Cubist Systematic: "Climate risks & opportunities"
New York, NY
Climate risks & opportunities
Climate change might have disappeared from (some) political agendas, but the investment hypothesis is as strong as it has always been: The fundamental technological and economic trends all still point in the direction of an energy transition. That may even be true policy-wise, with the "security premium" replacing the "green premium" as a key consideration. In this interactive talk, Gernot will dive into sharp analyses ranging from solar and batteries to geothermal, carbon removal, and geoengineering.
Gernot Wagner is a climate economist at Columbia Business School, where he co-teaches the School's most popular elective—"Business and Climate Change," taken by 500 of 800 MBAs a year—and leads the Climate Knowledge Initiative. He is the author of six books, including Climate Shock and, most recently, Geoengineering: the Gamble.
For more:
Quick read: "How to Measure Climate Progress," gwagner.com/progress
Climate finance: "Eight lessons learned from 20 years of ESG investing" (with Allianz's CIO), gwagner.com/allianz-esg
Technical working paper: "Co-production as an Economically Feasible Pathway to Economy-Wide Electrification," gwagner.com/coproduction
Sectoral deep-dives: e.g. gwagner.com/cki-nuclear; and many more via gwagner.com/cki
Slides [PDF]
