Heather Beatty: Avoided Emissions and Public Markets Climate Solutions

Heather Beatty: Avoided Emissions and Public Markets Climate Solutions

Join hosts Chris Ito and Georges Dyer as they sit down with Heather Beatty, the CEO of ScopeFour Capital, for an insightful discussion on climate solutions in public equity markets. Heather Beatty shares her journey in sustainable investing, her vision for ScopeFour Capital and the importance of focusing on scalable climate solutions beyond just renewables.

Guest

Heather Beatty – CEO, ScopeFour Capital

Background

Heather Beatty is the founder and CEO of ScopeFour Capital, an asset management firm dedicated to investing in companies that produce and scale climate solutions. With over 20 years in the institutional world, Heather is passionate about creating impactful change through strategic capital allocation. She draws inspiration from Project Drawdown and the Crane Tool to guide ScopeFour Capital's investment approach. Previously at First Eagle, she created and co-chaired the firm's first climate council. In addition to her climate-related contributions, Heather co-founded Women in Institutional Investments Network (WIIIN), a Los Angeles-based 501c3 as part of her commitment to the advancement of diversity, equity and inclusion.

Conversation

• Scaling Climate Solutions: Heather explains how ScopeFour Capital focuses on investing in listed equities that are producing and scaling climate solutions.
• Beyond Renewables: Discussion on the broader market for climate solutions, including waste management, green infrastructure, and building energy efficiency.
• Emission Reduction Potential: Understanding how ScopeFour Capital evaluates avoided emissions and the impact of climate solutions by associating them with company revenue, R&D, and capital expenditures.
• Global Trends and Policy Impacts: Insight into how global policy trends and the upcoming US election cycle could impact climate investments.
• Navigating High Interest Rates: Addressing investor concerns about a persistent high interest rate environment and its effect on capital-intensive climate solutions.
• Diversity in Asset Management: Heather discusses the significance of diversity in asset management and the progress the industry has made.

Tune in to gain valuable insights into investing in climate solutions, understanding the broader market dynamics, and navigating the complexities of sustainable investing.