Galvanize at CERAWeek 2026

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April 1, 2026

Galvanize at CERAWeek 2026

Our team’s takeaways from CERAWeek 2026 underscore a shift to a capital-intensive, execution-driven phase of the energy transition, where managing risk, scaling clean firm power, and meeting rising electricity demand are reshaping how breakthrough technologies become institutional-scale companies and infrastructure.

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The Return of Energy Security: Why Competitiveness Is Becoming the Primary Driver of the Energy Transition

As energy security, industrial policy, and technological progress converge, Seth Kirkham explores why reliable electricity is becoming a defining source of economic competitiveness—and where investors may find opportunity as a result.

July 22, 2026

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New Private Markets: Real estate climate funds: who manages them, what makes them unique, and why now is the time to launch one

The few managers that have developed strategies focused on real estate decarbonization are benefitting from significant market tailwinds.

July 15, 2026

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July 2026 Newsletter

From the changing economics of energy infrastructure to recent investments, portfolio milestones, and perspectives from our team, this month's newsletter highlights the ideas and developments shaping the next phase of the global economy.

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