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Money Maze Podcast

186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)

Money Maze Podcast

Money Maze Podcast

Business, Investing, Management, News, Business News

4.8216 Ratings

🗓️ 30 October 2025

⏱️ 52 minutes

🧾️ Download transcript

Summary

On 30th September and 1st October 2025 we held our inaugural Money Maze Allocator Summit (MMAS). We gathered 120+ global investors & allocators - many of whom have been previous guests - for 2 days of fascinating investment discussions.

It proved incredibly popular & much of that was a result of the quality of panels, moderators & topics!

The moderator was the brilliant Annachiara Marcandalli, Global Head of Sustainability at Cambridge Associates

The panel was Brian Menell (Chairman and CEO, TechMet), Per Lekander (CEO, Clean Energy Transition), Bill Orum (Partner, Capricorn Investment Group) & Kristin Eshak Weldon (Senior Managing Director, CCI). 

The climatic changes challenging our world should not be in doubt. The responses, the consequences and the investment opportunities and risks are profound.

The panel encompasses rare earths, electrification, power sources, uses and solutions, the EV charge, the continued role of hydrocarbons & much more…

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MMAS  - More Info & 2026 Event Registration - Please note that the 6th/7th October date indicated on the webpage remains provisional (as of 30/10/25).

The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG

Transcript

Click on a timestamp to play from that location

0:00.0

In September, we held our inaugural Money Maes Allocator Summit.

0:04.5

We gathered 120 global investors and allocators, many of whom have been previous guests

0:09.9

for two days of fascinating investment discussions.

0:13.4

It proved incredibly popular, and much of that was a result of the quality of panels,

0:17.9

moderators and topics.

0:19.9

Over the next few weeks, we're releasing three of those

0:22.2

sessions to share some of the perspectives, Sir Chris Holm on Investing and Philanthropy. We hope

0:28.6

Todd Bolion is investing philosophy, and today a panel which was especially highly regarded,

0:34.6

tomorrow's energy, from hope to hype to hard truths, the state of the green agenda.

0:40.5

The moderator was the brilliant Anna Chiara Marcandali, global head of sustainability at Cambridge

0:45.8

Associates. The panel was Brian Menel, chairman and CEO of Techman. Pair Lecanda, CEO of the Clean

0:52.2

Energy Fund. Bill Orham, partner at Capricorn,

0:55.7

Kristen Isak Weldon, Senior Managing Director at CCI.

1:00.6

The climatic changes challenging our world should not be a doubt.

1:05.5

Responses and consequences and the investment opportunities and risks are profound.

1:12.1

It encompasses rare earths, electrification, power sources, uses and solutions, the EV

1:18.8

charge and the continued role of hydrocarbons and much more.

1:23.4

So let's go and plug into the panel.

1:26.4

Hello everybody.

1:27.2

Thank you for making it to the end of the day.

1:29.6

And we are between you and cocktails.

1:31.7

So we take this very seriously.

...

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