Talking Capital

Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. This podcast and any opinions expressed do not constitute investment advice and does not constitute an offer to sell or a solicitation of an offer to purchase any security or any other investment or product. Nothing said during this podcast should be construed as an invitation or inducement to engage in investment activity. All information and opinions expressed herein are current as of publication of the podcast and are subject to change without notice. The information contained in this podcast does not constitute research or recommendation from Ca

Talking Capital is a business podcast hosted by Capital Generation Partners, with 66 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Capital Generation Partners hosts Talking Capital, a business show with 66 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #66

  In conversation with Clean Energy Transition's Per Lekander: the origins, philosophy and practice of energy investing

  Jul 2, 202631 min

  In this episode, Ian is joined by Per Lekander, Founder & CEO of Clean Energy Transition, a thematic investment manager which seeks to capitalise on the changes in the global energy sector. Together they discuss: Per's career in the energy sector and the origins of Clean Energy Transition The firm's investment philosophy and their approach to identifying opportunities A case study of a successful investment, from initial concept to investment and exit

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  Episode #65

  Energy Transition: opportunities, processes and manager selection

  Jun 4, 202630 minS0

  <p>In this episode, Ian is joined by Mario Acquistapace, Investment Research Director at CapGen, to discuss the theme of energy transition, including:</p>An overview of the energy transition landscape, including the drivers and opportunitiesThe evolution of our investment research process Clean Energy Transition's investment strategy and our rationale for selecting them as a partner<br/>

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  Episode #64

  Energy Transition: market drivers, portfolio integration and long-term implementation

  May 7, 202628 minS0

  <p>In this episode, Ian is joined by Donald McFarlan, Portfolio Management Director at CapGen, to discuss the theme of energy transition, including:</p>Market overview: what do we mean by energy transition, what are the drivers and how can investors access this opportunity?Portfolio context: how can energy transition be integrated into client portfolios?Implementation: how are we are evolving our approach to energy transition to provide long-term exposure?<br/>

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  Episode #63

  Responsible Capital: ESG requirements, regulation and the future for commercial real estate

  Apr 2, 202631 minS0

  <p>In this episode, Ian is joined by Ross Davies, Head of Real Estate at CapGen, to discuss the role of ESG in the real estate industry, including:</p>The evolution of ESG requirements since the 1990sThe impact of government regulation, and what this means for the future of commercial property across developers, occupiers and asset ownersThe impact of US policies on UK real estate and the diverging approaches to ESG<br/>

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  Episode #62

  The Iran conflict: what it means for markets, investors and portfolios

  Mar 6, 202630 minS0

  <p>In this standalone episode, Ian is joined by Quintin Price, Chair of our Asset Allocation Committee, and Donald McFarlan, Portfolio Management Director, to discuss the investment implications of the conflict in Iran, including: </p>What has happened, what are the implications and how should investors respond? How have markets reacted and what impact has that had on our portfolios?What are the longer-term possibilities for the conflict and what could this mean for asset allocation?<br/>

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