Podcasts about kkr

Today, we were delighted to welcome Neil Chatterjee, Former Commissioner and Chairman of the Federal Energy Regulatory Commission (FERC). Neil served as FERC Chairman from August –December 2017 and again from October 2018–November 2020. During his tenure, he championed several strategic initiatives, including streamlining the liquified natural gas application review and approval process, and advancing the use of technology to mitigate physical and cyber threats to critical energy infrastructure. Prior to his service at FERC, Neil was an advisor to Senate Majority Leader Mitch McConnell and worked for the National Rural Electric Cooperative Association. He currently serves as Chief Government Affairs Officer at Palmetto, a Senior Advisor at KKR, a Distinguished Visiting Fellow at the Center on Global Energy Policy, and a Senior Policy Advisor at the Climate Leadership Council, in addition to serving on the Bipartisan Policy Center's Board of Directors. We were honored to host Neil at our offices in Houston for an insightful and engaging discussion. In our conversation, we explore Neil's perspective on the evolving U.S. energy landscape amid surging electricity demand, geopolitical pressure, and the rapid growth of artificial intelligence. Chatterjee explains the unique structure and independence of FERC, emphasizing that this design has helped the agency maintain policy stability even as presidential administrations swing between dramatically different energy priorities. He argues that energy security has become synonymous with national security and that FERC now sits at the center of balancing reliability, affordability, and decarbonization. The discussion highlights how new pressures from data centers, electrification, and reindustrialization are straining a grid shaped by decades of flat demand and policy drift. Chatterjee also reflects on past regulatory controversies, noting that AI-driven load growth may finally push the country beyond polarized debates about “fossil versus clean energy,” because meeting demand will require every available resource, from gas and coal to solar, storage, nuclear, and distributed generation technologies. Neil dives into the operational, political, and economic complexities of meeting this surge in power demand. Chatterjee outlines the emerging challenge of large-load interconnection is how to quickly connect massive hyperscaler data centers without destabilizing markets or burdening consumers, and praises a recent DOE directive that gives FERC flexibility (linked here), while insisting on quicker pathways to power. He details trade-offs such as hyperscalers funding grid upgrades in exchange for curtailment obligations, growing tension between utility and market-based models, and the need for aggressive permitting reform to build pipelines and transmission. He notes that time-to-power constraints favor near-term solutions such as solar-plus-storage paired with gas peakers, while advanced nuclear and new gas capacity remain years away. Throughout, he stresses the importance of depoliticizing energy policy and “empowering the nerds”— letting engineers, economists, and market designers, not political cycles, guide decisions on reliability, infrastructure, distributed resources, and the evolving relationship between front-of- and behind-the-meter systems. It was a tour de force and we greatly enjoyed the discussion. Mike Bradley kicked off the show by noting that U.S. markets are laser-focused on Wednesday's FOMC rate decision. On the bond market front, the 10-year Treasury yield has risen to approximately 4.17% (up from 4% two weeks ago) amid growing concern that the Fed may not deliver the multiple interest-rate cuts expected in 2026. He added that a 25-basis point rate cut is anticipated at the meeting and that Chairman Powell's press conference, particularly his tone and comments on Fed independence,

What happens when clean energy starts to outgrow fossil fuels at scale? Is it right to call China an electrostate? And how long will we be reliant on hydrocarbons?This week on Cleaning Up, host Michael Liebreich sits down with Lord Browne of Madingley — former CEO of BP and one of the earliest voices inside Big Oil to publicly call for emissions reductions from fossil fuels.  Recorded in front of a live audience in London, the discussion explores how geopolitics, energy security, AI, and rising global anxiety are reshaping the path to decarbonisation. Lord Browne reflects on launching BP's original “Beyond Petroleum” strategy, his current work investing billions through BeyondNetZero, and why the future of climate action will be driven as much by adaptation, resilience, and people as by technology itself.From the rise of China as an electrification juggernaut and the US as an AI-powered energy giant, to the tipping point where clean energy demand could finally outpace fossil fuels, this episode offers rare insight from someone who has shaped — and challenged — the global energy system from the inside.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:BeyondNetZero: https://www.generalatlantic.com/climate/Lord Browne's previous appearance on Cleaning Up: https://youtu.be/8VXQ2EGAcGMThe Pragmatic Climate Reset, Part 1: https://youtu.be/OHKGor2_BzQ

Investment in clean energy technologies is on course to hit a record $2.2 trillion this year, according to the International Energy Agency. That's more than twice the amount invested in fossil fuels.  But 2025 also brought lots of geopolitical, economic, and political uncertainty to clean technology investing. Waning enthusiasm for climate action in some governments and intensifying trade wars have created more risk for many investors.  So how much are these policy shifts impacting climate investment strategies? How have investors in the United States reacted to the roll-back of some key incentives in the Inflation Reduction Act? What technologies are most promising? And where is the climate investing landscape headed in the next decade? This week, Jason Bordoff talks to Emmanuel Lagarrigue about the state of renewables and clean tech investing. Emmanuel is a partner and the global co-head of KKR's climate transition strategy. Before that, he was a founding partner of BeyondNetZero, a General Atlantic fund focusing on decarbonization technologies. Emmanuel spent the first two decades of his career at Schneider Electric, where he held a number of leadership roles. He is also an advisory board member here at the Center on Global Energy Policy. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

What happens when a nation's energy security rests on volatile global gas markets? Why does the UK pay market prices for some of the world's cheapest-to-produce gas? And is now the moment to rethink decades of “leave it to the market” dogma?This week on Cleaning Up, Baroness Bryony Worthington sits down with Seb Kennedy, energy journalist and founder of Energy Flux, to unpack the turbulent geopolitics of natural gas, the coming LNG glut, and why the UK–Norway relationship sits at the heart of Britain's energy affordability crisis.Drawing on their recent joint op-ed, Bryony and Seb explore the UK's dependence on Norwegian gas, the vast windfalls that have flowed into Norway's sovereign wealth fund since Russia's invasion of Ukraine, and whether a new bilateral deal could shield consumers from future price shocks. They examine the structural forces reshaping global gas markets, the rise of speculative trading, and whether electrification will become harder when gas gets cheap.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:Read Seb & Bryony's Op-Ed on Energy Flux: https://www.energyflux.news/uk-norway-gas-trade-time-for-a-new-deal/Seb's Energy Flux Podcast: https://www.energyflux.news/tag/podcast/Michael's conversation with Carine Ihenecho Smith, Chief Governance and Compliance Officer at Norges Bank Investment Group: https://www.youtube.com/watch?v=H028Vwf7pNMThe UK's updated plan for the North Sea gas transition: https://www.gov.uk/government/news/north-sea-future-plan-for-fair-managed-and-prosperous-transitionBritain eases opposition to new oil, gas permits, holds firm on taxes | Reuters: https://www.reuters.com/business/energy/uk-government-allows-some-new-oil-gas-fields-holds-firm-taxes-2025-11-26/

Welcome back to the Alt Goes Mainstream podcast.Today's episode brings the perspective of an asset management veteran who has sat on both sides of the table.We sat down in Franklin Templeton's New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton.George joined Franklin to continue the buildout of the firm's Alternatives capabilities, which boasts over $264B AUM in private markets strategies that include Lexington Partners, Benefit Street Partners, and Clarion Partners. George came from KKR, where he was Head of Strategy and Business Development for the firm's Global Client Solutions business and was also COO and Head of Investor Relations for KKR's Global Wealth Solutions business in the Americas. Prior to KKR, George spent nine years in Morgan Stanley's wealth management division. George is also a Board Observer at CAIS.George and I had a fascinating conversation about how to build a wealth solutions business and how advisors approach private markets. We discussed:How has the adoption of private markets by the wealth channel evolved over the course of George's career?The benefits and challenges of being a traditional asset manager building out its private markets capabilities.The breadth and depth of Franklin Templeton's reach as a firm and how that brand and history have helped Franklin partner with the wealth channel in private markets.How has Franklin Templeton's family of specialists enabled the firm to leverage the expertise of specialist alternative asset managers within a larger platform?How does the wealth channel approach private markets?How will model portfolios be constructed and adopted by the wealth channel?Will evergreen funds be the structure of choice for most advisors?Thanks George for coming on the show to share your expertise and wisdom at the intersection of private markets and private wealth.Show Notes00:00 Introduction to our Sponsor, Ultimus01:55 Welcome to the Podcast02:03 Guest Introduction: George Stephan03:59 George's Career Journey04:12 Building Wealth Solutions at Franklin Templeton06:06 Key Pillars for Success in Wealth Management07:31 Client Service and Operational Excellence09:04 Strategic Approach to Wealth Management10:15 Convergence of Public and Private Markets10:48 Advisor Needs and Solutions13:31 Franklin Templeton's Private Markets Business14:23 Unifying Private Markets Business15:01 Cross Collaboration and Investment Decisions15:43 Cultural Alignment in Acquisitions16:35 Franklin Templeton's Core Principles17:15 Heritage and Long-Term Thinking21:30 Brand Evolution and Market Perception24:19 Strategic Partnerships in Private Markets25:56 Future of Partnerships and Acquisitions26:57 Winners and Losers in Partnerships27:10 Advisor's Perspective on Productization27:43 Allocating to Public and Private Markets28:21 Innovation in Private Markets29:05 Challenges and Opportunities in Wealth Management29:56 The Future of Multi-Asset Solutions30:17 Operational Complexity in Private Markets31:27 The Need for Digital Transformation31:59 Adoption of Distributed Ledger Technology (DLT)32:46 Evolving Technology in Wealth Management33:49 Impact of Market Efficiency on Returns35:13 Dispersion in Private Markets Performance37:17 Scale and Investment Integrity38:44 Building Capabilities in Franklin Alternatives40:10 Partnering with Asset Managers41:36 Keys to Building a Wealth Solutions Business42:16 Hiring for Private Markets Expertise43:39 Educating the Industry on Private Markets45:48 Evergreen Structures in Private Markets49:45 Exciting Trends in Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

C'è un'onda di cui tutti parlano: i mercati privati. Private Equity, Private Debt, Private Market.Ne avete sentito parlare di recente, ma non siete ancora convinti di cosa si tratti?O siete già investitori e volete capire meglio i rischi reali? In questo podcast, analizziamo con dati alla mano il mondo degli investimenti "privati" (cioè non quotati in Borsa) per capire se sono davvero la nuova frontiera o un costoso vicolo cieco per i piccoli risparmiatori.Vi mostreremo perché siamo scettici, anzi molto scettici e critici, sul futuro di questa asset class che sta diventando accessibile a tutti, anche con un solo euro.Cosa Scoprirai nel podcast:Il Segnale della Borsa: Perché l'andamento in Borsa delle grandi società di Private Equity (Brookfield, Blackstone, KKR) ha rotto la correlazione con l'azionario globale proprio nel 2025. Il mercato sta fiutando qualcosa?La Corsa alle Commissioni: Il vero motivo della "democratizzazione" dei Private Market: come l'aumento della trasparenza sui costi ha spinto il settore a cercare nuove fonti di commissioni con prodotti illiquidi.I Numeri da Capogiro: Quanto è grande il mercato non quotato (l'88% delle grandi aziende) e perché i rendimenti passati del Private Equity e Private Debt (dal +3.5% al +6% annuo) non sono garantiti per l'investitore retail di oggi.La Trappola dell'Illiquidità: Cosa significa che i tuoi soldi restano bloccati per 7, 10 o più anni? E perché i nuovi fondi ELTIF 2.0 non risolvono affatto il problema dei rimborsi in caso di panico sui mercati.Gli Allarmi (FMI e Banca d'Inghilterra): Le recenti avvertenze del Fondo Monetario Internazionale sul rischio sistemico del credito privato, le pratiche poco trasparenti come il Payment in Kind (PIK) e il legame critico con il sistema bancario tradizionale.I Crack Recenti: Dal colosso First Brands ai presunti schemi fraudolenti nel ramo Private Credit di BlackRock: cosa ci dicono questi episodi sulla reale trasparenza del settore.

Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health of public and private markets. They share their expectations for interest rates, inflation, the labor market, stocks and bonds, along with some thoughts on whether certain markets have reached "bubble" territory. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

What does it take to build Europe's largest and most sustainable data-centre campus, from an empty plot of land to a 1.2-gigawatt giant of AI? How do you future-proof a facility when chip technology is evolving at breakneck speed? And what happens when the site of former coal-fired power plant becomes a global hub for AI?In this special, on-location episode of Cleaning Up, Michael Liebreich visits Sines, Portugal, where Start Campus is transforming the site of a decommissioned coal plant into a next-generation data-centre campus that once finished will be Europe's largest data centre. CEO Robert Dunn takes us inside the first operational building, currently 29MW but just 2.5% of what's to come, to explore the engineering, economics, and vision behind a €10 billion physical infrastructure build that will eventually house an additional €40 billion in incoming IT hardware.From earthquake-proof structures to seawater cooling and uninterruptible power supply systems, Rob breaks down what it means to design for 99.99999% uptime in an AI-driven world. Michael and Rob also dive into the reality and hype surrounding AI: the surge in GPU-hungry AI training, the race to build at gigawatt scale, the challenges of financing these mega-projects, and the balancing act between speed, cost, sustainability, and long-term viability.Set against the backdrop of Microsoft's freshly announced $10 billion investment in the Sines campus, this episode illuminates how the data-centre industry is reshaping global energy systems, local communities, and the future of compute.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Watch this episode on YouTube: https://youtu.be/juAyLAUmU3wThe Start Campus website: https://www.startcampus.pt/Microsoft makes one of its largest investments in Europe at Start Campus in Portugal: https://www.startcampus.pt/microsoft-makes-one-of-its-largest-investments-in-europe-at-start-campus-in-portugalMichael's Green Giant's Whitepaper: https://pioneerpoint.com/wp-content/uploads/2021/11/2021.11.17-Green-Giants-White-Paper-Final.pdfThe Year Energy Woke Up To AI | Audioblog 14: Generative AI, The Power and the Glory: https://www.youtube.com/watch?v=OwZ2iNh133A

As IPL teams submitted their final retention lists ahead of the December mini-auction, the league witnessed one of its most dramatic reshuffles in years — major releases, headline trades, and two giants, CSK and KKR, signalling sweeping squad revamps. In this episode of In Focus, we break down the big moves, from the sensational Samson–Jadeja–Curran swap to price-correction calls, Punjab's stability-first approach, and RCB's calm after their maiden title. How are teams shaping their auction strategies, and what does it tell us about the season ahead? We also track emerging trends, purse strengths, and the key players expected to trigger bidding wars on December 16. Host: Reuben Joe Joseph Guest: Amol Karhadkar, The Hindu's sports reporter Edited and produced by Sharmada Venkatasubramanian Learn more about your ad choices. Visit megaphone.fm/adchoices

Your STR business is worth more than you think—if you build it the right way.In this episode, we break down the difference between operators who burn out… and operators who build real companies that survive, scale, and eventually sell for life-changing money.We also cover the hard lessons from companies that grew too fast, collapsed, or went bankrupt—and how to avoid their mistakes.In this episode you'll learn:• Why your STR business already has real enterprise value• What happens if everything lives in your head (and how to fix it)• The operational mistakes that bankrupted a fast-growing STR company• How to build systems that survive without you• What buyers REALLY look for in an STR business• The path to a 7–8 figure STR exitIf you want help building an STR business that actually runs without you — and is worth something one day — click the link below:https://go.strsecrets.com/podcast?utm_source=Podcast&utm_medium=Captivate&utm_campaign=T033&utm_content=STRS00:01:41 - Sonder going bankrupt00:03:15 - talking about exits / long hold / vision00:05:09 - private equity, Blackstone, KKR, etc.00:06:47 - Vacasa, hyper-local focus, selling to PE00:08:47 - SOP playbook, fear of death, what happens if you're gone00:10:20 - CEO role, brand, numbers, game plan00:12:00 - not as easy as it looks, 70% with PMs 20+ units00:13:19 - PE criteria, churn, “can somebody else run my business?”00:14:55 - Built to Sell, books, contracts, “you not being the system”Get FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com/

Your STR business is worth more than you think—if you build it the right way.In this episode, we break down the difference between operators who burn out… and operators who build real companies that survive, scale, and eventually sell for life-changing money.We also cover the hard lessons from companies that grew too fast, collapsed, or went bankrupt—and how to avoid their mistakes.In this episode you'll learn:• Why your STR business already has real enterprise value• What happens if everything lives in your head (and how to fix it)• The operational mistakes that bankrupted a fast-growing STR company• How to build systems that survive without you• What buyers REALLY look for in an STR business• The path to a 7–8 figure STR exitIf you want help building an STR business that actually runs without you — and is worth something one day — click the link below:https://go.strsecrets.com/podcast?utm_source=Podcast&utm_medium=Captivate&utm_campaign=T033&utm_content=STRS00:01:41 - Sonder going bankrupt00:03:15 - talking about exits / long hold / vision00:05:09 - private equity, Blackstone, KKR, etc.00:06:47 - Vacasa, hyper-local focus, selling to PE00:08:47 - SOP playbook, fear of death, what happens if you're gone00:10:20 - CEO role, brand, numbers, game plan00:12:00 - not as easy as it looks, 70% with PMs 20+ units00:13:19 - PE criteria, churn, “can somebody else run my business?”00:14:55 - Built to Sell, books, contracts, “you not being the system”Get FREE Access to our Community and Weekly Trainings:https://group.strsecrets.com/

Austin Karp, Joe Lemire, Rob Schaefer and Chris Smith look back at the key themes from yesterday's Media Innovators -- including content delivery and the future of sports bundles. The group also looks ahead to today's Dealmakers conference and how private equity will be in the spotlight throughout the day.  Timestamps00:06 – Intro: Austin Karp kicks off from Times Square00:32 – Biggest takeaway: Discoverability challenges for sports media01:19 – Wall Street analysts on ESPN-YouTube TV deal & Paramount Global02:03 – Cord-cutting vs cable: Matt Ho's bullish stance02:31 – AI in sports content: PGA Tour, NBA, and Genius Sports innovations04:32 – Content delivery trends: Ingestion, streaming bundles, TikTok impact05:53 – Spotlight on John Fanta's broadcasting journey06:29 – Dealmakers preview: Private equity, tech, and new investment ideas07:12 – Heavy hitters panel: Future of Sports Capital with KKR, Sixth Street, Redbird07:46 – Morning sessions: Sports tech disruptors & athlete investment strategies08:56 – Closing thoughts: NBA expansion in Europe and key storylines Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What happens when the world's most ambitious climate state runs head-on into a hostile federal government? Can California still lead the clean-energy transition while battling rising costs, wildfires and the Trump government's sweeping tariffs? And what does a “pragmatic reset” on climate policy look like when the stakes have never been higher?This week on Cleaning Up Bryony Worthington sits down with Liane Randolph, former Chair of the California Air Resources Board (CARB) and longtime public servant, shaping California's climate, energy, and air-quality strategy. Across roles spanning the Public Utilities Commission and state natural resources agencies, Randolph has been at the center of some of the most consequential policy decisions in the United States — from the rise of rooftop solar and utility-scale storage to the creation of zero-emission vehicle mandates and the state's pioneering cap-and-invest system.Together, they unpack how California built the modern EV market, the origins of the famous “duck curve,” and why central planning turned out to be critical for keeping the lights on in a decarbonizing grid. Randolph also details the extraordinary federal pushback now facing the state: repealed Clean Air Act waivers, legal battles over truck and car standards, and tariff-driven supply-chain shocks that threaten progress.The episode explores:The past and future of California's zero-emission vehicle strategy — from catalytic converters to the birth of TeslaWhy batteries exploded onto the grid, and how wildfire adaptation is reshaping costsThe mechanics and impacts of California's whole-economy cap-and-invest programThe new affordability crisis — and whether a pragmatic climate “reset” is neededElectric aviation, high-speed rail, and the technologies California should bet on nextThe state's 2045 net-zero planning — and which sectors will need breakthroughs like DAC and industrial CCSLeadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:CARB: https://ww2.arb.ca.gov/First Cars, Now Planes: Is The Future of Flying Electric? Ep194: Anders Forslund: https://www.youtube.com/watch?v=hW3uTBbAGHAWhy Is It So Hard to Clean Up Global Shipping? https://www.youtube.com/watch?v=HdUCidkeDto

Join Yanely and she interviews Kenny Johnson, YouTuber, investor, and founder of Kenny Finance. Kenny shares his journey from Detroit to Wall Street and why he's now focused on bringing financial literacy to classrooms across the country. With experience at top private equity firms like Blackstone and KKR, Kenny's mission is to make personal finance approachable, actionable, and relevant for the next generation!

What does it take to future-proof Europe's electricity grid? How do you finance €65 billion in infrastructure without driving up consumer electricity costs? And can the permitting process be sped up to become fast enough for the energy transition?This week on Cleaning Up, Michael Liebreich sits down with Tim Meyerjürgens, CEO of TenneT Germany, the country's largest transmission system operator, to explore the physics and finance behind decarbonising Europe's power networks.From billion-euro transmission lines to the domestic and international politics of connecting the North Sea's vast offshore wind potential with Germany's industrial heartland, Meyerjürgens offers a rare inside view of one of Europe's most complex and capital-intensive transitions.The conversation dives into:• How TenneT split its Dutch and German operations to attract €9.5 billion in equity from investors like Norges Bank and GIC• The challenge of accelerating grid buildout from 20-year to 5-year timelines• The delicate balance between regulation, investment, and public acceptance• Why building our transmission across Europe is key to energy resilienceThis episode was supported by TenneT Germany.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:• TenneT Germany's website: https://www.tennet.eu/de-en/home • TenneT Germany successfully concludes syndication of €12 billion revolving credit facility: https://www.tennet.eu/de-en/news/tennet-germany-successfully-concludes-syndication-eu12-billion-revolving-credit-facility• The £60 Billion Plan To Rewire Britain | Ep227: John Pettigrew: https://www.youtube.com/watch?v=S7Lg1A958aA• Can Europe Survive the Renewables Transition? Ep201: Nikos Tsafos: https://www.youtube.com/watch?v=dUvKzs82Mi0

In this episode, reviews the YTD performance of Blackstone, KKR, and Apollo, & Carlyle Group.

In this episode, reviews the YTD performance of Blackstone, KKR, and Apollo, & Carlyle Group.

Is capitalism still working, or is it due for an upgrade?   In this must-watch episode, authors Seth Levine and Elizabeth McBride discuss insights from their book Capital Evolution, sharing what they learned from interviewing top CEOs, including Jamie Dimon, Dan Schulman (PayPal), Peter Stavros (KKR), and others who are helping to reshape the social contract of business.   They explore: Why Jamie Dimon led 200 top CEOs to declare that companies should serve more than just shareholders. "If you ask Jamie Dimon, are you a capitalist? Because we asked him that, he said, I'm a rapacious capitalist." – Seth Levine Why the old model of shareholder primacy is failing How economic mobility has collapsed: "50 years ago, if you were born in the bottom 25th percentile of wealth, you had about a 25% chance of dying in the top 25th... Today, it's about 5%." Why ownership, not just wages, is key to the next phase of capitalism: "Ownership is a key to this new future that we see." How businesses, not just governments, must now lead on economic reform: "We believe in this current environment that businesses have the largest power and some responsibility to reshape the norms."  

When David Lee joined PG&E in San Francisco, the company was collapsing under the weight of California's first energy crisis. “These utility veterans kind of got us into this,” the new CFO told him, handing him an unusual assignment: act as an “anti-CFO.” Lee spent his days testing every forecast and financing plan, proposing contrarian options like a preferred-equity line from KKR. The exercise, he tells us, forced him to “think independently” and learn how to guide a public company in deep trouble.That moment crystallized a pattern in Lee's career—a willingness to enter complex situations and rethink accepted wisdom. From his start at Leo Burnett Company, where he learned to “walk in the shoes of the consumer,” to his nine-year transformation tour at Del Monte and later Best Buy's celebrated “Renew Blue” turnaround, he has sought environments that reward original thought over routine expertise.Today, as global COO and CFO of Webtoon, Lee applies the same mindset to a different kind of transformation—the business of storytelling. He tells us the platform connects 24 million creators to 156 million readers each month, growing its English-language audience 19 percent year over year. Yet he draws a bright line around technology's role: “Human storytellers are the best storytellers.” AI, in his view, should fight piracy and improve discovery, not replace creativity.Across every chapter, from crisis utilities to digital comics, Lee's philosophy remains constant—progress begins when finance leaders question assumptions and listen long enough to see possibilities others overlook.

Starbucks Coffee Co announced on Tuesday that it has sold a majority stake in its China business to Boyu Capital, a leading Chinese investment firm, forming a joint venture that will operate Starbucks' retail operations in the country. The move marks a major step in the coffee chain's next phase of growth in its fastest-expanding market. 周二，星巴克咖啡公司宣布，已将其中国业务的大部分股权出售给中国领先投资机构博裕资本，双方将成立一家合资企业，运营星巴克在中国的零售业务。此举标志着这家咖啡连锁企业在其增长最快的市场中，迈出了下一阶段发展的重要一步。Under the agreement, Boyu Capital will acquire up to a 60 percent stake in Starbucks' China retail operations based on a cash-free, debt-free enterprise value of about $4 billion, while the US coffee chain will retain a 40 percent stake. Starbucks will continue to own and license its brand and intellectual property to the new entity.Starbucks estimates the total value of its China retail business will exceed $13 billion, reflecting proceeds from the stake sale, the retained equity interest and the net present value of ongoing licensing payments over the next decade or longer.根据协议，以约40亿美元的无现金、无债务企业估值计算，博裕资本将收购星巴克中国零售业务高达60%的股权，而这家美国咖啡连锁企业将保留40%的股权。星巴克将继续拥有其品牌及知识产权，并将其授权给新成立的实体使用。星巴克估计，其中国零售业务的总价值将超过130亿美元，这一估值涵盖了股权出售所得、持有的股权价值，以及未来十年或更长时间内持续授权费用的净现值。The JV, headquartered in Shanghai, underscores Starbucks' long-term confidence in the Chinese market, where it has operated for more than 26 years and currently runs about 8,000 stores.这家总部位于上海的合资企业，凸显了星巴克对中国市场的长期信心。星巴克已在中国运营超过26年，目前在中国拥有约8000家门店。The company said the partnership aims to expand that footprint to as many as 20,000 locations over time, tapping into demand from smaller cities and emerging regions.星巴克表示，该合作旨在逐步将其在中国的门店数量扩大至2万家，以挖掘三四线城市及新兴地区的市场需求。"Boyu's deep local knowledge and expertise will help accelerate our growth in China, especially as we expand into smaller cities and new regions," said Brian Niccol, chairman and CEO of Starbucks Coffee Co.星巴克董事长兼首席执行官布莱恩・尼科尔表示：“博裕资本深厚的本土经验与专业知识，将助力我们加快在中国的增长步伐，尤其是在我们向中小城市及新区域扩张的过程中。”According to consultancy Euromonitor International, China's specialty coffee and tea shop market reached 132.5 billion yuan ($18.6 billion) in 2024 and is forecast to rise to 273.9 billion yuan by 2029, representing a compound annual growth rate of 13.5 percent.根据欧睿国际咨询公司的数据，2024年中国特色咖啡及茶饮店市场规模达到1325亿元人民币（约合186亿美元），预计到2029年将增至2739亿元人民币，复合年增长率达13.5%。Despite this, Starbucks' market share has slipped in recent years, ranking second behind Luckin Coffee in 2025. Luckin's second-quarter revenue surged 47.1 percent year-on-year to 12.36 billion yuan, while its net profit grew 43.6 percent to 1.25 billion yuan. By the end of June, Luckin's total store count reached 26,206, including nearly 9,300 franchised locations.尽管市场整体增长态势良好，但近年来星巴克的市场份额有所下滑。2025年，其市场排名已落后于瑞幸咖啡，位居第二。瑞幸咖啡第二季度营收同比增长47.1%，达123.6亿元人民币，净利润同比增长43.6%，至12.5亿元人民币。截至6月底，瑞幸咖啡门店总数已达26206家，其中包括近9300家特许经营门店。Starbucks' performance, however, has shown signs of improvement this year. For the quarter ended Sept 28, Starbucks China reported revenue of about $831.6 million, up 5 percent year-on-year, with both the operating profit and profit margin rising for four consecutive quarters.不过，今年星巴克的业绩已显现出改善迹象。在截至9月28日的季度中，星巴克中国营收约为8.316亿美元，同比增长5%，营业利润及利润率已连续四个季度实现增长。Reports of Starbucks' plan to sell a stake in its China business surfaced earlier this year. In July, CNBC reported that more than 30 investors, including Hillhouse Capital, Carlyle, KKR and Centurium Capital — Luckin Coffee's largest shareholder — had expressed interest. By October, the Financial Times reported that five private equity firms had submitted binding bids: Sequoia Capital, Primavera Capital, FountainVest Partners, Carlyle and Boyu Capital. Among them, Carlyle and Boyu were regarded as the frontrunners.有关星巴克计划出售中国业务部分股权的消息于今年早些时候浮出水面。7月，美国消费者新闻与商业频道报道称，包括高瓴资本、凯雷集团、KKR集团以及瑞幸咖啡最大股东大钲资本在内的30多家投资方均表达了兴趣。到10月，英国《金融时报》报道称，已有五家私募股权公司提交了具有约束力的报价，分别是红杉资本、春华资本、方源资本、凯雷集团和博裕资本。其中，凯雷集团与博裕资本被视为热门候选方。Boyu Capital, known for investments in technology, consumer and healthcare sectors, has backed more than 200 companies, including SKP luxury shopping centers, Mixue Group and iQiyi.博裕资本以投资科技、消费及医疗健康领域闻名，已投资超过200家企业，包括SKP奢侈品购物中心、蜜雪冰城集团及爱奇艺等。"This partnership reflects our shared belief in the enduring strength of that brand and the opportunity to bring even greater innovation and local relevance to customers across China," said Alex Wong, partner at Boyu Capital.博裕资本合伙人黄宇铮表示：“此次合作体现了我们对星巴克品牌持久实力的共同信心，也彰显了我们为中国各地消费者带来更多创新产品及本土化服务的机遇。”Industry observers say the deal mirrors McDonald's 2017 sale of its China business to CITIC Capital, which helped the fast-food giant double its restaurant count in eight years through localized decision-making, supply chain development and digital innovation.行业观察人士指出，这笔交易与2017年麦当劳将中国业务出售给中信资本的模式相似。当时，通过本土化决策、供应链建设及数字化创新，麦当劳中国的门店数量在八年内实现了翻倍。Jason Yu, general manager of CTR Market Research, said Boyu's involvement will help Starbucks "optimize store locations, introduce localized products and enhance brand competitiveness in lower-tier markets".央视市场研究总经理虞坚表示，博裕资本的参与将帮助星巴克“优化门店选址、推出本土化产品，并提升其在下沉市场的品牌竞争力”。The transaction is expected to close in the second quarter of Starbucks' fiscal year 2026, subject to regulatory approvals.该交易预计将在星巴克2026财年第二季度完成，具体取决于监管部门的审批情况。stake/steɪk/n.股权；股份joint venture/ˌdʒɔɪnt ˈventʃə(r)/n.合资企业；合资经营

Werbung | Handelsblatt mit 30 % Rabatt – exklusiv für unsere Hörer: Sichert euch jetzt das Handelsblatt – gedruckt oder digital – für 12 Monate mit 30 % Rabatt. Alle Infos zum Angebot findet ihr unter: www.handelsblatt.com/wallstreet30 Die Wall Street steht erneut leicht unter Druck. Die Folgen des Regierungs-Shutdowns werden zunehmend sichtbar, mit den Aktien der Fluggesellschaften unter Druck. Ab heute werden bei 40 Flughäfen rund 10% der Flüge gestrichen. Die Reaktion auf Ergebnisse sind seit gestern Abend überwiegend positiv, mit den Aktien von Affirm, Airbnb, Expedia, KKR und Akamai freundlich. Abwärts geht es nach den Zahlen vor allem bei Sweetgreen, Block und Take-Two-Interactive. Bei Take-Two belastet die erneute Verschiebung des Launches der nächsten Generation von Grand Theft Auto. Trade Desk tendiert kaum verändert. Die Zahlen und Aussichten waren solide. Dass das gewaltige Zahlungspaket für Elon Musk von den Tesla-Aktionären abgesegnet wurde, wirkt sich auf den Wert kaum aus. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Ricardo Tomás, asesor del fondo Multigestión Basalto USA de Inversis Gestión repasa los protagonistas: Lilly, Expedia, Tesla, Duke Energy, KKR y Apple.

Die Wall Street steht erneut leicht unter Druck. Die Folgen des Regierungs-Shutdowns werden zunehmend sichtbar, mit den Aktien der Fluggesellschaften unter Druck. Ab heute werden bei 40 Flughäfen rund 10% der Flüge gestrichen. Die Reaktion auf Ergebnisse sind seit gestern Abend überwiegend positiv, mit den Aktien von Affirm, Airbnb, Expedia, KKR und Akamai freundlich. Abwärts geht es nach den Zahlen vor allem bei Sweetgreen, Block und Take-Two-Interactive. Bei Take-Two belastet die erneute Verschiebung des Launches der nächsten Generation von Grand Theft Auto. Trade Desk tendiert kaum verändert. Die Zahlen und Aussichten waren solide. Dass das gewaltige Zahlungspaket für Elon Musk von den Tesla-Aktionären abgesegnet wurde, wirkt sich auf den Wert kaum aus. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

In October, Inside the ICE House aired eight new episodes, six traditional episodes, Markets in focus with Opening Bell Daily's Phil Rosen and Inside the ICE House breakfast on the balcony with Fetch CEO Wes Schroll. Episode 488: KKR's Pete Stavros on Ownership, Opportunity, and the Future of Work Episode 489: Charlotte Hornets' Shelly Cayette-Weston on Business, Buzz, & Building with Judi Health October Markets in Focus: Shutdowns, AI Optimism, and Bitcoin's 'Uptober' Rally On the Balcony: Building, Rewarding, and Redefining Loyalty with Fetch CEO Wes Schroll Episode 490: Workiva's Mike Rost & Mandi McReynolds on Data, Decisions, & Driving Growth Through Synergy Episode 491: Author Jon Levy on "Team Intelligence" and the Power of Trust, Collaboration and Group Potential Episode 492: ATM Media CEO Robert Wheeler on Brand Building and Turning Moments into Content Episode 493: Snowflake's Christian Kleinerman on innovation, Evolution and the Art of Collaboration

Is green hydrogen a ‘miracle fuel' or an expensive illusion? Can we decarbonize without it? And what happens when hydrogen hype meets hard economics?This week on Cleaning Up, Michael Liebreich debates Erik Rakhou, author of Touching Hydrogen Future, in a no-holds-barred discussion moderated by Andrew Critchlow of S&P Global Commodity Insights.Together, they contest one of the most contentious topics in energy today: hydrogen. Liebreich argues that hydrogen is plagued by physics-driven cost barriers and limited real-world applications, while Rakhou defends its potential as a critical tool for industrial decarbonization, energy resilience, and long-term security.From the potential of green vs. blue hydrogen, to global ammonia trade routes, Europe's pipeline ambitions, and China's hydrogen cost curve, this debate pulls no punches. Topics include:Whether there'll ever be a hydrogen-based economyWhy hydrogen economics remain so challengingThe role of carbon pricing vs. subsidiese-Fuels and hydrogen's place in transport, steel, and aviationWhy electrification trumps hydrogenThis episode was recorded at the S&P Global offices in London and originally broadcast as a S&P Global webinar on October 29, 2025. THanks to S&P Global and Andrew Critchlow for hosting the debate.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Read more:Erik's website: https://rakhou.comThe EU's hydrogen strategy: https://energy.ec.europa.eu/topics/eus-energy-system/hydrogen_en• Data on EU natural gas prices 2010-2025: https://drive.google.com/file/d/1buQTdpQOMShue-zXyZUYVgZ9dPe5rZ5Y/view?usp=share_linkMichael Liebreich's Keynote Speech at World Hydrogen Congress 2022: https://www.youtube.com/watch?v=Xj900aBPkiYErik's book ‘Touching Hydrogen Futures': https://europeangasmarket.euEuropean Court of Auditors call for a hydrogen reality check: https://www.eca.europa.eu/en/news/NEWS-SR-2024-11Michael's Pragmatic Climate Reset: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-i/

What if the energy transition isn't about sacrifice and belt-tightening, but abundance? Are electrified technologies ready to replace the polluting fossil fuel system we're so reliant on? And what will it mean for western nations if they can't keep up with China? In this special bonus episode of Cleaning Up, recorded live in Berlin, Michael Liebreich sits down with Kingsmill Bond, strategist at Ember, to unpack The Electrotech Revolution, a powerful new framing of the global shift from a fossil-fuel economy to an electrified, efficient, and inevitable clean energy system.Together, Kingsmill and Michael explore why the growth of solar and wind is now outpacing fossil fuels worldwide, how China's leadership is reshaping the global landscape, and what Europe and the US must do to compete. Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and more:Ember's Electrotech Revolution Report: https://ember-energy.org/latest-insights/the-electrotech-revolution/Ember's Funders: https://ember-energy.org/about/Lauri Myllyvirta on Cleaning Up: https://youtu.be/FqjvCeR9VLgMichael's Pragmatic Reset Part 1: https://www.youtube.com/watch?v=OHKGor2_BzQMichael's Pragmatic Reset Part 1: https://www.youtube.com/watch?v=OFF1imh1U2c

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Pamela Alexander, MD, and Head of Corporate Citizenship at KKR & Co. Inc., for an insightful conversation on the future of corporate philanthropy. Together, they explore how finance professionals can balance business objectives with meaningful social impact. Pamela shares her journey in shaping KKR's global citizenship strategy, highlighting the shift from traditional giving to trust-based philanthropy and long-term community investment. Listeners will learn how authenticity, humility, and strategic alignment can drive stronger outcomes for both companies and communities. The discussion also explores the importance of financial expertise on nonprofit boards, creating opportunities for first-generation professionals, and building locally adaptable programs with global reach. Whether you're an emerging leader or seasoned executive, this episode offers actionable insights for making a purposeful impact.Meet Pamela AlexanderPamela Alexander is Managing Director and Head of Corporate Citizenship at KKR, where she leads global philanthropy and employee engagement across 16 countries for one of the world's largest private equity firms. With more than two decades of experience in community building, corporate social responsibility, and public policy, she previously directed the Ford Motor Company Fund and held senior roles in finance and government. At KKR, Alexander has pioneered innovative, trust-based approaches to corporate giving, with a focus on economic mobility and lasting community impact. A nationally recognised leader, she brings expertise in strategic philanthropy, brand management, and cross-sector collaboration.

Paula re-joins Jason in studio for a discussion around the US macroeconomic environment, including an outlook for growth, and Fed rate cuts. We also discuss the factors driving equity market momentum, valuations, and portfolio positioning preferences. Featured is Paula Campbell Roberts, Chief Investment Strategist for Global Wealth, Global Client Solutions, Global Macro and Asset Allocation at KKR, and Jason Draho, Head of Asset Allocation Americas at the UBS Chief Investment Office. Host: Daniel Cassidy

What happens when the surge in electricity demand comes faster than we can build the infrastructure to support it? Live in front of an audience at the Council on Foreign Relations in New York, host Ed Crooks leads a conversation on the future of the US energy grid, skyrocketing load from data centers and electrification, and why politics keeps getting in the way of practical solutions. Neil Chatterjee, the former Chairman of the Federal Energy Regulatory Commission (FERC), has spent a long time working on the interaction of markets and policy in energy. He says: “America needs to take the politics out – or the lights go out.” Is overzealous federal regulation really undermining the reliability of the grid? How can we win support for realistic solutions that will keep the lights on and ChatGPT on line. Joining Ed and Neil to discuss these questions is regular guest Amy Myers Jaffe, who is director of the Energy, Climate Justice & Sustainability Lab at NYU. She proposes that AI might not be the cause of both blackouts and a climate catastrophe. She argues that we might actually save more energy from using AI than we consume in powering the data centers that support it.Debating the issues with Amy, Ed and Neil is Cecilio Velasco, managing director in infrastructure at KKR, a global investment firm that deploys capital in infrastructure. Cecilio brings the investor view on what it will take to unlock the trillions in capital needed for a reliable and resilient energy system in the age of AI. The panel address the uncomfortable truth that the US may need every available electron – from wind and solar to batteries to nuclear power and gas – to meet its goals.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

PM मोदी ने सरदार पटेल की जयंती पर एकता नगर में 1220 करोड़ की विकास परियोजनाओं का शिलान्यास किया, मुंबई के पवई में 17 बच्चों को बंधक बनाने वाला आरोपी पुलिस मुठभेड़ में मारा गया, जस्टिस सूर्यकांत को देश का 53वां मुख्य न्यायाधीश नियुक्त किया गया, पश्चिम बंगाल में वोटर लिस्ट में छेड़छाड़ के आरोपों को मुख्य निर्वाचन अधिकारी ने खारिज किया, असम में जुबीन गर्ग की आखिरी फिल्म कल होगी रिलीज़, राजस्थान में नशा तस्करी नेटवर्क पर बड़ी कार्रवाई, ईरान के चाबहार पोर्ट पर भारत को मिली छूट, दिल्ली-NCR में प्रदूषण बढ़ने से सांस के मरीजों की संख्या बढ़ी, KKR ने अभिषेक नायर को नया हेड कोच नियुक्त किया और महिला वर्ल्ड कप सेमीफाइनल में भारत ऑस्ट्रेलिया का मैच जारी. सिर्फ़ 5 मिनट में सुनिए रात 9 बजे तक की बड़ी ख़बरें.

This week on Cleaning Up, we welcome back Rachel Kyte, the UK's Special Representative for Climate Change, for a deep dive into the shifting landscape of global climate diplomacy ahead of COP30 in Belém, Brazil.Rachel brings decades of experience — from leading Sustainable Energy for All under Ban Ki-Moon to senior roles at the World Bank and IFC — to unpack how countries, investors, and institutions are navigating the new era of implementation.Together, Michael and Rachel explore:How the UK is re-engaging globally on climate and energy policy.The evolution of climate finance and why capital still struggles to flow into emerging markets.Which path the world will follow, the US petrostate model, or China's electrostate model.Why investing in grids, governance, and infrastructure is still missing from the energy transition.What to expect at COP30 — from forest finance to a possible rethink of the annual COP model.And how countries from Africa to Asia are shaping their own pathways to clean growth and energy security.Rachel also reflects on public attitudes, the politicization of climate action, and the need for pragmatic cooperation over rhetoric.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and more:Rachel's first appearance on Cleaning Up: https://youtu.be/Umq5pICThDMInside the World's Biggest Investor - Ep138: Carine Smith IhenachoThe Planet's Leading Diplomat - Ep70: Ban Ki-moonSustainable Energy for All - Ep16: Dr Kandeh K. Yumkella

In this episode of Unemployable with Jeff Dudan, Jeff sits down with Patrick Galleher, Managing Partner at Boxwood Partners, one of the leading investment banks in franchising with over $7 billion in completed transactions. Patrick shares his insider perspective on selling a business the right way—from running a proper process and attracting private equity, to avoiding costly legal and financial mistakes that crush valuations. They also break down how private equity has evolved, why top firms like KKR, Blackstone, and Riverside are moving aggressively into franchising, and how franchise owners can prepare for a life-changing exit—whether as franchisors or multi-unit franchisees. If you're building a brand or thinking about selling one, this is required listening.  

In this episode of Unemployable with Jeff Dudan, Jeff sits down with Patrick Galleher, Managing Partner at Boxwood Partners, one of the leading investment banks in franchising with over $7 billion in completed transactions. Patrick shares his insider perspective on selling a business the right way—from running a proper process and attracting private equity, to avoiding costly legal and financial mistakes that crush valuations. They also break down how private equity has evolved, why top firms like KKR, Blackstone, and Riverside are moving aggressively into franchising, and how franchise owners can prepare for a life-changing exit—whether as franchisors or multi-unit franchisees. If you're building a brand or thinking about selling one, this is required listening.  

David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world's most influential alternative investment firms. Tara's career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history. For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally. Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities. Listen to hear about: * How KKR defines “true infrastructure” — and where the market is mispricing risk * Why AI is turbo-charging transmission, renewables, and data-center build-out globally * The move from closed-end drawdown funds to evergreen vehicles designed for private clients * The role of vintage-year diversification as the stealth driver of long-term returns * How to think about debt discipline in an era where leverage is the thing that kills good assets This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR's worldview on infrastructure as an asset class for wealth preservation and compounding.

De strijd is heropend! Amazon investeert 1,4 miljard euro in de Nederlandse markt. Want het marktaandeel moet omhoog. Vijf jaar geleden kwam Amazon naar Nederland met de gedachte de bestaande spelers eruit te concurreren. Maar Coolblue en Bol.com bleken toch wat hardnekkiger. Gaat het ze met deze nieuwe zak geld dan wel lukken? En wat betekent die investering voor Bol.com-moeder Ahold? Dat zoeken we in deze aflevering uit. Je hoort ook over Basic-Fit. Dat gaat flink uitbreiden. Het neemt een Duitse concurrent over, en koopt zichzelf daarmee aanwezigheid in 6 nieuwe landen. En het krijgt er nog iets bij: de titel van grootste fitnessfranchise van Europa. Verder proberen we te achterhalen wat Bernard Arnault van plan is. Hij besteedt op zijn beurt ook 1,4 miljard euro in zijn eigen bedrijf. Hij kocht sinds februari flink aandelen LVMH in, en krijgt daarmee een stuk meer zeggenschap over het bedrijf. En we vertellen je over de brief van het Tesla-bestuur aan hun aandeelhouders. Dat bestuur maakt zich klaar voor een aandeelhoudersvergadering volgende week, waar veel mensen naar uitkijken. Hét discussiepunt: moet topman Elon Musk een bonus van 1 biljoen dollar beloofd worden? De bestuursvoorzitter adviseert beleggers alvast om daar wél mee in te stemmen. Want zonder Musk geen Tesla, en geen aandeelhouderswaarde, zegt hij.See omnystudio.com/listener for privacy information.

David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world's most influential alternative investment firms. Tara's career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history. For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally. Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities. Listen to hear about: * How KKR defines “true infrastructure” — and where the market is mispricing risk * Why AI is turbo-charging transmission, renewables, and data-center build-out globally * The move from closed-end drawdown funds to evergreen vehicles designed for private clients * The role of vintage-year diversification as the stealth driver of long-term returns * How to think about debt discipline in an era where leverage is the thing that kills good assets This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR's worldview on infrastructure as an asset class for wealth preservation and compounding.

Global shipping contributes about 3% of global greenhouse gas emissions, equivalent to the total emissions of Japan or Germany. The sector, including its contribution to climate change, is governed by the International Maritime Organisation or the IMO, which is a UN agency based in London in the United Kingdom.Last week, the International Maritime Organisation gathered to vote on a proposal to reduce emissions from ships that had been agreed to in principle earlier this year. And ahead of the gathering, most people intimately involved in the process thought the proposal would pass. But that wasn't the case. The US stepped in at the last minute and pressured all those gathered to delay the vote on the proposal for another 12 months.This week on Cleaning Up, host Bryony Worthington sits down with Professor Tristan Smith, a leading expert on shipping decarbonisation from UCL Energy Institute, to unpack the dramatic events at the latest International Maritime Organization meeting — where the United States' last-minute intervention derailed a landmark vote on cutting emissions from ships.Together, they explore:How global shipping, responsible for around 3% of greenhouse gas emissions, became a critical test case for international climate policyWhy the IMO's proposed carbon intensity regulation could have marked the beginning of the end for oil and LNG as marine fuelsThe “Tariff diplomacy” and other threats that reshaped global negotiationsWhat this means for COP30 and other multilateral agreements.Bryony and Tristan also dive deep into possible solutions: from e-fuels, ammonia, and battery electrification to nuclear propulsion — weighing what's practical, what's political, and what's merely wishful thinking.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:Is Shipping the Easiest "Hard-to-Abate" Sector? - Ep143: Johannah Christensen: https://www.youtube.com/watch?v=umPAonV20cMThe IMO website: https://www.imo.org/Michael's Substack on the IMO decision: ​​https://mliebreich.substack.com/p/imo-members-choose-between-the-us

This is episode 36 of The League, hosts David Magid and Benoy Thanjan (aka The Solar Maverick) break down the biggest clean energy headlines of the week. They cover: TotalEnergies' $1.25B sale to KKR and what it signals about renewable asset valuations. The collapse of $24B in U.S. Hydrogen Hub contracts and the broader implications for hydrogen's future. The IEA's downgraded global renewable forecast—and why solar still leads the way. The growing opportunity in solar repowering, where upgrading aging assets can boost returns at a fraction of the cost. Host Bio: David Magid David Magid is a seasoned renewable energy executive with deep expertise in solar development, financing, and operations. He has worked across the clean energy value chain, leading teams that deliver distributed generation and community solar projects. David is widely recognized for his strategic insights on interconnection, market economics, and policy trends shaping the U.S. solar industry. Connect with David on LinkedIn: https://www.linkedin.com/in/davidmagid/   Host Bio: Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Connect with Benoy on LinkedIn: https://www.linkedin.com/in/benoythanjan/ Learn more: https://reneuenergy.com   If you have any questions or comments, you can email us at info@reneuenergy.com.

This summer, Michael Liebreich wrote two essays under the title of the Pragmatic Climate Reset. The first challenged the idea that the clean energy transition has failed. And the second challenged the clean energy and climate community to a reset, exploring eight areas which he thinks the transition has gone astray.In this special episode, Bryony Worthington sits down with Michael Liebreich, to unpack Part 2 of “The Pragmatic Climate Reset.”Michael lays out a bold vision for cutting through the noise — replacing ideology with realism, and paralysis with progress. From net zero targets and critical minerals to global politics, energy security, and the economics of clean tech, this is a conversation about what it takes to deliver a just and workable climate transition.Bryony asks Michael,Why criticise Greta Thunberg rather than call out anti-climate commentators like Joe Rogan or President Trump?Did he go too easy on the fossil fuel industry?What does he think he got wrong?How has the essay been received, and did he get any good feedback, either positive or negative.Michael puts forward the idea that if the transition is to succeed in the long run and keep the public on board, we must proceed as a tortoise, not a hare, building on the considerable momentum of renewables to phase fossil fuels out of our energy mix while also keeping energy affordable, and everyone's lights on.Listen now, or watch the full episode on YouTube.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:Read Part I here: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-i/Read Part 2, here: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-ii-a-provocation/Watch the first part of the pragmatic climate reset: https://www.youtube.com/watch?v=OHKGor2_BzQExplore all of Michael's audioblogs and essays: https://www.youtube.com/playlist?list=PLe8ZTD7dMaaAGobfBqd5eRQfeb5l9vPLG

After steering Harley-Davidson through a turbulent five-year transformation, CEO Jochen Zeitz has stepped aside, making way for newcomer Artie Starrs. While Harley calls Zeitz's departure a planned retirement, many point to mounting pressure from activist investors like H Partners and a disappointing second quarter as catalysts for change. Zeitz will remain on as senior advisor through early 2026, leaving behind a legacy defined by his Hardwire strategy—streamlining operations, spinning off LiveWire, and focusing the brand on profitability over volume. SUPPORT US AND SHOP IN THE OFFICIAL LAW ABIDING BIKER STORE Starrs, known for his leadership at Topgolf and Pizza Hut, represents a cultural shift for the 121-year-old motorcycle brand. Though new to the motorcycle industry, he's already taken steps to win over skeptics—purchasing a Heritage Classic and enrolling in a rider course. His focus appears to be revitalizing Harley's retail and dealer experience, improving financial flexibility through strategic moves like the HDFS loan sale to KKR and PIMCO, and reintroducing more accessible models to attract younger riders. The board is betting that his franchise and consumer-brand expertise will translate into new growth. CHECK OUT OUR HUNDREDS OF FREE HELPFUL VIDEOS ON OUR YOUTUBE CHANNEL AND SUBSCRIBE! As Harley grapples with aging demographics, global competition, and shifting rider preferences, Starrs' challenge will be balancing the premium heritage Zeitz reinforced with a new era of inclusivity and affordability. The next twelve months will reveal whether Harley can expand its base without losing the brand's soul. In this episode, we unpack the leadership drama, investor influence, and what these changes mean for riders, dealers, and the future of America's most iconic motorcycle manufacturer. NEW FREE VIDEO RELEASED: The Glacier Ride On Harley's That Tested Us All (And Changed Everything!)-A Motorcycle Documentary Film Sponsor-Ciro 3D CLICK HERE! Innovative products for Harley-Davidson & Goldwing Affordable chrome, lighting, and comfort products Ciro 3D has a passion for design and innovation Sponsor-Butt Buffer CLICK HERE Want to ride longer? Tired of a sore and achy ass? Then fix it with a high-quality Butt Buffer seat cushion? New Patrons: James Hartley of Colbert, Washington Bruce Klinger of Gilford, New Hampshire Steve Jackson of Rocky Mountain House, Alberta, Canada If you appreciate the content we put out and want to make sure it keeps on coming your way then become a Patron too! There are benefits and there is no risk. Thanks to the following bikers for supporting us via a flat donation: Roger Gardner of Vacaville, California Alan Hudson David Leischner of Seattle, Washington HELP SUPPORT US! JOIN THE BIKER REVOLUTION! #BikerRevolution #LawAbidingBiker #Bikaholics #RyanUrlacher

The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumption, companies have been pouring in investments at an aggressive pace, with plans to double LNG export capacity by the end of the decade.US LNG FIDs are breaking all records in 2025, with 55 mtpa of liquefaction capacity sanctioned since the start of the year. This is the second-best year for global LNG FIDs (Final Investment Decision), second only to 2019, when over 70 mtpa of FIDs .The latest example is the 14bnUSD FID for Sempra's Port Arthur 2 in Texas in September 2025, mostly financed by large funds Blackstone, KKR, Apollo, Goldman Sachs.Currently, LNG exports make up about 16% of U.S. gas consumption. Projections suggest that figure could rise to 30% by 2030. But two major uncertainties loom large:Demand: Will international markets absorb this flood of LNG? China's pivot toward Russian and Central Asian pipelines, Qatar's own ramp-up in production, and Europe's push to reduce reliance on expensive imported gas all cast doubt on future demand.Supply: Will the U.S. have enough cheap gas to meet this export surge — especially as the AI boom is expected to drive up domestic gas use, while the federal government places increasing restrictions on renewable energy development?To unpack these critical questions, we've invited Justin Mikulka to explore what he calls the “LNG Mirage.” He'll walk us through hard-hitting facts and trends that investors are currently overlooking. At events like CERAWeek and Gastech, the fossil fuel industry often seems to talk only to itself — echoing reassurances while ignoring warning signs. But winter is coming.About the Speaker:Justin Mikulka has spent the past decade investigating and reporting on the energy sector, with a particular focus on the shifting economics between fossil fuels and emerging clean technologies. He publishes regular insights at Powering the Planet and currently serves as the Communications Director at Oilfield Witness, a U.S.-based nonprofit that uses optical gas imaging to document methane emissions from the oil and gas industry.Reports in reference: Global Gas Flaring Tracker Report from World Bank https://thedocs.worldbank.org/en/doc/bd2432bbb0e514986f382f61b14b2608-0400072025/original/Global-Gas-Flaring-Tracker-Report-July-2025.pdf    We thank Abloco Energy for supporting the show. www.abloco.energy----Epilog post recording:"Venture Global shares plunged more than 20% on Friday following its loss in an arbitration case against BP, which accused the US liquefied natural gas producer of breaching contracts to profit from higher prices at the start of Russia's full-scale invasion of Ukraine.The case was one of several pursued by Venture Global's customers alleging it failed to deliver shipments under long-term supply contracts and instead sold them for higher prices on the spot market when gas prices soared in early 2022.BP's victory is a major blow to one of the largest US LNG exporters, which now faces a separate hearing to determine damages in the case. The UK oil group is seeking damages in excess of $1bn, as well as interest, costs and attorneys' fees."

The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth miniseries shared perspectives from allocators and managers on the space. Since then, an Executive Order opened the door for 401(k) plans to adopt alternatives. I wrote, in a recent Musings for our Premium members, that private market allocations in retirement plans may be a big deal down the road, but there's no need to worry about a flood of capital hitting the private markets any time soon. To understand why, I asked Eric Mogelof to come back on the podcast and explain how capital flows in the retirement markets.  Eric is the head of Global Client Solutions at KKR and joined me on the Private Wealth miniseries. In this hot take, Eric breaks down the retirement market across defined benefit, defined contribution, and IRA plans, the importance of target date funds to 401(k)s, and the decision making process required for these various structures to adopt alternatives. From our sponsor, Morningstar Embrace the global language of investment data Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

What does it take to rewire a nation's energy system? Can we make the grid cleaner, smarter, and more resilient — without driving up bills? And how will the explosion of AI data centres reshape the future of electricity demand?This week on Cleaning Up, host Michael Liebreich sits down with John Pettigrew, outgoing CEO of National Grid, for a candid conversation marking the end of his 35-year career. Together they explore the UK's £60 billion plan to deliver Clean Power by 2030, the race to build transmission for offshore wind, the growing strain from AI-driven electricity demand, and lessons from major outages in Spain and Heathrow.Pettigrew reflects on the evolving “energy trilemma” — balancing decarbonisation, reliability, and affordability — shares reflections from his 35-year career: what's changed, what went wrong, and what comes next for the grids powering our clean energy future.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Arup, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:John's first appearance on Cleaning Up: https://youtu.be/1HVcJuO9dNIRoger Dennis on Cleaning Up 'The Price of Resilience': https://youtu.be/CELQT31riDENational Grid's £60 billion plan: https://www.nationalgrid.com/gridforgrowthNational Energy System Operator (NESO): https://www.neso.energy/Final report from what happened to the Heathrow substation: https://www.neso.energy/news/final-report-review-north-hyde-substation-outage

What does it take for India to deliver electricity to hundreds of millions while simultaneously building a fast-growing clean energy system? Can it overcome its fossil dependence to secure its energy futures with renewables? And how will India's development choices shape the global climate fight in the decades ahead?India, like China, is home to over a billion people, and is highly reliant on imported fossil fuels and domestic coal. But unlike China, it still has a very rural population and has not yet experienced the rapid rise in per capita energy consumption that accompanied China's recent development boom. The future path India takes to development is therefore of critical importance.In this episode of Cleaning Up, Bryony Worthington sits down with Dr. Arunabha Ghosh, founder and CEO of the Council on Energy, Environment and Water, and Special Envoy for COP30. Together they explore India's “twin transition”, achieving universal energy access while driving a massive expansion of clean power. From the data-driven electrification of 130 million households, to innovations in market design that slashed solar prices, to India's push for secure, diversified green supply chains, this conversation reveals a rarely told side of India's energy transition story.Arunabha also shares insights on India's role in international climate diplomacy, the significance of cooperation with China and Brazil, and the urgent need for hyper-local climate risk assessment to protect communities from extreme weather.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:Council on Energy, Environment and Water website: https://www.ceew.in/India hits 50% non-fossil power milestone ahead of 2030 clean energy target: https://www.reuters.com/business/energy/india-hits-50-non-fossil-power-milestone-ahead-2030-clean-energy-target-2025-07-14/How can India make the leap to become a green, clean country? https://www.theguardian.com/environment/2025/sep/28/huge-energy-challenges-how-can-india-make-leap-green-clean-country 

In this episode, Scott shares three stocks to follow, including Astera Labs, Tesla, and KKR.

In this episode, Scott Becker shares insights on Tesla's gains, Astero Labs' sharp drop, and the struggles facing private equity giant KKR.

In this episode, the hosts dive into a highly profitable farrier school in Idaho with strong margins, lifestyle perks, and a YouTube-famous founder—but its future hinges on whether the influencer behind it stays involved.Business Listing – https://www.bizbuysell.com/business-opportunity/equestrian-industry-school/2397257/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

In this episode, Scott Becker reviews KKR's performance, noting its five-year growth of more than 300% despite trailing some peers this year.

In this episode, Scott Becker examines how Carlyle Group is outperforming competitors like Blackstone, KKR, and Apollo.