Electrification of automobile transportation in the United States presents an economic opportunity that is both large in scope and potentially hugely disruptive to multiple industries that are mainstays in most investors’ portfolios. How would our traditional view of the auto industry, its manufacturing supply chain, utilities and even petroleum change if electrification of transportation proceeded more quickly than anticipated? We’ve put together a panel to discuss these issues.
- Will a transition be slowed by consumer concerns like range anxiety or accelerated by the changing lifestyles of a younger generation of consumers?
- What might this transition look like?
- How fast could it happen?
- What would it mean for the way we analyze and value companies in the auto, energy, and utility industries?
Please join our panel at a Boston Security Analysts Society lunch on April 24th for a discussion of the implications of this transition for investors.
- Michael Granoff has been head of oil independence policies for Better Place since its founding in 2007. Granoff is the founder of Maniv Energy Capital, a New York-based investment group and the first investor in Better Place. Previous to Maniv Energy, Mr. Granoff founded Maniv Bioventures, a $20 million fund that invested in 10 earlystage life science companESG Business Development, MSCI
- Ron Minsk is the Senior Vice President of Policy for the Electrification Coalition. The Coalition is a nonpartisan, not-for-profit group of business leaders from across the value chain of transportation committed to promoting policies and actions that facilitate the deployment of electric vehicles on a mass scale.
- Itay Michaeli is a Vice President at Citi Investment Research & Analysis covering the U.S. Autos & Auto Parts. He joined the firm in 2001. As a dual Equity and Fixed Income analyst, Mr. Itay’s research encompasses the entire capital structure focusing on the equity, corporate bonds and CDS contracts of covered issuers.
Register online here at the Boston Security Analysts Society web site.
Questions, please e-mail or call Michael Greis at 781 559-4623.