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Bill Orem

Partner, Capricorn Investment Group · 1 appearance on the record.

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investor

Bill Orum is a Partner and Investment Committee Member at Capricorn Investment Group. He focuses on mission-aligned asset allocation, sustainable investing, clean technology, and climate solutions.

28statements → 10claims → 3claims resolved → 100%fully supported → 3.61/5average certainty → 1.96/5average debate potential → ≈4.5/5argument clarity, estimated → 2said about them ↓

3 supported 0 partly supported 0 contradicted 7 not checkable as stated how the 10 claims stand · each chip opens the sources

3 predictions · 7 assertions · 5 opinions · 4 insights · 9 disclosures · every statement was checked. The predictions and assertions are the 10 claims: statements the public record can support or contradict. 3 are resolved, and 7 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Bill argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Orum: 1.5°C climate goal is impossible without offsets and carbon sinks
“So no one that looks at the carbon challenge and the evolution of how do you keep within the Paris agreement one and a half degree framework sees a pathway without using offsets and carbon sinks.”
Bill Orem Mar 13, 2023 ▶ 22:00 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
100% certainty 4
100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Bill Orem on measured tape to publish a rate. This says nothing about how they speak.

Everything Bill Orem said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Orum: Capricorn's Portfolio Has One-Third Carbon Intensity of Global Equities
“When we look at our overall portfolio, we have about a third of the carbon intensity of a similar sized global equity portfolio.”
Bill Orem Mar 13, 2023 ▶ 41:33 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Disclosure
Orum: 70% of Capricorn's portfolio emissions stem from just 20 companies
“What's interesting is that still about 70% of our emissions in our portfolio are attributable to about 20 companies.”
Bill Orem Mar 13, 2023 ▶ 41:57 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Disclosure
Capricorn focuses on picks-and-shovels infrastructure for nature-based climate solutions
“Nature-based solutions, natural climate solutions , I mean, that is very likely. It has to be part of the solution, and I think it will very likely be a burgeoning area, so we're spending a lot of time on the picks and shovels of it. So looking at project fina…”
Bill Orem Mar 13, 2023 ▶ 50:10 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Disclosure
Orum: Capricorn was founded to seek high returns through climate impact
“The goal was to build a different type of investment firm that wouldn't just support our clients' capital needs for philanthropy or other purposes, but actually activate the capital while we were managing it. So seek out high rates of return, but do so in such…”
Bill Orem Mar 13, 2023 ▶ 9:26 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)

The other half of the tape: Bill Orem's own voice is left out of every number here. Other people bring the name up 2 times in 2 episodes on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 2

Every mention by year

tap a year for its mentions
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0122023episodes it came up in
000.51122023episodesmentions per episode
2023 2 mentions in 2 episodes 1 per episode

Appearances (1)

EpisodeDateSpeaking time
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Al Mar 13, 2023 41m
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