WEBVTT

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- Sustainable finance is
a major growth industry.

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There's fundamentally a
wall of money being raised,

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trillions of dollars to invest in climate;

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and also more generally
in ESG integration.

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The reason being is that
the climate transition

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is essentially an industrial revolution.

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So we'll see the tectonic
plates really move in terms

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of profit pools,

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in terms of sources of
competitive advantage,

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and that is what investors
are trying to exploit.

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The role of the CFO will be very important

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in navigating the climate
transition for a company.

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We've already seen this, for instance,

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in oil and gas companies,
that face questions such as

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how much do I keep
investing in oil and gas?

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How much do I invest in renewables?

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How much do I give back to shareholders?

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Very key CFO questions.

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Obviously also reporting and
investor communication is key.

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And then, obviously really
being able to communicate

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at the same time

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what is the implications
for my equity story,

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but also my impact thesis
for investing that money?

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The climate transitions
will throw up a lot

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of value creation opportunities
and risks for companies.

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We've obviously seen
that in the EV industry.

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We're seeing that in
the renewables industry.

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we will see that in many more industries;

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tech will play a big part, by the way.

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It is vital that the companies
bring their investors

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along the journey when they decarbonize

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and when they invest to take advantage

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of these opportunities.

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They need a very clear equity story

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and a very clear impact thesis

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that they can communicate
clearly, with data,

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to their existing investors,

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and potentially new investors
that they want to bring in.

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There's going to be new winners.

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There's going to be losers.

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This is a huge investment opportunity.