Best Gordon Asset Management Podcasts (2024)

1
Ep 116: Amy Harder - Executive Editor, Cipher 38:34

1h ago38:34

38:34

1. Amy’s upbringing on a cattle ranch in eastern Washington State and how this developed her understanding of energy and climate change, as well as how her interest in journalism first developed 2. What Cipher is, when it was founded, and the problem it’s trying to solve 3. What Amy thinks about the state of AI as a tool or supplement for clean tec…

1
Ep 115: Paul Ellis - Sustainable Finance Consultant and Host, The Sustainable Finance Podcast 37:11

7d ago37:11

37:11

1. Sustainable investing in the early 2000’s and what drew Paul to the space early in its growth 2. The challenges investors are looking to solve when it comes to sustainable investing 3. A deep dive into The Sustainable Finance Podcast 4. The guests Paul enjoys speaking to on the podcast, as well as how the younger generation will positively impac…

1
Ep 114: Bryan Walsh - Editor, Future Perfect, Vox Media 38:19

15d ago38:19

38:19

1. How Bryan’s love of reading and writing translated into interests in global health, the future, and international news coverage relating to climate and energy 2. The tension between the need for reducing carbon emissions and increasing electricity demand 3. Bryan’s book and what motivated him to write it, as well as what the piece covers 4. A di…

1
Ep 113: Jacqueline Novogratz - Founder and CEO, Acumen 52:48

23d ago52:48

52:48

1. Jacqueline’s background, an abundance of travel, and how it all lead her to a career in impact investing 2. What drove Jacqueline to begin her work tackling poverty and the first projects she chose to begin in this new space of impact investing 3. Acumen’s Hardest-to-Reach initiative and what it focuses on 4. The future of investing in clean ene…

1
Ep 112: Kate Gordon - CEO and Fmr. Sr. Advisor to the U.S. Sec. of Energy, California Forward 50:00

29d ago50:00

50:00

1. Kate’s background of many moves, tenant law, and an interest in clean energy conversations both domestically and internationally 2. How Kate ended up in the ground floor of the Apollo Alliance, the first green jobs organization in the United States 3. Kate’s transition from Apollo to the United States Department of Energy and how her experience …

1
Ep 111: Leo Banchik - Director, Voyager Ventures 56:00

1M ago56:00

56:00

1. What motivated Leo to make a difference and become interested in clean energy technology 2. A deep dive into the many different types of carbon removal 3. Voyager’s investment thesis and how it resonates with Leo 4. The constantly evolving technologies of the energy transition and what we might see from them in the future…

1
Ep 110: Michael Terrell - Senior Director for Energy and Climate, Google 41:23

2M ago41:23

41:23

1. What drew Michael into Google and the early iterations of renewable energy 2. Google’s leadership in the energy procurement realm 3. What Michael has learned about driving innovation over the years and some valuable lessons for problem-solving 4. Taking a look at advanced technology and what the future holds for energy generation…

1
#43 - Q124 Retirement Plan Update w/ Todd Zempel 12:30

2M ago12:30

12:30

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.By Gordon Asset Management, LLC

1
Ep 109: Charlie Donovan - Senior Economic Advisor, Impax Asset Management 51:54

3M ago51:54

51:54

1. Why everyone should care about and be invested in energy and the progression of the energy industry 2. How the energy transition may fundamentally change the industry and how this intersects with finance 3. The ways in which interest in the sustainable finance space has increased exponentially in the past decade 4. How communities will interact …

1
Ep 108: Zainab Gilani - Research Associate, Energy & Power, Cleantech Group 43:53

3M ago43:53

43:53

1. Zainab’s background in Physics and English and how all roads eventually led back to Energy and Power 2. How important lower costs are to various energy industries and the common challenge of supply chain 3. Investment trends in the clean energy space and the kind of research the Cleantech Group completes 4. Hopes for the future of the energy tra…

1
Ep 107: Clay Dumas - General Partner, Lowercarbon Capital 46:29

4M ago46:29

46:29

1. An important lesson Clay learned early in his career about destinations and opportunities 2. A deep dive into Lowercase and Lowercarbon Capital 3. The idea of improving existing processes versus fundamental breakthroughs in the issue of climate change 4. A debate on the future of the energy transition and different paths to tackling climate chan…

1
Ep 106: Neal Dikeman - Partner, Energy Transition Ventures 1:06:26

5M ago1:06:26

1:06:26

1. Neal Dikeman’s early career and his experience running for the U.S. Senate 2. How Neal made his way into the energy space 3. A deep dive into Energy Transition Ventures and the state of the energy landscape 4. Neal’s vision for the future and what Energy Transition Ventures is currently working on, as well as what we might see in the near future…

1
#42 - Q423 Retirement Plan Update w/ Todd Zempel 8:45

5M ago8:45

8:45

In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.By Gordon Asset Management, LLC

1
Ep 105: Brandon Hurlbut - Co-Founder, Boundary Stone Partners 43:34

5M ago43:34

43:34

1. How Brandon made his way to Washington, D.C. and what landed him in the White House and the Department of Energy 2. The driving force behind Boundary Stone Partners and its initial goals and vision 3. The international client landscape and how Boundary Stone’s business model differentiates itself from other companies 4. The hurdles we might face…

1
Ep 104: Mark Lewis - Managing Director, Lime Rock New Energy 48:07

6M ago48:07

48:07

1. Mark’s interests in energy, business, and finance and how his time at GE sparked a long-time passion for energy transition work 2. How an idea turned into what is now Lime Rock New Energy 3. The three big areas of Lime Rock’s focus: Grid modernization, energy efficiency for the industry, and decarbonization of transportation 4. Carbon Enterprise…

1
Ep 103: Jeanette Pablo - Director, Climate Equity Initiative, Clean Air Task Force 57:51

7M ago57:51

57:51

1. Jeanette’s interest in history, her time at Mother Jones, getting a degree in law, and how it all led to her early career in energy 2. The start of PNM’s Washington D.C. office and the state of climate law in the early 2000’s 3. Jeanette’s road to the Clean Air Task Force and the development of environmental justice resources 4. Climate change v…

1
Ep 102: Matt McGraw - Managing Partner, Anthropocene Ventures 1:03:54

7M ago1:03:54

1:03:54

1. A monumental move to San Francisco and how it led Matt to computers and engineering 2. Matt’s story of founding companies, trying new things, and meeting interesting people in different industries 3. A discussion of pre-seed deep tech, the boom of investment, and what the technology industry is looking like in 2023, as well as Anthropocene Ventu…

1
#41 - Market Brief - November 20, 2023 w/ Glenn Moore 4:04

7M ago4:04

4:04

As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ. Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pi…

1
#40 - Protecting Your Company from Costly Retirement Plan Lawsuits w/ Todd Zempel 8:02

7M ago8:02

8:02

As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits? In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges. From the implications of these lawsuits to the robust solutions available, we're bringing…

1
Ep 101: Collin McLelland - Co-Founder and CEO, Digital Wildcatters 45:39

8M ago45:39

45:39

1. How drilling oil rigs in West Texas jumpstarted Collin’s interest and career in energy 2. The mission of connecting people from different industries, starting podcasts, and Collin’s determination to start a company 3. Everything Digital Wildcatters and how they’re working towards a goal of creating a vertically integrated professional network fo…

1
Ep 100: Michael Crabb - Senior Vice President, Commercial, Last Energy 50:34

8M ago50:34

50:34

1. Michael’s upbringing in Nebraska, his early architectural engineering career interests, and how his career trajectory completely changed before his senior year of college 2. A leap into the private equity world and the first work product Michael recalls being proud of 3. Understanding risk and reward as it relates to investing on behalf of other…

1
Ep 99: Aparna Shrivastava - Deputy Chief Climate Officer, U.S. International Development Finance Corporation 45:31

9M ago45:31

45:31

1. Aparna’s childhood in the wilderness of Oregon, her interest in working on cars, and some of the philosophies that guide her work 2. A dive into Aparna’s time abroad - Why recognizing privilege, power and bias is important 3. Aparna’s journey to working as Deputy Chief Climate Officer for the U.S. International Development Finance Corporation 4.…

1
Ep 98: Josh Posamentier - Co-Founder and Managing Partner, Congruent Ventures 47:56

10M ago47:56

47:56

1. Josh’s foray into West Coast living, physics, semiconductors, and more 2. How Josh got into energy and where the industry has led him in his career so far 3. A dive into Congruent Ventures and how they stand out in a growing universe of funds 4. Who Congruent Ventures partners with, how they help, and who makes up the Congruent team…

1
Ep 97: Jason Cheng - Founder and CEO, CelerateX 44:29

11M ago44:29

44:29

1. Jason’s path from economics to investment banking and hostile takeovers, as well as how these career jumps shaped his trajectory at a young age 2. The formation of CelerateX and the process and evolution behind it all 3. Diving deeper into CelerateX, Jason discusses investing, industry, and identification of platforms 4. An area of investment Ja…

1
#39 - T. Rowe Price Capital Appreciation Revisited w/ Ira Carnahan 32:22

11M ago32:22

32:22

The Gordon Asset Management Podcast welcomes back Ira Carnahan to the show. Ira Carnahan is a portfolio specialist working on the Capital Appreciation Fund at T. Rowe Price Investment Management. We've invited Ira back on to give an update on the T. Rowe Price Capital Appreciation fund and discuss their new Capital Appreciation Equity ETF (TCAF). F…

1
AI applications outside Generative AI. 20:46

11M ago20:46

20:46

Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture. This week Alastair McRobert, Investment Manager at Verme…

1
Ep 96: Mike Lin - General Partner, Dangerous Ventures 55:33

11M ago55:33

55:33

1. Mike’s early fascination with science and how it lead him to Stanford, working in technology, the startup world, investing, and more 2. Working at Apple and how moving on transformed the rest of Mike’s career 3. How Mike landed in energy and what energy and energy needs look like around the world 4. The transition from operator to investor, as w…

1
Thoughts on 2023 - Sailing on the Seven Seas with Simon King and Paul Dixey 31:52

11M ago31:52

31:52

This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.…

1
Ep 95: Michelle Patron - Senior Director, Sustainability Policy, Microsoft 45:50

12M ago45:50

45:50

1. Michelle’s impressive background, two important catalysts, and the start of her journey in policy and sustainability 2. Microsoft’s history and the beginning of a path to decarbonization 3. How public and private sector solutions to decarbonization interact - Microsoft’s process and how it compares to the U.S. Government 4. Microsoft’s net zero …

1
Ep 94: Josh Haacker - Chief Investment Officer, Climate Investment 48:20

1y ago48:20

48:20

1. Josh’s background in chemical engineering and how it led him to his current role at Climate Investment 2. How Josh made his way into one of the only dedicated funds thinking about clean energy, as well as how this space has evolved since the mid-2000’s 3. The start of Climate Investment, its mission and vision, and the next stage of the platform…

1
Should we be worried about the commercial property market? 19:07

12M ago19:07

19:07

This week Paul and Alastair McRobert, Investment Manager at Vermeer Partners, discuss why investors are worried about the commercial property market, and in particular whether this will push the economy into recession.By Vermeer Partners

1
Ep 93: Tim Dunn - Founder and Chief Investment Officer, Terra Alpha Investments 49:14

1y ago49:14

49:14

1. Tim’s upbringing Washington, D.C. and his path to business school and eventually finance 2. A dive into public equities and what it’s like to work as a Portfolio Manager for large funds 3. Tim’s turn to nonprofit environmental organizations and the creation of Terra Alpha 4. A discussion of Terra Alpha’s mission and original thesis, portfolio al…

1
Ep 92: Tony Rooke - Executive Director and Head of Transition Finance, Glasgow Financial Alliance for Net Zero 54:16

1y ago54:16

54:16

1. Tony’s upbringing in London and his journey into the world of physics, particle accelerators, and his first job in programming satellite control systems 2. How energy efficiency and carbon reduction work led Tony into incredibly interesting projects, such as working on the first and largest smart grid program in the UK 3. Tony’s work with GFANZ …

1
The Art of … Contemporary Art with Simon Melling, CEO and Irene Pouliassi, Gallery Director of D-Contemporary 22:00

1y ago22:00

22:00

In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO. Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Po…

1
Ep 91: Evelyn Wang - Director, Advanced Research Projects Agency-Energy 46:10

1y ago46:10

46:10

1. What sparked Director Wang’s interests in science and technology and how she got into the energy field 2. How innovation, discoveries, and ideas turn into real world applications 3. Examples of programs that have made the full journey from research and development to the commercial space 4. How ARPA-E encourages innovators and program directors …

1
The prospects for the UK with Simon French, Chief Economist of Panmure Gordon 30:17

1y ago30:17

30:17

The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…

1
Ep 90: Joel Makower - Chairman and Co-Founder, GreenBiz Group 49:07

1y ago49:07

49:07

1. How Joel found his way to his current vocation and the background that led him there 2. The story of how GreenBiz came to be and the keys to creating successful professional events, as well as the learning environment they help to foster 3. The expansive topic of trust and its relation to corporations, their leaders, and the sustainability narra…

1
Ep 89: Lissie Garvin - Foundation and Fellowship Program Director, 776 Foundation 31:53

1y ago31:53

31:53

1. How the 776 Fellowship Program came to be and Lissie’s journey to her current position as Foundation and Fellowship Director 2. A highlight of the first cohort of fellows and the impressive companies they’ve started 3. The process of choosing fellows and a glimpse into where they might take their companies and visions in the future 4. How Gen Z …

1
Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey 32:47

1y ago32:47

32:47

This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.comBy Ver

1
Ep 88: Sheri Givens - President and CEO, Smart Electric Power Alliance 31:56

1y ago31:56

31:56

1. Sheri’s unique background and her fascinating journey from legislation to energy 2. How SEPA works to facilitate dialog and provide their members with honest information in the spirit of collaboration 3. The ways in which SEPA collaborates with the government and complements their efforts 4. SEPA’s mission to achieve equity in the carbon free tr…

1
Ep 87: Brynne Kennedy - Managing Partner and Co-Founder, BCP Ventures 46:45

1y ago46:45

46:45

1. How gymnastics, liberal arts and financial analysis coalesced in the early days of Brynne’s path to BCP Ventures 2. Brynne’s founding of Topia and what it taught her, as well as her time as a 2020 Nominee for US Congress 3. A look at a few of the innovative companies BCP Ventures is currently working with 4. A summary of BCP’s thesis and how the…

1
Ep 86: Robert Höglund - Climate Advisor, Marginal Carbon 39:06

1y ago39:06

39:06

1. Robert’s background in communications and his motivations of problem solving and bringing about impact in the world 2. Why carbon removal is important for the broader goal of net zero 3. How voluntary first movers can make an impact in the catalyzing of new climate technologies 4. Robert’s belief in the “abundance agenda” of building great amoun…

1
Ep 85: Ben Baker - Managing Director, Greenbacker Capital 40:13

1y ago40:13

40:13

1. Ben’s transition from liberal arts and how learning to communicate with all kinds of people helped him evolve into his current role at Greenbacker Capital 2. A choice to go back into work with renewables and how development turns into investable assets 3. A deep dive into Greenbacker’s mission and what this vision has to do with developing susta…

1
Ep 84: Tom Thackray - Programme Director for Decarbonisation, Confederation of British Industry 46:32

1y ago46:32

46:32

1. Tom’s longtime interest in politics and how it led him to the Confederation of British Industry, as well as what CBI is all about 2. What success and progress looks like through the lens of CBI 3. How the European energy crisis is currently playing a role in the energy sector, supply, and consumer opinions 4. Tom’s outlook on where the energy se…

1
Ep 83: Guy Newey - CEO, Energy Systems Catapult 47:36

1y ago47:36

47:36

1. Guy’s journey to the clean energy space - The pathway from crime-focused journalism to Energy Systems Catapult 2. The success of renewable energy systems and the next wave of challenges that may come along with them 3. A deep dive into the recent success of Energy Systems Catapult and what they’ve been up to for the past five years 4. How to enc…

1
Ep 82: Rachel Kropa - Managing Director, FootPrint Coalition 49:09

1y ago49:09

49:09

Rachel’s varied background in biochemistry, entertainment and working with environmental nonprofits, as well as how it all came together in her current role The need to address climate change on a global scale, as well as the communication and realizations that come along with this need An exploration of Rachel’s work with early-career researchers …

1
The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management 37:43

1y ago37:43

37:43

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…

1
Ep 81: Lily Frencham - CEO, The Association for Decentralised Energy 59:38

1y ago59:38

59:38

1. What peaked Lily’s interest in energy and climate change and how her background in communications and law eventually led her to Rarotonga and beyond 2. Lily’s arrival in London, living under the stairs, and her start at Ofgem 3. A deep dive into the Association for Decentralised Energy (ADE) and whether or not consumers have a choice in where th…

1
#38 - March 2023 Market Review & Outlook with Centre Funds' James Abate 34:28

1+ y ago34:28

34:28

Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equi…

1
Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners 36:11

1+ y ago36:11

36:11

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…

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