Inside the ICE House Episode 379: Famed Investor Jeff Ubben of Inclusive Capital Partners, on Climate & Capital
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Sep 20, 2023 Jeff Ubben, the founder of Inclusive Capital Partners and a prominent activist investor, discusses the critical intersection of climate change and corporate governance. He shares insights from his experience on the Exxon board, focusing on scaling carbon capture and the financial value of future carbon-abatement. Ubben advocates for innovative approaches in agriculture and the importance of storytelling in conservation efforts. His collaborative activism emphasizes engaging stakeholders to deploy capital for sustainable change, highlighting the urgency of the climate crisis.
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Incumbents Are Key To Scaling Climate Tech
- Inclusive Capital targets legacy companies with big balance sheets to commercialize capital-intensive climate technologies.
- Jeff Ubben argues incumbents are essential to scale expensive transition projects that startups alone cannot finance.
We Need Honest Talk About Costs
- Ubben is worried we are far behind on cutting atmospheric CO2 and lack honest public discussion about costs.
- He says a carbon price and acknowledging higher energy and food costs are necessary to make meaningful progress.
Early Humility Shaped His Investing
- Ubben describes growing up in finance and learning humility after an early call to a CEO at 18.
- That experience shaped his long-term, company-focused investing approach and continual learning mindset.
