Lunch Webinar – Hydrogen economy from an investment point of view

AI Quick Summary

Why Hydrogen?The investment thesis and opportunity are built on three strong points 1/ Energy independence, 2/ Decarbonization of economies and 3/ Re-establishing a domestic industrial footprint. Why now?This ambition requires unprecedented cooperation from states, industrial players, and research centres. Increasing the use of hydrogen to replace fossil fuels and for storing energy would make it possible to reach the goals outlined in the Paris Agreement, the EU’s climate-neutral strategy for 2050 and the UK climate change act. At present, hydrogen accounts for about 2.5% of global final energy consumption. If we are to achieve carbon neutrality by 2050, it is estimated that hydrogen will need to represent between 20% and 25% of our total energy mix. While the opportunity is clear, the challenge for all actors of the transition is now to create a new ecosystem to harness the power of hydrogen. SpeakerSébastien Gyger is a senior investment professional with +20 years of experience. He is the Head of Fund Research and Institutional Portfolios at Rothschild & Co Bank. Before that, he was the Chief Investment Officer and Head of Investments for the Wealth management and Institutional units at Banque Pâris Bertrand, which he joined in 2019. Previously, he held a number of senior positions at Lombard Odier, as Head of Portfolio management and Head of Asset Allocation for the Private Asset Management unit. Mr Gyger studied physics at the Swiss Federal Institute of Technology in Lausanne (EPFL), graduating in 1998. He earned a Ph.D. in 2002 for his doctoral thesis entitled "A statistical approach to hedge fund selection and portfolio construction". The Chartered Financial Analyst (CFA) certification was awarded to him in 2005.

Event Metadata

• Event Name: Lunch Webinar – Hydrogen economy from an investment point of view
• Date: 6/22/2022 5:18:10 AM
• Administrators:
  • Mr Adrian Bachofen

Event Description

Why Hydrogen?

The investment thesis and opportunity are built on three strong points 1/ Energy independence, 2/ Decarbonization of economies and 3/ Re-establishing a domestic industrial footprint.

Why now?

This ambition requires unprecedented cooperation from states, industrial players, and research centres. Increasing the use of hydrogen to replace fossil fuels and for storing energy would make it possible to reach the goals outlined in the Paris Agreement, the EU’s climate-neutral strategy for 2050 and the UK climate change act. At present, hydrogen accounts for about 2.5% of global final energy consumption. If we are to achieve carbon neutrality by 2050, it is estimated that hydrogen will need to represent between 20% and 25% of our total energy mix. While the opportunity is clear, the challenge for all actors of the transition is now to create a new ecosystem to harness the power of hydrogen.

Speaker

Sébastien Gyger is a senior investment professional with +20 years of experience. He is the Head of Fund Research and Institutional Portfolios at Rothschild & Co Bank. Before that, he was the Chief Investment Officer and Head of Investments for the Wealth management and Institutional units at Banque Pâris Bertrand, which he joined in 2019. Previously, he held a number of senior positions at Lombard Odier, as Head of Portfolio management and Head of Asset Allocation for the Private Asset Management unit. Mr Gyger studied physics at the Swiss Federal Institute of Technology in Lausanne (EPFL), graduating in 1998. He earned a Ph.D. in 2002 for his doctoral thesis entitled "A statistical approach to hedge fund selection and portfolio construction". The Chartered Financial Analyst (CFA) certification was awarded to him in 2005.