Martin Szczepanik’s Post

Interesting insights from my colleagues Ryan Bohn and Elliot Johnstone on the importance of ESG DD in driving the energy transition

Our E&R and FS teams held a panel in New York last week with the University of California, Berkeley, Haas School of Business covering the evolving role of Private Equity and Infrastructure Funds in the clean energy transition. To learn more about how Baringa can support your firm in investing in this part of the market get in touch with Ryan Bohn Tom Harper Elliot Johnstone Martin Szczepanik or Liam Torppey, MBA

I had the pleasure of attending the event "The Role of Private Equity and Infrastructure Funds in the Clean Energy Transition," organized by Baringa and University of California, Berkeley, Haas School of Business and hosted by my colleagues Liam Torppey, MBA, Martin Szczepanik, and Tom Harper, along with panelists Priyanka Shome, Ryan Bell, Jennifer Sullo, and Elliot Johnstone. Here are my five key takeaways:   Financing Gaps in Clean Energy: Addressing the supply chain gap is crucial. Equity capital is flowing into domestic supply chains and manufacturing to support the US clean energy transition. 🌱💰   ESG and Value Creation: ESG considerations can significantly drive growth and value creation, showing strong synergy with financial performance. Examples such as fleet optimization and energy reduction are ways to increase exit multiples while decreasing emissions. 📈🌍   Innovative Infrastructure Financing: Infrastructure funds are exploring different premise-level clean energy technologies. Energy efficiency innovations, like controllable radiators, are becoming fair game for traditional renewable infra funds. 🔋📉   Global Political Risks: The clean energy transition is happening, and political changes are unlikely to stop it. We may see slowdowns depending on election outcomes, but the economics continue to favor sustainable tech. 🌐⚖️   ESG Integration in Due Diligence: ESG is now integral from screening to exit. Tools like SASB and SBTI track progress, and executive compensation tied to ESG metrics is becoming more and more common. 📊🔍

The Green Industrial Revolution is gaining traction across the globe bringing sustainable wage jobs to NC youth who gain the proper knowledge & skills.

Have you registered for the 2024 Clean Energy Investor Conference? Here's what the line up of expert presenters and panellists will explore... 💡A policy blueprint to facilitate superannuation investment 💡Pathways to sustainable energy financing 💡Accelerating planning and environmental assessment 💡Overcoming planning and environmental barriers 💡Delivering major clean energy projects 💡Policy conflicts and the future of nature conservation 💡Thinking big - new directions in energy policy and markets 💡Accelerating renewables investment for global impact 💡Achieving success in the new world of mega projects 💡Mega projects: the good, the bad and the better Join with the Clean Energy Investor Group member community as we tackle the big issues which can see investment catalyse this once in a century transformation of the energy sector. This dedicated investor led conference agenda is by and for the clean energy investor community, deep diving into key topics for catalysing clean energy investment, informing the policy, regulatory and market debates investors are focussed on. Register today 👉https://lnkd.in/gY6MmSbc

🌍🎧 Discover the latest trends shaping global infrastructure investment in our latest episode of Talking Global Infrastructure! Head of Policy and Public Affairs at GIIA, Harvey C., is joined by experts from Alvarez & Marsal; Wayne Jephson, Jay Moody, and Michael R Farkas, to discuss the latest trends in infrastructure investment, following the recently published results of our latest Infrastructure Pulse Survey ➡ https://lnkd.in/eenwVRe3 The episode delves into the growing attractiveness of European and US markets, highlighting the investment potential in data centres, renewable energy and EV infrastructure, the impact of political and regulatory environments on investment decisions, and the rising importance of ESG considerations. It also explores sector-specific insights, the resurgence of European airports and the challenges faced by the UK in regaining investor confidence. Tune in to get the latest insights and be in the know with the current infrastructure investment trends ➡ https://lnkd.in/eEqNd-d4

Great insights here about the investment potential 👏

Electric cooperatives, like GCSECA’s members, utilize financing and clean energy initiatives to modernize rural electric infrastructure, boosting reliability, efficiency, and sustainability. These efforts spur economic growth and foster energy independence. Explore the Rural Energy Savings Program: https://lnkd.in/g89hvHZA

The ASCE's Bridging the Gap Study Highlights the value of our federal, state and local dollars in this process of building America's infrastructure. Here are some highlights of Terry Smith's panel on Investments in Energy: https://lnkd.in/eBGtGupK

By addressing various challenges across the energy sector through the concept of partner ecosystems in thinking and design can unlock new opportunities, improve efficiency, and create value for all stakeholders.