Orum: Distressed clean-tech investing will emerge as a major energy transition opportunity
Bill Orem · William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301) · Mar 13, 2023 · at 49:33
Bill Orum, partner at Capricorn Investment Group, discusses emerging investment themes across the energy transition with Ted Seides.
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“This hasn't yet happened in the energy transition, but I think because of what occurred in the last couple of years in the current environment that we're in, I think there's going to be a very interesting opportunity around distressed investing in clean tech, where you have really good assets, but their capital structure or the way that they were financed makes it more difficult to get further financing, and so I think you're going to see people with those skill sets probably come into the market, and that could be a very good way To move from a growth and momentum oriented market to one that may be more well-capitalized for building out the infrastructure, the manufacturing, and those are skill sets that those type of investors bring to bear.”
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