Energy Transition at a Crossroads: AI, Nuclear, & More

“The Energy Transition at a Crossroads”

That was the theme of our 2025 Kickoff Event, co-hosted by Guggenheim.  We gathered some of the smartest minds in the energy transition to unearth promising investment opportunities in the current environment, including abundant clean power for AI/data centers and nuclear energy. Some of our notable guest speakers included:

• Caroline Golin, Global Head of Energy Market Development and Innovation, Google

• Jeff Holzschuh, Chairman of Institutional Securities, Morgan Stanley 

• Kyung-Ah Park, Global Head of ESG Investment Management, Temasek

• Doug Robison, Founder & President, Natura Resources

• Alan Schwartz, Executive Chairman, Guggenheim 

• Jigar Shah, Former Director of the Loan Programs Office, DOE

• Jason Thompson, President and Chief Financial Officer, The Nuclear Company

• Vijay Vaitheeswaran, Global Energy & Climate Innovation Editor, The Economist

Policy Gurus on Energy Policy in 2025 and Beyond

We hosted a special session with DC policy leaders Jason Grumet (CEO of American Clean Power Association), Heather Reams (President of Citizens for Responsible Energy Solutions), and Jeremy Harrell (CEO of ClearPath) to reflect on how the US election and COP29 would impact the energy transition globally. You can view it on YouTube HERE.

Speaking at ClimaTech Boston

Andrew spoke on a panel about challenges and opportunities for financing low-carbon projects alongside Breakthrough Energy, Spring Lane Capital, and other investors.

Portfolio News from DC, SF, and NYC to London and Nairobi

• Crux: Raised a $50M Series B round in April to expand its offerings beyond tax credits and launch a debt marketplace. 

• Generate Capital: Named David Crane Executive Chair of the Board of Directors in May. 

• M-KOPA: Ranked in Financial Times’ Fastest Growing Companies in Africa for the fourth consecutive year. 

• Revel: Received a $60M loan from the NY Green Bank to build 267 fast-charging stalls across nine sites in NYC. 

• Sightline: Raised a $5.5M Seed round to scale its market intelligence platform powering strategic decision-making and capital allocation across the global transition economy.