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.

Please note the dress code for this event is business professional.

Time Event

8:00–8:30 a.m.

Breakfast and registration

8:30–8:40 a.m.

Welcome Remarks

  • Climate Conference Andre Bertolotti
    Global Head of Research and Data, 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 ’04
    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.

Possible Climate Change Futures: Warming, Impacts, and Uncertainties

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

Andre Bertolotti
The 3 Themes Transforming Sustainable Investing, BlackRock

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

R.A. Farrokhnia ’04
Tesla Cuts 3,000 Jobs, Bracing for an Uncertain Future, Wired

Geoff Heal
Fighting Climate Change May Be Easier Than We Think, CNN
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

Kate Marvel
Can Clouds Save us from Climate Change?, TED Talk
The Hidden Importance of Clouds, Nautilus
Will Changing Cloud Cover Accelerate Global Warming?, Scientific American
Internal Variability and Disequilibrium Confound Estimates of Climate Sensitivity from Observations, Geophysical Research Letters
Overestimate of committed warming, Nature
Implications for Climate Sensitivity from the Response to Individual Forcings, Nature Climate Change

David Sandalow
Electric Vehicle Charging in China and the United States, Columbia Center on Global Energy Policy
Direct Air Capture of Carbon Dioxide Roadmap, Innovation for Cool Earth Forum
Guide to Chinese Climate Policy, Columbia Center on Global Energy Policy
A Natural Gas Giant Awakens, Columbia Center on Global Energy Policy
The Geopolitics of Renewable Energy, HKS Working Paper
Financing Solar and Wind Power: Lessons from Oil and Gas, Columbia Center on Global Energy Policy
CO2 Utilization Roadmap 2.0, Columbia Center on Global Energy Policy
The History and Future of the Clean Energy Ministerial, Columbia Center on Global Energy Policy
Plug-In Electric Vehicles: What Role for Washington?, Brookings Institution Press
U.S.-China Cooperation on Climate Change, Initiative for US-China Cooperation on Energy and Climate
Freedom from Oil, Brookings Institution Press

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

Alan West
Investigating the Complex Chemistry of Functional Energy Storage Systems: The Need for an Integrative, Multiscale (Molecular to Mesoscale) Perspective, ACS Central Science

Other References

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

Speaker Presentations

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

R.A. Farrokhnia ’04
Executive Director, Dean's Office
Adjunct Associate Professor of Business, Economics
Columbia Business School

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

Jiong Ma
Senior Partner
Braemar Energy Ventures

Kate Marvel
Associate Research Scientist
NASA GISS

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

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