2019 Climate Science & Investment Conference

The Energy Transition

The third annual “Climate Science & Investment Conference” will examine two interrelated business trends that are of interest to the investment community, and the relationship to climate change. How will the global transition from fossil fuels to renewable energy impact the power sector’s generation of electricity? How will the transition from the internal combustion engine to electric vehicles affect the transportation sector? And, most importantly, will these two business transitions be large enough or rapid enough to change the trajectory of emissions to avoid the most dramatic impacts of climate change?

This conference—a joint effort by the Tamer Center for Social Enterprise and the Lamont-Doherty Earth Observatory—brings together climate scientists and business leaders to understand how new advances in climate science can inform investments in specific sectors of the global economy. The forum explores topics that address the value and opportunity of using a science-based approach to inform and guide business and investment decisions.

Agenda

Friday, May 10, 2019
8:00 a.m.–12:30 p.m.

Participants will include leaders from the investment community, a range of business sectors, and academia. This event is invitation only, and tickets are non-transferable. Space is limited to 100 participants. If you are interested in being added to the invitation list, please contact kb2912@gsb.columbia.edu.

Time Event

8:00–8:30 a.m.

Breakfast and registration

8:30–8:40 a.m.

Welcome Remarks

  • Climate Conference Tariq Fancy
    Chief Investment Officer, Sustainable Investing
    BlackRock

8:40–8:50 a.m.

The 21st Century Energy Transition

  • Climate Conference Bruce Usher
    Elizabeth B. Strickler ’86 and Mark T. Gallogly ’86 Faculty Director
    Co-director of The Tamer Center for Social Enterprise
    Columbia Business School

8:50–9:30 a.m.

Investments in the Renewable Energy Transition

  • Climate Conference David Giordano
    Managing Director, Renewable Power Group
    BlackRock Alternative Investors

  • Climate Conference Geoffrey Heal
    Donald C. Waite III Professor of Social Enterprise
    Columbia Business School

9:30–10:00 a.m.

The Role of Storage in the Energy Transition

  • Climate Conference Alan West
    Samuel Ruben-Peter G. Viele Professor of Electrochemistry; Professor of Chemical Engineering and of Earth and Environmental Engineering; Chair of Chemical Engineering
    Columbia University

10:00–10:30 a.m.

Coffee break

10:30–11:10 a.m.

The Transition to Electric Vehicles

  • Climate Conference Jiong Ma
    Senior Partner
    Braemar Energy Ventures

  • Climate Conference R.A. Farrokhnia
    Executive Director, Dean's Office
    Adjunct Associate Professor of Business, Economics
    Columbia Business School

11:10–11:40 a.m.

The Impact of China's Climate Policy on the Energy Transition

  • Climate Conference David Sandalow
    Inaugural Fellow
    Center on Global Energy Policy, Columbia University's School of International and Public Affairs

11:40 a.m.–12:10 p.m.

Climate Change Emissions Scenarios

12:10–12:30 p.m.

Closing Remarks

  • Climate Conference Peter deMenocal
    Thomas Alva Edison/Con Edison Professor of Earth and Environmental Sciences;
    and Director, Center for Climate and Life
    Lamont-Doherty Earth Observatory;
    Dean of Science, Faculty of Arts and Sciences

References and Links Provided by Speakers

Peter deMenocal
Climate Science, Explained (with Kate Marvel), Here's the Thing

Geoff Heal
What Would it Take to Reduce US Greenhouse Gas Emissions 80% by 2050?, The National Bureau of Economic Research
Goldilocks Economies? Temperature Stress and the Direct Impacts of Climate Change, The National Bureau of Economic Research
Uncertainty and Decision in Climate Change Economics , The National Bureau of Economic Research
From Growth to Green Growth - a Framework, The National Bureau of Economic Research
Tipping Climate Negotiations, The National Bureau of Economic Research
Rising Oceans: Economics and Science

Bruce Usher
The PG&E Bankruptcy and the Coming Climate-related Business Failures, The New Yorker
Reasons to Be Upbeat about Clean Energy, Ideas and Insights
Renewable Energy: A Primer for the Twenty-First Century, Columbia University Press
On the Heels of a Boom, a Foggier Future for Solar, Ideas and Insights
Real Progress on Emissions Can Lead to a Global Pact, New York Times
The U.S. as a Climate Change Leader?, The Huffington Post

Other References

The Economic Risks of Climate Change in the United States National Report, Risky Business
From Risk to Return, Risky Business