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Silicon, Splitting Atoms and Gaming Stadiums: Navigating Opportunities in Semiconductors, Nuclear Technology and Esports across the AI Value Chain

Marketing Communication

Silicon, Splitting Atoms and Gaming Stadiums: Navigating Opportunities in Semiconductors, Nuclear Technology and Esports across the AI Value Chain


Please join VanEck for a lunch witch Nicholas Frasse, Product Manager Thematic ETFs, as we discuss the transformative impact of artificial intelligence across high-growth sectors.

Topics:

  • Semiconductors: Discover how these essential “brains” behind AI are powering the digital transformation, reshaping industries, and driving future economic expansion.
  • Nuclear Energy: Learn why nuclear is emerging as a clean, powerful solution uniquely positioned to sustainably meet the surging energy demands of AI-driven technologies.
  • Video Gaming: Explore how AI is revolutionizing gaming—enhancing user experiences, generating new revenue streams, and redefining competitive entertainment.
  • Investment Convergence: Gain insights into the intersection of these dynamic sectors and how they offer investors access to leading innovators at the forefront of the AI revolution.

Investments are subject to risks, including the possible loss of capital.

Event Details

Friday, 27th June 2025

Hotel Baur au Lac
Le Salon Français
Talstrasse 1, 8001 Zurich, Switzerland

Agenda

11:30 – Welcome
12:00 – Presentation
13:15 – Flying Lunch in Garden

Speakers

Nicholas Frasse

Product Manager, Thematic ETFs
Nicholas Frasse
  • Joined VanEck in December 2016, initially working on the internal sales team before transitioning into thematic ETF product management, contributing significantly to advisor education initiatives
  • Over 10 years of experience in financial services, beginning his career in 2013 following graduation with a degree in finance, specializing in financial planning
  • Responsible for supporting product strategy, development, and marketing of VanEck’s thematic ETFs, with a focus on a range of thematics such as, semiconductors and video gaming & eSports.
    Frequent speaker and presenter at industry events, providing insights into emerging investment themes and global market trends
  • Passionate about helping investors gain targeted exposure to innovative, dynamic sectors shaping the future of investing
Nicholas Frasse

Philipp Schlegel

Managing Director Switzerland, Co-Head Sales EMEA
Philipp Schlegel
  • Managing Director for VanEck's Swiss office
  • Co-Head Sales EMEA
  • Responsible for the growth of VanEck's EMEA market
  • Responsible for supporting the firm’s business and product development activities
  • Joined VanEck in October 2010
  • Prior to joining VanEck, Director, Head of Commodities, and Deputy of Head of Fund of Hedge Funds at Horizon21 Alternative Investments; Head of Global Macro and Commodities, and Portfolio Manager of RMF Investment Management/Man Group; oversaw RMF’s New York Office
  • Earlier career experience includes Precious Metals trading, Deputy Head of European Emerging Markets short term interest rates FX market making position at UBS in Zurich and London
  • Nominated for Best Commodities Fund while at Horizon21; nominated twice for Best Global Macro/Commodities Fund while at RMF Investment Products
  • Federal Certificate and VSH Commercial Diploma, Business School Zurich; Certificate, Mathematical Finance, University of Applied Sciences, Winterthur; International Capital Market Association (ICMA), International Fixed Income and Derivatives Certification
Philipp Schlegel

Roman Poole

Associate Director, Sales and Business Development
Roman Poole
  • Associate Director, Sales and Business Development, from VanEck’s Zurich office
  • Responsible for supporting the firm’s business and product development activities
  • Responsible for the growth of VanEck’s Swiss and Liechtenstein Wealth Management markets
  • Joined VanEck in July 2022
  • Prior to joining VanEck, specialist in forex sales and strategies for Swiss corporate clients at Ebury Partners (UK/CH)
  • Earlier career experience in the field of SaaS and cloud computing at Safe Swiss Cloud (CH)
  • B.A. in Banking and Finance from the university of Zürich
Roman Poole

IMPORTANT INFORMATION

This is marketing communication. Please refer to the prospectus of the UCITS and to the Key Information Document (“KID”) before making any final investment decisions.

This information originates from VanEck Switzerland AG, which has been appointed as distributor of VanEck products in Switzerland by the Management Company, VanEck Asset Management B.V., incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). VanEck Switzerland AG’s registered address is at Genferstrasse 21, 8002 Zürich, Switzerland.

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