Saltar al contenido

Talking Capital

Capital Generation Partners
Talking Capital
Último episodio

66 episodios

  • Talking Capital

    In conversation with Clean Energy Transition's Per Lekander: the origins, philosophy and practice of energy investing

    02/07/2026 | 31 min
    In this episode, Ian is joined by Per Lekander, Founder & CEO of Clean Energy Transition, a thematic investment manager which seeks to capitalise on the changes in the global energy sector. Together they discuss:
    Per's career in the energy sector and the origins of Clean Energy Transition
    The firm's investment philosophy and their approach to identifying opportunities
    A case study of a successful investment, from initial concept to investment and exit
  • Talking Capital

    Energy Transition: opportunities, processes and manager selection

    04/06/2026 | 30 min
    In this episode, Ian is joined by Mario Acquistapace, Investment Research Director at CapGen, to discuss the theme of energy transition, including:
    An overview of the energy transition landscape, including the drivers and opportunities
    The evolution of our investment research process
    Clean Energy Transition's investment strategy and our rationale for selecting them as a partner
  • Talking Capital

    Energy Transition: market drivers, portfolio integration and long-term implementation

    07/05/2026 | 27 min
    In this episode, Ian is joined by Donald McFarlan, Portfolio Management Director at CapGen, to discuss the theme of energy transition, including:
    Market overview: what do we mean by energy transition, what are the drivers and how can investors access this opportunity?
    Portfolio context: how can energy transition be integrated into client portfolios?
    Implementation: how are we are evolving our approach to energy transition to provide long-term exposure?
  • Talking Capital

    Responsible Capital: ESG requirements, regulation and the future for commercial real estate

    02/04/2026 | 30 min
    In this episode, Ian is joined by Ross Davies, Head of Real Estate at CapGen, to discuss the role of ESG in the real estate industry, including:
    The evolution of ESG requirements since the 1990s
    The impact of government regulation, and what this means for the future of commercial property across developers, occupiers and asset owners
    The impact of US policies on UK real estate and the diverging approaches to ESG
  • Talking Capital

    The Iran conflict: what it means for markets, investors and portfolios

    06/03/2026 | 29 min
    In this standalone episode, Ian is joined by Quintin Price, Chair of our Asset Allocation Committee, and Donald McFarlan, Portfolio Management Director, to discuss the investment implications of the conflict in Iran, including:
    What has happened, what are the implications and how should investors respond?
    How have markets reacted and what impact has that had on our portfolios?
    What are the longer-term possibilities for the conflict and what could this mean for asset allocation?
Más podcasts de Economía y empresa
Acerca de Talking Capital
Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world.  Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. This podcast and any opinions expressed do not constitute investment advice and does not constitute an offer to sell or a solicitation of an offer to purchase any security or any other investment or product. Nothing said during this podcast should be construed as an invitation or inducement to engage in investment activity. All information and opinions expressed herein are current as of publication of the podcast and are subject to change without notice. The information contained in this podcast does not constitute research or recommendation from Capital Generation Partners to the listener. Capital Generation Partners makes no representation or warranty as to the accuracy or completeness of the statements or any of the information contained in this podcast and any liability therefore, including in respect to direct or indirect loss is expressly disclaimed. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted, or responsibility assumed, in respect of persons who are not clients of CapGen, unless expressly agreed in writing. Please note that the value of investments referred to in this podcast and their income may go down as well as up. If you choose to invest any product referred to in this podcast, your capital will be at risk and you may lose some or all of your investment. No compensation, monetary or non monetary, or other inducement is provided, directly or indirectly, to any external third-party guest speakers appearing on this podcast. This podcast may not be copied, reproduced, further distributed to any other person or published, in whole or in part for any purpose. Further information, including our privacy statement, can be found on our website at www.capgenpartners.com
Sitio web del podcast

Escucha Talking Capital, The Diary Of A CEO with Steven Bartlett y muchos más podcasts de todo el mundo con la aplicación de radio.es

Descarga la app gratuita: radio.es

  • Añadir radios y podcasts a favoritos
  • Transmisión por Wi-Fi y Bluetooth
  • Carplay & Android Auto compatible
  • Muchas otras funciones de la app