The Energy Shift
A podcast series exploring the latest issues at the intersection of the energy transition and the world of finance.
Episodes
Brookfield’s perspective on the Energy-Infra ecosystem
CIBC hosts James Wright and Ines Serrao welcome Hadley Peer Marshall, CFO of Brookfield Asset Management to discuss the rapid growth of renewables and nuclear, Brookfield’s approach to investing across the energy value chain, and trends in private credit and M&A. The episode also shares insights on navigating geopolitical risks and the importance of long-term thinking in infrastructure. Hosted by
How is private credit participating in the Energy Shift?
CIBC's James Wright and Ines Serrao are joined by Jess Thompson, Head of North America Infrastructure Debt at Allianz Global Investors, for a timely discussion on the rapid rise of private credit in US energy and infrastructure. They explore how private credit is complementing banks, bridging funding gaps, and supporting complex projects, with insights on market trends, investor priorities, and op
Hot takes from Infocast Solar and Wind 2026
CIBC’s Ines Serrao and James Wright recap key takeaways and hot takes from the Infocast Solar + Wind Finance & Investment Summit 2026 – covering current trends in the renewable energy sector, priorities for the year and the outlook ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Shifting into 2026 - what lies ahead?
Join CIBC’s Energy Shift hosts, James Wright and Ines Serrao, as they welcome special guest, James Brooks, for an insightful recap of 2025’s most notable developments and compelling data highlights within a rapidly evolving energy sector. The conversation then turns forward, as the trio shares their perspectives and predictions for what’s on the horizon in 2026. Hosted by Simplecast, an AdsWizz co
The solar coaster continues
CIBC's Ines Serrao and James Wright discuss the future of solar energy industry with Paul Gaynor, CEO and Co-Founder, and Pete Keel, CFO and Co-Founder of Longroad Energy. They share practical insights on navigating policy changes, capital access, and the evolving demands shaping the clean energy sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Nuclear’s next act: Scaling up for America’s clean energy future
With the announcement of CIBC’s pledge to support tripling global energy 2050, hosts Ines Serrao and James Wright are joined by Stephen Comello, Senior Vice-President of Strategic Initiatives at Energy Futures Initiative, to discuss nuclear energy’s pivotal role in America’s clean energy transition, ambitious growth targets, and the key challenges and opportunities ahead for the industry. Hosted b
Distributed generation: Building momentum and scaling success
Ines Serrao and James Wright discuss the world of distributed generation and community solar, featuring guest Bret Labadie, CFO of Pivot Energy. They explore growth, unique benefits, and evolving challenges of community solar, and explore how an industry leader is navigating new opportunities and market forces. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Unpacking the BBB
CIBC hosts, James Wright and Ines Serrao, are joined by Ken Young, CEO of Apex Clean Energy, and Todd Alexander, Partner at Norton Rose Fulbright, to discuss the Big Beautiful Bill and initial views on its impact to the Renewable Energy Industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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A Transitioning Workforce: People, Culture, and Change
James Wright and Tamara Markus are joined by Dan McCarthy, CEO of One Search, to discuss evolving trends in the recruitment industry. Together, they delve into the workforce landscape, post-pandemic impacts, and the future of diversity and inclusion in the workplace. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Wind & Solar — the good, the challenging and the hopeful
CIBC hosts, James Wright and Ines Serrao, sit down with Michael Rucker, CEO of Scout Clean Energy, to discuss the evolving renewable energy landscape, focusing on the wind, solar, and storage sectors. The conversation explores challenges such as tariff uncertainties, repowering projects, and the potential impacts of changes to clean energy tax credits, while emphasizing the importance of accelerat
Knock, knock. Who's there? It's AI
Darrel Koo, Director of Analytics at Orennia, joins Luisa Fuentes, Managing Director and Head of Natural Resources and Transition, US Corporate Banking, and James Wright, Managing Director and Head, US Corporate Banking, to explore the transformative impact of AI on energy demand and power infrastructure, highlighting the challenges and opportunities in the evolving landscape of data centers and r
Connecting the dots: The critical role of transmission in US power markets
Invenergy’s Meghan Schultz, EVP and CFO, and Shashank Sane, EVP Transmission, join Luisa Fuentes, Managing Director and Head of Natural Resources and Transition, US Corporate Banking, and James Wright, Managing Director and Head, US Corporate Banking to explore the urgent need for advanced transmission infrastructure and HVDC technology to meet US energy demand, while navigating financing and regu
Wrestling with the future of hydrogen development in the US
Melany Vargas, VP Head of Hydrogen at Wood Mackenzie, joins Luisa Fuentes, Managing Director and Head of Natural Resources and Transition, US Corporate Banking, and James Wright, Managing Director and Co-Head, US Corporate Banking to discuss the future of hydrogen development in the United States. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Trump 2.0 and the year ahead
Lesley Hunter, Senior VP of Policy & Engagement at ACORE, joins Luisa Fuentes, Managing Director, Head of Natural Resources and Transition, U.S. Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss the new administration under President Trump, the key people involved, and energy policy formation. Hosted by Simplecast, an AdsWizz company. See https://
Battery life
Denise Tait, CIO at Arevon and Ines Serrao, Managing Director and Head of Renewables for U.S. Corporate Banking at CIBC, join co-hosts Luisa Fuentes, Managing Director, Head of Energy Transition and Sustainability, Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss the growing battery storage market in the U.S., how Arevon is playing in that space
The renaissance of gas fired power
Matt Willis, Partner at Hull Street Energy and Neil Davids, Managing Director in CIBC’s Energy Transition team, join co-hosts Luisa Fuentes, Managing Director, Head of Energy Transition and Sustainability, Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss how different trends are impacting power demand in the U.S., including data centers, AI techn
Rating the Transition
Greg Remec, Senior Director, Fitch Ratings, and Richard Sanders, Executive Director, Corporate Banking at CIBC join CIBC co-hosts Luisa Fuentes, Managing Director, Head of Energy Transition and Sustainability, Corporate Banking and James Wright, Managing Director and Co-Head of US Corporate Banking to discuss the rating agency approach to energy transition. Hosted by Simplecast, an AdsWizz compan
Tax credit transferability – the market so far
Brian Callaway, CFO, Copia Power and Mike Duff, Partner, Milbank joins Luisa Fuentes and James Wright to discuss how the Tax Credit Transfer market has opened up since final Treasury Guidance was released earlier this year, plus the new dynamics its added to the broader financing markets for U.S. renewable projects. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Financing the transition: Key takeaways from ACORE's Finance Forum
On the inaugural episode of The Energy Shift, James Wright and Luisa Fuentes speak with Ray Long, CEO of ACORE to digest the key takeaways from this year's ACORE Finance Forum and themes for the year ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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