NYC LUNCH—State Capitalism in the U.S. & What It Means for Investors

Research evidence excerpt

NYC LUNCH—State Capitalism in the U.S. & What It Means for Investors

Global | Washington Strategy June 25, 2026

NYC LUNCH—State Capitalism in the U.S. &

What It Means for Investors

During this lunch, we will host Prof. Adam Dixon, Adam Smith Chair at

Panmure House and author, to dive deeper into state capitalism, alongside

Jefferies analysts Laurence Alexander (MP, LAC) and Kevin Garrigan (QBTS,

RGTI), who will share management and investor feedback, and implications for

companies. Join us on Thu, July 9, at 12 PM ET. REGISTER HERE

Background

We have been highlighting that a defining trend for the U.S. and global economy is increasing

government intervention (see here, here, & here) — and we are now seeing this play out more directly

in the U.S.

During this lunch, we will host Prof. Adam Dixon, Adam Smith Chair at Panmure House and

author, to dive deeper into state capitalism, alongside Jefferies analysts Laurence Alexander (MP,

LAC) and Kevin Garrigan (QBTS, RGTI), who will share management and investor feedback and

implications for companies.

Date & Registration

Thursday, July 9, at 12:00 PM - 1:00 PM ET

REGISTER HERE

Location AniketTransitionShah,StrategyPhD * | Head of Sust. &

NYC Midtown (location will be shared with confirmed attendees) +1 (212) 323-3976 | ashah14@jefferies.com

Laurence Alexander * | Equity Analyst

Jefferies Hosts +1 (212) 284-2553 | lalexander@jefferies.com

Aniket Shah, Global Head of Washington, Sustainability & Transition Strategy Kevin Garrigan * | Equity Analyst

+1 (212) 284-2317 | kgarrigan@jefferies.com

Yujin Kim * | Sust. & Transition Strategy

Speaker Bios Associate

Adam D. Dixon holds the Adam Smith Chair in Sustainable Capitalism at Adam Smith’s Panmure +1 (212) 778-8314 | ykim4@jefferies.com

House, the final home of Adam Smith.