Category: Thoughts

My daughter expects items to arrive from the “Amazon truck” on demand. It’s not magic to her; it’s just how the world works. As a child, I recall the pre-household internet, and later the excitement of dial -up, an era of patience and progress bars, but I also took cars and central cooling/heating for granted. What we grow up with sets the floor, not the ceiling. It’s our starting point, the foundation that allows us to imagine what comes next.

As humans, we don’t just see the world, we interpret it. We can witness the same event, stand in the same room, read the same words, and yet walk away with entirely different conclusions. That’s not a flaw in our cognition. That’s the feature.

Our lived experiences act as filters, shaping how we process reality. No two people have walked the exact same path, so no two people can ever fully see the world in the same way. The more

We like to believe our decisions are our own—that we act out of free will, guided by our internal values. But, whether we realize it or not, much of our behavior is quietly shaped by the systems we live in. These systems, designed with a mix of intention and inertia, use influence and incentives to nudge us toward certain choices.

From how we tip at restaurants to how we see sales tax, the structures around us constantly push and pull

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