Has Your Forest Investment Thesis? Forest investors and managers have become increasingly comfortable talking about impact. We speak fluently about carbon, biodiversity, social outcomes, and sustainability commitments. Yet in practice, these objectives are still too...
Lessons for Forest Investment from Debt Data I was on a call the other day with one of our peers (he may be reading this now), and he asked whether I was concerned about the future of my business given the political and regulatory shift away from ESG and...
A Self-Assessment for Impact Forestry Investors I’ve had a great week, running a Theory of Change workshop with a Fund Manager, dedicated to progressing their impact thesis. I’ve also been having a lot of in-person conversations on how different investors and managers...
Why Forest and Natural Capital Fund Managers Should Care Imagine you play an instrument in an orchestra that has finally mastered a notoriously complex symphony, only to show up one morning and discover that the composer has re-written the score. The music is still...
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