Forest Invest by Shauna Matkovich

November 25, 2024 Investing the Spectrum of Natural Capital and Climate with Martin Berg and James Bullen

Join me today, where I speak with Martin Berg, CEO, and James Bullen, Head of forest investment at Climate Asset Management (CAM). In this conversation, Martin explains how this young asset management firm has reached a significant goal across three investment strategies, with objectives ranging from timber-driven financial returns in developed markets to high-quality carbon-credit-driven returns in developing markets. We learn about how CAM is different, where their impact focus often is a deciding factor in asset eligibility to their strategy. If you’re curious how they’re, listen to James explain three concrete examples of assets they’ve invested in across these different strategies.

Quotes

Martin

Forestry is always the first step of natural capital that investors get their head around. What we find is that it takes a long time for these investors to find the right place where they house this, so where does it sit, what allocation should we use in order to finance this, what is the risk profile? It is a relatively low risk asset class, you learn a lot by actually doing it.

James

In terms of forestry, it is a limited resource, it is sustainable and our demand for timber and also the co-benefits that forestry bring are just going to increase. The high-quality, well-managed forests are always going to be valuable.

Important links

Climate Asset Management (CMA): https://climateassetmanagement.com/

Restore Africa Project: https://www.evergreening.org/restoreafrica/

Production team

Host: Shauna Matkovich - The ForestLink

Producer and editor: Magdalena Laas - Unscripted Creatives

Details