Artificial Intelligence (AI) is driving a profound shift in computing, comparable to the disruptive impacts of the Internet or mobile computing revolutions. Following the successful launch of the Global X Artificial Intelligence Infrastructure Index ETF (MTRX), join Global X’s Scott Helfstein and Alex Smahtin to find out how Global X is a leader in offering exposure to AI, semiconductors, infrastructure and other themes.
Date: Wednesday, March 26, 2025
Time: 2 pm – 2:30 pm EST
Title: Infrastructure, Chips & AI – A Diversified Approach
Speakers:
Scott Helfstein, SVP, Head of Investment Strategy – Global X US
Alex Smahtin, CFA®, Portfolio Manager, Investment Management – Global X Canada
Host:
Nefis Sebai, AVP, Business Development – Global X Canada
Scott and Alex will discuss the latest developments in AI from Nvidia and DeepSeek to tariffs and other geopolitical dynamics. Find out how investors can diversify away from the “Magnificent 7” while still targeting the AI theme by looking at the inputs powering AI.
About the Speakers
Scott Helfstein
SVP, Head of Investment Strategy – Global X US
Scott joined Global X in 2022. He is responsible for delivering actionable insights and innovative investment strategies to clients, researching trends at the intersection of accelerating technological, demographic, and environmental change. Previously, Scott was responsible for building out the ProShares line-up of thematic ETFs. Prior to that, he served as Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley, launching the firm’s thematic research and portfolios, while managing a team that developed global multi-asset investment advice. Scott also held prior roles at BNY Mellon, Credit Suisse First Boston, and the Federal Reserve Board of Governors. His work has appeared in numerous media outlets including Barron’s, Bloomberg, and Foreign Affairs. Scott is the co-chair of the Business and Security Roundtable at Fordham University’s Center for National Security and is a Fellow at the Center for Cyber and Homeland Security at Auburn University. He served as an Assistant Professor of Social Science at the U.S. Military Academy and the Director of Research at West Point’s Combating Terrorism Center, working across 60 government offices. He is also a member of the Economic Club of New York and was a Term/Corporate Member in the Council on Foreign Relations. Scott holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan, an MA in War Studies from King’s College (London), and a BBA in Finance from The George Washington University.
Alex Smahtin, CFA®,
Portfolio Manager, Investment Management – Global X Investments Canada Inc
Alex Smahtin is a Portfolio Manager on the Investment Management team for Global X Canada, joining the firm in 2023. Alex’s area of expertise is focusing on option-based products, capital markets relationships and strategic initiatives. Before joining Global X Canada, Alex served as an Associate of ETF Business Strategy at BMO Global Asset Management. He started his career by holding various roles in operations at Greystone Managed Investments (now TD Asset Management). Alex holds a Bachelor of Commerce Finance and Economics Specialist degree from the University of Toronto and holds the Chartered Financial Analyst (CFA®) designation.