Since I wrote Short-Term Gain, Long-Term Pain three weeks ago, we certainly hit a big one. I had a chance to take a step back and draw from my experience working at Yale for some parallels. Suffice it to say David Swensen didn't play the game like SVB did, but I think I know how he would've been spending his time to prepare for what comes next. Read Short-Term Gain, Long-Term Pain, Part 2   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital’s partners in strategies that diversify away from the equity-orientation of the firm’s core. In its search for attractive, uncorrelated assets, the Partnership Strategies team became an early mover in environmental markets. Both Tom Steyer and Bill Orum cited carbon credits and offsets as a necessary and important near-term component to effect climate transition. Colin’s deep engagement in the space provides a wonderful primer for those interested. Our conversation dives into Colin’s background and investment approach that led to the discovery of the opportunity in environmental markets. We then turn to his investment thesis, sourcing, description and nuance of compliance and voluntary markets, and implementation.   For full show notes, visit the episode webpage here.    Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership