Trilantic North America Partner Glenn Jacobson Featured on the North Star Podcast
Trilantic North America Partner Glenn Jacobson recently spoke with Jeff Henningsen from Lockton Companies about the pace and trajectory of the energy transition landscape, as well as the changing maturity and cost profile of companies in the energy space broadly.
He weighed in on what he's seen from the energy transition space throughout his career and how Trilantic has identified in its recent growth investments in the clean energy sector, as well as efforts companies are taking to reduce carbon emissions that go beyond the purchase of carbon offsets. He also touched on the technological developments of new alternative energy investments, as well as the role of ESG and a confluence of forces drawing investors towards cleaner energy assets.
“The energy sector has continued to change. I’ve been looking at solar, wind, ethanol, waste-to-energy and every kind of alternative under the sun for the past 15 plus years, and the cost competitiveness of those technologies and underlying tech use has changed considerably,” said Jacobson. “We’ve seen transition pretty continuously over the years but we’re seeing it from all angles right now, which is on the one hand scary but on the other hand creates tremendous investment opportunity.”
To hear more about his outlook for the industry amid this period of transition, listen to the podcast below.
Disclosure:
Certain information contained in this pre-recorded podcast constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained in this podcast may be relied upon as a guarantee, promise, assurance or a representation as to the future.
Any projections, targets, or estimates in this podcast are forward looking statements and are based on Trilantic Capital Management L.P. ("TCM" or the “Adviser”) research, analysis, and assumptions made by the Adviser. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Clients should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed in this presentation.
This podcast does not constitute an offer to sell nor the solicitation of an offer to buy any interest in any investment fund (each, a “Fund” or together the “Funds”) managed by TCM. Such offer or solicitation may only be made by delivery of offering documents containing a description of the material terms of any investment, including risk factors and conflicts of interest. Any such offering will be made on a private placement basis to a limited number of eligible investors. You should conduct your own investigation and analysis of TCM and the Funds. Anyone considering an investment in the Funds should review carefully and completely the applicable Fund’s Offering Documents, including the Offering Memorandum of such Fund, the applicable subscription documents, the applicable Governing Documents and TCM’s Form ADV Part 2, in their entirety and ask questions of representatives of the Funds before investing.