Tapping Into the Climate Investing Boom

Climate and AI led all venture deals in the last quarter of 2023, demonstrating climate’s rapid ascent as a field for investment and innovation — particularly in the alternatives space. In this episode, our founder Adam Rein, who’s seen the field grow since its infancy, is joined by ex-CapShifter and current climate VC Emma Kulow to discuss market trends, investment philosophy, and helping clients build a climate-aligned portfolio.  

 

Show Notes 

Chapters:  

(:39) Guest introductions 

(3:38) How does someone get started with climate investing 

(6:10) Profiles of clients who might be interested in climate 

(8:00) Exciting solutions  

(11:49) Comparing public and private markets 

(15:39) Greenwashing: what is it? 

(16:38) A-ha moments  

(19:03) Closing 

 Sources: 

• (6:56) The Great Wealth Transfer - https://www.forbes.com/sites/forbesfinancecouncil/2023/03/09/the-great-wealth-transfer-will-radically-change-financial-services/?sh=340e1f615339  
• (13:06)The ABCs of Climate Investing Primer - The-ABCs-of-Climate-Investing-Primer.pdf (capshift.com) 
• (17:20) Cleantech 1.0 - https://www.technologyreview.com/2023/12/27/1085892/six-takeaways-climate-tech-boom/  

 Additional Reading: 

• CapShift’s climate resources - https://capshift.com/explore/climate/ 
• Morgan Stanley, “Individual investors’ interest in sustainability is on the rise” - https://www.morganstanley.com/ideas/sustainable-investing-on-the-rise  

Disclosures:  

Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing in this podcast constitutes an offer, solicitation of an offer, or advice to buy or sell securities.  For detailed disclosures, please visit:  https://capshift.com/social-media-disclosures/