Generation Investment Management

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Generation Investment Management
Sustainability 2.0 Tel Aviv, May 2008
Private and Confidential Not for Distribution
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Our Firm
Generation is dedicated to the principles of
long-term investing, integrated sustainability
research and client alignment.

• Established in 2004 by Former Vice President Al
  Gore and David Blood.
• Independent, private, owner-managed partnership
  Offices in London, and New York City.
• Investing in private and public equity with
  exclusive focus on sustainability and climate
  solutions.
• Our firm is comprised of 27 investment management
  and sustainability experts. We are a single,
  integrated team. We are strongly aligned with
  clients to create long-term value.
• Our assets under management total approximately
  4.0bn.
• Dedicated to thought leadership on sustainability
  and capital markets 5 of our profitability is
  allocated to the Generation Foundation.
• Generations Advisory Board consists of global
  thinkers who help us anticipate the changing
  context for business.

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Priority Areas
Our strategy is to focus on five priority areas
where we have deep know-how and strong deal flow.
Priority Areas
Investment Categories
Carbon, Ecosystem Services Markets

• Carbon credit developers
• Market infrastructure and services
• Financial service providers

Bio-based Economy

• Biomass (cultivated and waste) conversion
  gasification
• Sustainable agriculture, soil management, water
• Organic polymers, natural plastics

Renewable Energy

• Advanced solar thermal, concentrated solar
• Distributed energy, building integrated CHP, PV
  and other power
• Selected wind, geothermal solutions

Clean(er) Fossil-based Industry

• Carbon capture and sequestration
• Industrial gases
• Engineering procurement and construction (EPC),
  systems integrators

Demand Side Efficiency

• Building controls and facility management, smart
  metering
• New materials
• Enabling services (including design and
  architecture)
• Sustainable mobility

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Sustainability 2.0 Drivers of Global Change

• Climate Crisis
• Global Environmental Crisis
• Population/Demographic shifts
• Pandemics
• Technological Hyper-Revolution
• Growing Governance Gap
• New Forms of Social Movements
• War
• Responsible Capitalism
• Poverty and real needs

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