Two-thirds of all global energy investment is already going into clean energy. Yet most of the conversation is still about oil and gas. Zlati Christov, CIO of JERA Nex bp and former Head of EMEA Renewables at Morgan Stanley, joined Eleven’s weekly meeting to share what the energy transition actually looks like from the inside – the economics, the infrastructure gaps, the themes driving capital, and where new companies can make a real difference.

Retention is now the top exit metric. Loss-making businesses are hard to sell. PE has replaced large strategics as the primary M&A engine. Michael Ivanov, Partner at Carlsquare, is sharing what he sees in the market.