Helping you to keep pace with the pulse of the market, the Energy Council's Investor Insights brings you regular insights from the most senior finance & investment figures from the global energy sector. Tune in for updates around appetite for energy investment and to hear how energy investors are balancing pressures to improve energy security & affordability with geopolitical complexities, climate concerns & ESG pressures.
Following his participation in a panel on E&P growth strategies, Shaia Hosseinzadeh, Managing Partner at OnyxPoint Global Management discusses the industry's evolving perspective, focusing on energy sustainability and security. He explores the implications of this shift on business models for privately and publicly owned assets, while defining four markers of high-quality investable inventory.
Shaia Hosseinzadeh, Managing Partner at OnyxPoint Global Management, features on the latest Investor Insights episode to explore the industry's changing perspective, covering energy sustainability, security, and their effects on privately and publicly owned asset business models. Listen Here
Robert Bose, Principal & Managing Member of Charlestown Capital, joins us to address how the under-investment in exploration and the dissipation of traditional capital has opened up generational opportunities for family offices to invest in oil and gas, elaborating on the approaches employed by Charlestown Capital to achieve high return outcomes. Listen Here
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 oil and gas market in 2023, and provides insights into both their value investment strategy and the market dynamics that have made Waterous Energy Fund successful in Canada. Learn more. Listen Here
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. Within this episode, he emphasizes the impact of regulatory environments on the performance of investment initiatives, highlighting the variations that occur by region. Listen Here
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, and how to start establishing credibility with investors. Listen Here
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 discusses how E&P companies can map out a pathway to becoming a responsible energy company, alongside which signals the industry can send to prove that it is serious about being ... Listen Here
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 in their net zero journey alongside stated goals, and explains how setting targets across funds is truly operationalizing ESG practices, risk management and portfolio construction ... Listen Here
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 energy, as well as the impact that the windfall tax could have on investment into new energy production in Europe. He also provides updates on how INEOS has gone about raising ... Listen Here
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, explaining how Oil & Gas companies can use the OGMP framework to improve transparency to their investors alongside driving methane emissions reductions. Listen Here
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 what they need to look like to be successful in a transitioning world if they are to continue to have the ability to raise capital. Listen Here
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 availability to the E&P sector in a high commodity price environment, alongside investors’ ability to raise new energy funds amid energy security & affordability concerns, and predictions ... Listen Here
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 comments on the types of financing available for fossil fuel projects and the types of investment opportunities that are out there that can contribute to energy security in Europe. Listen Here
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 providing reliable, affordable and sustainable energy amid global energy security concerns. Nick also speaks about the need for incremental infrastructure in order to do so. Learn more. Listen Here
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 appetite for energy investment following a period of sustained higher oil prices and rising pressures to improve energy security & affordability. Discover more. Listen Here
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