of perspective when assessing the strengths and limitations of generative AI, especially when evaluating investment opportunities. He provides DSM’s views on the potential (and sometimes apparently counter-intuitive) winners, users and losers in AI, compares today’s tech environment with the Tech Bubble of 1999, discusses the market and regulatory risks, and concludes with AI’s impact on the investment industry now and into the future. The host for this episode is Michael Negline, Director of Clearway Capital.DSM Capital PartnersDSM Capital Partners  is a specialist manager of fundamental concentrated global and US growth equity strategies. DSM invests in strong but undervalued businesses with significant competitive advantages, predictable and growing earnings and solid balance sheets. DSM Capital was founded in 2001; however, the founders have worked together for much longer; Steve Memishian and Dan Strickberger originally worked together at WP Stewart & Company more than 25 years ago. The firm is entirely owned by staff.  Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.   This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Sophisticated or Professional Investors. For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

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