Sustainable Infrastructure Investing | #𝐒𝐀𝐋𝐓𝐍𝐘 | Summary and Q&A

TL;DR

Investing in the low-carbon economy presents a major investment opportunity, requiring a focus on growth equity and bridging the gaps between government support, corporate involvement, and private sector investment.

Key Insights

• 💨 Renewable energy, such as solar and wind, is a major focus for investment, driven by decreasing costs and increasing profitability.
• 🖤 Emerging markets offer investment opportunities for renewable energy projects, particularly in areas lacking access to electricity and where traditional sources, like coal, predominate.
• 🚨 Technologies like geothermal energy, carbon capture, and hydrogen storage are emerging as potential solutions for decarbonizing industries like cement, steel, and plastics production.
• 🖐️ Development finance institutions play a crucial role in supporting renewable energy projects in emerging markets, reducing risks and helping attract private investments.

Transcript

hello everyone it's great to be here um and what an act that we have to follow i obviously wore the wrong jacket today but hopefully you'll forgive me i'm carolyn abramo i'm the ceo and founder of pana low carbon economy investments based here in new york city i'm so thrilled that we get to have this event in new york city and i really thank the wh... Read More

Questions & Answers

Q: How does Pana Low Carbon Economy Investments select its investments and ensure the risk-return profile aligns with its objectives?

Pana Low Carbon Economy Investments follows a thorough due diligence process to assess the risk and return profile of investments. They focus on opportunities in renewables and sustainability, which have demonstrated attractive returns. The company also collaborates with its private equity team to stay informed about emerging technologies and market trends.

Q: How does ACTUS balance achieving market rates of return with impactful investments in developing markets?

ACTUS began with a focus on providing power to people without access to electricity, primarily in developing markets. By demonstrating market rates of return and successful exits in these markets, they have shown that impact investing is not only profitable but also makes a positive difference in people's lives. They are dedicated to continuing this work and aim to bring power to as many people as possible.

Q: What opportunities do emerging markets offer for the transition to a low-carbon economy?

Emerging markets, such as Latin America, Africa, and Southeast Asia, present significant growth and investment opportunities for renewable power generation. These markets often lack access to electricity and rely heavily on coal for energy. By investing in renewables, such as solar and wind, investors can contribute to reducing carbon emissions and improving quality of life in these regions.

Q: How does Temasek identify investment opportunities in the energy and environment sectors?

Temasek focuses on industries such as industry, transportation, and materials. They look for investments that address non-electric emissions, such as heat and process emissions, which present low-hanging fruit opportunities for decarbonization. Additionally, Temasek explores breakthrough technologies in sectors like plastics and alternative proteins to support environmental sustainability and resource efficiency.

Summary & Key Takeaways

• Pana Low Carbon Economy Investments focuses on growth equity and bridging breakthrough technologies to be deployed in large-scale infrastructure in order to reduce carbon emissions.

• New York City Retirement Systems actively invests in infrastructure, with a significant focus on sustainability and renewable energy.

• ACTUS is an impact and private capital manager based in London, focused on achieving market rates of return while positively impacting developing markets through investments in power generation and infrastructure projects.

• Temasek, a Singapore-based investment firm, focuses on clean energy, water, waste, and circular economy investments as part of its energy and environment practice.