ENERGY AND DIGITAL INFRASTRUCTURE CAPITAL THEMES

Credit Hours: 1.5 · Graduate

This course examines the capital themes shaping investment in the modern energy ecosystem and rapidly expanding digital infrastructure sector. Students will explore how emerging technologies, evolving market structures, regulatory dynamics, and shifting capital markets influence credible investment theses across both domains. After establishing a foundational understanding of current energy and digital infrastructure trends, students will work in teams to develop and present a data driven investment project of their choice. We will emphasize the ability to evaluate business opportunities through the lenses of market forces, capital formation, financial performance, sustainability metrics, and enterprise value creation. By the end of the course, students will be able to position, assess, and articulate a compelling investment case grounded in analytical rigor and real world relevance.