Capital Allocators – Inside the Institutional Investment Industry William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Mar 13, 2023
Bill Orum, a Partner at Capricorn Investment Group and veteran of mission-aligned investing, shares insights from his two-decade journey at the firm. He discusses innovative investment strategies focused on climate solutions and the importance of sustainable funding approaches. The conversation dives into the challenges of supporting emerging impact managers and explores the potential of distressed investing in clean technology. Orum also highlights the significance of empathy in finance and balances his professional insights with personal passions like hockey.
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Capricorn and Jeff Skoll
- Capricorn's partnership with Jeff Skoll and the Skoll Foundation was crucial for its development.
- Skoll's experience with eBay and dedication to social change aligned with Capricorn's mission.
Climate Change as a Systemic Risk and Opportunity
- Climate change is a systemic risk and opportunity across diverse portfolios.
- Asset owners can amplify their mission by aligning investments with climate goals.
Investment Organization Identity
- Investment organizations need a clear identity and acknowledge their biases.
- Focus on areas where you have a competitive advantage, even if it means not covering the full market.