Behind the Balance Sheet

E1 Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition


Listen Later

Emmanuel Lagarrigue is the Co-Head of Climate at KKR and in this fascinating discussion, he explains why he joined the firm and what they are seeking to achieve in financing the energy transition. He explains how KKR sees a gap in the huge $7tn pa investment needed to fund the transition between the early stage investments and the mature infrastructure-like renewables area.

This middle area is not really served today and he explains where they see the greatest investment opportunities, why decarbonisation is a good business, and why he is not concerned about political risk. This is a fascinating glimpse into the future and how climate change can be funded.
Thanks to co-host climate finance expert Huw van Steenis.

Show notes


...more
View all episodesView all episodes
Download on the App Store

Behind the Balance SheetBy Stephen Clapham, Behind the Balance Sheet

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

42 ratings


More shows like Behind the Balance Sheet

View all
The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

930 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,290 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

660 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

801 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

271 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

Excess Returns by Excess Returns

Excess Returns

65 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

90 Listeners

Chai with Pabrai by Mohnish Pabrai

Chai with Pabrai

78 Listeners

Money Maze Podcast by Money Maze Podcast

Money Maze Podcast

39 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

401 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

102 Listeners

The Business Brew by Bill Brewster

The Business Brew

245 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

343 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

187 Listeners