In this episode of RPM, Bhavika Vyas, Managing Director and member of StepStone’s Private Equity team, and special guest Julio Friedmann, Chief Scientist, Carbon Direct, join co-host Maribel Yoo to revisit the conversation on energy transition investing. They evaluate the impact of the Inflation Reduction Act (IRA) two years post-enactment, highlighting advancements in climate solutions and global investment opportunities.

They cover:

• Energy transition opportunities (2:24);
• Post-IRA investment risks (5:45);
• Project execution bottlenecks (8:05);
• Global investment trends (12:26); and
• Climate portfolio strategy (16:06).