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Panels & Webinars

Recordings of the specialist webinars and panels in which Christoph Gum assesses the AI cycle for professional investors.

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Recordings from panels & specialist webinars

IPO boom 2026: is this the bull market’s last dance?
Panel · Drescher & Cie Fondsplattform4 Aug 2026

IPO boom 2026: is this the bull market’s last dance?

More than 160 billion dollars are expected to be raised through US listings in 2026, with SpaceX alone having placed 75 billion — further mega-IPOs from OpenAI and Anthropic are still to come. The panel assesses what the current IPO wave says about the phase the market is in, and how investors should deal with such issues.

Panellists: Dr. Eckhard Schulte, MainSky Asset Management AG · Christoph Gum, Private Alpha Germany GmbH · Marcel Vogler, TEQ Capital

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Agentic AI as the next return opportunity after Nvidia, Claude and ChatGPT
Webinar · Drescher & Cie Fondsplattform2 Jun 2026

Agentic AI as the next return opportunity after Nvidia, Claude and ChatGPT

Private Alpha is among the leading AI specialists in German-speaking asset management. Christoph Gum shows how agentic AI can become the next major driver of returns, and how CaesarDPT creates structured access to the AI supercycle.

Speaker: Christoph Gum, Private Alpha Germany GmbH

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