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

Dear Friends, 

We hope you are finding ways to navigate the uncertainties of 2025. We’ve been powering through it all and want to share some updates…

“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

Welcome remarks from Alan Schwartz

Panel: Vaitheeswaran, Park, and Holzschuh

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

Onward!

Andrew Shapiro

Andrew L. Shapiro