Tuesday, April 20th at 12pm ET
This webinar will be led by FFI Solutions.
The transition from fossil fuels to clean energy is critical for society to mitigate the worst effects of climate change. Technological, economic and policy trends will accelerate this transition, heightening risks and creating opportunities for institutional investors. While endowments continue to evaluate and implement fossil fuel divestment strategies, we are beginning to see more nuanced approaches to account for the risks relating to the decarbonization of the energy and transportation sectors. And while investment into clean energy is increasing, the amount of investment required to put the world on a path to net-zero emissions future is far in excess of the amount of capital currently being deployed. The energy transition presents opportunities for endowments to align their portfolios with their mission and to reposition portfolios for this significant economic shift.
This 60-minute webinar featuring a panel of industry research experts, will focus on the energy transition with a look at the state of the fossil fuel and clean energy sectors, and the steps investors might consider to effectively re-align their portfolios. Following the presentation, participants will be provided ample time to ask questions.
In this informative and dynamic session, participants will get an overview of the Energy Transition. Speakers will address the:
- Current status of fossil fuels, with a specific look at coal, and oil and gas
- Clean energy opportunities, focusing on today’s emerging technologies
- Action steps for investors to consider in aligning portfolios with the risks and opportunities presented by the energy transition
- Presentation slides (download as PDF)
Christopher Ito, CEO of FFI Advisors, Board member of FFI Holdings
Chris is CEO and CIO of FFI Advisors responsible for conceiving and managing the FFI Energy Transition Strategies, a family of thematic strategies that provide investors with exposure to the structural shift currently occurring in the global economy. He draws upon 30 years of experience in the financial services and asset management industry. Previously, Chris served as Head of Portfolio Management at UBP Asset Management, a large fund of hedge funds firm, and spent 15 years at Deloitte, where he was a partner and national leader of the firm’s institutional investment consulting practice. Chris holds a B.S. in Accounting from The Ohio State University and currently Co-chairs the Advisory Board at the University’s Byrd Polar and Climate Research Center.
Lynn Connolly is Director of Research at FFI Solutions
Lynn is Director of Research at FFI Solutions where she manages fossil fuel reserves research and the development of The Carbon Underground 200 family of rankings, as well as research for the structuring of indexes and strategies. She also specializes in identifying market trends, companies and projects and their associated climate and/or environmental impact benefits. In addition, Lynn designs analytical models and processes related to the energy transition, climate change mitigation and adaptation investing strategies. Recently, Lynn co-authored a paper “The Missing Link: How A Distributed Ledger System Can Support Global Climate Action” and participated in the UNEP Finance Initiative and Greenhouse Gas Protocol Technical Working Group. Lynn holds a B.S. in Economics from The Wharton School at the University of Pennsylvania.
Henrik Jeppesen, Head of Investor Outreach, North America at Carbon Tracker
Henrik joined Carbon Tracker in 2017 and is responsible for broadening the distribution and usage of Carbon Tracker’s proprietary research and helping institutional investors better understand carbon and stranded asset risk. He has more than 20 years of experience in the energy and financial services sectors both as a buyside portfolio manager and sell-side research analyst and investment sales roles with leading Scandinavian investment banks. Henrik holds a M.Sc. in Finance and Accounting and a B.Sc. in Economics and Business Administration from Copenhagen Business School. He is also a Chartered Financial Analyst.
Ron Pernick, Founder and Managing Director of Clean Edge
As Founder and Managing Director of Clean Edge, Ron oversees the development and production of Clean Edge’s thematic stock indexes tracking clean energy, transportation, water and the grid. As of February 2021, financial products tracking the firms’ energy-transition and sustainable-infrastructure indexes exceed $4 billion in assets under management. Ron is the co-author of two books on clean-tech business and innovation, Clean Tech Nation (HarperCollins, 2012) and The Clean Tech Revolution (HarperCollins, 2007). He holds a BA from Michigan State University, including a year of international studies at Konan University in Kobe, Japan.
Michael Palmieri, CEO of FFI Solutions
Mike is the CEO of FFI Solutions and as part of the firm’s founding team, he led the development of The Carbon Underground 200™ (CU200) exclusionary screening services and the associated Fossil Free US Index based on the S&P 500 ex-CU200. Mike brings to FFI, extensive energy markets news gathering and price dissemination knowledge earned at Reuters, experience that is helping to spearhead the development of a series of solutions that will help investors manage the energy transition to more sustainable and impact investing strategies. Mike holds a B.S. in Geology from The Ohio State University.