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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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

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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