Webinar Replay:
TCW in 20 recorded on July 17, 2025 Unlocking the Artificial Intelligence Advantage In Your Portfolio
Bo Fifer, managing director and lead portfolio manager, discusses why he believes the market continues to underestimate the true scale and investable scope of the AI opportunity.
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Webinar recorded on September 22, 2026 Powering the Future: PWRD Portfolio Update with Eli Horton
TCW’s Senior Portfolio Manager Eli Horton discusses how advisors can think about the evolving energy transformation opportunity, where public-market investments may play a role, and how TCW Transform Systems ETF (PWRD) is positioned within this rapidly changing landscape.
In this 30-minute webinar, Eli Horton explains how advisors can evaluate the long-term investment implications of rising power demand, infrastructure buildout, and the continued evolution of the energy ecosystem. The conversation also highlights how the strategy seeks to provide exposure to companies positioned to benefit from this secular transformation.
What is covered:
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Recent positioning changes and portfolio updates
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Commentary on the latest headlines and developments shaping the energy transformation opportunity, and why AI, data centers, and electrification are raising the stakes for power demand
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Energy transformation myths investors may need to rethink
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How advisors may consider positioning PWRD within client portfolios
Important Disclosure
This material is for general information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security. TCW, its officers, directors, employees, or clients may have positions in securities or investments mentioned in this publication, which positions may change at any time, without notice. While the information and statistical data contained herein are based on sources believed to be reliable, we do not represent that it is accurate and should not be relied on as such or be the basis for an investment decision. The information contained herein may include preliminary information and/or “forward-looking statements.” Due to numerous factors, actual events may differ substantially from those presented. TCW assumes no duty to update any forward-looking statements or opinions in this document. Any opinions expressed herein are current only as of the time made and are subject to change without notice. Past performance is no guarantee of future results. All investing involves risk including the potential loss of principal. Market volatility may significantly impact the value of your investments. Recent tariff announcements may add to this volatility, creating additional economic uncertainty and potentially affecting the value of certain investments. Tariffs can impact various sectors differently, leading to changes in market dynamics and investment performance. © 2026 TCW