Water demand is set to outpace supply by 40% by 2030, and scarcity is spurring broad changes across the global economy, giving rise to companies that aim to provide solutions for the growing crisis. On this week’s episode of the ESG Currents podcast, Tom Ferguson, founder and managing partner of Burnt Island Ventures, joins Eric Kane, Bloomberg Intelligence’s director of ESG research, to discuss emerging opportunities in desalination, industrial treatment, reuse and more. They explore how AI is powering software solutions and compressing the cycle time for hardware iterations. They also discuss the importance of investing in companies that aren’t dependent on policy and the current path to liquidity for the companies that Burnt Island Ventures invests in. The episode was recorded on May 8.

<p>Water demand is set to outpace supply by 40% by 2030, and scarcity is spurring broad changes across the global economy, giving rise to companies that aim to provide solutions for the growing crisis. On this week&rsquo;s episode of the ESG Currents podcast, Tom Ferguson, founder and managing partner of Burnt Island Ventures, joins Eric Kane, Bloomberg Intelligence&rsquo;s director of ESG research, to discuss emerging opportunities in desalination, industrial treatment, reuse and more. They explore how AI is powering software solutions and compressing the cycle time for hardware iterations. They also discuss the importance of investing in companies that aren&rsquo;t dependent on policy and the current path to liquidity for the companies that Burnt Island Ventures invests in. The episode was recorded on May 8.</p>

ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms, buzz words, and lingo and we aim to break these down with industry experts.

<p>ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms, buzz words, and lingo and we aim to break these down with industry experts.</p>

ESG Currents

Burnt Island Ventures on Investing in Water

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9f158753-4e56-420a-b35f-b45000c3eab5/transcript