Financing the energy transition is steering structural change in capital allocation, investment, and valuations of assets, technologies, and companies. New green financial instruments and investment mandates are changing ideas about energy investment, but do not resolve investors’ value creation question: How to invest in the green transition without sacrificing returns? How are investors rethinking portfolio investments and balancing short and long-term trends? How do investors reconsider energy investment in an era of inflation rather than zero interest? Ultimately, are green investments looking for returns or decarbonization? Why is the clean energy boom not yet translating into investment value? How does sustainable investment translate into sustainable returns? What role do new green financial instruments play in accelerating capital allocation toward decarbonization? Does Environmental, Social, and Governance (ESG), disclosure, or value creation lead to the biggest decarbonization impact for cost? How best to create a portfolio for an uncertain transition?
Vice President, Financial Services
HPS Investment Partners
Yaupon Capital Management
Founder & Chief Investment Officer
Managing Director and Global Head of ESG Financing