In this episode of RPM, Bhavika Vyas, Managing Director and member of StepStone’s Private Equity team, and special guest Julio Friedmann, Chief Scientist, Carbon Direct, join co-host Maribel Yoo to revisit the conversation on energy transition investing. They evaluate the impact of the Inflation Reduction Act (IRA) two years post-enactment, highlighting advancements in climate solutions and global investment opportunities. They cover:

  • Energy transition opportunities (2:42);
  • Post-IRA investment risks (5:50);
  • Project execution bottlenecks (8:09);
  • Global investment trends (12:35); and
  • Climate portfolio strategy (16:13).


Read the transcript here.

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