ROTH Capital Partners is bringing the nuclear sector to Wall Street. On October 1, 2026, the American investment bank will host the inaugural Emerging Nuclear Technology Conference at the 1 Hotel Central Park in New York, gathering institutional investors alongside companies covering the entire nuclear supply chain — from uranium mining to next-generation reactors and fusion.
The conference is invitation-only. The program kicks off at 8:40 AM with a keynote by Jay Yu, founder and executive chairman of NANO Nuclear Energy (Nasdaq: NNE), a company specializing in microreactors. One-on-one and small-group meetings fill the morning and afternoon slots, running from 9:00 AM to noon and again from 1:30 to 4:00 PM. At lunch, Craig Irwin, Managing Director and Senior Sustainability Analyst at ROTH, will moderate a roundtable and a fireside chat. The agenda is tight and laser-focused: no peripheral topics, nuclear only.
The categories represented reflect the depth of the current moment: uranium mining, fuel cycle, small modular reactors, microreactors, spent fuel management, and fusion. Among the confirmed participants is Jaguar Uranium Corp. (NYSE American: JAGU), a company that went public in February 2026 following a $25 million IPO, operating four uranium, rare earth, and copper assets in Argentina and Colombia. Management will present exploration updates and plans for 2027. Jaguar’s presence signals that the conference is not limited to large-cap players — there is room for companies still in the exploration phase.
Jesse Pichel, Managing Director and Co-Head of Sustainability Investment Banking at ROTH, summed up the underlying thesis: modular reactors could transform complex facilities into factory-built, scalable products. This is an industrial vision, not an academic one. And the fact that a privately held investment bank based in Newport Beach, California, is organizing an event dedicated exclusively to nuclear energy says something about where institutional capital is heading.
The timing is no coincidence. Energy demand driven by artificial intelligence — data centers, computing infrastructure, cloud services — has brought nuclear back to the center of American financial discourse. David Shapiro, CEO of B2i Digital — the conference’s marketing partner, with a network reaching 330 million monthly contacts — framed the issue plainly: every conversation about AI inevitably raises the question of how to power its energy needs. The companies gathering on October 1st are the ones working toward a concrete answer.
ROTH is an entirely private, employee-owned firm. It is not one of the big universal banks. Yet it is ROTH that is opening this dialogue between capital and the atom. If the conference becomes a recurring fixture — as has happened with other sectors in the ROTH circuit — nuclear energy will have secured a permanent financial platform in New York, with annual cadence and institutional counterparts. That, more than any technical announcement, is a measure of a sector’s maturity.
