Dan Draper

On October 23, Moelis’s Arash Nazhad, who co-leads the Clean Technology Group, will speak at FT Live’s Energy Transition Summit 2024. He will join a panel to discuss the critical role of energy storage in supporting renewable energy growth, highlighting the need for significant investment and government policies to scale up long-duration storage. The panel will also explore strategies for co-locating storage with generation and the approaches developers are taking to meet future energy demands. #FTEnergy #CleanTech #EnergyTransition Click here to learn more: https://bit.ly/3NpMzHO

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One of the biggest tenets of the #EnergyTransition is collaboration, which we often think of as partnership between companies. But collaboration can also mean new ways of working together within a single company. Mitsubishi Heavy Industries recently established a Green Transformation (GX) Solutions business domain to synergize divisions such as #hydrogen and #CCUS. I sat down with Hitoshi Kaguchi to discuss the vision behind GX Solutions and how it will help our customers to #decarbonize. #MHIGroup #MoveTheWorldForward #NetZero #Decarbonization

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📢 Call for Participation: DEInvest Annual Survey 2024. Asset management companies across public and private markets. Join us in benchmarking DEI in our industry. 📊 Advance DEI Initiatives 📊 Gain Benchmarking Data 📊 Influence Industry Standards Learn more ow.ly/yHWq50RTWLW #DEI #Investment #Research #Survey

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Bold Leadership in Hedge Fund Operations: Lessons from the New Space Sector 🚀 Inspired by @Dan Goldin’s recent fireside chat at this month’s Space Symposium by Space Foundation, I’m reminded of the crucial role bold leadership plays in hedge fund operations. Goldin’s insights shed light on key aspects of leadership that resonate deeply with our industry. Goldin shared several insightful quotes: • “Bold leadership ain’t about commoditization.” • “We have to have the confidence to cut back on traditional things that hold us back.” • “There are too many people watching too many people.” These quotes highlight the importance of boldness, accountability, and innovation in leadership. They remind us that true leadership requires the courage to embrace change and collaborate effectively. Let’s take inspiration from the new space sector and be the bold leaders who drive change and innovation in hedge fund operations. 🛰️ #HedgeFund #Operations #Innovation #Leadership #NewSpaceSector

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On Jun 6th, a global asset management company called Rock Creek, with over $15 billion AUM (Assets Under Management) published the “Rock Creek Macroeconomic Forum: A DEBRIEF”. The first sentence of that report states: "As 2024 got underway, the U.S. continued to be the brightest spot for growth in the global economy." As practically everyone knows, you can find ridiculously bullish or preposterously bearish articles about any one of the myriad data points underlying the economy -- consumer spending, consumer conference, business inventories, corporate earnings, inflation, unemployment rates, interest rates, bond market performance, stock market performance ... the list goes on, and on, and on. But the bottom line is that, when you sum it all up into one sentence, you get: "the U.S. continued to be the brightest spot for growth in the global economy." 

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Is India the next big thing in the world of private markets? 🌟 David Wilton, Chief Investment Officer at Oister, delves into this compelling question in episode three of "In the Chair with our CIO." David reflects on the early days of the IFC funds department, the massive growth opportunities in private equity outside the US and Europe, and why India is now emerging as a bright spot in the global market. He discusses the unification of markets, the digital revolution, and the unique factors underpinning India's growth. You can also watch it on YouTube: https://lnkd.in/g4epe2R9 Rohit Bhayana | Sandeep Sinha | Himanshu Periwal | Jitendra Nayyar | Yashveer Yadav | Rizvi Syed Sadiq Raza | Ajay Srinivasan | Sandeepa Vig | Sneha Dadrwal | Richa Bhagat | Namita Bhardwaj | Lalit Aggarwal #India #VentureCapital #PrivateEquity #MarketAnalysis #MarketUnification #ExitStrategy #Investment #IFC #IPO #industryleader #DPI #IRR #PEVC #OIPF #InTheChairWithOurCIO #TheUnlistedIntel #OisterGlobal

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As the US election nears, gold and renewables emerge as potential winners, while oil and gas face uncertainty due to shifting policies. Read more in our latest Views from the Floor. https://ow.ly/WiTL50TE9wu

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Important insights for navigating 2025 trade policy risk

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From McKinsey Insights: The hard stuff: Navigating the physical realities of the energy transition https://lnkd.in/gKBjUp3R A good weekend read!

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Why short duration high yield? In recent years, record-high new issuance and refinancing activity pushed down coupons and interest expense – and pushed out maturities. Today, this adds up to an even more compelling yield-to-duration trade-off. https://lnkd.in/eMNTPC2f The linked content is intended for qualified institutional investors and/or financial professionals only.

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Repeatable top-quartile market returns requires a commitment to value management principles and in this video I describe how our approach works at Fortuna Advisors LLC. https://lnkd.in/dZSV_Eb3

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From McKinsey Insights: What to expect at COP29 The all important COP29 article is here from McKinsey! 1.Energy and Mobility transitions are real 2. SBTi models are Here to stay linked to corporate net zero 3.CDR credit to reach100 MtCO2 by 2030 4. Green business building global Summit in Stockholm 5. Explore organic cotton to decarb And many more loaded topics in the report. https://lnkd.in/g2WgGRAs

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The Petrodollar's Sunset: A New Dawn for Financial Engineering? 🌅 The global financial landscape is in constant flux, and the potential end of the petrodollar agreement marks a seismic shift. 🌍 While uncertainty abounds, this transition also presents exciting opportunities for financial engineering to reshape how we manage risk, invest capital, and navigate the evolving global economy. Financial engineers are uniquely positioned to develop innovative solutions for this new era. Think: Designing new commodity-based currencies and financial instruments 🪙 Developing sophisticated hedging strategies to mitigate volatility 📈📉 Creating investment products that capitalize on emerging market opportunities 💰 The end of the petrodollar agreement is not just an economic event; it's a catalyst for financial innovation. Want to delve deeper into the potential impact on global finance? Visit my website at enochchan01.com for more insights. #financialengineering #petrodollar #globalfinance #innovation #futureoffinance #investing

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Great to see RSF Social Finance's flagship loan fund, the Social Investment Fund, in today's ImpactAlpha The List: Impact fund managers steer private credit to places equity fears to tread. #changemakers #socialinvestmentfund #regenerativefinance #impactinvesting #wealthmanagement

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Explore the newest thoughts on the Energy Transition and the Commodity Investment Conundrum from my excellent colleague Chris Stevens, CFA, CAIA: https://okt.to/XmuRFQ As we advance in the energy transition, the appeal of 'energy transition commodities' strategies is on the rise. Nonetheless, investors need to remain vigilant about the volatility and extended timelines, especially in light of sluggish global growth and political hurdles. #onyourside #energytransition #Commodities

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Please find the latest Noble Capital Markets Research Report on InPlay Oil Corp. (TSX: IPO)(OTCQX: IPOOF) – Expectations for the Remainder of 2024 by clicking on the link. https://lnkd.in/gSbZmuP5 #IPO #Energy #LightOil #NaturalGas #Exploration #SmallCaps #Drilling #Investing #TSX

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As the DOW Jones closed above 40,000 for the first time in its history, Olaolu Aganga recently joined the team on CNBC’s Closing Bell to discuss our playbook in alternatives and current strategic and tactical asset allocation views. Through what many have described as a “supercycle” election year, we see large asset owners seeking out stability in longer-term allocations to alternatives – including private credit and private equity. Typically marked to market at a slower rate, exposure to alternatives can provide important stability through more volatile periods. Balancing strategic and tactical decision making across portfolios is all about assessing risk and return relative to time horizon. Strategically, we’ve been neutral on Europe for some time, but tactically, we’ve been looking internationally to capture opportunities across emerging markets, most recently in China where we see valuation distortion. Join the Mercer Investments team and Olaolu Aganga LIVE in Nashville for the Global Investment Forum June 10-12: bit.ly/3Vm71yw

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