Segra Capital Management, every mention
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every year anyone Adam Rodman 7Ted Seides 3
Verbatim, from the transcripts: the passages where Segra Capital Management comes up
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 5:18 Ted Seides My guest on the fourth and final episode of Climate Solutions is Adam Rodman, the founder and chief investment officer of Segra Capital Management, the largest fund dedicated to investing in nuclear power across public and private markets. 3 times in the scene
- ▶ 10:48 Adam Rodman I use the word white paper approach for Segre's process.
- ▶ 11:38 Adam Rodman And that was the genesis of Segre, borrowing a lot, learning a lot, but doing it slightly.
- ▶ 38:12 Adam Rodman We've done a lot of funny things like over Sedra's lifetime.
- ▶ 40:07 Adam Rodman Is that because of, frankly, these wild capital cycles, where famously there were probably some 450 uranium miners or so in the last cycle, we launched our fund, it was down to 30 or so, the rest had gone away.
- ▶ 45:20 Adam Rodman He's a physician, has nothing to do with markets, but I'll tell you, when I launched Segre, I did a lot of emerging markets and commodities at BigQuery, and it was vertical where I was in. 2 times in the scene
- ▶ 48:09 Adam Rodman I think not just me, but everybody that works at Segro has tried to bring the same ethos.