Renewables: Where Specialist Capital Finds Opportunity
Roundtable Highlights Reels
the Virtual Roundtable brought together two of renewables investing’s leading boutique managers to explore this fast-evolving asset class.
In these short highlight reel interviews, we focus on the key areas of debate:
- Risk, return and impact opportunities in renewables
- Debt and equity perspectives, and how they complement each other
- How specialist capital can access the asset class
- What the UK’s CP 2030 aspirations mean for investment opportunity
- Building balanced portfolios across energy production, storage and distribution
With big thanks to the roundtable panellists:
Lewis Vanstone, Head of Infrastructure, Railpen
Julia Carter, Portfolio Manager, LPPI Pool
Leah Worrall, Deputy Head of Sustainability, Isio
Michael Smart, Principal, Stepstone
Shiwen Gao, Executive Director, Fulcrum
Downings’s Tom Williams sets out:
- Why the energy transition is the industrial revolution of our time
- The scale of investment needed across renewables and infrastructure
- How Downing builds a diversified portfolio to capture growth in the sector
Berenberg’s Torsten Heidemann sets out:
- Why bespoke financing is essential in green infrastructure debt
- How flexibility unlocks opportunities and boosts investor returns
- Why clients choose higher-yielding renewable energy investments