Water investor Bill Brennan joins the podcast and discusses a wide range of water investments, including some historical analysis of the water investment cycle, how he views water investing changing over time, and more. It’s a terrific inside look at an investor who’s been around the water industry and how he views the water market.
Plus, Reese Tisdale, President of Bluefield Research, joins us for another Bluefield on Tap segment where he discusses decentralized water systems and the recent influx of investment those systems have seen particularly in the high strength wastewater discharge and municipal wastewater treatment areas.
This is a fantastic episode to sink your teeth into current trends in water and investing. Take a listen!
In this session, you’ll learn about:
- Sustainability investing
- Why Bill sees “green bonds” morphing into “blue bonds”
- Why water is a more stable investment than oil
- How water’s lack of commodity trading provides a different investment profile
- Why the water investment market suffered a decline circa 2005-07
- Distributed and decentralized water investments
- Bill’s thoughts on Public-Private Partnerships (P3)
- Bill’s thoughts on Private-Private Partnerships
Resources and links mentioned in or relevant to this session include:
- Bill’s LinkedIn profile
- DC Water’s post on green bonds
- Post on LinkedIn about Blue Bonds
- Sustainable Water’s website
Sorry – no transcript this week. Let me know by emailing me if you miss the transcripts!
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