Episode Description
What does climate investing look like when it actually delivers returns?
In this special compilation episode of Sustainable & Responsible Investing 360, I bring together three investors approaching the climate opportunity from very different angles, yet arriving at a similar conclusion.
First, Ben Guest of Gresham House explains why battery energy storage is the missing piece of the renewable energy transition. As intermittent power sources like wind and solar scale, storage becomes essential to balancing the grid, and a compelling infrastructure investment with double-digit return potential.
Next, Nancy Pfund, founder of DBL Partners, shares over two decades of experience in what she calls “double bottom line” investing. As an early backer of companies like Tesla, she demonstrates that incorporating environmental and social considerations doesn’t dilute returns; it can enhance them by expanding the opportunity set.
Finally, Lena Thiede of Planet A Ventures introduces a more rigorous approach to impact. With an in-house science team conducting lifecycle assessments on every investment, her firm ensures that climate impact is not just intended, but measurable, and tied directly to performance.
Three perspectives across infrastructure, venture capital, and science.
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Ben Guest full episode: https://sri360.com/podcast/ben-guest/
Nancy Pfund full episode: https://sri360.com/podcast/nancy-pfund/
Lena Thiede full episode: https://sri360.com/podcast/lena-thiede/
Scott Arnell’s Book: Sustainable & Responsible Investing 360