NORTH AMERICAN ENERGY TRANSITION: REGIONAL CHALLENGES AND GLOBAL OPPORTUNITIES
10:30 am - 11:30 pm
The North American energy transition is reshaping financial markets, creating both risks and opportunities for investors, lenders, and policymakers. This session will explore the capital flows, investment strategies, and financial instruments driving the shift toward a low-carbon economy. What are the key financial drivers influencing the energy transition in North America? How can investors and financial institutions mitigate risks while maximizing returns in the evolving energy landscape? What role do policy, innovation, and sustainable finance play in unlocking capital and accelerating progress?
PANEL
John A. Cook,
SVP, Portfolio manager, Team co-lead, Mackenzie Investments
Naomi Desai,
Partner,
Boston Consulting Group (BCG)
Adriana Mendez,
Director, Sustainable Investment,
Caisse de dépôt et placement du Québec (CDPQ)
Baltej Sidhu, Sustainability and Transition Strategist, Equity Research, National Bank of Canada
MODERATOR
Christopher Cote, Executive Director, MSCI Research, MSCI