Host Brian Walsh takes up ImpactAlpha’s top stories with editor Amy Cortese. Up this week: At SuperReturn in Berlin, asset-light is out, HALO is in as private equity titans focus on AI, energy and defense; a look at public and private approaches to sharing the AI wealth; and, Realize Capital Partners’ fund-of-funds secures $277 million for Canada’s impact fund managers.

To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠.

This week's stories:

• “At SuperReturn in Berlin, asset-light is out, HALO is in as private equity titans focus on AI, energy and defense,” by Amy Cortese and Danielle Rossingh.
• “Designing broad-based ownership of AI to share power along with wealth,” by Delilah Rothenberg of The Predistribution Initiative
• "Realize Capital Partners’ fund-of-funds secures $277 million for Canada’s impact fund managers," by Roodgally Senatus
• Realize's ImpactSpace profile.

Lucy Mortimer of Archipelago Ventures joins David Bank. Archipelago is a UK-based early-stage climate fund investing in materials innovations that enable a truly circular economy.

They speak about Lucy about why materials are a sleeper cell in the climate crisis and how Archipelago is innovating in the fund raising process itself, with “collective diligence” - in which Archipelago’s prospective partners work together to ask the hard questions. 

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week: Why battery makers and investors are pivoting from EVs to grid storage for renewable energy in Europe; a look at Lukas Walton-backed S2G investments following its $1 billion; and, the reasons that the world cup is a sportswashing bonanza.

To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠.

This week's stories:

• “Battery makers and investors pivot from EVs to grid storage for renewable energy in Europe,” by Danielle Rossingh.
• “G is for growth after $1 billion raise for Lukas Walton-backed S2G Investments,” by Erik Stein

• “A ‘sportswashing’ bonanza, brought to you by Saudi Aramco,” by Dmitriy Ioselevich
  

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week: Is Altérra’s ambitious effort to mobilize climate finance for the Global South working?; how Fervo Energy pulled off the biggest clean energy IPO in Wall Street history; and, Working Capital Fund secures $31 million for its third supply chain resilience fund.

To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠.

This week's stories:

• “Is Altérra’s ambitious effort to mobilize climate finance for the Global South working?,” by Erik Stein, Amy Cortese and David Bank
• “Fervo’s IPO recipe includes a dash of federal funding and a scoop of catalytic capital,” by Antony Bugg-Levine
• "Working Capital Fund secures $31 million for its third supply chain resilience fund," by Amy Cortese

Ty Thomas of Primary Housing joins David Bank to discuss NOAH - naturally occurring affordable housing. As an emerging manager, Thomas is looking to preserve and improve  the kind of aging, unrestricted market-rate apartments that house teachers, firefighters, and other essential workers.

Primary Housing, has been an active and early user of ImpactAlpha Edge, ImpactAlpha’s premium databases and other investment tools for fund managers and other Agents of Impact.

Host Brian Walsh takes up ImpactAlpha’s top stories with editor Amy Cortese. Up this week: Two different approaches that impact investors are taking to address Big Tech’s AI data center buildout; who wins when access to private equity is opened up to American retirees; and, how 2x is spurring a global race to the top in gender-lens investing.

To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠.

This week's stories:

• “Investors must push for transparency on AI’s water risks,” by Ceres’ Kirsten James.
• "Elemental Impact teams with hyperscalers to deploy clean tech solutions," by Amy Cortese.
• “In the name of ‘democratization,’ private equity firms eye US retirement savings,” by Isaac Silk and Amy Cortese
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• “Spurring a global race to the top in gender-lens investing,” by David Bank

Impact investing may have originated in the West. Its future is being shaped in the East.  From Singapore to South Korea, Japan to Hong Kong, investors in a mosaic of Asia-Pacific markets are leaning into Asia’s distinctive edge in the global impact investment ecosystem: patient capital, intergenerational stewardship and disciplined innovation.

The driver: a rising, intergenerational “now generation” steering the region’s innovative operating businesses and investment portfolios toward sustainability and social impact.

“There’s this undercurrent of energy and willingness to try and come together,” Katy Yung, who leads the Hong Hong-based Sustainable Finance Initiative, tells ImpactAlpha’s Dennis Price on the latest Agents of Impact podcast. “The reality is it has to be an intergenerational effort.”

Host Brian Walsh takes up ImpactAlpha’s top stories with Lucy Ngige and Amy Cortese. Up this week: The first edition of ImpactAlpha Africa explores new ways capital is being mobilized for impact on the continent; a spotlight on two African funds investing in human capital and creating high productivity jobs; and, how some LPs are stepping up to help emerging managers cross the chasm to their next fund.

Eric Ries, who inspired many a founder with his book The Lean Startup and went on to found the Long-Term Stock Exchange, joins Amy Cortese on this Agents of Impact podcast. Ries has wrapped up what he’s learned in a new book “Incorruptible: Why Good Companies Go Bad and How Great Companies Stay Great.” Many of the so-called best practices in corporate governance, he says, actually destroy value, and Silicon Valley founders ignore governance until it's too late,.

Amy speaks with Eric about "spiritual holding companies" — think perpetual purpose trusts, employee ownership trusts and industrial foundations that put a check on for-profit boards. Human flourishing, he says, not profit maximization, should be the true purpose of companies. He has some ideas of how to build organizations that can resist both inside temptations and outside pressure to betray their missions.

Host Brian Walsh takes up ImpactAlpha’s top stories with editor David Bank. Up this week: How Los Angeles is working to lower the cost and complexity of capital for affordable housing; the Southern Poverty Law Center controversy, and who really controls the funds in Donor Advised Funds; and, a closer look at a $140 million deal to build a sustainable aviation fuel plant in Egypt.

This week's stories:

• “Los Angeles tries to show how affordable housing can be built more quickly and cheaply,” by David Bank
• “Choose wisely: Big DAF platforms drop Southern Poverty Law Center,” by Candide Group's Morgan Simon
• “Jewish investors are calling on PayPal to provide services in Palestine,” by Chicory Wealth’s ari rosenberg and Mission Driven Finance board member Dorianna Blitt
• "Ninety One arranges $143 million for sustainable jet fuel production in Egypt," by Lucy Ngige