October 14, 2025 5:00 PM

Meet the Manager

Why you should be racing to power the future.
October 14, 2025 5:00 PM

From headlines to fundamentals: Investing perspectives on the energy transition

Why you should be racing to power the future.
Liza Rubinstein
Co-Founder & Chief Climate Impact, Carbon Equity
Daan Walter
Principal, Ember
Hein Ploegmakers
Managing Partner, Gilde
Helmer Schukken
Managing Partner, Rubio Impact Ventures
Register now

From headlines to fundamentals: Investing perspectives on the energy transition

Why you should be racing to power the future.

The world is undergoing nothing less than a new industrial revolution. While headlines focus on the climate urgency, the energy transition is reshaping entire industries, creating trillion-dollar markets, and offering one of the most compelling long-term investment opportunities in our generation.

As an investor, a common challenge is separating hype from reality. In 2025, capital floods into AI and digital transformation but these technologies create massive new energy demand. The companies building the foundational energy systems - from generation to grid management to intelligent consumption, aren't just supporting the energy transition. They're enabling every other technological revolution happening right now.

Which technologies will actually scale? And how do you build investment strategies that capture value in a rapidly evolving landscape?

🎯 What you'll discover in this Session

Data-Driven clarity: Cut through the noise with hard data on what's actually working in energy transition
Investor perspectives: How VC and PE expert evaluate opportunities
Strategic framework: Why electrification isn't ideological—it's strategic and profitable
Risk-Return reality: What makes transition businesses attractive at scale
Future roadmap: Where the next wave of innovation and capital might be heading

👥 Your Expert Panel

Daan Walter

Principal, Ember

Macro visionary and systemic thinker leading strategy research on the future of energy. Specializes in forecasting electrotech growth and analyzing strategic implications across global markets.

What Daan brings to the discussion:

  • Data-driven clarity on what's actually happening in energy markets
  • Logic foundation: Why electrification isn't ideological—it's strategic and scalable
  • Global lens: Comparative insights across countries and sectors
  • Forecast accuracy: Track record of identifying trends before they hit mainstream

Helmer Schukken

Managing Partner, Rubio Impact Ventures

Impact investor and experienced entrepreneur turned VC. Dedicated to scaling purpose-driven companies that combine financial returns with measurable climate impact.

What Helmer brings to the discussion:

  • Venture capital perspective: How to spot and scale the next generation of climate innovators
  • Founder empathy: Real-world lessons from building and backing mission-driven businesses
  • Impact measurement: Proving that profitability and purpose reinforce each other
  • Deal flow insights: What gets VCs excited (and what doesn't)

Hein Ploegmakers

Managing Partner, Gilde Buy Out Partners

Private equity investor specializing in buyouts and growth strategies. Brings both early-stage experience and institutional discipline to evaluating energy transition opportunities.

What Hein brings to the discussion:

  • PE discipline: How institutional investors separate hype from investable fundamentals
  • Risk-return realism: What makes transition businesses attractive at scale
  • Capital allocator's lens: Where private equity sees sustainable opportunity
  • Due diligence insights: The questions that matter when deploying serious capital

📅 Webinar Details

Duration: 60 minutes (45 min discussion + 15 min Q&A)
Language: English
Format: Interactive panel discussion with live Q&A
Recording: Available to all registrants

Register here

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