Presented by Eli Horton
ETF Senior Portfolio Manage
Increasing pressure from public demand and government policy has ignited a global transition that requires unprecedented investment in the energy and power transformation. Many strategies are focused on early-stage green technology companies. This misses the greater opportunity. “Brown-to-green” companies are at the core of the transition and huge investments are required in “old economy” businesses. The world is in the very early innings of the transformation of how we source, transmit, produce and consume energy and power – we believe the next decade will look entirely different than the last. Join us for a conversation with Eli Horton, Senior Portfolio Manager of TCW’s active equity ETF investments as he details the power & energy systems undergoing transformation.
About the speaker:
Mr. Horton’s investment career has spanned both public and private markets across a variety of sectors. He joined TCW as part of TCW’s acquisition of Engine No. 1. Prior to Engine No. 1, Mr. Horton was a Managing Director at Maverick Capital, a long-short investment firm where he invested in industrials and a broad range of industries. Previously, he was a member of the Technology and Retail private equity teams at KKR. He began his career in the Technology, Media & Telecom group within the investment banking division of Goldman Sachs. Mr. Horton received a BS in Accounting and a Master of Accountancy from the Marriott School of Business at Brigham Young University.
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