Don Thinschmidt

Thinschmidt has served as a Partner of the Investment Manager since 2026 and is a member of the investment committee for the Partnership. Prior to joining, he was Lead for the Energy Transition Group at Trafigura, the firm’s venture capital and growth equity investment team, with responsibility for sector research, sourcing, due diligence, execution and governance across investments in energy, metals, maritime and efficiency technologies. Beginning in 2025, he has also served as Chief Commercial Officer of Kinertic, a software business founded by Trafigura, whose product provides commercial insights for emissions differentiated commodities. Kinertic maps the carbon intensity of oil, gas and metals supply chains. This business was acquired by Context Labs in July 2026. From 2019 to 2025 he was a Trader in the Strategic Management and Development Group at Trafigura, which was responsible for principal investments in energy transition, midstream and refining assets, and oil trading, based initially in Houston, Texas, then Geneva, Switzerland. From 2016 to 2019 he was a Director at Citigroup in London, where he ran the bank's agricultural options and biofuels trading business, and from 2011 to 2016 he was at Louis Dreyfus Commodities, serving as Head of Commodity Derivatives from 2013 to 2016. He began his career at J.P. Morgan in Chicago. Thinschmidt holds an MA in International Economic Policy and Management from Columbia University’s School of International and Public Affairs and a BA in Economics and Legal Studies from Northwestern University.

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