20 Years of Energy Transition Partners with Patrick Sheehan and Rob Genieser

In this episode of Connect Into by Pantokrator, host Andre Shortell speaks with Patrick Sheehan and Rob Genieser of ETF Partners to reflect on two decades of investing at the intersection of technology and climate. ETF Partners was founded in 2005 with a mission to back companies addressing environmental challenges through innovation, long before climate tech became a mainstream category.

As they celebrate their 20th anniversary, Patrick and Rob share insights into what it takes to build a purpose-driven investment firm, how they’ve maintained resilience through multiple market cycles, and what they’ve learned from supporting founders scaling real-world solutions. The conversation also explores how digital infrastructure and AI are accelerating sustainability, why values and empathy remain central to long-term partnerships, and how innovation is expanding across Europe beyond traditional geographies.

We also touch on the growing role of adaptation alongside mitigation, the next frontiers in energy and infrastructure, and the kinds of founders and technologies that excite ETF Partners as they look toward the future.

A big thank you to Patrick and Rob for joining us and sharing their perspective on building a climate venture firm that stands the test of time!