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

Mar 15th, 2022 5m 40s

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 investment strategy.

#20 - Implications of Russia’s Invasion of Ukraine

Mar 9th, 2022 4m 54s

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

Mar 9th, 2022 22m 3s

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

Sep 7th, 2021 5m 3s

Introduction to carbon pricing and mechanisms by Partner & Senior Analyst David LaBonte.

#17 - Recent Developments in Renewable Infrastructure

Jul 20th, 2021 4m 44s

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

Jul 13th, 2021 5m 3s

Overview on renewable asset opportunities post-contract by Research Analyst Hadley Kia.

#15 - Overview on Carbon Neutrality by 2050

May 3rd, 2021 3m 10s

An overview on carbon neutrality by 2050 and its impact on our investment universe by Renewables Co-Head JC Frey.

#14 - Review of 2020 Earnings and Forward Outlooks

Apr 21st, 2021 5m 53s

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

Apr 12th, 2021 4m 14s

Overview of the outlook on EV demand by Partner & Senior Analyst David LaBonte.

#12 - Outlook on Electric Vehicle Demand

Mar 29th, 2021 4m 36s

Overview of the outlook on EV demand by Partner & Senior Analyst David LaBonte.

#11 - Energy Transition

Mar 16th, 2021 4m 4s

Overview of how companies and investors benefit from the transition to renewables by Co-Portfolio Manager and Senior Analyst PJ Fielding.

#10 - Green Hydrogen

Mar 1st, 2021 4m 47s

Overview on green hydrogen by Renewables Co-Head JC Frey. Originally recorded on February 8, 2021.

#9 - Integrating ESG in the Research Process

Mar 1st, 2021 5m 5s

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

Mar 1st, 2021 6m 10s

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

Mar 1st, 2021 4m 23s

Overview on solar PV growth by Partner & Senior Analyst David LaBonte. Originally recorded on December 21, 2020.

#6 - The Demise of Coal

Mar 1st, 2021 4m 27s

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.