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Vikram

Managing Director and Head of Private Equity Climate Investing at Morgan Stanley

Vikram Raju is a Managing Director and Head of Private Equity Climate Investing at Morgan Stanley Investment Management, specializing in private equity strategies focused on climate-related impact. He leads investments targeting decarbonization and sustainability across sectors, working with a broad range of portfolio companies committed to measurable environmental outcomes and commercial returns. Vikram joined Morgan Stanley after developing a decade-long track record in impact investing, where he has consistently delivered strong risk-adjusted returns while pioneering innovative climate investment frameworks. He holds advanced professional credentials and brings deep expertise in both private equity and climate finance.

Vikram's questions to NETFLIX (NFLX) leadership

Vikram's questions to NETFLIX (NFLX) leadership • Q2 2025

Question

Inquired about the response from advertisers to the new Netflix ad suite, which features are attracting the most interest, and the feedback from regions outside the US.

Answer

Co-CEO Greg Peters stated that the global rollout of their proprietary ad tech stack was smooth and has made it easier for advertisers to buy, as confirmed by direct feedback and increased programmatic buying. The new stack enables faster delivery of features like improved targeting, measurement, and interactivity, which are key long-term benefits attracting advertiser interest.

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Vikram's questions to RECURSION PHARMACEUTICALS (RXRX) leadership

Vikram's questions to RECURSION PHARMACEUTICALS (RXRX) leadership • FY 2024

Question

Vikram from Morgan Stanley inquired about the progress of the partnership with NVIDIA and the primary focus areas for Recursion's foundation model development.

Answer

CEO Christopher Gibson explained that the NVIDIA partnership is crucial for deploying numerous complex models across the BioHive-2 supercomputer, utilizing both GPU and CPU capabilities for tasks including atomistic work. He noted the relationship is strong and hinted at future unannounced projects.

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