Inevitable

Rebecca Carland, Chief Investment Officer at Builders Asset Management, discusses her journey to impact investing and the role of market forces in driving change. They explore Builders Vision as an impact platform and the shift from family office to impact platform. They also touch on the importance of ESG investing and the launch of their inaugural Impact Report.

Tobias Ruckstuhl, Managing Partner at Persistent, and Bim Adisa, CEO at Beacon Power Services, discuss the startup funding landscape, geographic hubs, and role model companies in Africa. They also highlight the importance of functional grids, the state of venture capital, growing climate funds, and challenges of early-stage investing in Africa.

David Holtzclaw, founder of Transduction Technologies, talks about the history and evolution of home energy auditing, the differentiation between Home Energy Scores for existing homes and new construction, the unique energy landscape of Nebraska, the benefits of air-sealing and insulating homes, designing energy-efficient houses, and advice for weatherization and home electrification.

David Helgason, partner at Transition, discusses Transition's efforts in accelerating the climate transition through investments in climate tech. They focus on software and hardware, including batteries, synthetic biology, and industrial tech. They explore the challenges of investing in climate tech within the capitalist system and discuss their investment criteria. They envision a future post-transition and the impact on human life, emphasizing the importance of abundance and enjoyment in working towards a sustainable future.

Ari Matusiak, founder and CEO of Rewiring America, discusses the importance of electrification and home energy efficiency. Topics include tax credits and rebates, management of electric vehicle incentives, engaging in electrification programs, and renters embracing renewable energy options.

Clean energy tax credits play a crucial role in financing clean energy projects. The Inflation Reduction Act has expanded tax credits to cover various project types and made them transferable. Reunion serves as a marketplace for clean energy tax credits, connecting buyers and sellers. Andy discusses his background in clean energy and how tax credits function. The podcast explores the decision-making process for buyers, the value of Reunion in the tax credit marketplace, and Reunion's financing and expansion plans.

Christian Hernandez, co-founder of venture capital firm 2150, discusses his journey into the climate space and their mission of revolutionizing cities' design and construction. They explore the importance of decarbonizing the built environment and their investment approach. The podcast also touches on topics such as reserves allocation, investment decisions, risk balancing, development of an investment thesis, measuring impact, and the search for 'giga-chorns'.

Julia Souder, CEO of the LDES Council, discusses long-duration energy storage (LDES) technologies and their role in decarbonizing the energy system. She explores the importance of standards, local politics, and different types of batteries. The podcast also highlights the market potential and investment needed for LDAS technology.

Sandeep Nijhawan and Quoc Pham, founders of startup Electra, tackle the complex issue of steel decarbonization. They discuss the intricacies of current steel production, the US approach to decarbonization, and pathways including point-source carbon capture and hydrogen utilization. Electra's pioneering electrochemistry method shows promise in sustainable steel production.

Kim Zou and Sophie Purdom, co-founders of CTVC, discuss their journey in climate tech, the origins of CTVC, and the evolution of their market intelligence company. They delve into the current state of funding in climate tech, the role of project finance and infrastructure financing, and the challenges faced by climate tech companies in securing growth funding. They also highlight the importance of data-driven insights and the involvement of major banks in financing climate projects.