Utilities in Focus: The Capital Investment Super-Cycle

Featuring Timothy M. Winter, CFA – Portfolio Manager, The Gabelli Utilities Fund, The Gabelli Utility Trust, The Gabelli Global Utility & Income Trust. Moderated by Chris Lofrese, Senior Vice President.This webinar aired live on Zoom on Thursday, October 30th at 1:00 PM ET.As the US power grid prepares for unprecedented demand driven by AI data center usage, reshoring, and electrification, the utilities sector faces impending transformation.Join Timothy M/ Winter, CFA, Portfolio Manager of Gabelli’s Utilities strategy, for a discussion on the state of the US utilities market and how investors can position their portfolios for long-term opportunity amid a capital investment super-cycle. With more than three decades of sector expertise, Tim will explore the macro trends reshaping energy infrastructure, from regulated utility growth to consolidation, federal policy tailwinds, and mega-load data center development.Whether you’re tracking capital allocation trends, looking for resilient income strategies, or seeking exposure to one of today’s most dynamic sectors, this session offers a rate opportunity to hear from a leading voice in the industry.This timely webinar covers:- The evolving US utilities landscape in 2025 and beyond- Why electricity demand is rising at its fastest pace since the 1960s- How the Gabelli Utilities strategy is positioned to benefit from rate base expansion, rising EPS targets, and infrastructure modernization- Live Q&A with Tim Winter00:00 Tim Winter’s Experience2:30 Utilities in Focus: The Capital Investment Super-Cycle24:24 Q&A35:34 Contact Us36:33 DisclaimersTo learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X – https://x.com/InvestGabelli• Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli • LinkedIn – https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)