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    Business

    Inevitable

    Weekly conversations with people powering the world and keeping it running, to learn what comes next. Hosted by Cody Simms. Produced by Override Ventures.

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    Copyright: © 2020 My Climate Journey

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    Latest Episodes:
    Ep. 196: Jules Kortenhorst, CEO of RMI Feb 14, 2022
    Show notes

    Today's guest is Jules Kortenhorst, CEO of RMI.
    Since 1982, RMI has advanced market-based solutions that transform global energy use to secure a clean, prosperous net-zero future for all. An independent, nonprofit think-and-do tank, RMI engages with businesses, communities, and institutions to accelerate and scale replicable solutions that drive the cost-effective shift from fossil fuels to efficiency and renewables.
    Before RMI, Jules was the founding CEO of the European Climate Foundation, the largest philanthropic organization dedicated to policy development and advocacy on climate change in Europe. Before launching ECF, he served as a member of the Dutch parliament for the Christian Democratic Party. During the first 20 years of his career, Jules worked in the business world. He was the CEO for International Operations of ClientLogic Corporation, a global leader in outsourced CRM solutions. Jules spent almost ten years at Royal Dutch/Shell, including managing director of Shell Bulgaria. He began his career as an analyst at McKinsey & Co. Jules currently serves as chair of the WEF Global Future Council on Net Zero Transition. In addition, he is a founding member of the global Energy Transitions Commission, a member of the New Energy advisory board of Shell, and a non-executive board member of the Energy Web Foundation and MiQ.
    I was eager to interview Jules because the role of NGOs in the clean future is vitally important. Jules walks me through his career path from the business sector to RMI, RMI's approach as a 'think-and-do-tank", and Jules' current position as CEO. We also dive into the role of fossil fuel companies in decarbonizing the future, lessons learned from cleantech 1.0, and advice Jules has for leaders balancing funding and climate commitments. This is a great episode for those interested in NGOs and decarbonizing the future.
    Enjoy the show!
    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.
    Episode recorded January 21st, 2022
    To learn more about RMI, visit: https://rmi.org/
    To learn more about this episode, visit: https://myclimatejourney.co/episodes/jules-kortenhorst

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Startup Series: Waterplan Feb 10, 2022
    Show notes

    Today's guests are Jose Galindo, Co-Founder & CEO, and Nico Wertheimer, Co-Founder & Chief Sustainability Officer, of Waterplan.
    Waterplan is a Software as a Service platform to help companies use water in their production process to quantify and mitigate water risk financially. The platform combines companies' operational data with local water satellite imagery to provide a real-time financial assessment of water risk. Based on that, it offers tailored mitigation and adaptation opportunities, from conventional infrastructure to nature-based solutions.
    Nico and Jose met while working at the Global Shapers Community of the World Economic Forum. Nico is a medical doctor. He started treating waterborne diseases and brought safe water access to more than 300k people worldwide. Jose's background is in B2B SaaS. After Jose's SaaS company got acquired, Nico and Jose decided to join forces to merge their tech and water expertise and create a tech company to help accelerate the transition to a water-secure world.
    In this episode, Jose and Nico explain the current state of water security, why corporate water stewardship is essential, and the water risk assessment landscape. The co-founders also dive into how adjacent markets benefit from water risk assessment, how the startup tracks and collects data from its customers, and the existing policy around water. Lastly, we explore future priorities for the company and where Waterplan sits in the market. This is a fantastic episode for listeners interested in climate change's effects on our water systems.
    Enjoy the show!
    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.
    Episode recorded January 25th, 2022
    To learn more about Waterplan, visit: https://www.waterplan.com/
    To learn more about this episode, visit: https://myclimatejourney.co/ctss-episodes/waterplan

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Ep. 195: Rama Variankaval, Managing Director & Global Head of Center for Carbon Transition and Corporate Finance Advisory at J.P. Morgan Feb 07, 2022
    Show notes

    Today's guest is Rama Variankaval, Managing Director & Global Head of Center for Carbon Transition and Corporate Finance Advisory at J.P. Morgan.
    Rama leads J.P. Morgan's Center for Carbon Transition since the group's formation in 2020. In this role, Rama is responsible for setting the strategy and implementing the firm's Climate & ESG goals as it relates to its client businesses. CCT also actively engages with existing and prospective clients to provide advisory services on their business transition related to various ESG factors.
    Rama has been part of J.P. Morgan's Corporate Finance Advisory team since the group was formed in 2005 and has been leading the team on a global basis since 2017. The CFA team advises corporate clients on various topics, including capital structure, risk management, activism defense, and structured transactions. Rama was part of J.P. Morgan's internal risk management team for two years before joining the Corporate Finance Advisory group. Rama holds a BS in Civil Engineering from the National Institute of Technology, India; an MS in Structural Engineering from the University of Illinois, Urbana Champaign, and an MS in Statistics and Operations Research from New York University.
    I was looking forward to this discussion as JP Morgan and financial institutions play a massive role in the carbon-free future. We cover various topics, including the Center for Carbon Transition's mandate, Rama's stake in addressing climate change, and how ESG ties into decarbonization. We also discuss how externalities should be prices, our dependency on fossil fuels, and trusting corporate climate commitments. This is a must-listen episode for anyone focused on climate change and decarbonizing the future.
    Enjoy the show!
    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.
    Episode recorded January 14th, 2022
    For more information about JP Morgan's Center for Carbon Transition, visit: https://www.jpmorgan.com/solutions/cib/investment-banking/center-for-carbon-transition
    For more information about this episode, visit: https://myclimatejourney.co/episodes/rama-variankaval

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Startup Series: Prime Roots Feb 03, 2022
    Show notes

    Today's guest is Kimberlie Le, CEO & Co-Founder of Prime Roots.
    Kimberlie a scientist-entrepreneur-foodie and life-long learner determined to make positive changes in our global food system. Kim has been working in management within the food industry (retail, food service, investing) for over ten years and is determined to bring delicious, sustainable, and nutritious foods to the masses and increase accessibility and equity in our food system. She's a graduate of the University of California, Berkeley.
    Prime Roots is a plant-based meat and seafood company creating better products for you and better for the world. Headquartered in Berkeley, California, Prime Roots is committed to positively influencing our food culture and reducing the hefty environmental impact of meat. Their delicious plant-based meat and seafood products are made using proprietary methods that combine cutting-edge technology with ancient techniques - resulting in better tasting and naturally textured market alternatives that avoid using hyper-processing techniques used by other meat alternative companies.
    In this episode, Kim and I explore her path from her PhD to founding a startup, key priorities for Prime Roots over the next 12 months, and the barriers to creating and marketing a product heavily influenced by taste. We also discuss the various alternative meat bases, advice Kim has for founders and entrepreneurs looking to follow a similar path in sustainable food, and the startup's sources of capital to date. Kim is a great guest.
    Enjoy the show!
    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.
    Episode recorded January 24th, 2022
    To learn more about Prime Roots, visit: https://www.primeroots.com/
    To learn more about this episode, visit: https://myclimatejourney.co/ctss-episodes/prime-roots

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Ep. 194: Phil Graves, Former Head of Tinshed Ventures at Patagonia Jan 31, 2022
    Show notes

    Today's guest is Phil Graves, Former Head of Tinshed Ventures at Patagonia.
    Phil is an executive and board member with over 15 years of experience in M&A, corporate finance, private equity, and venture capital. He has served as the President of The Johnny Morris Foundation & Chief Sustainability Officer at Bass Pro Shops. Before that, he served as Vice President of Corporate Development at Patagonia. At Patagonia, Phil launched and oversaw Tin Shed Ventures, a $79 million investment fund, Worn Wear, a multi-million dollar eCommerce business, Innovation Works, a breakthrough R&D team, and Regenerative Organic Certification, a holistic standard for food and fiber. Prior to joining the company in 2014, Phil spent a decade at Deloitte and PricewaterhouseCoopers. In addition, he provided financial advisory and investment-related services to clients such as KKR & Co, TPG Capital, Lone Star Investment Advisors, Nike, Walmart, Southwest Airlines, and SunPower.
    Phil's perch in the climate industry is unique, and I was looking forward to sitting down with him this week. Phil walks me through his career path, his most recent role as Chief Sustainability Officer at Bass Pro Shops, and his time at Tinshed Ventures. We also discuss the breaking unsustainable consumer patterns, the dirty underbelly of the apparel industry, and the role of policy in a clean future. Phil is a great guest, and this is a must-listen episode for those interested in the intersection of climate and apparel.
    Enjoy the show!
    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.
    Episode recorded live January 13th, 2022
    For more information about this episode, visit: https://myclimatejourney.co/episodes/phil-graves

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Startup Series: Antora Energy Jan 27, 2022
    Show notes

    Today's guest is Andrew Ponec, Co-Founder & CEO of Antora Energy.
    Antora Energy's technology stores electricity as heat in extremely inexpensive raw materials and uses a novel thermophotovoltaic heat engine to convert that heat back to electricity when consumers need it, hours, days, or weeks later. The startup's technological breakthrough opens up numerous other applications ranging from industrial waste heat recovery to flexible carbon capture, utilization, and storage.
    Andrew co-founded Antora in 2018 and has been CEO since then. Before Antora, Andrew was a vising scholar at Stanford University. He was co-founder & CEO at Dragonfly Systems and an Engineer at SunPower Corporation after SunPower acquired DragonFly Systems. He holds a BS in Energy Systems Engineering from Stanford Energy. He also was named Forbes 30 under 30 in 2014.
    In this episode, Andrew walks me through Antora Energy's approach and vision for long-duration storage, how thermal energy storage works, and scaling the startup's solution. We also discuss bringing a solution from the lab to the private sector, how Antora is bridging the intermittency gap, and how far into a clean future we can get without long-duration storage. This is a great episode if you're interested in understanding how we successfully move towards clean and sustainable energy sources.
    Enjoy the show!
    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.
    Episode recorded November 12th, 2021
    To learn more about Antora Energy, visit: https://www.antoraenergy.com/
    To learn more about this episode, visit: https://myclimatejourney.co/ctss-episodes/antora-energy

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Ep. 193: Elizabeth Lewis, Managing Director and Deputy Head of ESG at Blackstone Jan 24, 2022
    Show notes

    Today's guest is Elizabeth Lewis, Managing Director and Deputy Head of ESG at Blackstone.
    Blackstone is an investment firm that invests for the long term because building successful, resilient businesses can lead to better returns, stronger communities, and economic growth that works for everyone.
    As Managing Director and Deputy Head of ESG, Elizabeth supports Blackstone's corporate Environmental, Social, and Governance (ESG) efforts. Before joining Blackstone, Elizabeth led engagement with investors, NGOs, governments, and other stakeholders on climate change and diversity for the International Finance Corporation (IFC), the private sector part of the World Bank Group. Elizabeth was also a Partner and Director of Strategy and Business Development for Terra Alpha Investments. In addition, she established World Resources Institute's Sustainable Investing Program and served as Head of Sustainable Investing. Earlier in her career, Elizabeth was a Principal at Global Environment Fund, a private equity fund focused on clean energy and sustainable forestry, and an advisor at Booz Allen Hamilton.
    I was excited to sit down with Elizabeth. She explained her role at Blackstone, the mission and approach Blackstone has regarding ESG, and Elizabeth's theory of change around climate. We also dive into a discussion on time-horizon impact climate commitments, if ESG and climate are synonymous, and if capitalism will get us to a clean future. Elizabeth is a well-versed guest, and this episode is a must-listen for those focused on investing and ESG.
    Enjoy the show!
    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.
    Episode recorded live January 11th, 2022
    For more information about Blackstone, visit: https://www.blackstone.com/
    For more information about this episode, visit: https://myclimatejourney.co/episodes/elizabeth-lewis

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Startup Series: TeraWatt Infrastructure Jan 20, 2022
    Show notes

    Today's guest is Neha Palmer, CEO of TeraWatt Infrastructure.

    TeraWatt Infrastructure is building tomorrow's permanent EV charging infrastructure through a robust combination of property assets, financing vehicles, and deep energy expertise. The company designs, operates and owns on-site distributed energy systems that take the cost and complexity out of EV charging infrastructure while providing market protection and upside opportunities through capital backing and ownership.

    Neha brings two decades of leadership experience in the energy industry to her role at TeraWatt. Most recently, she led energy strategy for Google's global data centers. As the first hire focused on data center energy, Neha built out and led the team developing electric infrastructure and electricity procurement for the global fleet, covering dozens of sites over four continents. Before Google, Neha held leadership roles at Pacific Gas & Electric and worked as an investment banker at Goldman Sachs. She holds an MBA in Finance from the Kellogg School of Management at Northwestern University and a BS in Civil Engineering from California Polytechnic State University-San Luis Obispo.

    In this episode, Neha shares what led her to focus on energy, her role as CEO at TeraWatt, and the startup's business model and customer base. We also compare the progress between transportation fleets and passenger vehicles, how Neha thinks about private v public EV charging infrastructure, and the way government can accelerate the EV revolution. This is a must-listen episode for those interested in understanding more about the future of electrifying transportation.

    Enjoy the show!

    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.

    Episode recorded January 10th, 2022
    To learn more about TeraWatt Infrastructure, visit: https://terawattinfrastructure.com/
    To learn more about this episode, visit: https://myclimatejourney.co/ctss-episodes/terawatt-infrastructure

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Ep. 192: Caroline Spears, Founder & Executive Director of Climate Cabinet Jan 17, 2022
    Show notes

    Today's guest is Caroline Spears, Founder & Executive Director of Climate Cabinet.

    Climate Cabinet makes local climate change data and policy solutions actionable for policymakers on the frontlines of the climate crisis. The organization ensures critical local climate opportunities are on the map and that key players are equipped to immediately advance bold climate action. Born in Houston, Texas, Caroline studied climate science and clean energy at Stanford University, graduating with her B.S. and M.S. in Atmosphere and Energy Engineering. Previously, she worked in solar energy. Caroline has received the 2021 "Grist Fixer" award, won a Henry Arnold Fellowship, and recently joined the Fast Forward Accelerator class of 2021.

    I was looking forward to catching up with Caroline because local elections are essential to addressing the climate crisis. We discuss Caroline's upbringing in an oil & gas Texas family, how she became climate motivated, and Climate Cabinet's important role. Caroline also explains why candidates and races need customizable approaches to climate policy, the Climate Cabinet Score, and how the team determines which races are their top priorities. Caroline is a fantastic guest, and this episode is a must-listen for those interested in making significant impacts at the polls.

    Enjoy the show!

    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.

    Episode recorded live January 4th, 2022
    For more information about Climate Cabinet, visit: https://www.climatecabinetaction.org/
    For more information about this episode, visit: https://myclimatejourney.co/episodes/caroline-spears

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


    Startup Series: Open Forest Protocol Jan 13, 2022
    Show notes

    Today's guests are Fred Fournier, Co-Founder & CEO, and Michael Kelly, Co-Founder & CPO of Open Forest Protocol.

    Open Forest Protocol (OFP) is on a mission to accelerate the global response to climate change via nature-based solutions. The startup is building a product that will allow reforestation and afforestation projects, conservation organizations, and forest managers to easily measure, report, and verify environmental data from their land. The current MRV landscape is expensive and inaccessible, inhibiting the establishment of a global carbon economy. Open Forest Protocol has built a system for accessible and transparent forest MRV, laying the foundation for an accelerated response to humanity's greatest existential threat.

    Before OFP, Fred co-founded ON A MISSION, a non-profit organization enabling businesses and individuals to invest in local, sustainable reforestation projects to compensate for carbon emissions. Fred and his team at ON A MISSION discovered that measuring, recording, and verifying (MRV) reforestation was difficult. At the same time, Michael was focusing on designing a protocol to track and verify things like tress using blockchain technology. So in October 2020, Fred and Michael co-founded Open Forest Protocol and continued their work to decarbonize and reforest the planet.

    In this episode, I'm joined by Michael and Fred of OFP. We dive into Open Forest Protocol's approach, why marrying blockchain and reforestation will bring us into the clean future, and how Fred and Michael co-founded OFP. We also talk about the existing carbon verification and certification landscape, OFP's community fund, and an overview of NEAR. This is a great episode if you're interested in learning more about web3 and climate change.

    Enjoy the show!
    You can find me on twitter @jjacobs22 or @mcjpod and email at info@myclimatejourney.co, where I encourage you to share your feedback on episodes and suggestions for future topics or guests.
    Episode recorded January 4th, 2022
    To learn more about Open Forest Protocol, visit: https://www.openforestprotocol.org/


    To learn more about this episode, visit: https://myclimatejourney.co/ctss-episodes/open-forest-protocol

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

    Connect with Override:

    • Cody Simms on LinkedIn
    • Visit ovr.vc
    • Subscribe to the Override Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant


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