• CERAWEEK 2025 | March 10-14, 2025
  • CERAWEEK
  • March 10 - 14, 2025

Matthew Lipton

Partners Group

Co-Head of Infrastructure Investment Research

Matthew Lipton is part of the Private Infrastructure team and is Co-Head of Infrastructure Investment Research, based in New York. He has 19 years of industry experience. Prior to joining Partners Group, he worked at Neuberger Berman, Macquarie Capital (USA), UBS Securities, and Deloitte. He holds an MBA and a bachelor's in finance and accounting from the New York University's Stern School of Business, USA.

Sessions With Matthew Lipton

Thursday, 21 March

  • 03:30pm - 04:10pm (CST) / 21/mar/2024 08:30 pm - 21/mar/2024 09:10 pm

    Capital Choices in Clean Energy: Thinking long, thinking short
    Finance & Investment/Trading & Risk Management

    A few years ago, capital was crowding into cleantech on the theory that the energy transition was accelerating on every vector. The picture has since become more nuanced, with fund managers and institutional investors revolving back to a return’s orientation balanced with investment horizon realism. Clean energy project developers are being asked to show cash flow potential, and new technologies need a demonstrable path to market. Short-cycle investors are focused on margins, while long-cycle investors are still attuned to growth opportunities. How do companies, investors and developers craft their strategies in this new multiple choice capital markets environment?