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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

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  • investor insight
Investor Insight Series Ep. 24: Blake London

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Podcast: Haavard Oestensen and Grant Christie, Kongsberg Digital

Haavard Oestensen and Grant Christie, Kongsberg Digital join the podcast to discuss the Co-Innovation Partnership in the energy sector and more. Listen Here

Podcast: Dave Wolcott, CEO, Pantheon Investments

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Podcast: Asha Mehta, Managing Partner & CIO at Global Delta Capital

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Podcast: Benjamin Colton, Global Head of Asset Stewardship – Voting & Engagement, State Street Global Advisors

Podcast: Benjamin Colton, Global Head of Asset Stewardship – Voting & Engagement, State Street Global Advisors

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Podcast: Nouman Ahmad, CEO & Co-Founder, Validere

Podcast: Nouman Ahmad, CEO & Co-Founder, Validere

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Podcast: Andrea Course, Venture Principal, Shell Ventures

Podcast: Andrea Course, Venture Principal, Shell Ventures

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Podcast: Nick Dell'Osso, Executive Vice President & Chief Financial Officer, Chesapeake

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Podcast: Brian Carey, Strategic Growth Director, Kongsberg Digital

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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

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

Podcast: Kris Pitta, Founder & CEO, Prudent Resources

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Podcast: Cary Meadow, Executive Chairman & Ben Mendes, Director, Anvil Channel Energy Solutions

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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

Podcast: Chris Leary, Investment Partner, Orion Energy Partners

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Podcast: Rusty Hutson, CEO & Eric Williams, CFO at Diversified Energy

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

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

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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

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

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

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

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Avik Dey of CPPIB, joins the Investor Series Podcast to talk about the secular change that is taking place across the industry Listen Here

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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

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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

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