Renewables with Kayne Anderson: Recent Episodes
Kayne Anderson
Explore renewable energy, decarbonization, energy transition, green hydrogen, EV infrastructure development and more with the Renewables podcast by professionals from Kayne Anderson. New episodes will be posted every few weeks and more information on our strategy, as well as insights on renewable energy, are available at kaynerenewables.com.
David LaBonte, Partner and Sr. Analyst, and P.J. Fielding, Sr. Analyst and Portfolio Manager, discuss how renewable energy infrastructure has evolved and its emergence as an asset class.
JC Frey, Co-Head of Renewables, and Gary Ghazarian, Head of Operations, discuss the firm's background in energy infrastructure investing and themes around the firm's renewable infrastructure investment strategy.
The implications of Russia's invasion of Ukraine and impacts to energy policy and renewable development by Partner & Senior Analyst David LaBonte.
Kayne Anderson's renewable portfolio managers J.C. Frey, Justin Campeau, and Jody Meraz discuss the energy transition acceleration and catalysts fueling renewable growth.
Introduction to carbon pricing and mechanisms by Partner & Senior Analyst David LaBonte.
Discussion of recent interesting developments in renewable infrastructure during the second quarter of 2021 by Head of Research & Portfolio Manager Jody Meraz.
Overview on renewable asset opportunities post-contract by Research Analyst Hadley Kia.
An overview on carbon neutrality by 2050 and its impact on our investment universe by Renewables Co-Head JC Frey.
A recap of 2020 earnings and an overview of forward outlooks from listed renewable infrastructure companies by Portfolio Manager & Senior Managing Director Justin Campeau.
Overview of how companies and investors benefit from the transition to renewables by Co-Portfolio Manager and Senior Analyst PJ Fielding.
Overview on green hydrogen by Renewables Co-Head JC Frey. Originally recorded on February 8, 2021.
Overview on the integration of ESG factors into the research process by Head of Research & Portfolio Manager Jody Meraz. Originally recorded on February 1, 2021.
Overview of returns on wind and solar development by Portfolio Manager & Senior Managing Director Justin Campeau. Originally recorded on January 13, 2021.
Overview on solar PV growth by Partner & Senior Analyst David LaBonte. Originally recorded on December 21, 2020.
Overview on the decline of coal and the rise of renewables in power generation by Senior Analyst PJ Fielding. Originally recorded on December 1, 2020.
Overview of Kayne Renewables’ ESG investing framework by Renewables Co-Head JC Frey. Originally recorded on October 19, 2020.
Overview of big oil’s transition to a cleaner future by Partner & Senior Analyst David LaBonte. Originally recorded on October 13, 2020.
Offshore wind overview by Partner & Senior Analyst David LaBonte. Originally recorded on September 8, 2020.
Corporate procurement overview by Senior Analyst PJ Fielding. Originally recorded on August 18, 2020.
Renewable energy infrastructure market update by Senior Analyst PJ Fielding. Originally recorded on July 2, 2020.