Where We Grow from Here: Recent Episodes
Where We Grow from Here
Where We Grow from Here offers perspectives and stories focused on innovation by those who are advancing the overall quality and sustainability of the food system. Featured guests include entrepreneurs, business leaders, industry experts, and policymakers offering their unique perspectives on building a food system designed for the 21st century and beyond. Where We Grow from Here is produced by S2G Ventures (Seed 2 Growth).
At S2G, we believe the best returns over the next 30 years won't come from crowded deals, but from building the financial infrastructure for businesses that don't fit traditional funding categories. But how do you finance a business that doesn't fit into any box the capital markets recognize?
Paul Lisiak has built a career and a $1.8 billion firm, doing exactly that. Recorded live at this year's S2G Summit, Sanjeev sits down with Paul, founder and managing partner of Metropolitan Partners, a private credit firm that finances niches many investors never think about, from mobile game revenues to literary rights to non-vocal music royalties. Paul shares his "fishing holes" playbook: find an underfished niche, do the hard underwriting work others won't, earn the complexity premium, and move on once the crowd shows up. Along the way, he explains why he passed on YouTube royalties and funeral homes, why he's now looking at housing affordability, trade schools, and even a bowling alley roll-up, and why he believes we've moved from a K-shaped to an "E-shaped" economy. This episode will leave you with a sharper eye for the opportunities hiding in plain sight and a better sense of what it actually takes to be the first one there.
Read the full Financing Reality Report.
Paul Lisiak was not compensated for participating in this podcast or for speaking at the S2G Summit. S2G reimbursed Paul's reasonable travel and lodging expenses to attend the Summit, where this presentation was originally delivered.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
Farmers today are in a tough spot. With input costs climbing and crop prices falling, many farm businesses are barely breaking even, yet they still have very little insight into one of the most important parts of their operation: the soil. And it's not just growers who want this information. CPG companies, carbon accounting firms, and anyone trying to understand what's happening below the surface need it too. Measuring soil accurately and usefully has always been expensive and difficult, in part because a single field can hide completely different chemistry, structure, and microbial life from one spot to the next. But advances in sensing and AI are changing that equation.
In this episode, EarthOptics CEO Lars Dyrud joins S2G's Chuck Templeton to discuss the company's vertically integrated approach to soil measurement and insights. They get into why we're still so in the dark about our soil and how EarthOptics helps farmers understand which inputs are worth the money so they can turn a profit while improving soil health. They also discuss how the company is integrating AI into every part of its operations and product development, and the vast potential hidden in the soil to discover solutions with transformative applications in agriculture and beyond.
If you are interested in learning more about the soil on your own property, you can try EarthOptics new consumer testing service at Living Soil Lab.
Chapters:
04:40 — Why Soil Measurement Hasn't Changed in 80 Years
06:20 — The Three Dimensions of Soil Health
07:40 — What Better Soil Data Saves Farmers
11:35 — The Cost Curves That Made This Possible
19:45 — Getting an Entire Company to Adopt AI
28:05 — Turning Soil Data Into a New Revenue Line
30:15 — The Dark Half of the Soil Genome
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
Big change only happens when someone tells a story people can believe in, and few people tell stories about the world better than Fareed Zakaria, bestselling author, The Washington Post columnist, and CNN host. In this episode, Fareed joins S2G’s Sanjeev Krishnan and Frédéric Michel, strategic advisor to Lupa Systems and former chief strategy and communications advisor to Emmanuel Macron, to unpack the forces rewiring global politics and markets, from why every successful political movement runs on a story to why private companies, not governments, are increasingly the most powerful actors of our era. He asks whether those companies will step up to fill the gaps left by policymakers or just keep making their one narrow ask, and delivers a striking reality check on American market dominance, where the US is 4% of the world's population but 70% of global capital markets. The conversation then turns to AI, and whether it will be winner-take-all or something more like electricity, a commodity that diffuses everywhere and benefits everyone. It's a fast-moving exchange that ends somewhere very human: if AI can write your column, what exactly are you still here to do?
Further Reading:
Age of Revolutions: Progress and Backlash from 1600 to the Present
Chapters:
2:50 — The French Revolution and why change must be organic
5:00 — Why narrative wins: Trump, Brexit, and the Bezos bet
7:00 — You can't prevent change, but you can arm people for it
10:00 — The backlash against managerial elites
13:30 — When companies fill the gaps left by government
18:00 — America's market dominance and the big AI bet
20:10 — What's left for humans in the age of AI
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
On paper, capital is pouring into the energy transition. But where is it actually going? In this episode, Sanjeev Krishnan sits down with S2G Managing Director Francis O'Sullivan to unpack his new paper, "The Illusion of Crowds," a five-year, data-driven look at how $88 billion across 6,400+ deals has really been deployed, and why the market is far more concentrated than the headline numbers suggest. They get into why so-called "growth" rounds are often just large venture checks, how big funds co-investing with each other creates hidden risk for LPs who think they're diversified, and why the sector is absorbing three to four times more capital than it's returning. Along the way, they trade hot takes on what zero rates did to power markets, whether the AI-driven energy trade is the next halo waiting to crack, and the lessons Frank took from the shale boom. If you allocate capital, raise it, or build companies in this space, this one's worth a close listen.
Chapters
3:20 - Revisiting the Missing Middle: Three Years Later
8:10 - How Zero Rates Distorted Energy Markets
15:50 - Can You Raise Capital If You're Not Levered to AI?
17:30 - Introducing the Illusion of Crowds Paper
26:20 - The Wisdom of Crowds Framework
30:30 - The Capital Crowding Problem: Picking Winners Too Early
34:00 - Value Creation vs. Value Realization
37:00 - From Shale to Clean Energy: Lessons From Frank's Research Arc
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
The old playbook built on cheap capital, globalization, and asset-light software is breaking down, and Sanjeev Krishnan thinks most investors haven't fully registered what may come next. In this episode, fresh off S2G's ninth annual Summit and the close of Solutions Fund I at $1B, Tonya Bakritzes sits down with Sanjeev to unpack the five secular forces he believes are reshaping the global economy right now: AI, geopolitical multipolarity, an uncertain price of money, entropy, and demographic aging. He makes the case that the real opportunity isn't in betting on what's already obvious, but in financing the gap between an emerging economic reality and the financial infrastructure that doesn't yet exist to serve it. Sanjeev shares what it actually took to close a fund in one of the hardest fundraising environments in recent memory, what he learned from the market builders on stage at Summit, and why the interlinkages between these five forces may matter more than any one of them in isolation. If you're an asset allocator, entrepreneur, or just trying to understand where the next decade of returns will actually come from, this one is worth your full attention.
Chapters:
2:20 — The Financing Reality Report
5:00 — The 1970s Playbook: Four Forces That Shaped the Last Era
7:10 — The Five Secular Forces Defining Today
11:10 — The Most Underestimated Forces: Aging & Price of Money
13:40 — Why the Old Playbook Is Breaking Down
17:50 — Early Market Signals & the Case for Diversifiers
21:30 — S2G's Three-Pronged Approach: Growth Equity, Structured Finance & Bespoke Funds
25:30 — Closing the Solutions Fund in the Hardest Fundraising Environment
28:30 — Summit Takeaways
34:50 — Building for an Emerging Reality
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
When a ship needs to reroute around the Strait of Hormuz, when forecasters try to predict short and long-term weather, or when scientists model the impacts of a changing climate, it all comes down to ocean data. Yet the ocean remains one of the most undermeasured environments on Earth. In this episode, Chuck Templeton sits down with Tim Janssen, co-founder and CEO of Sofar Ocean, to explore why real-time ocean intelligence is one of the most consequential unsolved problems of our time, and how companies like Sofar are finally moving the needle at scale. Tim breaks down how Sofar's network of sensor-loaded buoys is helping to close the ocean data gap, why AI is making that data exponentially more valuable, and how shipping giants are already using Sofar's Wayfinder platform to optimize routes, cut emissions, and respond in real time to disruptions happening right now.
Chapters:
5:10 — The Compounding Cost of Not Measuring
7:40 — What to Measure and Why: Waves, Wind, and Beyond
10:10 — Turning Ocean Data Into Products People Actually Use
11:30 — Wayfinder: Google Maps for the High Seas
15:30 — Geopolitical Disruption: Hormuz, Suez, and Real-Time Rerouting
19:40 — Spotter Scout: The Ocean's New Autonomous Eye
26:10 — Why AI Makes Ocean Data More Valuable, Not Just Cheaper
32:20 — The Holy Grail: Ocean Intelligence at Atmospheric Scale
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
American farming is under real pressure. The closure of the Strait of Hormuz has sent synthetic fertilizer prices spiking, and 70% of US farmers say they can't afford the inputs they need for this planting season. But this isn't just a recent shock. Farm margins have been shrinking for years, and the US has lost almost 150,000 farms in the last five years alone. The commodity model that defined American agriculture for decades simply wasn't built for the volatility we're living through now.
In this episode, Justin Bruch, CEO of Clear Frontier, and Iowa farmer Bryce Irlbeck join Sanjeev Krishnan to make the case that this moment of disruption is also an opportunity for farmers willing to rethink how they operate and for investors paying attention. They explain why the shift toward organic and regenerative farming isn't just an environmental story but also a financial one, and why soil health is a surprisingly important factor in the long-term value of farmland as an asset. If you've never thought seriously about farmland as part of a diversified portfolio, this conversation will change that.
Chapters
07:20 The Super Cycles That Shaped American Ag
10:20 How Policy Locked Farmers Into Corn & Soybeans
11:30 Is the Commodity Model Breaking Down?
15:30 A Vision for the Next 30 Years
24:10 Farmland as a Diversifier Asset Class
28:30 Soil Health as the New Value Driver
31:10 Capital in Rural America
36:00 What Does "Regenerative" Actually Mean?
40:20 Anti-Fragility & the Strait of Hormuz
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
This episode will change the way you see American manufacturing and showcase why it's both more vulnerable and more adaptable than you may think. Saman Farid, CEO and founder of Formic, sits down with Chuck Templeton to pull back the curtain on a pressure point hiding in plain sight: hundreds of thousands of U.S. factories are running behind schedule or turning down orders, not because they lack machines or materials, but because they simply can't find people to run them. Saman introduces Formic's "robotics as a service" model, a subscription-based approach that lets manufacturers deploy robots to factories without the massive upfront capital investment, and explains why this is the unlock that the industry needs. He breaks down where AI in robotics actually stands today, why the Tesla vs. Waymo training data debate maps directly onto the future of physical AI, and why the next decade of American manufacturing isn't about replacing workers. It's about making factories more efficient and profitable, making manufacturing jobs safer and more sustainable, and rebuilding the industrial pyramid from the ground up.
Chapters
4:50 — The Two Big Misconceptions About Robotics
7:40 — Why American Factories Are Stuck in the Past
10:10 — The Labor Crisis Quietly Killing Manufacturing
13:00 — Why Factories Are Turning Down Business
16:30 — Full-Service Robotics: The Subscription Model Explained
21:10 — The Three Waves of Robot Technology
32:10 — The Waymo vs. Tesla Playbook for Robot Training Data
35:10 — Financing a Robot Fleet: Building a Smarter Capital Stack
41:40 — Will Robots Take Jobs? What the Data Actually Shows
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
Gas prices at the pump are just the beginning of what the war with Iran means for global energy. In this episode, Sanjeev Krishnan sits down with S2G's energy co-leads Frank O'Sullivan and Bala Nagarajan to unpack what the war in Iran and the blockade of the Strait of Hormuz actually mean for the global energy system, not just this week, but over the next decade. From gas shortages hitting stoves in India and setting coal prices at all-time highs, to what this means for industries from electric vehicles to data centers, Frank and Bala trace the long arc of where this crisis leads. They dig into whether this moment could finally shock Europe, Asia, and even the US into building the energy systems they've been putting off for decades, and why this disruption might be the most powerful accelerant for renewable energy in a generation.
Key Takeaways
- The US is no longer insulated from global gas prices. Frank explains that because the US is now the world's largest LNG exporter, domestic gas prices are increasingly coupled to international markets, with real consequences for industrial competitiveness, power costs, and the relative economics of solar and nuclear.
- This crisis is hitting East Asia hardest and fastest. Bala points to a 30x spike in demand for induction stoves on Amazon India as an indicator that consumers in Southeast Asia are moving toward alternatives from the bottom up.
- Europe's energy crisis is a de-industrialization crisis. Bala notes that much of Europe's demand drop after the Russia-Ukraine war wasn't efficiency or transition, it was factories and refineries shutting down. Real recovery requires cheap electricity first, and Europe doesn't have it.
- Data centers will absorb higher gas prices, but not forever. Frank argues that at current prices, hyperscalers will take power anyway they can get it. But as data centers look more like infrastructure than tech products, the cost of input energy may increasingly matter.
- Crisis is a powerful forcing function for building new energy infrastructure. Bala highlights that Germany went from permitting 4 gigawatts of onshore wind per year before the Russia-Ukraine war to 16 gigawatts after, proof that energy security pressure can act as a real accelerant.
Resources:
The Price of War: A Perspective on Why the Iran Conflict Demands a True Energy Emergency Response.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
For large corporations, sustainability sits at the intersection of long-term strategic necessity and short-term financial pressure, and most companies are still trying to figure out how to make it work. In this episode, Kevin Rabinovitch, Global VP of Sustainability at Mars, joins Sanjeev to make the business case for why Mars has been betting on sustainability for decades. He breaks down how the company thinks about risk, supply chain resilience, and long-term value creation and walks through Mars' internal Compass framework, how real supply disruptions and unexpected ancillary benefits have validated the strategy, and why sustainability goals are most useful when treated like R&D investments rather than compliance obligations. He also gets honest about the challenges, such as the persistent gap between what consumers say they care about and how they actually shop, the difficulty of selling a problem and a solution in the same breath, and how to get an organization to apply existing skills toward new sustainability goals. With regulatory tailwinds shifting and food and agriculture facing compounding supply chain pressures, this conversation offers an honest look at what it takes to embed sustainability in the core of a business that intends to be around for generations.
Chapters:
04:00 - What Mars Does
05:34 - Business Case for Sustainability
07:31 - Mars Compass Framework
11:24 - Supply Chain Climate Risks
13:08 - Future Proofing Value Chains
17:30 - Sustainability’s Competitive Advantage
19:39 - The Consumer Contradiction
23:21 - Innovation Pace and Potential
26:04 - Frictions
31:40 - Advice for Companies Selling to Mars
35:09 - Past and Future Reflections
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
We are at an inflection point in manufacturing where artificial intelligence, robotics, and data are converging to fundamentally change what's possible in the physical world. In this episode, Barak Bar-Cohen, founder and CEO of Sojo Industries, joins Chuck Templeton to explore what that transformation actually looks like on the ground, using one of the most deceptively complex problems in consumer goods: the variety pack. What starts as a story about putting different flavors into one box quickly opens up into a much bigger conversation about why traditional manufacturing is so difficult to innovate in, and how mobility, automation, and AI can finally change that. Together, they dig into what it really means to layer AI throughout a physical business, capturing everything from machine error codes to engineering conversations, and let the whole operation learn from itself and rapidly improve. It's a conversation that will change the way you think about the snack aisle and the future of physical AI.
Chapters:
2:29 — The Variety Pack Problem
9:20 — The Door to Floor Model
11:38 — Business Model Breakdown
15:20 — Sojo Shield and Traceability
19:01 — Layering AI Into the Organization
28:10 — The AI Culture Shift
34:17 — Sojo and Sustainability
26:47 — Sojo’s Futurę Vision
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this episode, Gayle Tzemach Lemmon joins Sanjeev Krishnan for a conversation about resilience and opportunity in a world defined by volatility. Gayle brings a rare breadth of experience as a builder, early-stage advisor, PE portfolio strategist, foreign policy veteran, former political reporter, investor, and three-time New York Times best-selling author on geopolitical topics, with a front-row seat to multiple moments of global transition. Together, they dig into Gayle’s idea of a “triangle of opportunity” at the intersection of energy, artificial intelligence, and geopolitics, and why those forces are increasingly shaping how societies and economies evolve. They also talk about how to separate signal from noise in today’s policy landscape and what business leaders can learn from entrepreneurs operating in the most fragile and constrained environments. It’s a grounded, clear-eyed conversation about how to think, communicate, and build when the rules are constantly changing.
Key Takeaways:
- Economics and politics can’t be separated anymore. Gayle explains how political forces quietly shape markets, capital flows, and business outcomes, whether leaders want to admit it or not. She argues this is a moment of rising political corners and borders.
- Fairness has become a defining theme of this era. From labor to capital markets, Sanjeev and Gayle discuss why perceptions of who benefits and who doesn’t are influencing trust, policy, and long-term stability.
- Homogeneous thinking is a real business risk in periods of rapid change. Gayle argues that value is increasingly created by people who can move across disciplines and see congruities that others may miss.
- AI, energy, and geopolitics are tightly linked. Sanjeev and Gayle explore how each of these forces shapes the others, and decisions in one area increasingly ripple and resonate across the rest in sometimes unpredictable ways.
- Clear, genuine storytelling is no longer optional. According to Gayle, in a crowded, noisy investment landscape, leaders and companies that can communicate simply and authentically are more likely to earn trust and endure.
You can purchase Gayle’s first book, “The Dressmaker of Khair Khana,” referenced in this episode here: https://www.amazon.com/Dressmaker-Khair-Khana-Remarkable-Everything/dp/0061732478
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this bonus episode, we’re bringing together seven CEOs across the S2G portfolio to explore what it actually looks like to make food as health a reality within the U.S. healthcare system. In a previous episode, we focused on the obstacles and investor opportunity, so this week we’re steering the conversation to the solutions already being built and tested in the market.
Across clinical nutrition, oncology, care coordination, meal delivery, and life-science AI, leaders from Mend, Big Bold Health, Pyx Health, Mealogic, NourishedRx, Sōlaria Biō, and Brightseed describe how they’re reframing healthcare through food-based solutions. The discussion spans new scientific frameworks for understanding food as a complex, multi-target intervention, the importance of rigorous clinical evidence and FDA pathways, the realities of reimbursement and payer incentives, and the challenge of patient adherence. Woven together, these CEOs create a blueprint for a healthcare system where food-based solutions are preventative, scalable, and central rather than peripheral.
Links:
The Food as Health Opportunity white paper
Big Bold Health
Brightseed
Mealogic
Mend
NourishedRx
Pyx Health
Sōlaria Biō
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
Electric vehicles have become a bit of a cultural lightning rod, but behind the headlines, there’s a lot to be excited about. In this episode, Sanjeev sits down with Mitra CEO Galina Russell, S2G Principal Marisa Sweeney, and Clean Tech Strategy Advisors’ Managing Partner Anna Demeo to talk about the state of the EV market and where the opportunities lie today. Mitra, a recent investment from S2G’s Special Opportunities team, helps small and midsize commercial fleets go electric by bundling vehicles and charging into a single, simple offering, delivering savings almost immediately with no upfront cost. The conversation explores how EVs could make the power grid more flexible rather than more strained, why electrification is closely tied to the future of autonomous vehicles, how China’s rapid scaling of EVs and charging infrastructure is reshaping global markets, and why financing remains one of the biggest bottlenecks to broader adoption. It’s a clear, practical look at where the EV story is headed and what it will take to get there.
Chapters:
03:24 - The State of Transportation
05:33 - Cultural Aspects of EV Adoption
09:00 - EV Industry Investment Landscape
11:53 - China's Role in the EV Market
14:42 - EVs and the Future of the Grid
18:49 - Physical AI and Autonomous Vehicles
21:37 - Mitra's Approach to Fleet Electrification
27:22 - Fit for Purpose Capital in EVs
33:17 - Bringing in More Capital
40:22 - Future Predictions for EV Adoption
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
If diet is a major driver of chronic disease, and chronic disease is driving healthcare costs, why are our food and healthcare systems still so separate? And what would change if they weren’t? In this episode, S2G’s Sanjeev Krishnan and Dan Ripma use our new Food as Health white paper as a jumping-off point to unpack what “food as health” really means and why a system that keeps getting more expensive without making people healthier is reaching its limits. They explore the tension between medical ethics and financial reality, the disconnect between hunger and nutrition, and why food has to be part of any serious conversation about cost and prevention. Then we zoom out to what this means for investors and how healthcare economics reshape the opportunity in food. Ultimately, this is a conversation about how food could move from being part of the problem to becoming one of the most powerful tools we have to change the economics and the outcomes of our healthcare system.
Chapters:
3:06: Nutrition's Identity Crisis
5:58: The Hippocratic oath vs. The Bond Market
8:03: Food as Health as Strategic Infrastructure
10:48: Economic Implications of Healthcare Costs
12:41: Challenges in Policy and Nutrition
16:24: S2G’s Food as Health Strategy
18:58: Clinical and Economic Evidence
29:04: Investor Perspective on Food as Health
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
What if the biggest risk right now isn’t getting the answers wrong, but asking the wrong questions? In our Season 3 kickoff, all three S2G Managing Partners come together to unpack a moment defined by volatility, AI acceleration, geopolitics, and a rising cost of capital. They explore why constraints are no longer a weakness but a competitive advantage, and how affordability, resilience, and execution matter more than hype. From private markets and global debt to AI, demographics, and the “Age of Adaptation,” Sanjeev Krishnan, Chuck Templeton, and Aaron Rudberg help frame the macro and micro playbook for what it will take to build businesses in 2026. It’s a sharp, honest look at where to find the opportunity when the rules keep changing.
Key Takeaways:
- Constraints create winners. The MPs discuss how tighter capital, higher rates, and geopolitical friction favor disciplined builders and sober investors.
- AI is shifting from experiment to ROI. The conversation reveals how 2026 is about using AI to drive real productivity, margin improvement, and “cheaper, faster, better” outcomes.
- A human edge still matters. While AI is powerful, Chuck argues it’s human judgment, experience, and the ability to guide it that ultimately turn technology into a real advantage.
- Resilience beats efficiency in a volatile world. According to the MPs, the future belongs to companies with durable moats, flexible supply chains, and business models built to survive uncertainty.
- The right questions matter more than ever. According to Sanjeev, old assumptions about capital, risk, and growth no longer hold. Success now starts with rethinking first principles.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
We're back! Season 3 kicks off January 15th.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this special episode-share, we team up with Everybody in the Pool to spotlight the urgent and fast-growing challenge of microplastic pollution and the breakthrough filtration technology designed to tackle it at scale. Longtime tech and business journalist Molly Wood speaks with Adam Root, Matter’s founder and CEO, about how microfibers from everyday laundry to industrial textile production have become one of the largest sources of ocean microplastics, and why the textile industry is facing mounting pressure from regulators, retailers, and consumers to address the issue. Matter’s regenerative filtration system offers a practical, modular solution that can be deployed across home appliances and industrial facilities, delivering both measurable environmental benefits and meaningful cost savings. It’s a forward-looking conversation about how infrastructure-level innovation can reshape a legacy industry and build cleaner, more resilient water systems worldwide.
Links:
Matter Industries Website: https://matter.industries/
Adam Root LinkedIn
All episodes: https://www.everybodyinthepool.com/
Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/
Become a member and get an ad-free version of the podcast: https://everybodyinthepool.supercast.com/
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
Food prices keep climbing. Farmers are facing shrinking profit margins. Can AI really fix both, or is it just another Silicon Valley hype cycle? With all the talk about an “AI bubble,” we bring you a conversation about how AI is already shaping farm viability today and what it could mean for your grocery bill tomorrow.
In this episode of the S2G Podcast, Chuck Templeton sits down with Shail Khiyara, CEO of decision-intelligence company SWARM, and Adam Greenberg, CEO of greenhouse OS provider IUNU, to unpack how AI is being used today across fields, greenhouses, and supply chains. They dig into how digital twins, sensors, and machine vision can turn volatility into an advantage, cut waste, and boost margins for growers while helping keep food more affordable for consumers.
They discuss what it really takes to drive AI adoption in a sector built on thin margins and healthy skepticism, and how partnerships and long-term purchase agreements could reshape the economics of fresh, local food. Whether you’re an AI superfan or a skeptic, an ag insider, or just someone worried about your grocery bill, this conversation offers a grounded look at what a smarter, continuously learning food system might actually look like in practice.
Chapters:
03:55 SWARM and IUNU’s AI Solutions
08:59 Challenges and Mindset Shifts in AI Adoption
11:50 AI's Impact on Decision Making in Agriculture
14:10 Accelerating AI Adoption in Agriculture
25:29 The Cognitive Grid: AI's Future in Agriculture
27:31 Economic Impacts of AI on Farmers
32:08 Successful Partnerships and Future Outlook
36:38 Advice for Farmers on AI Adoption
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
The Farm Bill, our country’s cornerstone for farm and nutrition policy, has long been a rare beacon of bipartisan success. But the recent deal to reopen the government quietly tacked on yet another extension of the 2018 Farm Bill that has had a series of extensions since 2023. So the question is: are we watching the end of big bipartisan legislation? Or is it time to rethink the playbook entirely, bringing in new stakeholders and connecting more of the issues that shape the system to build a broader coalition?
Consider the landscape we’re navigating. This year, USDA projects an agricultural trade deficit approaching $50 billion. Meanwhile, defense, Medicare, Social Security, Medicaid, and interest on the debt account for roughly 70% of federal spending. At the same time, 70% of Americans are overweight or obese, and the One Big Beautiful Bill proposes cutting $186 billion from SNAP over the next decade. These are enormous, interconnected challenges, and maybe the only way forward is to bring them to the same negotiating table and design solutions big enough to match the moment.
In this episode, Sanjeev Krishnan sits down with Randy Russell, President of The Russell Group, a bipartisan government relations firm focused exclusively on food and agriculture public policy, and Grant Leslie, S2G’s new Operating Partner for Government and Policy. Together, they break down how linking agriculture, nutrition, healthcare, and fiscal realities could unlock better outcomes for American producers, communities, and national security. But doing that requires a systems mindset. It means widening the tent. It means seeing farm policy as far bigger than agriculture alone.
And ultimately, the people who will succeed here will be the ones bold enough to think differently.
Chapters:
04:59 Randy Russell's Career Journey
06:43 The Rural-Urban Divide in Politics
09:52 State of American Agriculture
13:46 Challenges in U.S. Agricultural Policy
16:28 The Future of the Farm Bill
19:55 New Stakeholders in Food and Agriculture
22:55 Linking Agriculture, Healthcare, and National Security
31:49 The Role of Technology and Innovation
41:41 Food Security as National Security
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
When voters went to the polls last week, one issue rose above the rest: the cost of keeping the lights on. Candidates promising lower energy bills swept key races, signaling that affordability has become a defining political and economic concern. But throughout his career spanning entrepreneurship, policy, and finance, Jigar Shah has consistently argued that affordability and efficiency must be at the heart of the energy transition. While challenges remain, we live in extraordinary times when proven, scalable solutions like solar, batteries, heat pumps, and home weatherization can dramatically improve efficiency and lower costs. In this episode, Jigar and Sanjeev discuss the discipline and creativity required to build fit-for-purpose capital markets and business models that can unlock these technologies, making clean energy more affordable and accessible for all.
Chapters:
03:26 Jigar Shah's Career Journey
04:55 Jigar's Approach to Problem-Solving
06:51 The Role of Communication in Energy Investing
12:38 Jigar's Current Endeavors and Multiplier
15:15 Challenges and Opportunities in Energy Affordability
19:58 The Cost-Benefit Paradox in Energy Efficiency
22:48 Reshaping the Grid Incentive Structure
29:58 Fit for Purpose Capital Markets
34:04 Disciplined Business Models
37:55 The Future of Energy Efficiency
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
What if the future of water efficiency depended on something you can’t even see? In this “The Pitch” style episode, Chuck Templeton sits down with Nick Dyner, CEO of Moleaer, to unpack how nanobubbles, gas particles a thousand times smaller than a human hair, are quietly changing the way industries use and think about water. From fish farms to greenhouses and even chemical-free spas, Moleaer’s technology is improving water efficiency, reducing inputs, saving costs, and cutting emissions across sectors. Nick shares how Moleaer built a company around a technology that had no clear market map, the importance of focus amid abundant potential, and the lessons learned turning a scientific breakthrough into a scalable business. The conversation offers a fascinating glimpse into how disciplined innovation can unlock both profit and planetary benefits, one tiny bubble at a time.
Key takeaways:
- Let the Market Lead: Nick explains that rather than predicting where to play, Moleaer followed customer pull, identifying where nanobubbles solved urgent, scalable problems.
- The Importance of Focus: Moleaer succeeded by resisting the temptation to chase every possible application, instead focusing on four key markets: wastewater, irrigation, aquaculture, and surface water.
- The Power of Partnership: Nick shares that strategic collaborations with global brands like Jacuzzi have allowed Moleaer to extend its reach without diluting focus, showing how partnership can accelerate adoption more efficiently than expansion.
- Adaptive Business Models: According to Nick, Moleaer tailors its go-to-market approach to each sector, which allows the company to meet customers where they are, align incentives around measurable outcomes, and scale efficiently across very different industries.
- Multi-layered Value Creation: Moleaer’s technology delivers a value proposition that resonates across stakeholders, helping customers cut costs and improve performance while simultaneously reducing energy use and CO₂ emissions, which strengthens customer loyalty and attracts mission-driven talent.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this episode, we sit down with our Managing Partner, Aaron Rudberg, to dig into his journey and the lessons that have shaped S2G’s growth. Aaron walks us through his path from venture associate to entrepreneur to limited partner to managing partner, and how those experiences influence the way he leads, builds culture, and approaches investing today. He discusses how purpose-driven investing has evolved over the last decade, what “at-the-seams” investing really looks like, and uses recent investments to illustrate how they align with S2G’s thesis. Aaron also shares what he’s hearing from investors around the globe and why he believes now is the time to scale proven solutions that deliver returns alongside environmental impact. Grounded and pragmatic, this conversation offers valuable insights into what it takes to build lasting organizations and invest with purpose.
Key takeaways:
- Culture is a growth driver: Aaron shares how S2G’s expansion was built on cultural pillars of ambition combined with humility and collaboration.
- Purpose-driven investing has matured: According to Aaron, what was once niche is now mainstream, with investors demanding both impact and returns.
- The value of an “at-the-seams” approach: Through examples in regenerative agriculture and packaging solutions, Aaron illustrates how innovation and opportunity can emerge where sectors and asset classes intersect.
- Global investors are resilient but expect returns: From meetings across Europe, Asia, the Middle East, and the U.S., Aaron has seen a consistent appetite for purpose-driven investing, but he notes that investors want proof of competitive returns.
- Now is the time to scale proven solutions: Despite market turbulence, Aaron sees an immense opportunity to scale proven technologies that already deliver economic, social, and environmental value. He emphasizes that the best returns are often generated in challenging markets, when discipline and capital efficiency matter most.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this episode, Dimitris Valatsas, Founding Partner at Aurora Macro Strategies, makes the case that you shouldn’t be sleeping on macroeconomics. In the Age of Adaptation, macroeconomics is a powerful force shaping business and investment outcomes, driving the cost of capital, the flow of money, and how sectors respond to shocks. Sanjeev Krishnan sits down with Dimitris to unpack three key macro topics: the price of money, the price of machine intelligence, and the price of entropy. They discuss why household savings rates can dictate growth, how inflation-indexed contracts can protect long-term infrastructure projects, why the U.S. still enjoys dollar dominance despite rising fragmentation, and how AI’s deep capital demands could redefine productivity and competitiveness. For investors and operators alike, the conversation offers both a crash course in macro thinking and actionable insights for building resilience and seizing opportunity.
Key takeaways:
- Macro isn’t optional: Dimitris emphasizes that in the Age of Adaptation, macroeconomic conditions drive multiples and exit outcomes as much as company execution.
- Hidden indicators matter: Dimitris explains why household savings rates are one of the clearest signals of future growth and consumption trends.
- Dollar dominance persists but with nuance: While reserve diversification and de-dollarization trends are underway, the U.S. still holds the privileged position as the world’s primary safe-asset supplier. Dimitris insists that while de-dollarization is a tail-risk, it is not the base case.
- AI is rewriting capital intensity: Sanjeev and Dimitris highlight how, unlike past tech waves, artificial intelligence requires enormous upfront investment in power and hardware, creating new dynamics for productivity.
- The price of entropy is rising: Markets are not efficient at pricing climate and geopolitical shocks. According to Dimitris, policy consistency and better externality pricing are essential to building resilience.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
From crop yields to power grids to shipping routes, weather is no longer background noise. It’s reshaping how companies manage risk, plan operations, and capture opportunity. In this episode, Sanjeev Krishnan talks with Cristina Rohr, Bala Nagarajan, and Kate Danaher about how shifting weather patterns are impacting food supply, energy markets, and global trade and how we’re moving from a reactive damage control model to proactive resilience with better sensors, more comprehensive data, and AI-powered forecasting. The discussion makes clear that bringing together insights from agriculture, energy, and oceans can help us build smarter, more integrated weather solutions that strengthen resilience and improve our ability to adapt to a more volatile future.
Key takeaways:
- Weather is now a business variable: The panelists stressed that extreme events and shifting patterns are directly shaping earnings, asset values, and supply chains. Weather has become a factor that business leaders must actively monitor and plan for.
- Oceans are the planet’s climate regulator and a growing source of risk: Kate highlighted that oceans absorb 90% of excess atmospheric heat and 30% of CO2, buffering the planet’s climate. But as the ocean warms and its chemistry shifts, the impacts cascade through ecosystems, weather systems, and industries.
- Agriculture, energy, and oceans are highly exposed to weather volatility: Cristina noted how droughts, floods, and heat waves disrupt yields and drive commodity prices higher. Bala explained how both energy demand and supply are weather-dependent. And Kate underscored how shifting weather alters global shipping patterns.
- Smarter data and cross-sector innovation build resilience: From AI-driven forecasting to hyperlocal sensors and parametric insurance, the panelists highlighted how innovation is helping businesses move from reactive damage control to proactive adaptation.
- Better forecasting presents a major opportunity: The conversation highlighted that current models are still limited, particularly when it comes to seasonal or long-term predictions. Advances in AI, data collection, and private-sector innovation could transform forecasting into a powerful tool for business planning, allowing companies not just to brace for disruption but to successfully weather the storm.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this episode, Parag Khanna, founder and CEO of AlphaGeo and a leading geopolitical thinker, joins S2G managing partner Sanjeev Krishnan for an expansive conversation about the structural forces reshaping our world. Drawing on decades of research and first-hand experience, Parag explores how geopolitics is not an aberrational disruption but a constant, foundational reality shaping markets, supply chains, and investment strategies. Sanjeev and Parag discuss why regionalization is accelerating while globalization is far from dead, and how shifting demographics, climate volatility, and affordable housing are becoming defining challenges for companies and governments. They dive into how values are becoming more horizontal across generations, the rise of technocratic governance, and the imperative of mobility of goods, resources, and people as a driver of resilience. This episode arms business leaders with a timely and clear-eyed geopolitical analysis to help them navigate complexity and position themselves for long-term adaptation.
Key takeaways:
1. Geopolitics Is Structural, Not Cyclical: Parag emphasizes that geopolitical shifts aren’t temporary shocks. They are enduring forces that shape supply chains, capital flows, and business strategy. Leaders should integrate geopolitics into core planning, not treat it as a side risk.
2. Regionalism Is Rising, Globalization Is Evolving: According to Parag, the world is organizing into regional trade blocs, but digital services and cross-border alliances ensure globalization continues in new forms. Success will depend on balancing both.
3. Horizontal Values Are Driving Global Culture: Studies are showing that younger generations increasingly derive values from peers rather than inherited traditions, emphasizing connectivity, sustainability, and mobility.
4. Technocratic Leadership Is Gaining Ground: Parag notes that around the world, voters are showing a growing preference for leaders who prioritize efficiency, modernization, and evidence-based governance, an important signal for investors assessing policy environments.
5. Physical Mobility Is Essential to Economic Mobility: Parag underscores that enabling physical and social mobility is key to long-term economic opportunity, whether through climate-resilient geographies, affordable housing models, or circular cities.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
When it comes to the future of protein, the stakes are pretty high. Protein sits at the center of the global food challenge, and innovating how we produce it is the key to sustainably feeding a growing population. Protein is also a massive, fast-evolving market where innovation and adaptation will drive the next wave of value creation. In our first “the seams” style episode of this season, S2G managing directors Matt Walker (Food & Ag), and Larsen Mettler (oceans), join Chuck Templeton to unpack the forces reshaping global protein production and consumption. They discuss surging demand, especially in seafood and poultry, structural supply chain risks from climate change and disease to cold-chain bottlenecks, and the opportunities in feed innovation, aquaculture, and plant-based and cultivated proteins. Drawing on cross-sector learnings from livestock breeding to AI-driven tools and full product utilization, Matt and Larsen share their visions for an abundant protein future where diverse systems work together to create a more resilient food supply chain.
Key takeaways:
1. Protein Demand Is Rising and Shifting: Larsen and Matt point out that global demand for protein is projected to grow 70% by 2050. In the U.S., growth is flattening, but consumption is shifting toward poultry as an affordable and efficient option.
2. Supply Chains Are Under Increasing Pressure: Larsen speaks about how climate change, disease, and geopolitical shifts are exposing weak points in protein supply chains, from concentrated production to limited cold-chain infrastructure.
3. Feed Innovation Is Critical for Sustainability: Matt and Larsen share how new approaches, from algae-based oils to insect proteins, upcycling invasive species, and improving protein content of feed crops, are redefining how animals and fish are fed, reducing pressure on ecosystems.
4. Alternative Proteins Are Hitting Their Stride: Plant-based meat experienced hype but struggled with repeat customers. Now, companies are focusing on clean-label plant foods and hybrid approaches blending cultivated and plant-based products.
5. Cross-Sector Collaboration Is Accelerating Innovation: Advances honed over decades in livestock, like better feed efficiency and stronger disease resistance, are now being applied in aquaculture. At the same time, cultivated meat and seafood companies are joining forces on regulatory approvals, while innovations in AI, feed, and full-product utilization are crossing sectors to build a more resilient and circular protein system.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this “The Experts” episode, Sanjeev Krishnan sits down with Damien Ma, founder of MacroPolo, to explore how China’s evolution from a manufacturing hub to a tech and industrial powerhouse may reshape global markets. They trace the arc from pre-Olympic optimism to today’s era of strategic competition, unpacking how China leveraged industrial policy, second mover advantage, and massive infrastructure investments to rapidly advance and sometimes leapfrog in critical sectors like AI, clean energy, and manufacturing. Damien offers an insider perspective on how China’s internal motivations around resource constraints, climate risk, and a desire for regional dominance are shaping its global posture. The conversation also dives into how entrepreneurs and investors in food, energy, and oceans should be thinking about the strategic implications of China’s rise when shaping long-term innovation and investment strategies. In the age of adaptation, a clear understanding of China’s evolution and current strategy is key to navigating today’s rapidly shifting geopolitical landscape.
Key takeaways:
1. From Optimism to Assertiveness Post-2008: Damien shares how the 2008 financial crisis marked a turning point in how China viewed the U.S., shifting from admiration to skepticism and how this disillusionment fueled a more self-confident and assertive Chinese economic strategy.
2. China’s Real Advantage is Scale, Not Cost: Damien explains that China’s edge today isn't cheap labor but scaled manufacturing, supply chain clustering, and a massive pool of skilled technicians.
3. Leapfrogging Legacy Systems: Rather than compete in outdated tech ecosystems, China has repeatedly skipped ahead, failing in 3G but dominating 5G and bypassing credit cards to go fully mobile with QR codes. This second-mover strategy has allowed rapid dominance in key sectors.
4. China’s Role in Global Inputs and Deflation: From driving soy demand to dominating the market with low-cost EVs and solar panels, Sanjeev and Damien highlight how China is a central force in global pricing and supply dynamics.
5. Underwriting China Is Now a Strategic Imperative Investors in food, energy, and infrastructure must consider China as a driving force behind global market dynamics. As Damien notes, ignoring China’s capacity, policy shifts, and export strategy could mean missing key market signals.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this “The Pitch” style episode we dive into how Urbint is transforming utility resilience with AI-powered solutions for storm response, damage prevention, and worker safety. Founder and CEO Corey Capasso joins S2G’s Chuck Templeton and Bala Nagarajan to discuss why utilities, which are facing numerous challenges from aging infrastructure to extreme weather and workforce turnover, need smarter, faster, and more adaptable solutions. They explore how Urbint is helping utilities move beyond phone calls and spreadsheets, equipping them with granular and actionable risk assessment and powerful emergency response tools that save lives and keep the lights on. They discuss why Urbint is a “painkiller, not a vitamin” for the utility sector and why the company is in line with S2G’s climate adaptation thesis. Urbint is proving that operational resilience isn’t just a nice-to-have but is a core driver of long-term viability and value in a rapidly changing utility landscape.
Key takeaways:
- Adaptation is Becoming a Utility Imperative: With increasing storm frequency, aging infrastructure, and workforce shortages, utilities urgently need solutions that help them respond faster and operate more safely.
- AI is Unlocking Real-Time Precision Risk Assessment: Corey shares that by transforming weather forecasts into actionable intelligence and enabling utilities to pre-stage work crews and resources, Urbint’s AI-powered product suite can reduce outage times, prevent accidents, and enhance worker and public safety.
- Centering Relationships and Impact Communication: Despite the utility sector being a tough industry for a software company to break into, Bala and Corey underscore the value of deep industry ties, a clear impact narrative, and solutions that directly address utilities’ top priorities—worker safety, uptime, and storm readiness.
- Multi-Product Strategies Can Drive Speed and Scale By offering three distinct but complementary solutions, damage prevention, storm response, and worker safety, Urbint has been able to accelerate adoption across departments and reduce friction in large organizations.
- Resiliency as a Strategic Advantage: As regulators and stakeholders increasingly tie utility performance to response times, outage metrics, and safety outcomes, Bala and Corey share how Urbint can offer a competitive edge and help utilities not just survive, but thrive in an age of climate volatility.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this episode of the S2G Podcast, Sanjeev Krishnan, Managing Partner at S2G, chats with Tonya Bakritzes, CMO at S2G, about why we’ve entered the Age of Adaptation—an era defined by volatility and disruption as well as immense opportunity.
From climate change and AI to geopolitical shifts and rising capital costs, Sanjeev breaks down the four forces reshaping markets and what it will take to build companies that don’t just survive, but thrive in this environment. In this conversation, we explore why resilience is no longer a vague concept but a measurable, investable opportunity, the need to price climate volatility into capital markets, the battery demand that comes with the rise of AI, and the delicate balance between supply chain sovereignty and dependence on Chinese manufacturing. If you want to understand the forces reshaping our world and how to build and invest in businesses that can thrive, not just survive, in this era of volatility, this episode is a must-listen.
Key takeaways:
- Adaptation is Investable: Adaptation is no longer just about risk management—it’s a growth opportunity. Sanjeev explains why investing in resilience can deliver market-rate returns.
- Four Forces are Reshaping the Market: AI, geopolitical shifts, a changing monetary regime, and climate volatility are rewriting the playbook for businesses and investors. Understanding these forces is essential to navigating today’s rapidly evolving landscape.
- AI’s Dual Role in Productivity and Power Demand: AI is both a transformative tool and a driver of major new energy and battery needs. Sanjeev explores why AI will accelerate automation but also place huge demands on power infrastructure and critical minerals.
- A U.S.-China Decoupling Will Be Expensive: Reshoring mission-critical manufacturing will take massive investment and could drive inflation. Sanjeev challenges us to think about what we really need to build domestically and who will bear the cost.
- Anti-Fragile Businesses Will Win: Sanjeev emphasizes that companies that are built to absorb shocks, whether geopolitical, economic, or climate-related, will not just survive but potentially outperform.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this episode, Dan Ripma, Vice President on the food and agriculture team at S2G, sits down with Dr. Jeff Bland, biochemist, entrepreneur, and educator who is also widely regarded as the “father of functional medicine,” to explore the past, present, and future of the medical industry. Jeff shares his five-decade journey, from pioneering vitamin E research and leading Metagenics to launching the Institute for Functional Medicine and, most recently, Big Bold Health. He reflects on the limitations of a disease-centric system and the urgent need to prioritize function, resilience, and holistic thinking. Jeff also unpacks why the immune system may be the key to health and longevity and how new technologies are making personalized, preventative care more scalable than ever. Beyond being full of unique insights into the evolution of modern medicine and healthcare, this conversation is a crash course in spotting inflection points and taking the long view when it comes to innovation and systems change.
Key Takeaways:
- The Era of Preventative Medicine Is Here: Jeff shows how a system focused on predictive prevention—not just reactive care—is opening the door to a wave of new business models in diagnostics, therapeutics, and food.
- Technology Advancements and Data Will Be a Major Unlock: Jeff highlights how advances in technology are making personalized medical assessments more accessible and affordable—allowing us to analyze more data at lower costs. This shift is making personalized health not only scalable, but also investable. And with robust data, functional medicine has a path to becoming reimbursable.
- The Immune System as the Next Frontier: Jeff emphasizes that immune system resilience, not just defense, is central to long-term health and longevity. His newest endeavor, Big Bold Health, is focused on immune system rejuvenation through nutrition.
- Skating to the Puck: Jeff’s career is a powerful example of anticipating where an industry is headed—often years ahead of mainstream acceptance—and having the courage to meet the future before it's fully arrived, even when the ideas seem controversial or unconventional.
- Focusing on Systems instead of Symptoms: A key theme in Jeff’s work is shifting from treating isolated symptoms to understanding the interconnected systems that drive health. By addressing root causes, functional medicine offers a more holistic and sustainable approach to well-being.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
If you are a business leader trying to get past AI chatter and buzzwords, this episode will help you cut through the noise. Chuck Templeton sits down with longtime friend and generative AI strategist Justin Massa for one of our most actionable conversations to date. Whether you’re trying to figure out what AI means for your business or frustrated by AI tools that don’t deliver, Justin offers clarifying frameworks, real-world case studies, and an accessible perspective on how business leaders can integrate generative AI to drive real, tangible value. In this episode, Chuck and Justin cover a wide range of topics from how to think about “the jagged frontier” of AI capabilities, when to use a frontier model versus AI products, how the technology will shape companies and industries, when AI agents might come into play, and how to transform your AI strategy from ad hoc experimentation to holistic transformation. This episode is packed with insights for anyone trying to navigate the tension between risk, opportunity, and speed in an increasingly AI-driven world.
Key Takeaways:
- The Jagged Frontier: Justin introduces the concept of the jagged frontier, where AI outperforms in some tasks but fails in others, and its capabilities are continuously in flux.
- CEOs Should Lead the Charge: According to Justin, CEOs must be direct users of AI tools. Think of learning AI like learning to ride a bike: no amount of theory substitutes for falling, getting back up, and finally figuring it out.
- Frameworks for Implementation: Justin outlines three paths to integrating AI: as a technique (low lift), a jig (a custom-built tool for a specific job), or a tool (enterprise software, larger investment). Each has a different speed, cost, and return profile.
- AI Ethics: According to Justin, there are three layers of ethics and governance when it comes to AI: creation, operation, and application. The application level in particular demands an ethics and governance policy that is constantly evolving.
- AI Won’t Replace Your Team–But it Will Reshape How They Work: Justin shares that companies like Red Antler are already seeing employees “buy back” large percentages of their time using generative AI, and reinvesting it into creative, strategic work.
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This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this “The Experts” episode, Chuck Templeton sits down with Ayana Elizabeth Johnson, marine biologist, policy expert, author, and climate visionary. They discuss Ayana’s most recent book What If We Get It Right: Visions of Climate Futures, which uses a blend of interviews, essays, and art to imagine a world where climate solutions lead to healthier ecosystems and thriving communities. In this episode, Ayana challenges us to reframe climate action as an opportunity rather than a burden and emphasizes that focusing on what’s possible can inspire more people to get involved. Using strategies like a climate Venn diagram, or breaking down jargon to find common ground, Ayana shares how anyone can find their place in climate work and bring others into the fold. At the end of the episode, we hear from a few of our entrepreneurs about their visions for the future and how they think about centering themselves in their own climate Venn diagrams. Climate work can be challenging, but Ayana’s refreshing perspective makes it feel not just possible, but deeply motivating.
Key Topics:
- Climate Action as an Opportunity: Ayana emphasizes the importance of focusing on the potential gains of climate solutions, like cleaner air, healthier communities, and better jobs, rather than the sacrifices involved. This positive framing can inspire broader support and faster adoption.
- Crafting a Climate Venn Diagram: Ayana introduces the Climate Venn Diagram as a strategic tool to help individuals align their skills, passions, and climate needs. This tool can help ensure that efforts are both impactful and personally fulfilling.
- The Power of Local Engagement: Rather than waiting for federal policies, Ayana advocates for grassroots action. Whether it's attending town meetings or influencing planning, so many important things happen on the local level and community involvement can build momentum for larger systemic shifts.
- Reframing Issues: Ayana emphasizes that using clear, relatable language helps build consensus and makes solutions more accessible to everyone, regardless of background or expertise.
- Action Instead of Hope: Ayana argues that it's not about being optimistic – it’s about recognizing that we have the solutions and we just need to find ways to implement them.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this episode of the S2G podcast, Chuck Templeton sits down with Jordan Schenck, the newly appointed CEO of Flashfood, to discuss the company’s triple-bottom-line solution to a massive problem: food waste. Flashfood is flipping the script on grocery store surplus by turning what would have been fodder for landfills into affordable, high-quality meals for customers–all while boosting retailer foot traffic and revenue. Jordan shares how Flashfood is harnessing data to build strong customer relationships, honing in on messaging, and gearing up for growth. If you’re looking for a masterclass in transforming challenges into opportunities and designing solutions that work better for people and the planet, this episode is packed with food for thought.
Key Topics:
- Data as a Competitive Edge: As Flashfood continues to build out the platform’s real-time data collection capabilities, it can offer retailers valuable, actionable insights into shopper behavior and product demand.
- Building Brand Loyalty: Flashfood's model doesn't just move surplus food—it builds deeper customer loyalty by offering value and sustainability. Shoppers using Flashfood visit stores more frequently, making it a revenue-driving tool rather than just a sustainability effort.
- Keeping Up with Consumer Expectations: No matter how much shoppers care about sustainability, they expect convenience. Flashfood addresses this by making it easy for consumers to purchase discounted items via a simple app, helping retailers meet evolving demands while also enhancing their brand image.
- Flexibility for Retailers: Flashfood's platform integrates into existing store workflows, making it easy for grocery employees to list surplus items quickly. This operational simplicity is crucial for scaling the solution across retail environments.
- The Human Element: Beyond reducing food waste, Flashfood’s platform makes groceries more affordable, especially for low-income families—an aspect that resonates with both customers and retailers.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
Over the last three decades in the natural foods business, Seth Goldman has launched category-defining brands, navigated major acquisitions, scaled mission-driven supply chains, and brewed a whole lot of tea. In this “The Experts” episode, Chuck sits down with the founder of Honest Tea, PLNT Burger, Eat the Change, and Just Ice Tea to discuss what it takes to build a values-driven company in a crowded, ever-evolving food landscape. From label confusion to regenerative agriculture, navigating evolving food trends, simplifying product messaging, staying resilient through market shifts, and determining the right exit strategy, Seth unpacks the challenges and opportunities for brands that aim to both do good and taste great. Whether you're building a brand, a team, or a category, this episode is full of practical wisdom and entrepreneurial fuel.
Key Topics:
- Start Small, Then Break It Down: Seth started Honest Tea without any experience in the beverage industry. What made it possible, he says, was breaking it into simple steps. Sometimes just doing the next thing can be more powerful than a grand plan.
- Trust Is Your Brand’s Most Valuable Currency: Seth believes that food brands have the most intimate relationship with consumers—people literally put your product in their bodies. That’s why trust, earned through transparency and third-party validation, is at the center of every brand he builds.
- Mission Is Important, But So Is Fun: Mission is central to Seth’s work, but he also emphasizes that not everything has to be heavy. Whether it’s a video of him leaping over a Target store or playful packaging, bringing in levity helps create a more approachable brand.
- The Supply Chain Is Part of the Brand Story: Seth spends time in tea farms, not just to check boxes but to build real relationships and understand the human impact. He shares how a computer center in India or a worm farm in Mozambique becomes part of the story—even if it’s not printed on the label.
- Exits Are Choices: Seth stayed involved with Honest Tea for 11 years after the Coca-Cola acquisition. He reminds founders to ask themselves what success really looks like and to be careful about selling if they’re already doing what they love.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
To kick off Season Two and introduce one of our new formats—The Pitch—Chuck Templeton sat down with Coulter Lewis, founder and CEO of Sunday, just in time for spring. Sunday is on a mission to help yard owners around the country reconnect with their little patch of earth through smarter, safer lawn care. If you’ve ever stood paralyzed in the garden aisle, unsure of what to buy or how to apply those bags of soil and fertilizer, you’re not alone—and many of those traditional products are loaded with synthetic chemicals at concentrations up to five times higher than what’s used on industrial farms. Sunday flips the script by creating custom lawn plans based on your unique soil, location, and climate, delivering easy-to-use, toxin-free products right to your door. Coulter believes lawn care shouldn’t be confusing or chemical-laden—it should be empowering, enjoyable, and safe for your family, pets, and planet. Chuck also spoke with Matt Walker, Managing Director on S2G's Food & Agriculture team, to discuss Sunday's business model and what he likes about the company.
Key Topics:
- The Problem: Home lawns make up one of the largest cultivated landscapes in the U.S., yet they’re managed with outdated, chemical-heavy practices that far exceed even industrial agriculture in pesticide use.
- Product Market Fit: Sunday identified a major gap between modern consumer values and outdated, chemical-heavy lawn care practices. By simplifying the experience and empowering everyday homeowners with accessible, science-based products, Sunday gave people the tools to align their environmental values with how they care for their own backyard.
- The Solution: Sunday creates customized, data-driven lawn care plans that are easy to follow and free from toxic chemicals. By analyzing each customer’s property, climate, and soil—and delivering tailored, effective products directly to their door—Sunday empowers people to confidently care for their lawns in a way that’s healthier for their families, their land, and the planet.
- Go To Market Strategy: Sunday offers a subscription-based lawn care solution that delivers personalized, ongoing support tailored to their property. While direct-to-consumer remains the core channel, Sunday is expanding through retail partnerships and professional service providers, making their data-driven, environmentally responsible products accessible wherever and however people care for their lawns.
- The Impact: Sunday is transforming lawn care at scale—reducing millions of pounds of synthetic inputs and conserving water. Beyond the environmental benefits, Sunday empowers users to reconnect with their land, drives consumer-level climate action,
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
Welcome back to the S2G Podcast! The podcast will still feature in-depth insights into the food and agriculture, oceans, and energy sectors but with a fresh twist.
This season, we're serving up three different formats: The Pitch, The Experts, and The Seams.
In “The Pitch,” we'll interview company leaders, focusing on their pitch to customers. You’ll get insights into how these guests have scaled their businesses by solving a distinct pain point and designing a unique value proposition that resonates with customers.
“ The Experts” will feature conversations with experts who will share in-depth knowledge on the topics relevant to our work.
Last but not least, we have “The Seams,” where we'll focus on important intersections between industries, markets, and people driving system-wide change. We’ll explore how working at the seams of stakeholders, systems, and markets can help us identify scalable solutions, pinpoint risks and mitigants that may otherwise be overlooked, and create value-added partnerships.
The first episode drops on April 17th! Tune in wherever you listen to podcasts.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
If you are a retailer, CPG company, entrepreneur, investor, or just interested in the natural food space, we have a sugar-free, plant-based, adaptogen-rich, protein-packed treat for you. For our final episode of the season, we're excited to bring you a panel discussion from a webinar put on by Naturally Chicago, an organization doing amazing work to bring together the natural products sector through events, resources, and industry insights. The conversation featured panelists from SPINS, a company that helps brands, retailers, and their partners understand product data and shopper values to improve product innovation, and KeHE, a national food distributor focusing on organic, natural, fresh, and specialty products. The discussion was a very data-driven analysis of the natural products industry, which, as panelists pointed out, is seeing growth across metrics. The sector is expected to hit almost $320 billion this year and to grow at a rate of 5 percent annually over the next few years. The panel explored some of the most exciting growth areas in the sector and how CPG companies and retailers can capitalize on this momentum. We also hear from Chuck Templeton about some of his reflections on the natural food space and where he sees these trends going.
Key Topics:
- The Growth of the Natural Food Industry: The panelists discuss how demand for natural food products continues to grow. Consumers, especially Millennials and Gen Z, are more knowledgeable about how food choices impact wellness and want to take ownership of their health and incorporate functional foods into their diets.
- Aging Well: As we take a more proactive approach to health, there is a particular focus on how we age. The panelists point to the trend of preventative care and wellness becoming part of consumers’ personal brands.
- The Impact of GLP-1 on Natural Foods: The rise of GLP-1 is demonstrating how interconnected medicine and the food industry can be. The panelists discuss that as GLP-1s become increasingly prevalent, food companies will have to adapt to shifting dietary demands and needs as a result of these drugs.
- The Role of Sustainability in Product Development: The panelists discuss how incorporating sustainability aspects can set natural food brands apart. Chuck shares how he sees sustainability as an even bigger driver for CPGs and retailers than consumers.
- Media of the Moment: The panelists and Chuck talk about the rapidly evolving landscape of media marketing and customer engagement. With the rise of social media, food companies must completely rethink how they reach customers and capitalize on these new opportunities.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
How to describe Sam Kass? He’s a Michelin-star restaurant-trained chef, a White House Senior Policy Advisor, an investor, an author, and that’s just the shortlist. We are always talking about bringing industry-spanning stakeholders together, and when it comes to the food system, Sam has sat at so many of those tables. He brings this holistic perspective grounded in pragmatism and cautious optimism to everything he does–including this wide-ranging, eye-opening conversation. In this episode, Chuck Templeton chats with Sam about his unusual career arc, his moment of nutritional revelation as a young chef, how he went from cooking for the Obamas to a Senior Policy Advisor, the reality check of working in policy, why there is so much opportunity in the food and ag sector, what a Thanksgiving version of a Last Supper might look like, and how we all can make better simple and smart food choices.
Key Topics:
- The Food, Nutrition, and Environment Nexus: Sam highlights how making better food choices can profoundly impact our health and that of the planet. He also offers advice on the decisions that can have the biggest effect on both of those outcomes.
- Working From a Baseline of Reality: For Sam, working in policy was a major awakening as to what it takes to move the needle. It can be easy to critique the system, but to actually change it, you have to root yourself in reality and work from there.
- The Agriculture Opportunity: Sam emphasizes that while the agricultural sector is the second biggest driver of emissions it also has immense capacity to store carbon. This leaves us with an incredible opportunity to make food choices and utilize technologies that turn agriculture from a climate liability into a critical tool.
- The Power of the Eater: According to Sam, making buying decisions based on market attributes sends important market signals both to companies and to policymakers that this is what consumers care about. Even if we don’t have the ability right now to assess every environmental claim a company makes, thoughtful buying decisions are still a key first step.
- How to Make an Informative Thanksgiving Dinner: Sam Shares how we can model a Thanksgiving Dinner around his Last Supper concept, using a meal to highlight foods that are in danger of climate change and foods that can boost climate resilience.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
When the world seems so deeply divided, how can we step across barriers and preconceived notions to build avenues for conversation and collaboration? In this episode, Kaitlin Yarnall, Chief Storytelling Officer at National Geographic, argues that storytelling could hold the key. National Geographic has become synonymous with eye-opening, awe-inspiring, perspective-shifting storytelling. They have been honing the craft for well over a century, telling stories that have helped to alter perceptions, build coalitions, pass legislation, and ignite movements. Kaitlin shares the components for effective storytelling, from the narrative elements to tapping into the right emotions and having a clear understanding of your audience and how to reach them. At S2G, we consider storytelling to be one of the key ingredients for the climate transition. This episode so beautifully illuminates the potential of storytelling and how to tap into its power to move audiences and bring more people into the conversation.
Key Topics:
- Tapping Into Awe Instead of Fear: Kaitlin shares some of the research behind which emotions drive people to action. While fear, shame, and anger can motivate someone to act in the short term, emotions like awe, wonder, and hope can get people to think and act differently in the long term.
- Translating Science to Storytelling: According to Kaitlin, we need to bring characters into science stories, get creative with communicating scale, and maybe even do a little reframing of the scientific method.
- Knowing your audience: As Kaitlin says, “The audience is everything.” It is not enough to say you are creating something “for the public.” We have to have a very clear understanding of who we’re speaking to and what they will relate to.
- Communicating about Climate: Kaitlin has a very simple message for those of us trying to communicate and educate about climate: We have to try harder. Polar bears don’t move everyone. We have to reframe the conversation based on what different communities care about.
- Storytelling Tips and Tricks: Find the visuals, know the audience, and don’t forget the humor.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
What do bioactives, aquaculture operations, and warehouses have in common? They can all be powered by AI. In honor of spooky season, we’re taking you on a cross-sector journey to explore a topic that can sometimes get a scary rep. We recently released a report that identifies use cases for AI across our focus sectors and evaluates the challenges and opportunities to see where AI can drive significant business value and environmental benefits. In this episode, we’ll hear from Vikram Sharma, operating partner at S2G, about the findings from the report and the opportunities for cross-sector collaboration for AI-based technologies. We also speak to some of the entrepreneurs in S2G’s portfolio about how they’re employing AI to discover plant-based bioactives to address specific health outcomes, improve the financial viability and sustainability of aquaculture operations, and make inventory management more efficient, transparent, and safe for workers. Join us as we learn about the applications and opportunities that are getting us pretty excited for the future of this much-talked-about technology.
Key Topics:
- Cross-pollination Opportunities: One of the report's key findings is that entrepreneurs have a tremendous opportunity to share insights and lessons from similar AI use cases across non-competitive sectors.
- Navigating AI Adoption Challenges: Vikram speaks about some of the obstacles facing adoption, such as regulatory hurdles and the energy demands of data centers. He stresses the importance of transparency and data accessibility to fully leverage AI's potential, as well as his conviction that all companies should be exploring how AI could support their businesses.
- Revolutionizing Supply Chains with AI: Jackie Wu from Corvus Robotics details how the company’s autonomous drones are transforming inventory management, performing 10x faster scans, and improving accuracy.
- AI-Powered Discovery Platforms: Lee Chae of Brightseed explains how their AI platform, Forager, is exploring the mysterious world of plants to identify bioactives with specific human health benefits. Forager is helping to reduce the time and cost of getting a novel product to market.
- AI for Resource Management: Matt Zimola of ReelData shares how their AI-powered platform is enabling aquaculture companies to reduce resource-use while optimizing fish growth, helping to bolster an industry that has great potential to provide a critical and sustainable protein source.
Resources:
Thee AI Opportunity: Unlocking Climate Solutions and Productivity in a Volatile World
Please note
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
In this episode, we’re digging into successful strategies for corporate innovation with Audre Kapacinskas, Principal of Corporate Development at S2G, and Ryan Smith, Chief Growth Officer and Executive Vice President at Ajinomoto Health and Nutrition, a multinational food and biotechnology company focused on seasonings. Audre shares five takeaways from over 600 conversations with corporates about driving effective innovation in the face of significant challenges to making the kind of rapid, large-scale progress needed to meet global sustainability commitments. Audre then speaks with Ryan about how Ajinomoto encourages innovation and utilizes the company’s distinct advantages as well as novel business models to position itself for growth. We hope that these conversations can support companies in driving growth while achieving their sustainability objectives and spark broader discussions around effective corporate strategies and how we better convene groups and share best practices.
Key Topics:
- The Importance of People, Structure, and Culture: At a time when CEO turnover is spiking, Audre highlights the importance of having the right people in the right positions to shield teams working on long-term growth initiatives from disruptions. Ryan explains that at Ajinomoto, listening to employees and customers is a key part of the company’s search for innovation.
- The Need for Clear, Strategic Direction: Audre speaks about how having clarity and consensus around strategic objectives can help leaders build trust within their organizations and encourage widespread buy-in.
- Leveraging Distinct Advantages: According to Audre, many companies that innovate successfully do so by taking advantage of their entire organizational structure and expertise. She uses Koch Disruptive Technologies as an example of a company that is proactively sending new products out to its different business units to enable business development opportunities while identifying new technology use cases. Ryan shares that Ajinomoto’s ability to vet startups through its internal processes gives it a leg up in conversations with potential customers.
- Integrating Innovation Initiatives with a Long-Term View: Audre recommends setting up a strategic roadmap and enabling the people within your organization to execute against it. According to Audre, “Once you have a plan and feel good about it, empower it and fund it.”
- Embracing New Business Models: S2G’s Corporate Development team is seeing new business models bolster innovation engines within corporations, and that creative financing and risk management can make companies more willing to experiment. Ryan speaks to Ajinomoto’s effort to
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
Many cities, such as San Francisco and New York, are passing policies to accelerate the transition to electric vehicles. However, one of the biggest challenges to the adoption of EVs is the lack of fast charging stations. Revel, a company formally known for its fleet of rentable electric mopeds, is currently focused on transforming the EV charging landscape in urban areas. In this episode, Chuck Templeton sits down with Revel’s co-founder and CEO, Frank Reig, to explore the company's evolution from electric mopeds to a pioneering urban EV rideshare and fast-charging network, and Revel’s strategy to tackle the chicken-and-egg conundrum of EV adoption by simultaneously expanding its electric rideshare fleet and charging infrastructure. Frank speaks to the complexities of scaling energy infrastructure in cities, the importance of strategic alliances, especially with utilities and policymakers, the need to have a thorough understanding of the market opportunity, and what the future holds for the company.
Key Topics:
- Adapting to Industry Trends: Frank speaks to how Revel’s pivot from electric mopeds to a comprehensive EV rideshare and charging network has enabled them to align with the growing demand for clean energy technologies.
- Seeding a Two-Sided Marketplace: To address the chicken-and-egg problem of electric vehicle adoption, Revel implemented a dual strategy of simultaneously expanding its vehicle fleet and charging infrastructure. Frank shares how this approach can help accelerate adoption rates for EV charging.
- Scaling Energy Infrastructure in Urban Areas: The conversation highlights Revel’s approach to scaling infrastructure despite the inherent challenges to expanding the energy grid. Frank discusses these obstacles and Revel’s approach to tackling them.
- Strategic Partnerships as Growth Catalysts: One key method Revel has used to navigate the complexities of urban energy infrastructure development is forging strategic partnerships with industry stakeholders such as policymakers and utilities. These alliances have been instrumental in expanding their fast-charging network and growing their market presence.
- Strategic Market Positioning: Revel has taken a very targeted approach to market expansion, focusing on high-density regions with greater demand for clean transportation options. By having a nuanced understanding of the market opportunity in different geographies, Frank and the Revel team have been able to focus resources in high-potential locations.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. Chuck Templeton is a Managing Partner at S2G Investments. All Chuck's views, and the views of the guests on this podcast, are solely their opinions and do not necessarily reflect the opinions of S2G. The views expressed herein are opinions based on certain assumptions and subject to change.
For more important information, please see s2ginvestments.com/disclosures.
This week we launched a report called The Climate Finance Relay Race. It explores how asset owners are navigating climate investment and their rationale for their approach. We believe the most impactful and perhaps swiftest approach to designing a fit-for-purpose capital market system is partnership with asset owners. The idea of the “climate finance relay race,” is that the handoff of risk and reward across parties can better enable asset owners to underwrite more productive and less volatile economies.
To complement the report, we are excited to share this conversation between S2G managing partner Sanjeev Krishnan, Regine Clement, CEO of the CREO Syndicate, and Tom Rotherham-Winqvist, Co-founder of Featherlight Capital. They dissect the intricacies of this “relay race," emphasizing the pivotal role of asset owners such as family offices, pensions, and sovereign wealth funds in driving the climate transition. Tom and Regine discuss the challenges facing the asset owners they work with and underscore the urgent need for a robust and adaptive capital market system capable of scaling climate investments from billions to trillions. If you are looking for insight into the asset owner landscape and how it can evolve to better support climate solutions, this episode is for you.
Key Topics:
- Strategic Role of Asset Owners: Tom and Regine discuss the role of different asset owner groups in financing the climate transition and what family offices and institutional investors bring to this effort.
- The intersection of Climate Megatrends and Finance: Asset owners can have an enormous impact on global economic systems, and understanding what they care about is critical to capitalize on emerging opportunities. Tom and Regine discuss the role climate plays in asset owners' investment approaches and what drives those investment decisions.
- Scaling Challenges: The transition from billions to trillions in climate investments presents formidable challenges, requiring innovative financial instruments and collaborative frameworks. Sanjeev, Tom, and Regine explore opportunities to activate that growth in investments.
- Capital Market Adaptation: A robust, fit-for-purpose capital market system is crucial for the effective scaling of climate finance. Tom and Regine share why they believe our capital markets can become fit-for-purpose, the question is, on what time scale and how can we accelerate it?
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
What if we can have it all? According to Katlin Smith, Founder and CEO of Simple Mills, eating in a way that’s healthy for our bodies and the planet shouldn’t be about compromise. In this episode, Katlin takes us through her journey of building a good-for-you food brand that would not only compete in flavor with other health companies but with the status quo. Katlin was pretty green when she started Simple Mills, and, through savvy, sheer determination, and a bit of luck, she figured out how to bootstrap a food business, navigate product development, marketing, and fundraising, hire the right people, and scale the company to what it is today: The number one baking mix, natural cracker, and natural cookie brand. A few years ago, the company also tacked on a bold environmental mission, and they are currently working to support not only their agricultural supply chain in adopting more sustainable practices but the broader ecosystem. If you’re looking to learn the ins and outs of building a food brand, or just hear from a founder who has navigated it all and come out swinging, this episode is for you.
Key Topics:
- Casting a Wide Investor Net: The sheer volume of people Katlin spoke with ended up securing the company their first angel investor. But Katlin also speaks to the importance of being selective about who you take money from and the terms of the investment.
- Prioritizing Product Taste: A key takeaway is the necessity of prioritizing taste in product development. Katlin emphasizes that regardless of health benefits, a product must taste exceptional to succeed.
- The Importance of Hiring Wisely: Establishing a team with diverse and complementary skills is crucial. Katlin's approach to hiring illustrates the benefit of surrounding yourself with individuals with the skills you are looking for and whose strengths balance your own, creating a robust foundation for sustained business growth.
- A Rising Tide Lifts All Boats: The company's dedication to regenerative agriculture showcases a forward-thinking strategy that not only supports environmental health but also enhances long-term supply chain resilience. This commitment illustrates the potential for businesses to drive significant ecological impact and serve as an example to help shift the agricultural sector towards greater sustainability.
- Maintaining a Long-Term Vision: Katlin's commitment throughout her journey to making healthful food mainstream without compromising taste or quality reflects the importance of a long-term vision.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
If you’re looking for insights into developing a go-to-market strategy, this episode is for you. Chuck Templeton sits down with the team at Sentera, a company that uses remote data collection to empower growers and agribusinesses to make real-time decisions to help improve farm profitability. Sentera's CEO Brian Wenngatz and CTO Eric Taipale take us through their journey to launching Aerial WeedScout, which enables the rapid detection of weeds so farmers can reduce herbicide use and maximize equipment efficiency. To launch this product, the team had to understand how they could best use their expertise in aerial imagery and computer vision to improve farm outcomes. Chuck also talked with S2G’s Cristina Rohr about her perspective on the market opportunity for Sentera’s technology. From offering a clear and differentiated value proposition to designing an innovative business model to get the product to farmers at the right price point, there are so many aspects of this conversation that are relevant to entrepreneurs in the world of agtech and beyond.
Key Topics:
- Understanding Core Differentiators: Brian and Eric highlight the importance of understanding the company’s “unfair advantages” to ensure they continue to stand out from the competition and provide the best possible product to farmers.
- Offering a Clear Value Proposition: The team shares what they’ve learned about not only developing a product that addresses both economic and environmental challenges in modern farming but also about how to message those benefits to customers.
- Finding the Right Sales Channel: Sentera determined that working with ag retailers and trusted advisors would generate more traction than going directly to farmers. Strategic partnerships with leading seed, chemical, and equipment companies have been pivotal for Sentera's market penetration and scalability.
- Business Model Innovation: Sentera’s technology offers the opportunity for a no-upfront-cost approach, which addresses financial constraints and risk aversion among farmers, enabling easier adoption of advanced technologies.
- Taking a Systems-Based Approach: Understanding the role their technology can play not only on farms but in the broader stakeholder ecosystem has helped Sentera build partnerships and bring together stakeholders to improve opportunities for scale.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
The rapid growth of reshored manufacturing, AI data centers, industrial decarbonization technologies, and electric vehicles are driving unprecedented demand for electricity. Many of the companies with the greatest energy demands have also committed to net zero emissions targets which will require them to use renewable power sources. While the renewable energy sector has grown tremendously, developing the capacity to meet the energy demand increase will face numerous challenges. In this episode, we’re featuring a panel our S2G Summit in which Frank O’Sullivan, Managing Director of Energy at S2G spoke with Ernie Moniz, Former US Secretary of Energy and current CEO and President of the EFI Foundation, Grant van Rooyen, CEO of Tract, and Ben Pratt, President at Nova Clean Energy. They discuss the broader system needs to fully “close the loop” on clean energy spanning from generation, transmission, and interconnection, to PPA structuring, asset positioning, and beyond.
Key Topics:
- Private Capital Dynamics and Clean Energy Transition: A significant gap exists between available capital and investable opportunities in the clean energy sector. Financing the "missing middle" remains a crucial challenge for translating new technologies into scaled clean energy solutions.
- Overcoming Grid Interconnection Hurdles: The process of grid interconnection for new energy projects poses challenges, with prolonged approval wait times hindering progress. Panelists discuss the need for robust expansion and optimization of physical grid infrastructure to efficiently meet the escalating demand for renewable energy sources.
- Strategic Data Center Development: Panelists make the case that we can’t just put data centers anywhere. Strategic location choices near skilled labor pools and existing infrastructure are essential for successful data center establishment due to their scale and complex demands.
- Navigating the Regulatory Landscape in Energy Markets: Ongoing discourse revolves around the efficacy of regulated versus competitive energy markets in supporting the energy transition journey. Panelists discuss the merits of each system.
- Fostering Long-Term Collaboration for Clean Energy: The panelists discuss that long-term planning spanning a decade or more is essential for utilities and developers to effectively manage the surging demand for clean energy sources. Collaborative efforts involving project stakeholders and utilities are key to building trust and aligning proposals with regulatory frameworks for sustainable energy advancements.
Resources:Video: Frank O'Sullivan and Bala Nagarajan on the Missing Middle
Missing middle paper
Tract
Nova Clean Energy
EFI Foundation
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, S2G’s Managing Partner Sanjeev Krishnan and Jessica Murphy, VP of Community, delve into the key drivers of change within complex sectors like food, agriculture, oceans, and energy. They dissect the critical elements - innovation and business model innovation, community and storytelling, engaging with industry incumbents, and changing capital markets - essential for fostering sustainability and resilience in the global economy. Using conversations from this year’s S2G summit as a jumping-off point, Sanjeev and Jessica discuss the four-ingredient framework, the role each component plays, and the opportunities to bring them together to realize profound systems change.
Key Topics:
- Innovation and Business Model Innovation: Sanjeev stresses the need for innovation and business model innovation to combat volatility and derisk systems while challenging the assumption that these innovations can’t be deflationary.
- Engaging with Industry Incumbents: Collaboration with incumbents will be key to propelling innovations from emerging startups to widespread adoption of new technologies. Leveraging the resources, expertise, and credibility of industry giants can accelerate the pace of transformation and foster industry-wide change.
- Community and Storytelling: The power of storytelling in shaping consumer behaviors and policy landscapes cannot be underestimated. Sanjeev and Jessica share insights from the S2G Summit that underscore the impact of compelling storytelling on both economic values and cultural norms, offering a pathway to drive change through impactful narratives.
- Changing Capital Markets: Sanjeev and Jessica discuss the need to align capital markets with long-term sustainability objectives. By balancing shareholder value with stakeholder resilience, the focus shifts towards creating systems that promote stability, reduce volatility, and amplify positive environmental and social impacts, ensuring a viable future for all stakeholders involved.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, we are sharing a panel on “Nutrition at the Forefront of Health” from the S2G summit. Matt Walker, Managing Director on S2G’s Food & Agriculture team, interviewed Susan Bukata, Professor and Chair of Orthopedic Surgery at the University of California San Diego, Bill Dietz, Director of Research and Policy at the Global Food Institute at George Washington University, and Howard Lossing, former CEO of Cambrooke Therapeutics, about the growing influence and importance of nutrition in the healthcare sector. The panelists discussed the need for more science and data-backed nutrition interventions while also emphasizing the key role that education across stakeholder groups will play in realizing widespread adoption. They draw from their remarkable and lengthy careers in the healthcare sector to provide both optimism and realism to the increasingly popular field of food and nutrition-based health solutions.
Key Topics:
- Integrating Nutrition and Healthcare Strategies: Aligning food and healthcare systems offers economic prospects and improved health outcomes.
- Taking a Data-Driven Approach to Nutrition Interventions: Robust data validation is critical for the successful adoption of nutrition-focused health solutions. However, panelists discuss how not all nutrition-based interventions may require pharma-level studies.
- Balancing Personalized Nutrition and Population Health: Patients tend to see themselves as the medical anomoly but most people are “part of the herd” as Susan Bukata puts it, when it comes to medical issues. Our panelists discuss that while there is potential for personalized medicine to treat people as individuals, many of our greatest healthcare advancements have been in the realm of population health.
- Addressing Nutritional Education Gaps in Medical Training: Limited nutrition education in medical training hampers effective dietary recommendations by healthcare professionals. Overcoming this educational gap is crucial for integrating nutrition seamlessly into standard healthcare practices.
- Collaboration for More Effective Outcomes: Government bodies, healthcare professionals, and industry stakeholders must collaborate to enhance compliance and amplify the impact of nutrition interventions.
Resources:
Global Food Institute
Cambrooke Therapeutics
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, we’re exploring the pivotal role of data to not only protect our ocean but to better leverage its immense potential to foster climate resilience and drive a sustainable marine economy. At the S2G Summit, Larsen Mettler, Oceans Managing Director at S2G, led a panel with Kimberly Mathisen, CEO at Hub Ocean, Justin Manley, Senior Advisor at OceanKind, and Zack Baize, Program Manager at NOAA’s Ocean-Based Climate Resilience Accelerator. The panelists discuss the opportunity to scale data collection technologies, develop new ownership frameworks, and integrate diverse data streams. As we continue to gather more ocean data than ever before, it will take great creativity and collaboration to figure out how to harness it effectively. This conversation offers valuable perspectives for anyone navigating the ocean intelligence and investment landscape.
Key Topics:
- Unlocking Ocean Data's Potential: With a vast portion of the ocean still unexplored, leveraging comprehensive ocean data is key to advancing climate predictions, optimizing marine resource management, and enhancing global trade efficiencies.
- Technological Innovations Reshaping Data Collection: Technological advancements like low-cost sensors, autonomous vehicles, and satellite imaging are revolutionizing ocean data collection. These innovations are not only reducing costs but also increasing the accessibility of real-time data crucial for informed decision-making in marine environments.
- Growing Demand for Different Types of Data: Increasing interest in technologies such as marine carbon dioxide removal, biodiversity monitoring, and blue biotechnology is driving the demand for different kinds of ocean data.
- Breaking Down Data Silos: From tax credits to data buys and awarding bids to projects that incorporate data sharing, the discussion explores the opportunities to incentivize and foster data sharing among private entities
- Data Integration Challenges and Solutions: The conversation covers the complexities surrounding the integration of diverse data types, from physical samples to electronic measurements. Initiatives like Hub Ocean aim to standardize and aggregate varied data sources, enabling easier access and utilization for scientific and commercial applications.
Resources:
Hub OceanOcean KindNOAA Ocean-Based Climate Resilience Accelerator
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode we are sharing a panel from the S2G summit moderated by Kate Danaher, Oceans Managing Director at S2G. Jason Giffen from the Port of San Diego, Ingrid Irigoyen from the Aspen Institute, and David Millar of Fugro discuss the current efforts underway to decarbonize the industry and what it will ultimately take to get us there. Solutions discussed range from green methanol to electrification and innovative business models. The panelists also share their perspectives on current and future decarbonization drivers, from regulations to corporate responsibility, market demand, and first-mover action. It’s a fascinating conversation about how collaborative endeavors and visionary solutions are working to decarbonize an extremely complex and behind-the-scenes industry.
Key Topics:
- The Importance of Maritime Decarbonization: Responsible for three percent of greenhouse gas emissions, the maritime industry has a major role to play in the global decarbonization effort.
- Regulatory Evolution and Market Response: The maritime industry faces dual pressures from evolving regulatory standards and market dynamics, propelling a shift towards decarbonization.
- Innovative Business Models Driving Transformation: Innovative business models like the Zero Emission Maritime Buyers Alliance are fostering market demand for zero-emission shipping which will enable the rest of the supply chain to transition confidently.
- Near and Longer-Term Innovation: While e-fuels are highly anticipated, they will take time to scale. Other green fuel choices, such as methanol, and other types of technologies, such as port electrification, can provide more immediate decarbonization solutions.
- Collaboration for Collective Impact: The intricate nature of maritime decarbonization necessitates a collaborative ecosystem involving diverse stakeholders—from ship owners to regulators and local communities. Effective community engagement is necessary to propel the adoption of technologies and encourage infrastructural shifts.
Resources:
Port of San Diego
Fugro
Zero Emission Maritime Buyers Alliance
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, Chuck Templeton sits down with Jason Wellcome and Mike Bruno, advisors at Play Bigger, to discuss the methodology behind category design. The discussion unpacks how companies can shift their thinking from making better products to forging entirely new market categories, drawing on illustrative examples like Qualtrics' evolution from survey tools to an experience management platform. Jason and Mike delve into the strategies that enable businesses to identify unique problems, achieve "Category King" status, and ultimately drive unprecedented growth and market leadership. This episode offers valuable perspectives for investors and entrepreneurs keen on leveraging category design to secure a competitive edge.
Key Topics:
- Problem Identification: The Play Bigger team emphasizes the importance of pinpointing unique, high-impact problems that consumers often overlook. This critical step lays the foundation for creating a new market category, setting leaders apart from competitors focused merely on iterative improvements.
- Creating a Category Blueprint: Establishing a new category necessitates a detailed blueprint that ensures both customers and competitors grasp the full scope and transformative potential of the new category, fostering wider market adoption.
- The Advantages of Category Leadership: Leading a new market category offers substantial economic benefits, with "Category Kings" capturing up to 76% of the category's total value.
- Inventing a Taxonomy: Effective category design involves crafting a distinct language and taxonomy. This effort not only differentiates the new category but also educates the market.
- Iterative Validation and Organizational Alignment: The journey of category design is iterative, requiring ongoing validation and alignment within the organization. By engaging leadership and synchronizing efforts across all departments, companies can ensure cohesive execution and maximize their chances of achieving market success.
Resources:
Play Bigger
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, Rishad Tobaccowala, former Chief Growth Officer at Publicis Groupe, and current author, speaker, advisor, and host of the What Next? podcast, offers an incisive look into the evolving nexus of technology and human capital shaping the future of work. Rishad discusses the critical importance of rethinking workplace design and integrating new technologies into workflows to drive growth. He also provides actionable strategies to leverage advancements in AI and enhance employee engagement to ensure companies remain competitive in the face of tomorrow’s challenges. This episode is a must-listen for leaders seeking to scale their companies effectively while navigating the dynamic shifts in work environments and trends.
Key Topics:
- The Major Shifts in Work Motivators: Rishad explains how we went from looking for money, fame, and power out of our jobs, to desiring purpose, values, and connections and then eventually freedom, story, and growth.
- Trends Shaping the Future of Work: Rishad explores the trends that leaders must keep top of mind to ensure their companies are prepared for a rapidly evolving future. These include changing demographics, power shifts, mind shifts, and technological shifts.
- Cultivating a Culture of Change and Innovation: According to Rishad, the strategic importance of fostering an environment conducive to change and innovation cannot be overstated. For investors and entrepreneurs, embedding this type of culture within their startups or established enterprises is key to navigating future uncertainties.
- Leveraging AI as a Catalyst for Comprehensive Engagement: AI's role transcends operational efficiencies, emerging as a crucial catalyst for enriching employee engagement. Rishad advocates for greater integration of AI to foster an environment of heightened productivity and employee satisfaction.
- Adaptive Leadership for Resilient Workplaces: Throughout the conversation, Rishad encourages leaders to remain agile and forward-looking amidst rapid changes in work environments. By thinking critically about workplace design, employee engagement, and technological integration, leaders can forge paths that not only adapt to but anticipate future trends.
Resources:
What Next with Rishad Tobaccowala
Restoring the Soul of Business: Staying Human in the Age of Data
Rishad’s substack
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, Chuck Templeton is joined by Nikhil Arora and Alejandro Velez, co-founders of Back to the Roots, a company that's redefining what it means to be a home gardener. Starting from an unconventional college experiment using coffee grounds to grow mushrooms, their venture has grown into the only end-to-end organic gardening brand, helping to ignite a new generation of sustainability-minded gardeners who are looking for a more rooted relationship with their food. The duo discusses the significance of deep customer understanding, the art of pivoting in response to challenges, and the non-negotiable commitment to sustainability and transparency that has defined their brand. This discussion offers a realistic look at building a mission-driven business, the challenges encountered, and the perseverance required to stay true to one's values in the competitive retail landscape.
Key Topics:
- Sustainable Innovation as a Market Differentiator: Back to the Roots exemplifies how sustainability can be a viable market strategy that resonates deeply with consumers. Their commitment to peat-free soil and packaging from 100% post-consumer recycled plastic not only sets new industry standards but also appeals to a new generation of gardeners, showcasing the potential for similar innovation-driven growth across various sectors.
- Compounding Relationships Fuel Growth: The episode highlights how the strategic nurturing of relationships—with suppliers, retailers, and team members—can serve as a catalyst for rapid growth and market penetration.
- The Power of Simplified Consumer Offerings: By focusing on simplicity in their product line, Back to the Roots has successfully created an end-to-end gardening solution that removes barriers to entry for new gardeners. This lesson in product development stresses the value of consumer-centric design and simplification in fostering user engagement and loyalty.
- Navigating Entrepreneurial Challenges with a Strong Foundational Partnership: The enduring co-founder relationship at the heart of Back to the Roots provides a blueprint for entrepreneurial resilience. A shared vision and complementary skill sets are critical when facing challenges, making strategic pivots, and achieving sustained profitability.
- Aligning Business Goals with Broader Missions: Staying true to their North Star has enabled Back to the Roots to weather challenges and continuously adapt to get to where they are today. A clear and compelling mission can guide decision-making, inspire innovation, and attract like-minded customers and partners.
Resources:
Where to find Back to the Roots products and seed packets
Back to the Roots on How I Built This with Guy Roz
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, Sanjeev Krishnan, co-founder and managing partner of S2G Ventures, takes us through his career path from investing in telecom in emerging markets to building out a life sciences investment group at the IFC, the early days of energy environmental investing, his decision to hone in on food and agriculture, and finally to his journey with S2G. Sanjeev shares learnings critical for anyone investing or innovating in tough tech sectors, including his framework for using capital markets to transform industries, his approach to systems thinking, and his perspectives on the power of specialization and the importance of bringing value beyond capital. From his wealth of experiences to the Sanjeevisms that have permeated our vernacular, Sanjeev has been a spirited and thoughtful leader since day one at S2G, and we are excited to share this conversation with you.
Key Topics:
- Specialization: Sanjeev underscores his belief in the importance of industry specialization. By deeply understanding the nuances of a specific sector, he believes investors and entrepreneurs can uncover unique opportunities for innovation and growth.
- Innovative Business Models: Sanjeev shares examples from his past that illustrate how rethinking traditional ways of doing business can lead to profitable ventures that also contribute positively to people's lives and the planet.
- Capital Markets: Sanjeev advocates for a capital market system tailored to the unique financial needs of sectors undergoing significant changes.
- Consumer Demand: The rising influence of Millennials and Gen Z consumers, who prioritize sustainability and social impact, creates a growing demand for aligned products and services. Sanjeev discusses his perspective that aligning company values with those of conscious consumers can drive substantial market growth.
- Systems Thinking: Sanjeev discusses how the interconnectedness of various sectors presents unique challenges and opportunities for innovation. Systems thinking, which focuses on the 'seams' between sectors, encourages a holistic view of industries, where understanding the broader ecosystem and leveraging partnerships can lead to groundbreaking solutions.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, we dive into the entrepreneur and investor journey that has led to the first EPA-approved RNA crop protection product and created a paradigm shift for the industry. Chuck Templeton chats with both GreenLight Biosciences CEO Andrey Zarur and S2G Managing Director Matt Walker, who has been working with Andrey and the GreenLight team for many years, about the company’s journey from defining a pressing need to designing a solution and bringing their first product in the market. There are so many hurdles to establishing a new product category, from developing the technology to working through long regulatory processes and then finally getting customers to adopt a novel product. This conversation is a great listen for anyone working to create or invest in category-defining technologies.
Key Takeaways:
- Identifying a Genuine Problem: Entrepreneurs often fall into the trap of creating solutions in search of problems. GreenLight’s trajectory underscores the importance of starting with a specific, pressing issue and designing targeted solutions.
- Understanding Your Customer Base: Success in any industry hinges on an entrepreneur's ability to comprehend the needs, challenges, and preferences of their customers. GreenLight’s commitment to listening and adapting to feedback from farmers was pivotal in refining its products for successful adoption.
- Navigating Regulatory Landscapes: Investors and entrepreneurs alike must account for the time and uncertainty inherent in obtaining regulatory approvals. Andrey shares how engaging with regulatory bodies ended up being an opportunity for collaboration and learning rather than a mere obstacle.
- Evolving With a Purpose-Driven Team: As companies transition through various development stages, the importance of assembling a capable, diverse team aligned with the company’s mission cannot be overstated. Entrepreneurs must be prepared to reassess roles, delegate effectively, and ensure that every team member is passionate about the collective goals.
- Building Out Growth Opportunities: GreenLight is dedicated to tackling larger agricultural problems and ensuring their breakthrough technologies are accessible to small landowners worldwide.
Resources:FAO agricultural pests stats
A short history of pest management
Potato farming input costs
Fungal pathogen crop damage
Varroa mite stats
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
Not many people produce category-defining companies twice. But then again, not many people are John Foraker. The comforting taste of Annie’s mac and cheese or their cheddar bunnies masks their revolutionary origins when organic products were relegated to the back corners of grocery stores. As the former longtime leader of Annies, John is partially to thank for bringing natural foods to the fore. Today, as the CEO of Once Upon a Farm, he is changing how customers buy baby and kid foods while meeting the growing demand for nutrient-filled, responsibly sourced, delicious products. This episode is as full of insights into starting a mission-driven CPG company as a Once Upon a Farm Smart Blend is with organic fruits and veggies.
Key Takeaways:
- The Power of Brand Positioning: Under John’s leadership, both Annie’s and Once Upon a Farm have successfully positioned their brands in the mainstream market, proving that natural and healthy food brands can thrive among conventional competitors.
- Understanding the Consumer: With both companies, John was able to recognize the momentum moving toward more natural nutritious foods. A critical pivot moment for Once Upon a Farm occurred when they did more digging into their core customer.
- Building a Strong Brand Identity: John's strategy emphasizes the importance of a strong mission-driven brand identity that resonates with consumers' values and justifies different price points or purchasing behaviors.
- Sustainable scaling: John shares his thinking on balancing growth in product line and distribution with the need to hone your core offerings.
- Working with Celebrity Cofounders: Jennifer Garner is one of the co-founders of Once Upon a Farm and John speaks about how she has been foundational to the company’s ethos and success.
- Leading with transparency and humility: John explains why he sends out an email every week recapping the company’s successes and challenges and how he ensures he is not the smartest person in the room.
Resources:John's LinkedIn
Ramping Your Brand
Consumer research on unplanned purchases
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
To celebrate International Women's Day we're shining the spotlight on our special ops team. For the past two years, our all-female Special Ops team has been deploying flexible non-dilutive financing to companies trying to reach that next stage of scale. S2G's Andrea Woodside and Marisa Sweeney break down what a special opportunity is, the role this type of funding plays in today's funding environment, and who should reach out to them (any asset-oriented climate company) and when (as soon as possible). If you are seeking funding for an infrastructure-oriented company this episode is for you!
Key Takeaways:
- The state of climate funding today: Billions of dollars have gone into climate tech, much of it to clean energy technologies, enabling them to transition from early-stage venture to later-stage capital. There is currently a funding gap for capital-intensive climate companies that are at a point where VC is too expensive, but banks or other institutional investors may not have enough creativity or flexibility to structure solutions.
- The mission of Special Ops: The team is working to deploy non-dilutive capital to scale developers and other asset-oriented businesses efficiently.
- What the team is looking for: credit and infrastructure-oriented investment opportunities. The team is focused on downside protection, so opportunities with cash flows, collateral, and contracts that offer confidence around cashflow visibility are a good fit.
- How this funding pairs with venture and growth equity funding: It’s not a replacement, but it can help reduce the amount of corporate equity a company needs.
- The team’s perspective on FOAKS: While they are not the focus of Special Ops, Marisa, and Andrea have some insights for companies looking to fund FOAK projects.
- Who should reach out: If you think this type of funding might be applicable, Marisa and Andrea are happy to chat!
Resources:
- Andrea’s Bio
- Marisa’s Bio
- Women in Climate Investing & Finance
- Financing Pathways for Climate Tech: Looking Beyond Corporate Equity
- Financing Pathways for Climate Tech: The Role of Alternative Financing
- Spring Lane Developer U
- Over $150 billion in climate tech
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
Last year, we put out a report entitled, "trends shaping the future of food in 2023." A year later, we wanted to check in with some of our team members who weighed in on the report to get their take on how these trends are evolving into 2024. In the last episode, we dove into our agtech trends, and in this episode, we'll look at some of the supply chain and foodtech trends. We talk to Dan Ripma about food as health, Kate Danaher about supply chain resilience, and Larsen Mettler about cultivated protein.
Key Takeaways:
- Food as Health: A changing consumer mindset and scientific advances are fueling the food as health space. We are seeing greater convergence between the private and policy sectors while larger players are increasingly interested in using food to improve outcomes for government health insurance programs. Some exciting areas include perioperative nutrition and the pairing of physical products with digital platforms.
- Supply Chains: Covid-era supply chain disruptions have led to a spike in technologies and innovations around port optimization, inventory management and tracking, and supply chain transparency. In the maritime industry, where decarbonization directly hits the bottom line, ocean intelligence technologies that can help companies make better business, climate, and regulatory decisions are seeing greater adoption. .
- Cellular Protein: While the sector has been impacted by the difficult fundraising environment of the past year, we have also seen specialized companies within the supply chain having success with smaller, longer-term CapEx plays. There is increasing scrutiny around costs and go-to-market strategies, but technologies such as AI and digital twins can help companies scale more effectively. For companies looking to fundraise, being able to communicate KPIs and key milestones is more important than ever.
Resources:
- Dan's bio
- Kate's bio
- Larsen's bio
- Reflections on 2023 Agtech Trends
- Reflections on 2023 Food and Agriculture Supply Chain Trends
- Reflections on 2023 Food Tech Trends
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, Chuck Templeton is joined by fellow Chicago entrepreneurs and old friends Chris Gladwin and Mike Evans for a captivating conversation about scaling their respective companies for exit. Chris founded and sold CleverSafe and is currently the Founder and CEO of Ocient, a data analytics platform for the world's biggest data sets. Mike is the Founder of Grubhub and now the Founder of Fixer, a home maintenance membership company. Chris and Mike compare their customer acquisition experiences, discuss their hiring approaches, consider their mutual passion for endurance sports, and dig into their core business philosophies. It’s a conversation any entrepreneur will take valuable insights from.
Key Takeaways:
- Customer acquisition for enterprise companies and small businesses: Mike shares how he thought about building a brand and providing customers with value early on. Chris speaks to the importance of understanding the buyer’s motivations.
- Their “just start” and “stay in business” mentalities: According to Mike, the only way to know if customers will buy your product is to start selling it. According to Chris, the number one reason businesses fail is because they don’t last long enough.
- What endurance sports can offer entrepreneurs: Read: a learning mindset and a lot of pain.
- Hiring for scale: Chris and Mike both share how they approached hiring and maintaining talent through different stages of growth.
- Building companies for exit: Chris and Mike discuss their philosophies on designing a company for exit, from creating a growth template to maximizing the probability of an exit.
Ocient Socials:
- LinkedIn, X (formerly Twitter)
Ocient Resources
- Dun & Bradstreet Customer Case Study
- Beachfront Customer Case Study
Mike Evans Socials:
- LinkedIn, Instagram, X (formerly Twitter)
Mike Evans Resources
- Hangry: A Startup Journey
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
Last year, we published a report entitled, "Trends Shaping the Future of Food in 2023." It turns out 2023 was quite the year with many market, geopolitical, and policy twists and turns. In this episode, we check in with S2G team members who contributed to the report to get their take on how these trends evolved in 2023 and into 2024. We interview Arthur Chow about robotics, Cristina Rohr about digital agtech, and Matt Walker about alternative crop inputs.
Key Takeaways:
- Agricultural Robotics: Agriculture robotics companies are making substantial strides in delivering on promises and expanding their offerings. The shift towards platform solutions, as well as partnerships that enable robotics-as-a-service models, are reducing some of the barriers to adoption.
- Integrated Digital Ag Tech Solutions: The integration of digital agriculture solutions is enabling companies to quantify the cross-value chain benefits of climate-smart agriculture. Strategic partnerships and robust data infrastructure are pivotal in fostering adoption and optimizing environmental and economic outcomes.
- Rising Demand for Alternative Input Solutions: The demand for alternative input solutions, such as biologicals, is on the rise, driven by market shifts away from traditional chemicals and consumer preferences for environmentally friendly options. Companies are focused on substantiating the efficacy of these solutions while integrating them seamlessly into existing farming systems.
Resources:
Arthur's Bio
Cristina's Bio
Matt's Bio
Reflections on 2023 Agtech Trends
Reflections on 2023 Food and Agriculture Supply Chain Trends
Reflections on 2023 Food Tech Trends
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
We’re kicking off the revamped S2G podcast series with a deep dive into the art of scaling with Chuck Templeton, S2G senior managing director and entrepreneur known for founding OpenTable and guiding startups like Grubhub and Braintree. In this episode, Chuck imparts crucial wisdom on overcoming early adoption hurdles, refining sales processes, and remaining steadfastly customer-centric for scalable growth. He shares his 'just start' philosophy to innovate solutions and build antifragile structures within businesses. His insights will help entrepreneurs better understand the interconnected journeys of achieving success through positive impact and cultivating long-lasting, scalable enterprises even in the face of unexpected market fluctuations.
Key Takeaways:
- Building Customer-Centric Infrastructure: Key to OpenTable's success was its relentless focus on understanding and addressing customer needs.
- Initiating Two-Sided Networks: Chuck shares how he thought about seeding two-sided networks at OpenTable, which was one of the first companies to do so.
- The Importance of Customer Segmentation: Not all customers are the same. Chuck talks about defining different customer groups and their motivations for adoption.
- Polishing the Friction Off the Sales Process: The on-the-ground experience and process iterations it took to streamline the sales process and make signing up for OpenTable a no-brainer.
- Designing for Scale: How should companies think about accelerating growth, increasing returns, and hiring for scale?
- Maniacal Focus: The importance of having a clear vision and prioritizing survival.
Resources:
Chuck's Bio
The Black Swan by Nassim Nicholas Taleb
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
On this podcast, we’re talking to business leaders, investors, policymakers, and thought leaders who have a transformative vision for the future. We’ll explore how their experiences and perspectives offer lessons into scaling the food, agriculture, oceans, and energy transitions.
This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G Investments, LLC or its affiliates (“S2G Ventures”). Investing involves risk, including the risk of loss. The opinions expressed do not necessarily represent the views of S2G Ventures. Specific companies are mentioned herein solely for educational purposes and should not be construed as an endorsement of any particular company or investment. Please note that S2G Ventures may maintain investments in the companies mentioned herein.
For more important information, please see www.s2gventures.com/disclosures
In this episode, Jessica Murphy, Vice President at S2G, sits down with Tracy Halama, CEO of Vital Proteins to share how the unique ways in which the company built their brand, positioned them to be acquired by Nestle Health Sciences in one of the great M&A stories of the year. Between starting in D2C, becoming a B corp, working with influencers, being radically transparent, and staying true to your brand experience, Tracy has some real wisdom to share with brands looking to stand out from the pack and earn brand recognition and loyalty.
In this episode, Dan Ripma, Vice President at S2G, sits down with Grant Leslie and Jacqlyn Schneider, food, agriculture and nutrition policy experts from FGS Global, to explore emerging opportunities for progress and multi-sector partnerships in the food and nutrition sector. They discuss the significance of the recent White House Conference on Hunger, Nutrition and Health, the novel opportunities for collaboration between unusual partners, the implications of the national strategy for the upcoming farm bill, and how investors and entrepreneurs can build off of the momentum and realize real progress in the sector.
Sanjeev Krishnan sits down with Lukas Walton, CEO of Builders Vision and co-founder of S2G to discuss the characteristics such as systems thinking and a multi-asset approach that are at the core of S2G and Builders Vision. From the multi-asset approach of Builders Vision, to the critical work of tackling friction points, the importance of an abundance mindset, and the efforts to look beyond impact investing to systems investing, this conversation is filled with thought provoking ideas and perspectives on how to conceptualize, fund and take action for powerful and necessary change.
S2G Managing Director, Larsen Mettler, sits down with Brilliant Planet CEO Adam Taylor and chief scientist and cofounder Raffael Jovine, as well as John Butrick, partner at Union Square Ventures which led the company’s series A, to discuss Brilliant Planet’s algae-based climate solution and the funding needed to support these types of innovations. The conversation covers everything from the technology to the potential for generating quality carbon credits, what it will take to scale these operations and why venture capital is needed to back innovative solutions.
Jeff Nobbs is on a mission to replace environmentally harmful and unhealthy vegetable oils with cultured oil that is better for people and the planet. Vegetable oils, which make up 20 percent of our daily calories, are driving biodiversity loss through cropland expansion and contributing to the rise of chronic disease. This awareness, coupled with a passion for healthy eating and the connection between food and wellness, drove Jeff to dedicate his career to finding an alternative. In this episode, Jeff talks about the factors that led him to create cultured oil, a fermented vegetable oil that has a 90 percent lower environmental footprint and is substantially healthier without sacrificing taste.
S2G Clean Energy Fund Managing Directors, Frank O’Sullivan and Stephan Feilhauer, sit down with Sanjeev Krishnan to discuss the obstacles and opportunities in the clean energy investment space. Frank and Stephan discuss the unique nature of the energy sector and their approach to energy investing as co-managers of the new S2G Clean Energy Fund. It will take bridging silos between sectors and capital structures, adopting a systems approach, and working at the seams of the energy world to propel the energy transition forward and enable it to permeate into the broader economy.
Michael Fassnacht, CMO for the City of Chicago and CEO and President of World Business Chicago sits down with Tonya Bakritzes, Managing Director of Marketing at S2G to discuss why and how Chicago is supporting its food and agriculture sector and encouraging growth and innovation. Michael shares why Chicago is particularly well suited to be a food industry hub from its rich history in the sector to its diversity, location, affordability and incredible talent pool, and how the city plans on strengthening the sector and making it a core strategy in Chicago’s economic recovery.
Josh Domingues, CEO of Flashfood, joins S2G’s Chuck Templeton to discuss how the company’s solution to retail food waste creates substantial benefits for grocery stores and consumers.
Dr. Jeff Bland, founder of Big Bold Health and Founder and President of the Personalized Lifestyle Institute, joins S2G’s Walter Robb on this episode to discuss how the company is helping people take control of their health and pave the way for 100 years of good living through immunity rejuvenating products and educational resources.
Sandeep Patel, CFO of Popsockets, shares some lessons he has learned over a lifetime of working with food companies and startups of all sizes about what it takes to successfully scale a food CPG company and the importance of incorporating a financial perspective throughout your business.
Peter Bryant, Senior Program Director at Builders Initiative joins S2G’s Kate Danaher for the first episode in our new series, “Investing in our Oceans”. Peter shares his extensive experience investing in companies and organizations working on sustainable ocean innovations and how philanthropy, impact investing, and venture capital can work together to support a wide range of ocean solutions.
Gene Robinson, distinguished professor and director at the University of Illinois at Urbana-Champaign and recipient of the Wolf Prize in Agriculture, discusses the complexity of society, networks, information exchanges, and social evolution. Including some lessons we can all take away from honeybees.
Kevin Kelly has been on the forefront of technology journalism for decades. He cofounded and edited wired magazine, wrote numerous books about the future of technology, and is an unwavering optimist and staunch believer in the long term view of progress. In this episode he shares what makes him hopeful about our capacity to solve big problems.
Ebony Webber is the COO of MANRRS, an organization empowering minorities in agriculture and related sciences. In this episode she talks with S2G’s Aaron Rudberg about what companies and individuals can do to increase diversity in agriculture and why she’s hopeful for the future.
In this episode, S2G’s Sanjeev Krishnan sits down with Jim Adler, Founding Managing Director at Toyota Ventures to discuss their first investment as a fund in autonomous farming company Burro, as well as Toyota’s systems investing approach and why he’s not convinced by dystopian projections of a hostile robot takeover.
Katie Marston, CMO of Once Upon A Farm joins this episode to discusses the power of brands and as an extension of one's own identity and values, the financial case for building a meaningful brand rooted in purpose, and the evolution of brand identity including talking more about Once Upon a Farm’s recent brand refresh.
Troy Swope, CEO of Footprint, and Darin Olien, co-host of Netflix’s Down to Earth with Zac Efron, Author of Superlife, and Host of The Darin Olien Show, join the S2G Ventures podcast. From plastics in our food, misconceptions on recycling, and end-of-life considerations for packaging, the problem of single-use plastic stretches across the globe. There is an enormous opportunity for innovation, plant-based solutions, and action. Beyond the mounting plastic problem and how Footprint brings much-needed innovation to packaging, guests focus on empowerment and how individuals can take small steps and find solutions in everyday life.
From their UC-Berkeley college dorms to over 14,000 stores globally, Back to the Roots is on a mission to reconnect every family & kid back to where food comes from by helping them experience the magic of growing it themselves. Alexjandro Velez and Nikhil Arora, Co-founders and co-CEO, Back to the Roots join the S2G Ventures podcast to discuss entrepreneurship, starting and growing a business for a new generation of consumers, and how they have used the WHY of their business as the guide for growth.
Romitha Mally has over 25 years of Wall Street experience and has led high profile transactions in the food, beverage, and natural products industry. On this episode, we discuss Romitha’s background and notable lessons learned, industry trends and predictions for 2021 being more active than the last 10 years in public markets, the evolution of public markets and SPACs in addition to tips for entrepreneurs and companies considering an IPO.
We are delighted to welcome Oceans 2050 leaders Alexandra Cousteau and Megan Reilly Cayten to this episode. Guests discuss the transition from an abundant ocean to the state of the oceans today. We dive into the private sector opportunity ahead and discuss the interconnection of the climate crisis and the oceans. Beyond the issues and opportunities ahead for markets and investors, we discuss actions we can all take today.
We are excited to welcome scientist, engineer and entrepreneur Jasmin Hume to the podcast. We discuss Jasmin’s founder story and experience starting a company right before the pandemic hit, including how they continued to grow despite the unexpected challenges. The episode also highlights how Shiru helps food companies innovate away from animal-based solutions towards novel new plant proteins.
Alex Rau, Founding Partner of Environmental Commodity Partners LP (ECP) and Climate Wedge, joins us on this podcast episode. We talk about Alex's background, cover carbon 101: what it really means, what it doesn't mean, and explore how this commodity that is increasingly getting structured and formalized is important to several industries, including the food system.
Tina May, Chief of Staff and VP of Rural Services for Land O’Lakes, Alexis Taylor, Director of the Oregon Department of Agriculture, and Amanda De Jong, South West Business Unit Lead for Landus Cooperative, join us on this podcast episode. All three are remarkable leaders in agriculture who join us to celebrate Women's Day, highlight their accomplishments, learnings, and advice for future leaders in ag.
Laura Flanagan, CEO of Ripple Foods and Adam Lowry, co-founder of Ripple Foods discuss building brands with purpose in a changing market and the value of impact and measurement for purpose driven companies including becoming a B-Corp and the Ripple Effect. Both Laura and Adam dish on tactical tips for women in leadership and entrepreneurs.
CDPQ's Frédéric Godbout and Mario Therrien discuss the value of partnerships and break down CDPQs strategy for return, risk, and carbon footprints including how CDPQ supports innovation and growth across their direct investment platform. Guests also provide insights to entrepreneurs and companies on what they are looking for today with a direct investment and partner.
Emily Ma and Joe Intrakamhang discuss the issue of food waste and food insecurity how technology can help us to better combat these issues in the food system. They share more their work at Google to create new tools to combat food waste and hunger across America.
Walter Robb and Sanjeev Krishnan discuss the state of play of the food industry, capital markets, opportunities and areas prime for disruption, and how indoor agriculture fits into a food system designed to meet consumer needs.
Anu Goel, President of Client Growth Solutions at SPINS, joins us to discuss the role of data and data-driven insights and trends across the food supply chain. He also dives into tips for brands to be successful in an evolving marketplace.
Once Upon a Farm co-founders John Foraker and Jennifer Garner join us to discuss their company's commitment to bringing nutritious and convenient food to all kids, share more about their journey in building an impact-driven brand from the ground up, and dish on insights and lessons learned in building this mission-driven company.
In this episode of Where We Grow From Here, we are joined by Aidan Mouat, co-founder and CEO at Hazel Technologies and Matthew Walker, Managing Director at S2G. Today we explore the issue of food waste across the supply chain, talk about how we can combat it and make the food system more efficient, and discuss some of the adjacent benefits that efficiency will provide for the environment and the economy.
Walter Robb, former co-CEO at Whole Foods and Audre Kapacinskas of S2G Ventures share highlights from the recently co-authored Future of Food Report and discuss what is happening in the retail and food marketplace, address trends and the rapid digitalization of the sector, and share predictions for the future.
Walter Robb and Tru Colors team members George Taylor, KO Olokunola and Press Bethea dive into business, entrepreneurship and social justice through the lens of Tru Colors, a brewery promoting peace and prosperity. Hear how Tru Colors is taking a fresh approach to leadership, skill development, the power of business, culture and working to unite communities across America.
In this episode of Where We Grow From Here, we are joined by John Goldstein, Head of the Sustainable Finance Group at Goldman Sachs and Sanjeev Krishnan, Chief Investment Officer and Managing Director at S2G. Today we dive into the state of the market, and future of ESG and Sustainable finance, why resilience matters, the role of innovation, corporate social responsibility, and moving markets and capital at scale.
Jeff Huckaby, President of Grimmway Farms and Organic Trade Association’s 2020 Organic Farmer of the Year joins Walter Robb to discuss soil health and organic farming at scale, food security and managing complex farm operations throughout a global pandemic, and touch on the future of farming and agriculture in America.
With COVID-19, we have witnessed a tremendous demand for food and we have seen the fragility of our overall food system. We wanted to go straight to the farm gate and talk with farmers at the front line about how they are managing through this crisis. We also wanted to learn about their operation and how they think about innovation and leadership.
We're discussing the current state of farming in America and how two farm businesses are doing in today’s environment. We are joined by Ryan Weeks of Weeks Family Farms, a fifth-generation farmer from Nebraska and Justin Bruch, President and Founder of Clear Frontier Ag Management and a fifth-generation farmer from Iowa.
GreenLight founder Andrey Zarur and MIT Professor Charlie Cooney discuss what GreenLight is working on in their COVID-19 response, including when and how a vaccine may be ready for the public. They also discuss how planning now can help during future pandemics, and the rules GreenLight set for developing a vaccination.
Farmer Focus CEO and founder Corwin Heatwole discusses why he started SVO, his organization's core pillars, what's unique about the Farmer Focus model, and how COVID-19 has affected farmers. Corwin also shares what he's doing for his own employees during this difficult time.
In our first episode of Where We Grow From Here, we are joined by Sam Polk, co-founder and CEO of Everytable and Walter Robb, former co-CEO at Whole Foods and Executive-in-Residence at S2G Ventures . Walter will be connecting with Sam to talk in-depth about the pivots Everytable is making to support their community, employees, and the viability of the business during the COVID-19 pandemic and beyond.
S2G Ventures Managing Director Aaron Rudberg discusses the launch of our new podcast about the food system, and what to expect in the episodes ahead.