Investor Insight Series
Interview with Robert Bose, Principal & Managing Member at Charlestown Capital
by Energy Council | Jul 20, 2023
Robert Bose, Principal & Managing Member at Charlestown Capital Advisors is the latest expert to join the Energy Council as part of our Investor Insights New York special, having joined a panel at the New York Energy Capital Assembly on Rediscovering the “E” in E&P, looking at what will be the most impactful driver of value over the next decade as operators weigh up remaining inventory.
In this episode he summarises his panel discussion to address how the underinvestment in exploration and the dissipation of traditional capital has opened up generational opportunities for family offices to invest in oil and gas. He then proceeds to elaborate on the two approaches employed by Charlestown Capital Advisors to achieve high return outcomes, which involves focusing on both exploration and production.
“Being in the exploration business means absorbing a lot of risk and being able to deal with loss… but we really like that business because it has the potential to create the kind of returns we're looking for.”
If you're interested in getting involved in the Energy Council Investor Insight Series, please get in touch with [email protected]
Our Investor Insight Episodes
Investor Insight Series Ep. 24: Blake London
Blake London, Managing Partner at Formentera Partners joins the latest episode of the Investor Series Podcast to discuss how Formentera both own and operate assets directly, ... Listen Here
Investor Insight Series Ep23: Allyson Anderson Book
Allyson Anderson Book from Baker Hughes , joins investor insights to discuss how energy equipment, services and technology companies play an incredibly important role in ... Listen Here
Investor Insight Series Ep22: Erik Belz
Erik Belz from Engine No.1 , joins investor insights to discuss how we live in a world that wants to decarbonise, whilst ensuring reliable sources of natural resources for ... Listen Here
Investor Insight Series Ep21: Jeannie Powers
Jeannie Powers from EIG Global Energy Partners, joins investor insights to discuss the investment landscape in North American Energy Industry. Listen Here
Investor Insight Series Ep20: Tom Field
Tom Field from Quantum Energy Partners, joins investor insights to elaborates on the firm's domestic and international investment approach. Listen Here
Investor Insight Series Ep19: Jacques Tohme
Jacques Tohme, Chair of Samos Energy, discusses the market opportunities that drove the development of their recently established upstream strategy on Investor Insights. Listen Here
Investor Insight Series Ep18: Michael Bertuccio & Shalin Shah
Michael Bertuccio, Founding & Managing Partner & Shalin Shah, Founding Partner at Wincoram Asset Management joined us to discuss how investment strategies vary in the O&G industry. Listen Here
Investor Insight Series Ep17: Matthew Harwood
Matthew Harwood, Chief Strategy Officer at Climate Investments joined us to discuss the intricate interconnectivity between the Oil & Gas industry and Renewable energy. Listen Here
Investor Insight Series Ep16: Patrick Peura & Hilkka Komulainen
Patrick Peura, ESG Engagement Manager, & Hilkka Komulainen, Head of Responsible Investment, join us to provide insights into the future of investor engagement. Listen Here
Investor Insight Series Ep15: Andres van der Linden
Andres van der Linden, PGGM Investments joins us to discuss crucial topics from assessing companies' alignment with the Paris Agreement to portfolio decarbonization strategies. Listen Here
Investor Insight Series Ep14: Shaia Hosseinzadeh
Shaia Hosseinzadeh, Managing Partner at OnyxPoint Global Management, features on the latest Investor Insights episode to explore the industry's changing perspective, covering ... Listen Here
Investor Insight Series Ep12: Henry Hager
Henry Hager, Managing Director at Waterous Energy Fund, features on the latest episode of Investor Insights. He shares his thoughts surrounding the return of capital to the ... Listen Here
Investor Insight Series Ep11: Justin Brady
Justin Brady, Director - Commercial & LNG at Chesapeake, joins us to discuss their company's perspective surrounding the role of natural gas in the decarbonization of power. ... Listen Here
Investor Insight Series Ep10: Nile Garritson
Nile Garritson, Associate Portfolio Manager, CalSTRS joins us to talk about the importance of setting quantifiable medium-term goals on GHG abatement for Oil & Gas companies, ... Listen Here
Investor Insight Series Ep9: Megan Hays
Megan Hays joins the Energy Council’s Investor Insights Series to discuss Kimmeridge Energy’s recent white paper “Why Net Zero Should Be the Standard for the E&P Sector”. She ... Listen Here
Investor Insight Series Ep8: Emily Rodgers
Emily Rodgers, Managing Director and Director of ESG at EIG shares the standards and frameworks they find effective in tracking where both funds and portfolio companies are ... Listen Here
Investor Insight Ep7: Brian Gilvary
Brian Gilvary, Chairman at INEOS Energy joins the Energy Council’s Investor Insight Series to share the company's approach to providing the world with sustainable, affordable ... Listen Here
Investor Insight Ep6: Andrew Baxter
Andrew Baxter, Director, Energy Transition at EDF joins us for the latest episode of the Investor Insight Series to discuss the major challenges around emissions reporting, ... Listen Here
Investor Insight Ep5: Jake Barnett & Patrick Peura
During this episode, Jake & Patrick, Co-Leads for the UN-Convened Net-Zero Asset Owner Alliance, talk about the importance of Oil & Gas companies having a holistic vision of ... Listen Here
Investor Insight Ep4: JP Hanson
Last month, JP Hanson, Head of the Oil & Gas Group at Houlihan Lokey joined the Energy Council’s Investor Series Insights. During this episode, JP talks about capital ... Listen Here
Investor Insight Ep3: Christian Synetos
Christian Synetos shares BlackRock’s view on the role of natural gas in the energy mix and the role that hydrocarbon companies can play in the energy transition. He also ... Listen Here
Investor Insight Ep2: Nick Dell’Osso
Nick Dell'Osso, President & CEO at Chesapeake Energy joined the Investor Insight Series to discuss the evolving geopolitical landscape and the role that the US has to play in ... Listen Here
Investor Insight Ep1: Dan Pickering
In the opening episode of the Investor Insight series, we hear from Dan Pickering, Founder & Chief Investment Officer at Pickering Energy Partners on current investor ... Listen Here
Our Investor Series Podcasts
Podcast: Dave Wolcott, CEO, Pantheon Investments
Dave Wolcott, CEO, Pantheon Investments, joins the podcast to discuss financial investment in the energy sector and more. Listen Here
Podcast: Carolyn Hansard, Managing Director of Energy, Natural Resources & Infrastructure, Teacher Retirement System of Texas
Carolyn Hansard, MD of Energy, Natural Resources & Infrastructure, Teacher Retirement System of Texas, shares insights from an LP’s perspective into how the energy investment ... Listen Here
Podcast: Jay Heller, VP, Head of Capital Markets, Nasdaq
Jay Heller, Head of Capital Markets at Nasdaq joins the latest episode of the Investor Series Podcast to talk about the ways in which Nasdaq is supporting energy companies in ... Listen Here
Podcast: Randy Newcomer and Scott Rice, Riverbend Energy Group
Randy Newcomer and Scott Rice, Riverbend Energy Group joins us to discuss prime opportunities for private investors to engage in high-quality development projects and more. ... Listen Here
Podcast: Erik Belz, Head of Private Equity at Engine No.1
Erik Belz, Head of Private Equity at Engine No.1 joins us to talk about the need to reshape the industry's narrative for attracting vital energy transition investments and ... Listen Here
Podcast: Alan Smith, President & CEO, Rockcliff Energy
Alan Smith, President & CEO of Rockcliff Energy, joins the Investor Series Podcast to assess the implications of the 2023 natural gas price collapse on A&D strategies. Listen ... Listen Here
Podcast: Andrew Dittmar & Phillip Dunning, Enverus
Andrew Dittmar, Director & Phillip Dunning, Director of Product Management for Minerals at Enverus, join the Investor Podcast Series to share their assumptions for 2023 O&G / ... Listen Here
Podcast: Sarah Bratton Hughes, Head of Sustainable Investing, American Century Investments
Sarah Bratton Hughes, Head of Sustainable Investing at American Century Investments, talks how fund companies need Texas’ cooperation for the world to totally decarbonize and ... Listen Here
Podcast: Joel Riddle, Managing Director and CEO at Tamboran Resources
Joel Riddle, Managing Director and CEO of Tamboran Resources joins the Investor Podcast series to discuss their latest acquisition of Origin energy's Betaloo basins and the ... Listen Here
Podcast: Wil VanLoh, Founder and CEO, Quantum Energy Partners
Wil VanLoh, Founder and CEO of Quantum Energy Partners joins us to discuss where he sees the most attractive risk-adjusted returns within the energy sector, and why LPs ... Listen Here
Podcast: Toby Rice, President & CEO at EQT Corporation
We are joined by Toby Rice, President and CEO of EQT Corporation, to talk about the business resilience and competitive positioning of energy from a long term perspective, ... Listen Here
Podcast: Bobby Tudor, CEO at Artemis Energy Partners
Bobby Tudor joins the Energy Council's Investor Podcast series to discuss how Houston can position itself as the energy capital of the world, and the opportunity that it has ... Listen Here
Podcast: Diana Glassman, Director – Engagement, EOS at Federated Hermes
We are joined by Diana Glassman to discuss the driving factors that determine investment decisions, as well as the need to reduce methane emissions within the North American ... Listen Here
Podcast: Grayson Andersen, Head of Capital Markets, ReconAfrica & Román Rossi, Vice President, Research Analyst, Canaccord Genuity Corp
Grayson Andersen, Head of Capital Markets, ReconAfrica, and Roman Rossi VP, Research Analyst, Canaccord Genuity Corp join us to discuss the exploration and production ... Listen Here
Podcast: Asha Mehta, Managing Partner & CIO at Global Delta Capital
Asha Mehta joins us to talk about Global Delta Capital’s quantitative approach to emerging markets and to share her experiences of being the first quantitative manager to ... Listen Here
Podcast: Benjamin Colton, Global Head of Asset Stewardship – Voting & Engagement, State Street Global Advisors
Benjamin Colton, Global Head of Asset Stewardship - Voting & Engagement at State Street Global Advisors joins the Investor Series Podcast to explain how State Street are ... Listen Here
Podcast: Nouman Ahmad, CEO & Co-Founder, Validere
Nouman Ahmad, CEO & Co-Founder at Validere joins the Investor Series Podcast to walks us through how Validere are building a data layer of inventory data for the oil and gas ... Listen Here
Podcast: Andrea Course, Venture Principal, Shell Ventures
Andrea Course, Venture Principal at Shell Ventures joins the Investor Series Podcast to talk about Shell Ventures and its role in identifying and investing in start-up ... Listen Here
Podcast: Nick Dell'Osso, Executive Vice President & Chief Financial Officer, Chesapeake
Nick Dell'Osso, Executive Vice President & Chief Financial Officer, Chesapeake joins the podcast to talk about about where the company stands today having emerged from ... Listen Here
Podcast: Brian Carey, Strategic Growth Director, Kongsberg Digital
Brian Carey, Strategic Growth Director of Kongsberg Digital joins the podcast to discuss the role of digitilisation and innovation in the Oil & Gas industry and how ESG will ... Listen Here
Podcast: Michael Rubio, General Manager, ESG and Sustainability, Chevron
Michael Rubio, General Manager of ESG and Sustainability joins the podcast to talk about Chevron’s approach towards ESG and the Energy Transition at a time of rising ESG ... Listen Here
Podcast: Kris Pitta, Founder & CEO, Prudent Resources
Kris Pitta joins the podcast to talk about building a business during a global pandemic, the appetite for investment in small - mid-cap O&G companies and the opportunities ... Listen Here
Podcast: Cary Meadow, Executive Chairman & Ben Mendes, Director, Anvil Channel Energy Solutions
Cary Meadow, Executive Chairman and Ben Mendes, Director at Anvil Channel Energy Solutions joins the Investor Series Podcast describing the paradigm shift seen in lenders’ ... Listen Here
Podcast: Chris Leary, Investment Partner, Orion Energy Partners
Chris Leary, Investment Partner at Orion Energy Partners joins the Investor Series Podcast to explain more about what they consider to be environmentally innovative and walks ... Listen Here
Podcast: Rusty Hutson, CEO & Eric Williams, CFO at Diversified Energy
Rusty Hutson, CEO & Eric Williams, CFO at Diversified Gas & Oil join the Investor Series Podcast to bring their perspectives from a company that has successfully managed to ... Listen Here
Podcast: Shaia Hosseinzadeh, Managing Partner & Founder, OnyxPoint Global Management
Shaia Hosseinzadeh of OnyxPoint Global Management, joins the Investor Series Podcast to talks about investing in cyclical industries, their differentiated approach, the need ... Listen Here
Podcast: Angelos Damaskos, CEO, Sector Investment Managers
Angelos Damaskos, CEO, Sector Investment Managers joins us on the Investor Series Podcast. Angelos Damaskos reviews the events of 2020 and analyses current markets to explain ... Listen Here
Podcast: Nick Volkmer, Vice President – GHG & Renewables, Enverus
Nick Volkmer, Vice President - GHG & Renewables, Enverus joins us on the Investor Series Podcast. Nick shares his insights on how Enverus is pulling together all of the ... Listen Here
Podcast: Griffin Perry, Co-Founder and Managing Director, Grey Rock Energy Partners
Griffin Perry, Co-Founder and Managing Director, Grey Rock Energy Partners, joins the Investor Series Podcast to discusses advantages of adopting a a non-op investment ... Listen Here
Podcast: Dan Pickering, Founder & Chief Investment Officer, Pickering Energy Partners
Dan Pickering joins the Investor Series Podcast and walks us through where he sees future opportunities and why this is a great time to be building a business. Listen Here
Avik Dey – Head of Energy & Resources at CPPIB
Avik Dey of CPPIB, joins the Investor Series Podcast to talk about the secular change that is taking place across the industry Listen Here
Glenn Jacobson – Partner at Trilantic Capital Partners – Evolution of the Energy Investment Landscape
Glenn Jacobson, of Trilantic Capital Partners joins the Investor Series Podcast once again to talk about the evolution of the energy investment landscape. Listen Here
Mark Viviano, Head of Public Equities, Kimmeridge Energy
Mark Viviano, Head of Public Equities, Kimmeridge Energy joins the Investor Series Podcast to discuss over the course of this episode, we explore what it will take to reform ... Listen Here
Impact of the US Elections on the Oil & Gas Industry with Tom Petrie
Tom Petrie joins the Investor Series Podcast once again to discuss the upcoming US Presidential election & what impact it will have, either way, on the oil & gas industry. Listen Here
Nigel Jenvey – Global Head of Carbon Management, Gaffney Cline and Lewis McDonald – Global Head of Energy, Herbert Smith Freehills
In this episode, Nigel and Lewis join us to discuss some of the ESG & GHG related trends and policies in the Oil & Gas Industry and how they relate to company’s performance ... Listen Here
Brian Thomas, Prudential Private Capital
During the episode, Brian talks about how institutional investors like Prudential can provide capital for O&G companies in place of commercial banks who are pulling back on ... Listen Here
Tom Petrie, Chairman, Petrie Partners
During the episode, Tom talks about the Rise of Putin, the US/China trade war, the competitiveness of US shale, and Middle Eastern geopolitics and their role in creating the ... Listen Here
Kenneth Hersh Retired CEO & Co-Founder, NGP
Ken Hersh, Retired CEO and Co-Founder of NGP joins us to discuss ESG, Geopolitics, Supply/Demand Dynamics, and Private Equity in a pre, current, and post COVID-19 world Listen Here
Adam Waterous, CEO, Waterous Energy Fund
Adam Waterous shares his insights in this Investment focused podcast. Adam discusses his theory of “Peak Permian”, which describes current US production levels as ... Listen Here