INVESTOR SERIES
PODCAST
Brought to you by Energy Council
Dedicated to the hottest trends in the energy industry, these episodes tackle the evolving energy investment landscape and explore the factors that are shaping energy investment strategies as the industry undergoes a structural change.
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 oil and gas industry. Listen to the full episode here. 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 landscapes in Africa and Latin America reviewing similarities and parallels as we go into energy access, regulatory frameworks, financing, investment and opportunities in both regions. 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 become a signatory of the PRI. Listen to the full episode here. 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 going about analysing, managing and engaging on climate-related risk within their portfolio. Listen to the full episode here. 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 supply chain to help stakeholders to track, monitor and improve their operational, commercial & ESG-related performance.. Listen to the full episode here. 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 companies that can help Shell both to meet its emissions reduction targets and to accelerate the energy & mobility transformation. Listen to the full episode here. 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 Chapter 11 Bankruptcy earlier in 2021. Listen to the full episode here. 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 continue to shape and mould the sector. Listen to the full episode here. 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 headwinds. Listen to the full episode here. 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 this presents. Listen to the full episode here. 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’ appetites towards natural resources companies and the increasing regulatory restraints and rising ESG pressures. Listen here. 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 us through some examples of environmentally innovative investments that Orion have made over the past year. Listen here. 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 raise capital in recent years, when so many others have struggled. Listen here. 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 for financial innovation and more. 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 investor sentiment for 2021 in Oil and Gas. Listen here. 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 available data on EGC and GHG Emissions and cleaning it up to inform the investment community. Listen here. 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 approach, the different ways in which investors are getting creative and more. Listen here 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 the public E&P sector and the importance of activism in bringing about the necessary changes 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 in the public markets as well as their ongoing ability to access capital. Listen here. 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 their lending through this downturn. 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 current state of affairs in the O&G Industry. 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 unsustainable and grossly uneconomic. Adam explains how the emergence of unconventional fracking technology has caused a structural shift in the oil & gas industry.. Listen Here