Energy Transition: opportunities, processes and manager selection
In this episode, Ian is joined by Mario Acquistapace, Investment Research Director at CapGen, to discuss the theme of energy transition, including:
An overview of the energy transition landscape, including the drivers and opportunities
The evolution of our investment research process
Clean Energy Transition's investment strategy and our rationale for selecting them as a partner
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.