Suburban Sponsored Luncheon:  Sector Opportunities: AI, Earnings & the Search for Market Leadership

AI  infrastructure spending, shifting global trade dynamics, and evolving  interest rate expectations are creating some of the biggest sector  winners and losers in years. Join us for a timely discussion on how the  macro environment, earnings trends, investor flows, and valuations are  shaping opportunities across the equity market and influencing sector  leadership today. 

We'll  explore the investment implications of AI capex, manufacturing  expansion, infrastructure spending, and energy market developments while  highlighting where investors may be overlooking opportunities in  challenged sectors. Attendees will leave with actionable ideas and a  practical framework for navigating the changing sector landscape in the  second half of 2026.