RPM - Reflections on Private MarketsRPM—45 | Investing in climate solutions with Bhavika Vyas and Julio Friedmann
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).
