Investor Exchange

What is climate growth investing?


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In this episode of InvestorExchange, Greg Wasserman, head of private climate investing, examines how the climate opportunity set has evolved since clean tech 1.0. He discusses the shift from capital-intensive hardware toward scalable growth businesses and why he believes cross-sector expertise is critical to underwriting in this expanding market.

1:45 – Greg’s two decades in climate investing

4:15 – Defining climate investing
5:45 – Far beyond clean tech 1.0
10:15 – Climate risks versus opportunities
12:15 – Wellington’s investment platform
13:55 – Deglobalization, supply chains, and labor shifts
17:15 – AI, data centers, and automation
19:50 – The value of sector expertise
22:00 – Partnering with founders


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Investor ExchangeBy Wellington Management