Investing in climate venture capital

Given the outsized effects of climate change on women and families, climate technology may be an avenue to better outcomes. Sector lead Molly Breiner joins host Thomas Mucha to break down the growing market and investment case for private climate tech.

2:00 Professional background
5:00 Climate, women, and agriculture
7:25 Founders and the gravity of climate change
10:00 Promising agriculture technologies
14:00 Benefits to women and families
18;50 Rise of female leaders in venture
20:20 ESG integration and women
21:50 Personal role models and mentors

As investors, policymakers, and companies race to capture the opportunities associated with artificial intelligence, they must first understand myriad ethical risks. ESG analyst Caroline Conway joins host Thomas Mucha to explore this important issue.

2:06 Professional background
4:05 Primary risks and resources for AI companies
8:00 Will AI regulation stifle innovation?
9:45 Intersection of AI and national security
14:00 How AI will impact financial services
15:58 Other industries under AI scrutiny
17:57 How Wellington helps companies navigate AI
20:20 Overarching concerns and hopes for AI

Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI.

2:00 Career arc

4:25 State of the venture capital market

8:30 Macro indicators that could affect private equity 

10:00 Increasing importance of distributions-to-paid-in

12:30 How valuations affect investment approach 

15:15 Opportunities arising from AI 

18:40 Effect of AI policy and government spending on innovation

22:00 Best practices for venture capital investing

25:00 Example of how we source and evaluate deals

Veteran Fixed Income Portfolio Manager Campe Goodman offers his views on what investors can expect from credit markets in 2024. 

1:50 Professional background

2:50 Research and investment approach

4:15 Genesis of credit-sector rotation

7:45 Collaborating with other fixed income investors

11:25 Historical analogues to today's markets

14:30 Current credit market opportunities and risks

18:20 Effects of climate change and geopolitics

22:30 Biggest career lessons

Portfolio managers Philip Fan and Ross Dilkes join host Thomas Mucha to share their latest views and projections for Asian equity and fixed income markets.

1:50 Career paths and personal experiences

4:50 Geopolitical tensions impact on Asian equities

7:20 Globalization impact on Asian fixed income markets

8:55 China’s economic challenges and positive path forward

11:20 Asian market sectors with highest potential

13:10 Opportunities in artificial intelligence 

15:44 Chinese real estate and credit sectors

19:20 Value investing and long-termism in Asia

22:10 Market inefficiency and alpha generation 

24:00 Biggest misperceptions about Asian markets

Head of private climate investing Greg Wasserman joins host Thomas Mucha to discuss his latest research on climate venture capital, including highlighting climate technology in the private market, the impact of today's geopolitical and policy environments, and much more.

Key topics:

2:35 – The evolution of climate venture capital

6:45 – Private climate’s growing opportunity set

9:07 – What technologies are maturing versus mature?

10:25 – Leading-edge climate innovations

12:10 – Collaborating with industry and climate experts

15:25 – Climate change disrupting capital markets

17:45 – The US Inflation Reduction Act

20:15 – The intersection of climate and national security

23:30 – What’s driving climate entrepreneurs?

Multi asset strategist Nick Samouilhan joins host Thomas Mucha to discuss managing multi-asset portfolios in today's increasingly complex economic and geopolitical environment, including highlighting his latest research on income generation.

• 2:00 - Path to multi-asset investing: South Africa and economics
• 4:15 – Allocators’ shifting challenges
• 7:00 – New income-generation research
• 9:45 – The income balancing act
• 12:20 – Deep dive on multi-asset research
• 15:30 – Recent research: Value versus growth and active management
• 18:30 – Correlation between equities and bonds
• 19:50 – Navigating change with frameworks: Inflation and regulatory risk
• 22:25 – Effect of geopolitical risk

Frederik Groce, Deal Lead for Wellington Access Ventures (WAV), joins host Thomas Mucha to discuss the state of the early-stage venture capital market. Fred shares his latest insights on growth efficiency, outlines the challenges and opportunities for historically overlooked founders, and spotlights how WAV partners with portfolio companies.

2:00 – Fred’s path to early-stage investing

2:40 – Conscious capitalism

3:55 – Early-stage venture capital environment

5:25 – Challenges for underrepresented founders

6:30 – Partnering with early-stage founders

8:00 – Early-stage VC opportunities

9:35 – Leadership diversity

10:50 – Market inefficiency in venture capital

12:50 – Collaboration across asset classes

14:25 – The future of early-stage VC

16:20 – Personal observations

Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.  

Key topics:

• 1:40 – Career as a global industry analyst
• 3:00 – Differentiated investment research
• 5:15 – How research is evolving
• 6:50 – Industry-specific investment processes
• 8:30 – Investment outlook
• 11:00 – How deglobalization impacts research
• 14:30 – Collaboration examples: AI and the banking crisis
• 17:10 – Filtering out the noise
• 18:45 – Personal observations

Director of ESG Research Carolina San Martin and Portfolio Manager Katsuhiro Iwai join host Thomas Mucha to discuss shareholder activism and today's evolving sustainable investing disclosure expectations, including new standards from the International Sustainability Standards Board. 

2:10 What the new sustainability standards call for

5:15 Reforms and other changes in Japan

8:05 Impact of new disclosure standards in Japan

10:00 ESG integration and active ownership at Wellington

11:40 Investor engagement examples in Japan

14:00 How the US, Europe, and China may respond to the ISSB

17:00 Investor attraction to markets that embrace sustainability

18:20 ESG changes and Japanese culture

20:25 How to improve investment outcomes

22:30 Delivering stewardship alpha