S1E14: Tariffs, Climate Investing Trends, and Distributed Energy with Greg Wasserman (Head of Private Climate Investing, Wellington Management) and Alexandra Rasch (Founder & CEO, Caban)

In this episode of The Smart Society Show, co-hosts Brynne Kennedy and Chris Skidmore dive into the latest geopolitical shifts affecting the energy transition. They unpack the implications of new U.S. tariff announcements and growing trade tensions on clean energy supply chains, domestic manufacturing, and the accelerating global race for critical minerals. They also discuss what this means for the future of the energy transition and how investors, operators, and governments are responding to an increasingly fragmented global landscape.

In our Chasing Net Zero segment, we’re joined by Greg Wasserman, Head of Private Climate Investing at Wellington Management. Greg shares insights from nearly two decades in climate investing, discussing how capital is moving into later-stage climate solutions, the importance of adaptation, and why overlooked sectors like logistics, automation, and digital infrastructure are central to the decarbonization story.

In the Chasing Unicorns segment, Alexandra Rasch, Founder and CEO of Caban, walks us through how distributed energy infrastructure is evolving across Latin America, the Caribbean, and the U.S. She unpacks the policy tailwinds and headwinds shaping energy storage markets, the importance of local manufacturing and software, and how Caban is building a decentralized power network to fuel the next generation of telecom, data, and AI systems.