Renewables with Kayne Anderson
Latest Episodes
#24 - Overview of Nuclear Power & Recent Developments
Connor Niemann, Research Analyst, provides an update on nuclear power and recent developments in the space.
#23 - Battery Technology & U.S. Policy Measures
Hadley Kia, Research Analyst, provides an update on solid state battery technology and policy measures in the United States.
#22 - A Conversation with the Managers, Part II
David LaBonte, Partner and Sr. Analyst, and P.J. Fielding, Sr. Analyst and Portfolio Manager, discuss how renewable energy infrastructure has evolved and its emergence as an asset class.
#21 - A Conversation with the Managers
JC Frey, Co-Head of Renewables, and Gary Ghazarian, Head of Operations, discuss the firm's background in energy infrastructure investing and themes around the firm's renewable infrastructure investmen
#20 - Implications of Russia’s Invasion of Ukraine
The implications of Russia's invasion of Ukraine and impacts to energy policy and renewable development by Partner & Senior Analyst David LaBonte.
#19 - The Energy Transition Acceleration
Kayne Anderson's renewable portfolio managers J.C. Frey, Justin Campeau, and Jody Meraz discuss the energy transition acceleration and catalysts fueling renewable growth.
#18 - Carbon Pricing 101
Introduction to carbon pricing and mechanisms by Partner & Senior Analyst David LaBonte.
#17 - Recent Developments in Renewable Infrastructure
Discussion of recent interesting developments in renewable infrastructure during the second quarter of 2021 by Head of Research & Portfolio Manager Jody Meraz.
#16 - Renewable Asset Opportunities Post-Contract
Overview on renewable asset opportunities post-contract by Research Analyst Hadley Kia.
#15 - Overview on Carbon Neutrality by 2050
An overview on carbon neutrality by 2050 and its impact on our investment universe by Renewables Co-Head JC Frey.