The Opportunity in Public Infrastructure: A Differentiated Way to Access the AI Trade – Manulife John Hancock Investments – 11.13.26

Summary:

Most investors associate the AI opportunity with semiconductors, hyperscalers, and software. However, AI is far from asset‑light. Its growth depends on significant physical infrastructure, particularly in power, grid modernization, and data center capacity.

This creates a compelling, and often underappreciated, opportunity: public infrastructure as a critical enabler of AI at scale.

We invite you to join us for a discussion with Clinton Graham of Wellington Management, who will share insights on:

• How public infrastructure is positioned to benefit from accelerating AI demand
• Wellington’s approach to investing in this evolving asset class
• The potential role of infrastructure as a portfolio diversifier with structural growth exposure

This session will offer a differentiated perspective on accessing the AI theme, beyond the more crowded parts of the market. Join us on November 13.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Clinton Graham is a Managing Director and Lead Client Portfolio Manager at Wellington Management, where he oversees distribution of equity, fixed income, and alternative investment strategies spanning AI, fintech, infrastructure, and thematic investing.

His work centers on deepening relationships with financial advisors, RIAs, and wealth management partners, translating Wellington’s institutional investment capabilities into strategies that resonate with high-net-worth and ultra-high-net-worth clients.

Prior to Wellington, Clinton served as Head of Portfolio Trading Risk in Hedge Fund Services and a Vice President in Global Markets at Barclays. Earlier, he co-founded Royalty Capital Advisors and began his career as an investment banker in the Private Capital Markets group at Lehman Brothers.

He holds an A.B. cum laude in Economics from Harvard College and an M.B.A. from The Wharton School at the University of Pennsylvania.

His professional and personal investing interests converge around a single conviction: that access to exceptional investment opportunities should not be limited by the channel through which capital flows.

Matt is the head of investment product management in the U.S. and has been with Manulife John Hancock Investments since 2006. Before taking on his current role with the Global Investment Product team, Matt held various roles in sales, practice management, and training and development. Currently, he leads product management efforts in the U.S. He is involved in strategic efforts such as product development, distribution strategy, and strategy launch initiatives across all product lines, including mutual funds, SMAs, CITs, ETFs, model portfolios, and private assets.