Areije Al Shakar

Eco Edge: Investing in a Clean Economy | Global Conference 2025

Leslie Kaufman, Areije Al Shakar, Mark Berryman, Nili Gilbert, Scott Jacobs

Representatives from Generate Capital, Carbon Direct, Capricorn, and BE Ventures convened to analyze the $9 trillion real asset opportunity required to decarbonize heavy industry sectors that currently command 40% of global fossil fuel consumption. While market metrics show a strategic shift from mission-driven to profit-driven models with private equity returns reaching the high teens, political uncertainty and the Inflation Reduction Act's implementation remain primary variables for the next 18 months. The panel identified specific growth vectors including AI-driven microgrids, industrial hydrogen, and small modular reactors as critical mechanisms to bridge the gap between economic viability and net-zero targets.