Episode 66: Tax Equity & ESG Investing – Discover the Dual Benefits

In this episode of the InsuranceAUM Podcast, host Stewart Foley is joined by George Strobel and Billy Huger from Monarch Private Capital to discuss the world of tax credit equity. They break down how tax credits in renewable energy, affordable housing, and historic rehabilitation projects can provide financial returns while advancing ESG goals.

Learn how insurers and other corporations can use tax equity to offset federal and state premium taxes, including creating customized portfolios tailored to specific liabilities. The conversation also covers the growing demand for ESG-aligned investments and the role of tax equity in funding socially impactful and environmentally sustainable projects.