Renewables with Kayne Anderson
Latest Episodes
#14 - Review of 2020 Earnings and Forward Outlooks
A recap of 2020 earnings and an overview of forward outlooks from listed renewable infrastructure companies by Portfolio Manager & Senior Managing Director Justin Campeau.
#13 - Outlook on Electric Vehicle Demand Pt. II
Overview of the outlook on EV demand by Partner & Senior Analyst David LaBonte.
#12 - Outlook on Electric Vehicle Demand
Overview of the outlook on EV demand by Partner & Senior Analyst David LaBonte.
#11 - Energy Transition
Overview of how companies and investors benefit from the transition to renewables by Co-Portfolio Manager and Senior Analyst PJ Fielding.
#10 - Green Hydrogen
Overview on green hydrogen by Renewables Co-Head JC Frey. Originally recorded on February 8, 2021.
#9 - Integrating ESG in the Research Process
Overview on the integration of ESG factors into the research process by Head of Research & Portfolio Manager Jody Meraz. Originally recorded on February 1, 2021.
#8 - Returns on Wind & Solar Development
Overview of returns on wind and solar development by Portfolio Manager & Senior Managing Director Justin Campeau. Originally recorded on January 13, 2021.
#7 - The Growing Role of Solar Energy
Overview on solar PV growth by Partner & Senior Analyst David LaBonte. Originally recorded on December 21, 2020.
#6 - The Demise of Coal
Overview on the decline of coal and the rise of renewables in power generation by Senior Analyst PJ Fielding. Originally recorded on December 1, 2020.
#5 - ESG Investing Framework
Overview of Kayne Renewables’ ESG investing framework by Renewables Co-Head JC Frey. Originally recorded on October 19, 2020.