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Talking Capital · June 4 · 30 min

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

0:00-30:03
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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

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