The Energy Shift
The Energy Shift
CIBC
A podcast series exploring the latest issues at the intersection of the energy transition and the world of finance.
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.
Apr 10
23 min
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 opportunities for partnership.
Mar 30
24 min
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.
Mar 24
14 min
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.
Jan 16
31 min
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.
Dec 8, 2025
23 min
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.
Nov 24, 2025
37 min
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.
Sep 15, 2025
27 min
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.
Aug 28, 2025
26 min
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.
Jun 23, 2025
34 min
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 accelerating renewable energy deployment to meet growing electricity demand.
Jun 13, 2025
34 min
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