Hysata’s Post

Short and sweet summary on the great opportunities, and important responsibilities for institutional and #corporatefinance and the #energytransition, especially in the #developingworldmarkets. From the RIA (Responsible Investment Association, Toronto)

Building the Future | Infrastructure Conference 2024 Our panel discussion moderated by Siyabonga Mthalane, Investment Research and Performance Manager at Government Employees Pension Fund, covered themes Including: - Local and global infrastructure strategies - What is the current state of affairs with regards to infrastructure in SA As part of the discussion, Michelle Green, EMBA, Credit Analyst at Prescient Investment Management, chats about how Prescient integrates ESG factors into its decision making process when considering infrastructure investments. A very insightful panel discussion. #thefutureofinvesting

Former First State Super chief investment officer Richard Brandweiner said super funds should expect to be called upon when it comes to investing in key economic areas such as the energy transition, irrespective of the sometimes not so subtle political agenda around some of these issues. At the Investment Magazine Fiduciary Investors Symposium in the Blue Mountains on Tuesday, the energy transition opportunity emerged as a megatrend that investors need to grapple with “whether they like it or not”. #FiduciaryInvestorsSymposiumNSW #InvestmentMagazine #energytransition https://lnkd.in/dpu3_A-Y

Coral Reef Protection debt to nature fund - Impact investing and sustainable finance 🌊 Excited to share insights from a recent presentation on Impact Investment and Sustainable Finance, specifically focusing on "Coral Reef Protection Fund" in Mesoamerican Reef region. Our team has been dedicated to exploring innovative financial mechanisms that not only promise returns to investors but also safeguard our planet's precious marine ecosystems. Many thanks to amazing mentors at World Bank, Credit Suisse and Quantified Ventures 🔹 Innovative Approach: We've introduced a novel debt-to-nature fund structure that integrates Development Finance Institutions (DFIs) as guarantors for credit enhancement. This approach aims to mitigate investment risks while maximizing the conservation impact on coral reefs, which are vital for biodiversity and provide significant economic value to coastal communities worldwide especially in developing regions. 🔹 Collaboration at its Best: The journey to our final presentation involved invaluable discussions with esteemed professionals from the World Bank, Quantified Ventures, and Credit Suisse. Their insights and expertise in environmental finance have been instrumental in refining our fund structure to ensure it is both impactful and sustainable. 🔹 Key Outcomes and Learning: Focused on achieving tangible outcomes for coral reef protection, our fund structure is designed to support coral conservation efforts effectively. It was enlightening to delve deep into the economic and natural benefits of coral reefs, which reinforced our commitment to protecting these marine treasures. The collaborative process and the positive feedback received have been incredibly rewarding. I am truly grateful for this opportunity to contribute to the field of sustainable finance and impact investment. The successful presentation and the engaging discussions that followed are a testament to the collective effort and shared vision of making a difference. A big thank you to everyone involved in this project! Let's continue to push the boundaries of innovation for a sustainable future. 🌍💼🌱 #sustainablefinance #impactinvesting #CoralReefProtection #innovation #ConservationFinance #environmentalimpact #sustainability

#Private equity investment in #Europe’s #cleantech sector is likely to set a new record thanks to several #megadeals in the first half of the year. #PitchBook’s Q2 2024 European PE Breakdown reported that the total value of cleantech deals in the region hit €15.5 billion (about $16.9 billion) by the end of Q2. That total has since grown to €15.9 billion as of early August. Last year was the previous record for total #cleantech deal value with €19.2 billion invested. The second biggest year was 2021, which recorded €17.7 billion. The sector has gained more attention as climate change and the energy transition become a priority for investors and policymakers. GPs are also putting more resources into cleantech out of a desire to burnish their #ESG credentials and attract LP commitments. Increased activity also results from the sector’s insulation from the macroeconomic environment, according to the PE Breakdown. While deal value is already at 83% of last year’s total, deal count has only reached 39%. This is due to overall deal volume being supported by a handful of mega-deals in the early part of the year. Some of this year’s largest deals include Brookfield Asset Management and Temasek‘s proposed €3.5 billion take-private of #French renewable company Neoen in May, which could be #Europe’s second-largest deal ever in the vertical. #KKR also acquired #German solar park operator Encavis in a €2.8 billion take-private announced in March. Climate change remains a #global challenge, and some governments intend to work together with private capital to look for solutions. In the #UK, the government has recently launched Great British Energy, a state #investment body that will work with the energy department and a new National Wealth Fund, which has been allocated £7.3 billion (about $9.3 billion) in #funding from the UK Infrastructure Bank, a state-owned development bank. Drop me a message and I can send over the full report.

The investment path to net zero may not always be clear. With no dedicated asset class and shifting risk profiles for energy transition-critical assets, the Fiduciary Investors Symposium heard that asset owners need to be flexible and ready to creatively make room in their portfolios when the right opportunities arise. Keep reading for more. Peter Martin Larsen, Senior managing director, head of private markets, University Pension Plan Ontario Luba Nikulina, Chief strategy officer, IFM Investors Rossitsa Stoyanova, Chief investment officer, Investment Management Corporation of Ontario (IMCO) https://lnkd.in/gYWRYUqP #ifminvestors #investmentmanagementcorporationofontario #lubanikulina #petermartinlarsen #rossitsastoyanova #universitypensionplan

#Private equity investment in #Europe’s #cleantech sector is likely to set a new record thanks to several #mega-deals in the first half of the year. #PitchBook’s Q2 2024 European PE Breakdown reported that the total value of cleantech deals in the region hit €15.5 billion (about $16.9 billion) by the end of Q2. That total has since grown to €15.9 billion as of early August. Last year was the previous record for total #cleantech deal value with €19.2 billion invested. The second biggest year was 2021, which recorded €17.7 billion. The sector has gained more attention as climate change and the energy transition become a priority for investors and policymakers. GPs are also putting more resources into cleantech out of a desire to burnish their #ESG credentials and attract LP commitments. Increased activity also results from the sector’s insulation from the macroeconomic environment, according to the PE Breakdown. While deal value is already at 83% of last year’s total, deal count has only reached 39%. This is due to overall deal volume being supported by a handful of mega-deals in the early part of the year. Some of this year’s largest deals include Brookfield Asset Management and Temasek‘s proposed €3.5 billion take-private of #French renewable company Neoen in May, which could be #Europe’s second-largest deal ever in the vertical. #KKR also acquired #German solar park operator Encavis in a €2.8 billion take-private announced in March. Climate change remains a #global challenge, and some governments intend to work together with private capital to look for solutions. In the #UK, the government has recently launched Great British Energy, a state #investment body that will work with the energy department and a new National Wealth Fund, which has been allocated £7.3 billion (about $9.3 billion) in #funding from the UK Infrastructure Bank, a state-owned development bank. https://lnkd.in/e-qfEdwm

In the latest edition of Market Spotlight investment professionals discuss the Canadian energy companies and the case for responsible investing. https://lnkd.in/gmCA_FhR

🌱 Exciting news! The launch of the new £7bn National Wealth Fund is set to kickstart green investment initiatives right away, as reported by the Financial Times. This move marks a significant step towards a sustainable and environmentally-friendly future. It's heartening to see such proactive efforts being made to drive positive change. Let's continue to support and advocate for more green investment opportunities. #NationalWealthFund #GreenInvestment #FinancialTimes https://ift.tt/dVyLTx7

I will be speaking at the #Goodacre Infrastructure Investment Conference on Tuesday, 19 March 2024 from 10am GMT to 12pm GMT, discussing the investment attractions of a globally diversified portfolio of critical social infrastructure assets. Please register to secure your place here: https://lnkd.in/eEjNCThS. Other companies speaking at the conference are #EcofinInvest, #NextEnergyCapital, #PatheonInfrastructurePLC. #BBGI #Infrastructure #ESG #Sustainable #Inflation #Securereturns #InvestmentCompany #InvestmentTrust #Infrastructureinvestor #FTSE250 #Inflationlinkedincome #Growth #Inflationprotection