“This doesn’t need to be concessionary. This is alpha generating. It’s cheaper, faster, better. ” — Sanjeev Krishnan In this episode, I speak with Sanjeev
When most investors think about climate tech, they picture solar panels, wind turbines, electric vehicles, and carbon capture systems. These are important technologies. They are
“What everybody gets wrong about impact is they think it’s about a transaction, a fund, a project. It’s really about building a system. ” —
Capital can flow into a community and change almost nothing. That is not a controversial observation. Researchers have documented it. Practitioners have watched it happen.
“The rating agencies didn’t catch it. The market didn’t catch it. The true risk was not priced in. The pattern can break. ” — Elizabeth
“ESG does not equal sustainability. 84% of a portfolio is derived from resources that won’t be here in 10 years. ” — Samantha Duncan In
“You cannot do good if you’re not financially sustainable. ” — Leslie Maasdorp What does it take to build a development finance institution from scratch
There is a version of Wall Street’s most widely used debt instrument that does something most investors have never considered. It does not require a
The standard venture capital fund structure has remained essentially unchanged for decades. A general partner raises a fund, charges a 2% annual management fee to
“Ideas are free. Do a Google, and you’ll come up with ten great ideas in the financial sector. The idea is to convince me, as
