Category: Thoughts

As an investor, I’ve always believed the work goes beyond AUM, carry, or even financial returns. Those are metrics—important, yes—but they don’t capture the full story of what investment can achieve.

My approach is rooted in a deep pragmatism: profits will come when investments solve real problems.

What drives me is understanding the broader value an investment creates—the co-benefits that ripple through society, strengthening the systems we rely on. These aren’t just abstract ideas; they’re tangible impacts that

As climate operators and investors, we spend our days navigating the complexities of this massive global challenge, from evaluating carbon removal technologies to debating the merits of direct air capture. We are deeply immersed in the technical, financial, and political aspects of climate action. But what if there’s another, perhaps more personal, role we should embrace?

Let’s consider an ancient tradition — the Godparent. Historically, the godfather or godmother has been a spiritual guide for children, someone the family trusts

In the evolving landscape of corporate carbon practices, there’s a pressing need to shift our approach from mere compliance to engaging consumers in a meaningful dialogue about carbon. As geopolitical dynamics change, with right-wing and climate-hostile politicians increasingly targeting environmental initiatives, the focus on compliance is at greater risk than ever.

The rise of ESG backlash could undermine the entire carbon removal and offset industry. To safeguard and advance our climate goals, it’s imperative to transition to a model