Powering AI Infrastructure: Electrification and Nuclear – Tema ETFs – 10.7.25

Overview:
Title: Powering AI Infrastructure: Electrification and Nuclear
Date: Tuesday, October 7, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand CE

AI infrastructure growth is accelerating record power and electrification demand, evidenced by soaring electricity prices. Major AI data center announcements underscore the sizeable power investment opportunity required to support AI growth.

Tema ETFs CIO, Yuri Khodjamirian, is hosting a webinar for financial advisors covering:

  • How AI infrastructure and data center growth are fueling power and electrification demand
  • Why power prices are surging, how to position for significant grid investments
  • How soaring electricity demand is driving a secular nuclear renaissance
  • Where Power, Electrification and Nuclear exposure fits in advisor portfolios
  • How Tema’s industry expertise offers a pure-play approach to Power, Electrification and Nuclear

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Yuri Khodjamirian Yuri Khodjamirian CIO Tema ETFs

Yuri is the Chief Investment Officer of Tema ETFs. Yuri spent over a decade at Majedie Asset Management as co-manager of the Majedie Income Fund, he helped build the fund from start-up stage to one of the best performing funds in the sector raising several billion in assets. He holds degrees in Economics from University of Cambridge and LSE (distinction), as well as a degree in Bioscience Enterprise from University of Cambridge. Yuri is a CFA charter holder.
Keith Black Keith Black – Moderator Managing Director RIA Channel

Keith Black has over thirty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Education for RIA Channel. He previously served as the Managing Director of Curriculum and Exams for the CAIA Association. At Ennis Knupp + Associates, Keith advised foundations, endowments, and pension funds on asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research, Cboe floor trading, and building quantitative stock selection models for mutual funds and hedge funds.

Dr. Black has taught courses on traditional and alternative investments at the Illinois Institute of Technology and the University of Massachusetts. He contributed regularly to The CFA Digest and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternative Investments, among others. He is the author of the book “Managing a Hedge Fund,” and co-authored the second, third, and fourth editions of the CAIA Level I and Level II textbooks. His book “Investing in Cryptocurrencies and Digital Assets: A Guide to Understanding Technologies, Business Models, Due Diligence, and Valuation” will be published by Wiley in Fall 2024. Dr. Black was named to the Institutional Investor magazine’s “Rising Stars of Hedge Funds” list in 2010.

Dr. Black earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) and Financial Data Professional (FDP) candidates. He has also earned the Certified Digital Asset Advisor (CDAA) designation.