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 Denver. He has 17 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

Tuesday, 8 March

  • 11:40am - 12:30pm (CST) / 08/mar/2022 05:40 pm - 08/mar/2022 06:30 pm

    How Is the Capital Transition Changing the Energy Business?

    Panel Finance & Investment/Trading & Risk Management/ESG

    Capital allocation for the energy sector has undergone a sweeping reorientation in the past two years. The shift is more complex than moving into cleantech and out of fossil fuels, incorporating increasingly sophisticated understanding of climate risk and intense engagement with shifting value within business models. Having raised huge volumes of capital for energy transition plays in the last two years, investors and their counterparts are now deploying that money into markets and capital expenditures (Capex), presaging significant shifts across the energy ecosystem. What is the current state of energy transition investing? How does the investment horizon influence sectoral focus in analyzing investments or deploying capital? Does cleantech benefit from longer investment horizons? What level of returns are currently found in cleantech or clean infrastructure? What can we expect a decade from now?