Overlay Capital

It is more noticeable than ever how interconnected our planet and our societal infrastructure have become. Our natural world and our built world can (and should) exist in harmony; and each environment deserves attention and improvement. One of the most staggering impacts on our natural world lies in human demand for energy. This year, America’s electric grid turns 142 years old – and until recently, many of the cardinal features of our electrical infrastructure have remained unchanged. At Overlay Capital, we know that our inefficiencies in energy and infrastructure – our built environment – can become our superpowers. We deserve a future where there isn’t competition between nature and human infrastructure; where everyone wins. Happy #EarthDay2024 to our entire community, and thank you for helping us make our world and societies more resilient, livable, and enjoyable. We look forward to the progress we can make together this year!

Last week, Overlay hosted an intimate dinner for some of our Atlanta-based LPs, colleagues, and friends. It was the loveliest evening – and I had the opportunity to (finally!) connect in person with members of our community I’ve known by name and emailed for over a year!   There truly is no substitute for face-to-face interaction. It’s also so joyful to be able to unite a group of people for an evening and encourage friendships and connections to begin.   Thank you so much to Chadd Evans, and Jeff Sheridan for leading the conversation about Overlay Capital’s focus on revolutionizing the built environment. I’m also so appreciative of our entire team for inviting their network, and most importantly want to give credit to stellar service and hospitality team at Blue Ridge Grill.   I am absolutely stoked to be part of the work our team is doing, and ready to plan the next event! 

Concrete is the world's most consumed product after water, and it contributes to 8% of global carbon dioxide (CO2) emissions. Congratulations to our partners at Terra CO2 Technology on this well-deserved recognition for their work in decarbonizing this critical material.

Looking forward to heading to Las Vegas with Brett Wayman for the Investments & Wealth Institute Experience 2024 summit. If you're an advisor looking to explore the world of alternative investments, we'd love to connect! Please reach out if you're planning on attending or tag a colleague who might be there.

ICYMI: TIME and Statista ranked 250 top US companies based on their positive environmental impact, financial strength, and innovation, and we’re proud to share that five Overlay Capital portfolio companies made the list!   Congratulations to Amperon, Eden, Emrgy Inc., Harvest Thermal, and Swift Solar for being in the top 100!   Major shoutout to our venture partners at MUUS Climate Partners, Good Growth Capital, Oval Park Capital, and FTW Ventures for leading the way in identifying these game-changing companies. 

Exciting to see our portfolio company, Radia, Inc., featured in the WSJ this week showing off their enormous solution to scaling onshore wind! You can’t solve big problems by thinking small. In wind energy, more energy is a result of bigger towers and bigger blades. The problem is that our rail and highway systems just aren’t built to handle the size of these turbines. Radia is working on the world’s BIGGEST plane to maximize the generation of clean energy on land via larger blade transport – a problem that has hindered wind development for years. Congrats also to our venture partners, Good Growth Capital, one of Radia’s pivotal investors. We are eager to see this BIG solution in the air soon! Overlay Capital loves participating in solving some of the world’s biggest challenges. Follow us for more insights and solutions.

We are #hiring and look forward to welcoming a new member of our team!

🌱 Exciting Insights on Sustainable Investing! 🌍 Overlay Capital has educated us on the expanding ecosystem of companies crucial for driving sustainability initiatives. The influx of investment into this space is truly remarkable. According to Bloomberg NEF's newest Energy Transition Investment Trends report, global investments into the energy transition increased 17% to reach $1.77 trillion in 2023! Check out the report to see which segments of the energy transition led the way: https://lnkd.in/gtWbxE6 #energytransition #cleanenergy #cleantech #innovation #sustainability #investmenttrends 🚀

We are delighted to announce the agenda for our Spring Investment Forum – Private Markets, on 13th March in Mayfair where the focus of the discussion will be on Energy Transition, Infrastructure, Decarbonisation, Mobility, Digitisation and Natural Capital. We would like to thank our wonderful speakers and supporters: Ben Goldsmith, CEO and Founder, Menhaden Capital & Nattergal Ltd Peter Jäderberg, CEO, JC Impact Investing (Jäderberg & Cie. Group) John Engel, Managing Director, 57 Stars Jeff Sheridan, Managing Partner, Overlay Capital Christoffer Dahlberg, Managing Director, Community Investment Management Neda Vakilian, Managing Director, Actis Infrastructure has amazing tailwinds at the moment, with pressure on governments and corporates to invest because of climate agendas and economic environment that is favouring real assets. Equally, there is great demand for both alternative opportunities and natural capital and as a result the latter is emerging as an asset class in itself. And driving innovation, technology is creating a myriad of opportunities in fintech and transport/mobility. All these topics will be discussed and debated at the Forum and we look forward to hearing from our audience of single family offices, multi family offices, private investment offices and wealth managers. Announcing the panels: Ben Goldsmith and Peter Jäderberg – Natural Capital Jeff Sheridan and John Engel - Identifying Opportunity in Decarbonising Energy & Transport Infrastructure Presentations & Discussions Neda Vakilian, Managing Director, Actis - The Long Life Infrastructure Opportunity: Targeting Alpha Returns Through Core Low-Risk Infrastructure Investments Christoffer Dahlberg, Managing Director, Community Investment Management - How Digitization and SME Finance is Creating Investment Opportunities for Global Allocators John Engel, Managing Director, 57 Stars & Marina Leytes, Director, 57 Stars - Opportunities in Global Private Equity: Focus on Decarbonization and NextGen Mobility The discussion is open to single family offices, multi family offices, private investment offices and wealth managers. Do get in touch with us if you wish to attend, the event is by invitation only. 

"Government policy is increasingly supportive: the U.S. solar industry, for example, is forecast to nearly triple in size (installed capacity) over of the next five years, thanks to the long-term policy certainty provided by the 2022 Inflation Reduction Act (IRA)." - Deutsche Bank Wealth Management’s Annual Outlook 2024 Like the grid it powers, the solar industry needs infrastructure and an ecosystem around it to function, to mature, and to improve. At Overlay Capital, we are funding the future of energy and helping to create the ecosystem for it to thrive. Come join us.