Foundations first: Investment perspectives on energy’s decisive moment
Why you should race to fund the base operating system of our economy now.
The world is undergoing nothing less than a new industrial revolution. While headlines focus on the climate urgency, the energy transition is reshaping entire industries, creating trillion-dollar markets, and offering one of the most compelling long-term investment opportunities in our generation.
As an investor, a common challenge is separating hype from reality. In 2025, capital floods into AI and digital transformation but these technologies create massive new energy demand. The companies building the foundational energy systems - from generation to grid management to intelligent consumption, aren't just supporting the energy transition. They're enabling every other technological revolution happening right now.
Which technologies will actually scale? And how do you build investment strategies that capture value in a rapidly evolving landscape?
What you'll discover in this Session
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Data-Driven clarity
How VC and PE expert evaluate opportunities
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Strategic framework
Why electrification isn't ideological—it's strategic and profitable
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Risk-Return reality
What makes transition businesses attractive at scale
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Future roadmap
Where the next wave of innovation and capital might be heading
Your Expert Panel
Macro visionary and systemic thinker leading strategy research on the future of energy. Specializes in forecasting electrotech growth and analyzing strategic implications across global markets
Impact investor and experienced entrepreneur turned VC. Dedicated to scaling purpose-driven companies that combine financial returns with measurable climate impact.
Private equity investor specializing in buyouts and growth strategies. Brings both early-stage experience and institutional discipline to evaluating energy transition opportunities.
Webinar Details
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Duration
60 minutes (45 min discussion + 15 min Q&A)
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Language
English
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Format
Interactive panel discussion with live Q&A
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Recording:
Available to all registrants
Join us on the 16th of September for a special Investor Evening where you will hear directly from our team about our Climate Tech Portfolio Fund IV, its strategy and remaining allocation.
Join our upcoming Climate Conversations event about Kraken: the machine-learning software that energy companies worldwide use to manage customers, batteries, solar panels and EV chargers.
Electrification, resilience, and AI aren't separate trends. They're one, and they're rebuilding the foundations of our economy. We call what's taking shape: The New Economy. Here's why it's happening, and why it's being built in private markets first.
De energiecrisis heeft de wereld wakker geschud, maar versnelt ze ook de transitie naar schone energie? En wat betekent dat voor jouw portefeuille?