NY Climate Week Invitation

Private session

Join a select group of principals, CIOs and wealth advisors for a closed-door conversation during NY Climate Week 2026.

The Great Refactoring and its impact on private and public markets

Fundamental global macro conditions are shifting in real time, all at once. The implications for capital allocators will be profound. Join Sec. John Kerry, Sanjeev Krishnan (S2G) and Peter Cashion (CalPERS) in conversation with the Climate Capital Reset Project and Carbon Collective to discuss what's coming in private and public markets.

Date
Tuesday, 22 September2:30 – 4:30 pm
Location
Midtown ManhattanGrand Central West · Address sent on RSVP
Schedule
2:30Doors open 3:00Introductory remarksSec. John Kerry 3:20Panel discussionSec. John Kerry, Sanjeev Krishnan, Peter Cashion 4:00Closing reception
WILL ATTEND REGRETS

Space is limited.

Session detail

Despite continued buoyancy in public equity markets, the global economy has been undergoing enormous economic and political shifts. The fracturing from a uni-polar to a multi-polar economic and political order, alongside significant trade shifts, ongoing conflicts, changes in industrial and monetary policies, and the rise of AI are all leading to new market alignments.

For climate allocators, federal policy has reversed. Energy security and speed to power have displaced energy transition as the organising frames. An AI-driven buildout is reordering the power sector on a timeline no one modelled, and demanding enormous capital investment amidst a rising cost of capital and continued private market illiquidity.

Allocators are attempting to read the tea leaves, but uncertainty has caused retrenchment and paralysis in all but the most obvious sectors. Disruption breeds both need and opportunity. This conversation will delve into the impacts and opportunities spawned by the ongoing re-alignment.

Speakers

A long view of the tectonic geo-political shifts under way

Secretary John Kerry — Co-Executive Chairman, Galvanize Climate Solutions

68th U.S. Secretary of State and the first U.S. Special Presidential Envoy for Climate, in which role he led the American delegation through three UN climate summits. He represented Massachusetts in the Senate for twenty-eight years and chaired the Foreign Relations Committee.

The ripple effect through private markets

Sanjeev Krishnan — Managing Partner, S2G Investments

Co-leads S2G, which he has helped build from a food and agriculture fund into a systems-investing platform spanning energy, food and agriculture, and oceans. Twenty years investing across venture and private equity, beginning with the life sciences practice he co-founded at the IFC.

A perspective on how the largest climate allocators are responding in public markets

Peter Cashion — Managing Investment Director, Sustainable Investments, CalPERS

Sets sustainable investing strategy at the largest U.S. public pension fund, where he oversees a $100 billion climate allocation the fund has framed explicitly as a bet on outperformance. Before joining in 2023 he spent nearly three decades at the World Bank's IFC, most recently as Global Head of Climate Finance.

Co-moderated by

Will Coleman, founder of Onramp Capital and a co-lead of the Climate Capital Reset Project. He has spent two decades investing in and advising on energy and climate, helping to launch multiple funds, and has served on advisory boards for the National Renewable Energy Laboratory, California's Low Carbon Transportation Fund, and the Open Carbon Protocol.

Breene Murphy, president of Carbon Collective, a registered investment advisor that builds climate-aligned portfolios and retirement plans for individuals and employers. He came to the firm from EP Wealth Advisors and sits on the advisory board of USC's Wrigley Institute for Environmental Studies.

RSVP