In this exclusive Opalesque.TV interview, veteran energy investor Lisa Audet shares invaluable insights on navigating the global energy transition - one of today's most significant investment opportunities.
Drawing from her remarkable 15+ year track record in energy investing and unique experience building businesses in emerging markets, Lisa reveals:
- Why common approaches to energy transition investing may be missing the biggest opportunities
- Four exciting investment themes that are reshaping the energy landscape: Electrification, Nuclear, Copper, and Data Center Infrastructure
- How her team at Tall Trees Capital identifies "non-obvious opportunities" in this $25 trillion market
- Why certain popular clean energy sectors might actually present better short opportunities
- Strategic insights on portfolio construction and risk management that have driven her market-beating performance.
Lisa's perspective challenges conventional wisdom about energy transition investing while offering a sophisticated framework for capturing value in this transformative megatrend.
Having generated over $500 million in P&L managing $1.2 billion in energy investments at Discovery Capital, she brings deep expertise to this crucial conversation.
Don't miss this opportunity to gain actionable insights from one of the most experienced investors in the energy transition space.
Lisa Audet is the Founder and Chief Investment Officer of Tall Trees Capital Management LP, a Greenwich, CT-based investment management boutique specializing in innovative investing in the energy transition. The firm runs a long/short, global equity strategy that invests in secular winners and losers across multiple sectors. Lisa is responsible for security selection, risk management and overseeing the investment team. The Fund launched in April 2022 with a strategic investment from Tiger Management.
With 30+ years of experience across a diverse range of assets and industries, Lisa brings differentiated expertise in identifying, analyzing, and investing in long and short investment opportunities. Prior to founding Tall Trees Capital, Lisa spent 12 years at Discovery Capital Management, a global macro investment manager. From 2014-2018 she was responsible for energy and commodity investments within the firm’s portfolio with an average annual exposure of $1.2bn.
Prior to joining Discovery, Lisa was a Senior Investment Analyst at Hartford Investment Management covering the Oil & Gas, Mining and Chemical sectors. Before that, she was a Vice President and Regional Director with HSBC Equator Bank Limited in Johannesburg, South Africa, where she managed structured lending to commercial banks and private sector clients in sub-Saharan Africa. Lisa has an undergraduate degree in International Studies from The American University. Additionally, she served in the U.S. Peace Corps and is fluent in Portuguese.
Lisa was honored on Forbes 50 Over 50 List for 2023 which honors women across four categories (Lifestyle, Impact, Innovation and Investment), who are creating their biggest impact in the world at 50 and beyond.
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In this exclusive Opalesque.TV interview, veteran energy investor Lisa Audet shares invaluable insights on navigating the global energy transition - one of today's most significant investment opportunities.
Drawing from her remarkable 15+ year track record in energy investing and unique experience building businesses in emerging markets, Lisa reveals:
- Why common approaches to energy transition investing may be missing the biggest opportunities
- Four exciting investment themes that are reshaping the energy landscape: Elect ...more
