CTLR Investors Roundtable

Quarterly Livestream

We are thrilled to bring you our quarterly CTLR Investors Roundtable discussion, moderated by Mike Casey, Founder and CEO of Tigercomm and a founding CTLR member. The investors featured in each panel are not only CTLR members but also industry titans.

View the Q4 2023 Investors Roundtable Discussion

Featuring:
Rebecca Stafford, Founding Partner, Hestia Venture Partners
Jon Guerster, Partner, Activate Capital
Eric Danziger, Managing Director, Riverbend Energy Group

Recorded live on December 20th 2023

DISCUSSION HIGHLIGHTS

With Video Links

  • Rebecca Stafford

    (3:37) - Yes, all of these types of infrastructure projects that we need for clean tech are large scale, hard assets, and they require big capital stacks with complex financing structures that are dependent on, well, maybe dependent on low interest rates. Or they work better. They work more easily in a low interest rate environment.

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  • (14:52) - We cannot have confidence that there won’t be a recession in the near-future quite yet. There are rising interest rates and residential debt in the U.S., and inflation is outpacing wage growth. The question is more, “when will the recession happen?”

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  • (26:47) - The most significant impact in supply chain will be felt in the electric vehicle sector, where China's volumes surpass everyone else's. While the U.S. is experiencing some adoption, it still lags behind China in terms of both policy and actual adoption rates.

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View the Q3 2023 Investors Roundtable Discussion

Featuring:
Allison Myers, Co-Founder, Buoyant Ventures
Mark Loch, Senior Advisor, Blackhorn Ventures
Erik Birkerts, CEO, Evergreen Climate Innovations

Recorded live on SEPTEMBER 19th 2023

Are we headed for a recession? What is the future of AI? Find out what insights and perspectives these three influential investors have to share about these and other pertinent issues - highlights from this fascinating discussion are below:

  • (15:47) My question, to the three of you is, on a 1-10 scale, 1 is you’re certain that there’s a recession ahead of us, and 10 is you see Blue Sky economic growth just over the horizon. Where do you sit now and what’s the rating you would put on the prospect of a recession?

  • (21:55) Clean economy as a vector?

  • (27:07) Is AI a net negative or net positive for a clean economy?

  • (35:30) Thoughts on Green Hydrogen?

  • (50:17) Any thoughts on IRA [Inflation Reduction Act] execution?

View the Q2 2023 Investors Roundtable Discussion

Featuring:
Bill Nussey, Partner, Engage and Tech Square Ventures
Ed Miller, Program Director Environment, The Joyce Foundation
Pat Sapinsley, Managing Director, Urban Future Lab
Chante Harris, ClimateTech Strategist & Investor
Trent Yang, President & Co-Founder, Galway Sustainable Capital

Recorded live on April 20th 2023

You don’t want to miss these timely insights - highlights from this engaging discussion are below:

  • (11:20) What are the three big trends you are following, and why are they important to you in the investment space?

  • (31:27) Tell me which of the sectors you think, which sector is the most dynamic in the clean economy right now.

  • (40:47) Are workforce development, minerals, storage, transition, supply chains, and government enough government muscle to actually process applications. So of those, which is the most challenging and why?

     

Q1 2023 Investors Roundtable Discussion


Featuring expert panelists and CTLR members:
Amy Francetic, Managing General Partner at Buoyant Ventures
David Kirkpatrick, Managing Director at SJF Ventures
Nancy Floyd, Member of the Board of Directors at Hannon Armstrong
Matt Cheney, CEO at Catalyst Energy Partners

Recorded live on february 1st 2023

Tap into the energetic and insightful conversation with these four luminaries. Show highlights listed below:

  • (04:03)  What are the three big trends you’re following, and why are they important?

  • (12:23)  What are the biggest investment opportunities for early and later-stage investors?

  • (18:26)  Can investors really make a return when a company has to raise hundreds of millions of dollars in this climate?

  • (24:25)  What role do you think angels have right now in clean and climate tech investing?

  • (26:20)  How can VCs spend more into the early-stage ecosystem?

  • (30:24)  What is the difference today about climate tech investment in this boom versus past periods?

  • (35:53)  From a macro perspective, are markets or policies more important in clean economy's success at large as we sit here now? If you got to pick one and say which one was more important. Which would you pick? 

View the first ever Investors Roundtable discussion
featuring expert panelists and CTLR members:

Robert O'Connor, Partner at Wilson Sonsini Goodrich & Rosati
Andrew Beebe, Managing Director at Obvious Ventures
Bryan Mitchell, Managing Director at Galway Sustainable Capital
*standing in for Jennifer Von Bismarck, CEO at Galway Sustainable Capital
Rakesh Shankar, Partner at Antin Infrastructure Partners