『Characteristics of an Institutional Forest Investment Portfolio for Financial and Climate Objectives – with Olly Hughes and David Gardner』のカバーアート

Characteristics of an Institutional Forest Investment Portfolio for Financial and Climate Objectives – with Olly Hughes and David Gardner

Characteristics of an Institutional Forest Investment Portfolio for Financial and Climate Objectives – with Olly Hughes and David Gardner

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

Today, I’m joined by Olly Hughes, Managing Director of Forestry, and David Gardner, Chief Investment Officer for Forestry at Gresham House. In this discussion, we explore how Gresham House builds global forestry portfolios that incorporate both financial and climate-related considerations. Olly explains why timberland offers stable, inflation-linked returns and outlines how it fits into the “natural capital” asset class, where sustainable timber, carbon credits, and biodiversity gains converge. David adds rich insight into long-rotation conifer crops and how afforestation and compliance carbon markets (especially in Australia and New Zealand) can support early cash flow. We delve into the significance of establishing KPIs for biodiversity and why experiencing a forest firsthand can be the most effective education for new investors.



Quote“We believe global timber demand will nearly triple over the next 30 years, so we must plant trees both for nature-based reasons and for timber supply.” – Olly Hughes“Certification is just the starting point—we manage to global standards and then layer on sustainability objectives to meet Article 9 criteria.” – David Gardner



Useful Resources

Gresham House

Olly Hughes (LinkedIn)

David Gardner (LinkedIn)

The ForestLink newsletter signup

Favorite trees: Walnut (Juglans regia) & Ginkgo Biloba



Production Team

Founding Director and Host: Shauna Matkovich - The ForestLink

Producer and Editor: Magdalena Laas - Unscripted Creatives



Chapters

[00:00] Intro & Welcome

[00:35] Favorite Trees

[01:19] Introductions & Gresham House Overview

[04:19] Why Forestry? Key Investment Benefits

[08:52] Case Study: Forestry Resilience During Recession

[10:47] Climate Goals & Misconceptions

[15:37] Policy Regulations & Market Impact

[18:08] Best Geographies Where Climate and Returns Align

[22:33] Portfolio Strategy – Mixing New and Mature Assets.

[24:10] Carbon Markets 101

[27:02] Timber vs. Carbon Returns

[29:01] Nature & Biodiversity Investing

[36:59] Managing Forests & Funds, Sustainability Meets Scalability.

[39:02] Global Standards for Nature and Carbon

[39:26] Inspiration & Frustration

[42:00] Final Advice

[43:13] Closing & Contact Info



Sound Library

Nature by MaxKoMusic/Soundcloud

Sopwell Woodlands and Scohaboy Bog SAC, Cloughjordan, Co Tipperary, IRELAND by wild_rumpus/Soundcloud

Ambient Documentary by Sound Guru (Pixabay)








Sign up now for the ForestLink’s newsletter, where you’ll receive technical advice, reflections, and best-practice guidance to support you with your forest-linked investment strategy or business straight to your inbox.

Hosted on Acast. See acast.com/privacy for more information.

Characteristics of an Institutional Forest Investment Portfolio for Financial and Climate Objectives – with Olly Hughes and David Gardnerに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。