Energy Council Investor Series Podcast

28 April 2021 Chris Leary, Investment Partner at Orion Energy Partners joins us to talk us through Orion’s approach towards environmentally innovative investing. Orion Energy Partners were founded back in 2015 with the aim of addressing the capital dislocation that existed in the middle market energy infrastructure space and are focused in particular on flexible direct lending into middle market p...

29 March 2021 Rusty Hutson Jr., Co-Founder & Chief Executive Officer at Diversified Gas & Oil, and Eric Williams, Chief Financial Officer, join us on the Investor Series Podcast. Rusty and Eric sit at the other end of the table to the investors that we usually have on the podcast. They bring their perspectives from a company that has successfully managed to raise capital in recent years, w...

“Disclaimer: The information on this podcast is not intended to be an offer to sell nor a solicitation of an offer to buy any securities or investment advisory services." Shaia Hosseinzadeh, Managing Partner & Founder, OnyxPoint Global Management, joins us to talk about OnyxPoint’s culture of investing in cyclical industries and how they tend to focus almost exclusively on the right side of th...

With over 30 years investment experience, Angelos Damaskos reviews the events of 2020 and analyses current markets to explain investor sentiment for 2021 in Oil and Gas. 

Nick Volkmer, Vice President - GHG & Renewables, Enverus joins us on the Investor Series Podcast. ESG and GHG emissions are front and center for every CFO and CEO in the industry at the moment and Nick shares his insights on how Enverus is pulling together all of the available data and cleaning it up to inform the investment community.  During the episode, Nick walks through some of his t...

Griffin Perry, Co-Founder and Managing Director at Grey Rock Energy Partners joins us to talk about how Grey Rock have built up a portfolio of about $500 million AUM since their inception back in 2013 around a strategy of investing primarily in non-operated working interests. During the course of this episode, Griffin talks about the advantages of adopting a non-op investment approach, and how thi...

Dan Pickering, Founder & Chief Investment Officer at Pickering Energy Partners, joins us to talk about Pickering Energy Partners’ spin off from Tudor, Pickering, Holt & Co. back in 2019 and how the firm remains bullish on Oil & Gas as they expect there to be a lot of transaction activity in the market as the current downcycle sorts itself out. During this episode, Dan walks us through...

Avik Dey – Head of Energy & Resources at CPPIB, joins us to talk about the secular change that is taking place across the industry and how energy investors are having to learn to adapt their approach to a world that is fundamentally different today than what they have been used to in the past. He talks about the importance of sustainability and the ability to identify assets that allow investo...

Recorded on 16th October 2020, Glenn Jacobson – Partner at Trilantic Capital Partners joins us to talk about the evolution of the energy investment landscape. The current downturn has seen an unprecedented exodus of capital from the Upstream E&P sector, and during this episode Glenn explains the reasons behind this and what investors will want to see from the Upstream E&P sector if Oil &am...

Recorded on 13th October 2020, Mark Viviano – Head of Public Equities at Kimmeridge Energy joins us to talk about how he joined Kimmeridge Energy earlier this year to launch a dedicated activist fund focussed on reforming the public E&P sector after he had grown increasingly frustrated at how the E&P sector had become un-investable. Over the course of this episode, we explore what it will...

Tom Petrie returns to the podcast to discuss the upcoming US Presidential Elections on November 3rd and how a Trump vs Biden Presidency and Republican vs Democratic Senate will affect the Oil & Gas Industry moving forward.

In this episode we chat with Ryan Childs & Abhishek Kumar, Principals of Production Lending LLC join us to discuss some of the preferred equity and debt soltutions that their team is providing to the sub $15mm market for E&P, Non-Op, and Minerals & Royalties companies. Find out more about the Oil & Gas council here More information on the speakers Ryan Childs Ryan is a Principal at...

In this episode our guests are Nigel Jenvey - Global Head of Carbon Management at Gaffney Cline and Lewis McDonald - Global Head of Energy at Herbert Smith Freehills 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. Find out mor...

Brian Thomas joins us from 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.

Tom Petrie joins us from 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 how they have all played a part in creating the current state of affairs in the O&G Industry.

Recorded on April 29 2020 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.

Recorded on 20 April 2020 Adam Waterous – CEO of Waterous Energy Fund joins us to discuss his theory of “Peak Permian”, which describes current US production levels as unsustainable and grossly uneconomic.  During the episode, Adam explains how the emergence of unconventional fracking technology has caused a structural shift in the oil & gas industry, thus leading to the destruction...