Capital Allocators – Inside the Institutional Investment Industry Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
Mar 20, 2023
Colin Campbell, a Partner at Bain Capital, dives deep into the world of environmental markets, being an early mover in the space. He shares his investment thesis and explores carbon credits' role in climate transition, as highlighted by industry leaders like Tom Steyer. The conversation uncovers the mechanics of compliance and voluntary markets, discussing their evolving dynamics and opportunities for investors. Colin also reflects on his journey from law to investment, emphasizing lessons learned from mentors and the complex landscape of sustainable finance.
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Career Path
- Colin Campbell studied political science and considered law school.
- His parents advised against law, leading him to a strategy role at Disney.
Shift to Partner Capital
- Colin transitioned from investing at Bain Capital to managing partner capital.
- He identified a need for diversification from equity risk.
Investment Thesis
- Colin's investment thesis is based on growing concern for climate change.
- He believes in an inflection point in environmental markets.