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Liza Rubinstein Malamud

Co-founder & Chief Climate Impact at Carbon Equity

Liza Rubinstein Malamud is a co-founder and Head of Impact at Carbon Equity, a climate tech investing platform based in Amsterdam.1 She has been serving on the Supervisory Board of Follow This | Shareholders change the world since July 2023, after previously working as a Strategic Advisor for the organization from March 2016 to July 2023.1

Rubinstein Malamud has a diverse background in sustainability and finance:

  1. She co-founded Carbon Equity in January 2021, which allows investors to access top climate VC and PE funds with lower minimum investments.12
  2. Prior to Carbon Equity, she worked as a Consultant at McKinsey & Company for nearly 4 years.1
  3. She holds degrees from the University of Amsterdam, including a Liberal Arts and Sciences degree in Sociology & Sustainability, and a Research Master in Social Sciences focusing on Sustainable Finance, CSR, and International Political Economy.1

Under her leadership, Carbon Equity has:

  • Invested in over 150 climate tech companies
  • Managed €300 million in assets
  • Attracted over 1000 backers23

Rubinstein Malamud is passionate about mobilizing capital for climate technology and believes that climate change is a solvable problem with the right investment in innovative technologies.23

Highlights

May 30 · linkedin

To me, it's just so obvious that you can make an attractive return while investing in climate. Still, explaining it on paper took us 25 (nicely designed) pages.

In this first Carbon Equity white paper, Bas van Beijeren, Rikkert Beerekamp and I build our argument by taking you through climate tech's market growth, historical returns and developments in the fund landscape.

My favorite insights:

💰 Climate technologies’ yearly revenues are expected to grow from €5 trillion in 2020 to €12 trillion in 2030 - an annual compound growth rate of 10%

📊 Climate tech VC is at 50B p.a. today, and has been much more resilient than general VC (12% vs 50%+ decline over the last two years)

📈 More and more mainstream PE fund managers are stepping into climate tech because they don't want to miss out

Most of my thinking for this piece went into creating a (MECE) overview of the fundamental long-term drivers of climate tech:

  1. Efficiency and learning curves are driving climate tech cost competitiveness (already leading to exponential growth in solar, wind, EVs and batteries)

  2. Geopolitical competition, driven by energy security, is redefining the rules of the game (with governments putting trillions into climate tech to win)

  3. Corporates are giving clear demand signals (to capture early mover green premiums and stay competitive in the longer term)

  4. Institutional investors are increasingly putting their money where their mouth is (with 200+ planning to increase their transition allocations in the next 1-3 years)

  5. Individuals choose sustainability in their jobs and consumer behaviors (and are willing to pay for it)

It only took two years from the first time Jacqueline van den Ende stated we needed a white paper to getting it done. I'm glad we did.

📩 Interested to read it? Drop a #comment below, and I'll make sure to send you a copy.

#ClimateTech #VentureCapital #InvestmentOpportunity #Sustainability #WhitePaper

Apr 4 · linkedin

We just launched our Climate Taxonomy Navigator! Taking you from 100% of global GHG emissions, to all solution areas, to the 100+ companies we've helped fund 😊

We often hear two pain points from people who are relatively new to the energy transition:

  1. "Every company claims that the problem their working on is massive, but if that's true GHG emissions would add up to way more than 100%! Where can I find an overview of how big problems actually are?"

  2. "I keep reading about more problems and solution areas, but I can't see the bigger picture!"

If you have had either of these experiences - this Climate Taxonomy Navigator is for you!

Happy to hear what you think 💚

#climatetech #energytransition #CO2emissions

Related Questions

What inspired Liza Rubinstein Malamud to transition from McKinsey to climate tech investing?
How does Carbon Equity's feeder fund model work?
What are some notable investments made by Carbon Equity?
How has Liza Rubinstein Malamud's background in sociology and sustainability influenced her career?
What challenges has Liza Rubinstein Malamud faced in her role at Carbon Equity?
Liza Rubinstein Malamud
Liza Rubinstein Malamud, photo 1
Liza Rubinstein Malamud, photo 2
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Location

Amsterdam, North Holland, Netherlands