49 min listen
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
FromCapital Allocators – Inside the Institutional Investment Industry
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
60 minutes
Released:
Mar 20, 2023
Format:
Podcast episode
Description
Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital’s partners in strategies that diversify away from the equity-orientation of the firm’s core. In its search for attractive, uncorrelated assets, the Partnership Strategies team became an early mover in environmental markets, which today comprise about 25% of its portfolio. Both Tom Steyer and Bill Orum cited carbon credits and offsets as a necessary and important near-term component to effect climate transition. Colin’s deep engagement in the space provides a wonderful primer for those interested. Our conversation dives into Colin’s background and investment approach that led to the discovery of the opportunity in environmental markets. We then turn to his investment thesis, sourcing, description and nuance of compliance and voluntary markets, and implementation. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Released:
Mar 20, 2023
Format:
Podcast episode
Titles in the series (100)
André Perold – Academic Practitioner (Capital Allocators, EP.02): My guest on today’s show is André Perold. For those who know André, he needs no introduction. André is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies by Capital Allocators – Inside the Institutional Investment Industry