TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Capitalizing on the inevitable economic and technological...
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TBLI Conference, Chicago January 23, 2015 Betsy M. Moszeter @BetsyM11 Investing for the Next Economy
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Transcript of TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Capitalizing on the inevitable economic and technological...
TBLI Conference, Chicago
January 23, 2015Betsy M. Moszeter @BetsyM11
Investing for the
Next Economy
Investing for the Next
EconomyNext Economy™ Investment Thesis
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Next Economy Portfolio Construction
Investing for the Next
Economy
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Portfolio Inputs
Fundamental InputsInnovation InputsClimate InputsEcology Inputs
Investing for the Next
EconomySector Investment Case Study
Agriculture Sector: portfolio constituent
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Investing for the Next
EconomySector Investment Case Study
Agriculture Sector: rejected example
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Investing for the Next
EconomyNext Economy Means All Sectors
Investing for the Next
Economy
Solar Subsector: SolarCity
8SolarCity: Increasing Access To Financing,” Simple Investment Ideas, Seeking Alpha, 2015.
Impact InvestingAcross Asset Classes
SolarCity Investment Instruments
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