Christopher James

Chris founded Engine No. 1 to drive the reindustrialization of the United States. As the Chief Investment Officer of Engine No. 1, Chris identifies investment opportunities, themes, and works closely with these companies to drive value. Before founding Engine No. 1, Chris spent more than 30 years investing in and building businesses across industries undergoing fundamental transformation. Chris founded Partner Fund Management, originally part of Andor Capital Management which he also co-founded. Chris served as a member of the Management Committee of Pequot Capital Management and founded multiple companies based in the natural resources industry, including White Oak Resources, Pin Oak Mt. Airy, Pin Oak Corpus Christi (co-founded) and Greenfield Holdings. Chris is also a founding board member and Chairman of Tipping Point Community in San Francisco, was Vice-Chair of The National Fish and Wildlife Foundation and was Chairman of the Investment Committee of Tulane University during his 12-year tenure on the board. Chris received a B.A. in Economics from Tulane University.

Session Overview

Monday, 3 November

16:00

Global strategy ICC Hall A 16:00 - 16:45

Capital catalysts: financing the future energy economy

Achieving the dual goals of energy security and decarbonisation requires unprecedented levels of capital - and smarter deployment of it. As governments scale industrial policies, and markets reward resilience and sustainability, the energy sector must mobilise investment at speed and scale. From clean tech and carbon capture to natural gas and LNG, critical minerals and hydrogen infrastructure, where will the money flow next?

How can energy leaders balance diverging short- and long-term priorities - each with distinct investment requirements and return profiles - while driving a coherent transformation agenda?

As AI and emerging technologies disrupt traditional value chains, they are not only reshaping business models but also driving significant increases in energy demand and competing for resources.

Attendee insights:

Understand where industry leaders are directing investments and what key criteria make energy projects attractive in today's evolving capital landscape.