Is the future of energy green, gas-powered, or both?
In this powerful panel from Global Alts NY 2025, top investors explore the realities of the global energy transition, balancing decarbonization goals with rising power demand, natural gas expansion, and hard truths about infrastructure constraints.
🎙️ Panel Moderator:
Tom Brigandy – Managing Director, RisCura USA
💼 Panelists:
-Charles Cherington, Managing Partner, Ara Partners
-Jordan Marye, Managing Partner, Trace Capital Management
-John Hirschtritt, Managing Director & Head of Sustainable Investing, GCM Grosvenor
🔥 Topics Covered:
- Why decarbonization may rely on natural gas, not replace it
- The $1.5B LNG pipeline project reshaping U.S. energy exports
- How tax credits and carbon capture are changing energy investment math
- Realistic timelines for renewables, permitting, and nuclear infrastructure
- Institutional LP perspectives on sustainable strategies and customization
- The role of AI in power demand—and in LP workflows
📍 Filmed live at Global Alts New York 2025, on how smart capital is navigating the energy future.
