Podcasts about kkr

養命酒製造養命酒製造は３１日までに、株式の非公開化に向けて米投資ファンド、コールバーグ・クラビス・ロバーツに付与していた優先交渉権を失効させたと発表した。 Yomeishu Seizo Co. has canceled preferential negotiation rights it granted to U.S. investment fund KKR to take the Japanese company private, according to the herbal health tonic maker.

Yomeishu Seizo Co. has canceled preferential negotiation rights it granted to U.S. investment fund KKR to take the Japanese company private, according to the herbal health tonic maker.

Yomeishu Seizo Co. has granted U.S. investment fund KKR preferential negotiation rights to take the company private, officials at the Japanese herbal health tonic maker said Tuesday.

Excerpt from Beyond Markets Podcast, originally published on 13.08.2025.This episode is part of a special two-week series featuring highlights from Julius Baer's recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.In this episode of Beyond Markets, Mark Matthews, Head of Research Asia at Julius Baer, speaks with General David H. Petraeus, Partner at KKR and former US Army General, about leadership lessons from his distinguished military career and how they translate to the corporate world. Their conversation explores recent conflicts, including the India–Pakistan skirmish, the US withdrawal from Afghanistan, and the Russia–Ukraine war, highlighting the critical role of deterrence. They also examine the future of US energy policy amid shifting dynamics in the Middle East and global oil markets, consider China's growing influence in the Western Hemisphere and its implications, and explore regions with strong potential for development.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:41) - From Battlefield to Boardroom: Leadership in a changing world: Mark Matthews, Head of Research Asia and General David H. Petraeus, Partner at KKR and former US Army General (10:57) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

For more thoughts, clips, and updates, follow Avetis Antaplyan on Instagram: https://www.instagram.com/avetisantaplyanIn this episode of The Tech Leader's Playbook, Avetis Antaplyan sits down with Isabelle Tashima, a growth equity investor at Volition Capital, to cut through the AI hype and unpack what truly drives breakout success in internet and consumer technology companies. Isabelle brings a unique perspective shaped by her experience across Goldman Sachs, Wells Fargo, KKR, and now Volition, where she focuses on backing capital-efficient founders who have achieved product-market fit with strong fundamentals.The conversation explores Volition's contrarian investment philosophy, why bootstrapped or lightly funded companies often outperform, and how growth equity differs from venture capital and private equity in both risk and partnership style. Isabelle shares insights on why community, creators, and affiliate-driven distribution have become durable moats in consumer tech, often outperforming traditional paid acquisition channels.They also dive into how AI is reshaping the landscape, not as a replacement for teams, but as a force multiplier for efficiency, unit economics, and speed. From evaluating founder-investor alignment to understanding when to prioritize partnership over valuation, this episode offers a grounded, thoughtful look at scaling modern tech businesses in an increasingly noisy market.TakeawaysCompanies without AI risk being displaced by competitors who use it effectively.Volition prioritizes capital-efficient founders who achieved traction without heavy dilution.Growth equity focuses on protecting downside (1x) while targeting meaningful upside (5x+).Community and brand can serve as powerful, defensible moats.Creator-led and affiliate-driven go-to-market strategies are reshaping distribution.Micro and nano creators often outperform large influencers in engagement and conversion.AI does not need to be customer-facing to add value; backend efficiency matters.Not all fast-growing AI companies have durable, long-term revenue.Founders should align with investors on time horizon, risk tolerance, and definition of success.Choosing the right partner often matters more than achieving the highest valuation.Chapters00:00 Cutting Through the AI Hype02:30 Volition Capital's Investment Philosophy05:00 Growth Equity vs. VC and Private Equity07:30 Contrarian Investing in Overlooked Markets10:30 The Shift in Go-To-Market Strategies13:30 Micro Creators and Democratized Distribution16:00 Evaluating AI in Non–AI-Native Companies18:30 Common Scaling Mistakes in Consumer Tech21:00 Fast Exits vs. Long-Term Value Creation25:30 Isabelle's Career Path and Investment Lens29:00 Choosing the Right Capital Partner38:00 Final Advice for FoundersIsabelle Tashima's Social Media Link:https://www.linkedin.com/in/isabelle-tashima-780065135/Isabelle Tashima's Website Link:https://www.volitioncapital.com/team/isabelle-tashima/Resources and Links:https://www.hireclout.comhttps://www.podcast.hireclout.comhttps://www.linkedin.com/in/hirefasthireright

「サッポロホールディングス 不動産事業を4770億円で売却へ　恵比寿ガーデンプレイスなど」　ビール大手のサッポロホールディングスは、恵比寿ガーデンプレイスなどの不動産事業をアメリカの投資ファンドなどに4770億円で売却します。売却するのは、東京都内の「恵比寿ガーデンプレイス」や北海道の「サッポロファクトリー」といった商業施設などを保有している傘下の子会社です。サッポロホールディングスは主力のビール事業などに経営資源を集中するため、子会社の株式をアメリカの投資ファンド「KKR」などに4770億円で売却すると発表しました。また、サッポロホールディングスは、2026年7月に酒類事業会社の「サッポロビール」を吸収合併し、社名を「サッポロビール」に変更する予定で、主力の酒類事業に注力したい考えです。

With a short gap between test matches, we find some time to look back at last weeks IPL auction! Cam Green made the big bucks from his move to KKR, but there are plenty other moves to discuss and a fair few surprises. In part 2 we return to the Ashes to dissect the video of Ben Duckett being catastrophically drunk in Noosa. What do we make of his behaviour? Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Indian Premier League 2026 mini-auction delivered record spending and a clear shift in team priorities, as franchises splurged on Indian domestic talent alongside marquee overseas names. While Cameron Green became the costliest overseas buy in IPL history, the night belonged to uncapped players, several of whom attracted multi-crore bids and reshaped auction dynamics.In this episode of In Focus, The Hindu's Amol Karhadkar reports from the auction venue in Abu Dhabi. Amol analyses the biggest purchases, the rise in demand for domestic uncapped players and strategies adopted by teams such as CSK and KKR.Guest: Amol Karhadkar, The Hindu's sports reporter Host: Reuben Joe Joseph Edited by Sharmada Venkatasubramanian Learn more about your ad choices. Visit megaphone.fm/adchoices

आईपीएल 2026 के लिए मिनी ऑक्शन ख़त्म हो गया. कैमरून ग्रीन और मथिसा पथिरना के लिए KKR ने इतने पैसे क्यों लुटा दिए, मिनी ऑक्शन में कुछ खिलाड़ियों को ज़्यादा पैसे कैसे मिल जाते हैं, जानिए कौन हैं प्रशांत वीर और कार्तिक शर्मा जिनके लिए चेन्नई सुपर किंग्स ने खजाने खोल दिए, क्या धोनी इस साल आईपीएल में खेलते नज़र आएंगे, लखनऊ की टीम के साथ क्या समस्या है, SRH की टीम कहां चूक गई, राजस्थान रॉयल्स का नया कप्तान कौन होगा, RCB की फ्रैंचाइज़ को कौन ख़रीद रहा है, आईपीएल ऑक्शन के लिए खिलाड़ियों की स्काउटिंग कैसे की जाती है और भी बहुत कुछ, सुनिए ‘बल्लाबोल' के इस एपिसोड में निखिल नाज़ और नितिन श्रीवास्तव के साथ कुमार केशव की बातचीत. साउंड मिक्सिंग: रोहन भारती

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KKR is looking to Europe and Japan for yield as US debt spreads grind tighter. “Investors are very focused on relative value in a market where there’s not a lot,” Tal Reback, global investment strategist for the firm’s credit and markets business, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s David Havens in this episode of the Credit Edge podcast. “In general, investors are much more intrigued about how to diversify geographically,” she adds. They also discuss what KKR thinks could be a $1 trillion European asset-backed debt opportunity, private credit default risk, valuations of direct loans, sector bets and business development companies.See omnystudio.com/listener for privacy information.

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.  

Los titulares de la industria del deporte, con Patricia López, de 2Playbook.  Netflix cierra la operación del año al comprar el streaming y estudios de Warner Bros, mientras Paramount responde con una opa hostil de 108.000 millones que supera la oferta y abarca todo el grupo, incluido Eurosport. Apollo Sports Capital entra en el Wrexham tras valorar el club en 350 millones de libras, semanas después de tomar el control del Atlético de Madrid. La Real Sociedad encadena su tercera temporada de beneficios con un resultado de casi 17 millones pese a no jugar en Europa. KKR estudia la compra de Arctos Partners, dueño de participaciones en PSG, Liverpool, Aston Martin y más de una docena de franquicias norteamericanas. El Gobierno impulsa su reforma del deporte con IVA al 10% en entradas, mejoras fiscales para deportistas y un marco reforzado para el patrocinio privado.

Jay Hatfield has an 8,000 target for the SPX next year based on earnings growth projections. He tells investors to choose their stocks carefully, and shares some of his own picks. Including KKR & Co. (KKR) and Apollo Global (APO). He notes that both were not exposed to bank woes earlier this year, and expects strong growth. Jay also likes Marvell (MRVL) and Amazon (AMZN).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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.

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.

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.

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.  

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

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.