Randy Newcomer, Managing Partner, Founder & Chief Executive Officer & Scott Rice, Managing Partner, COO at Riverbend Energy Group join the latest episode of the Energy Council’s Investor Series Podcast. During the episode, Randy & Scott share their views on the current fundraising environment, current goals for LPs and what they believe are the best investment strategies to achieve those goals. They share the successes that Riverbend have enjoyed through its non-op strategy, delve into the benefits of pursuing a non-op strategy and explain why this might be attractive to LPs. Final ..read more

Erik Belz, Head of Private Equity at Engine No.1, shares transformative insights on this Episode of the Investor Series Podcast, clarifying the strategic motivations behind their proxy battle with ExxonMobil to advocate for a resilient energy model amid sector volatility. Belz emphasizes the need to reshape the industry's narrative for attracting vital energy transition investments and explores Engine No.1's approach to leveraging the current capital outflow to unveil new investment opportunities. Tune in to this episode to dive deeper into Erik's vision for a sustainable energy future and th ..read more

Alan Smith, President & CEO at Rockcliff Energy, joins the Investor Series Podcast to talk about the impact that the collapse of natural gas prices will have on A&D in 2023 & beyond and what it will take to spur consolidation. In relation to this, he shares his thoughts on companies’ growth & monetization strategies in a world where investors are asking management teams to prioritize cash flow over growth. Alan also addresses how much capital will be required to fuel growth of the U.S. natural gas market, as well as what the industry must do to win the support needed to ge ..read more

Andrew Dittmar, Director, and Phillip Dunning, Director of Product Management at Enverus, bring their expertise to the Investor Series Podcast, discussing their insightful projections for Oil & Gas / commodity prices in 2023. Within this episode, they share their views around what will be the key drivers behind deal activity in 2023 and how companies that are essentially shale players grow moving forward. They also expand on who and what is driving investment in the minerals sector, the potential for M&A activity in minerals and royalties space to expand given the highly fragmented na ..read more

Bobby Tudor, Retired Founder and CEO of Tudor, Pickering, Holt & Co., and currently CEO of Artemis Energy Partners, joins us to talk about how Houston can position itself as the energy capital of the world and the opportunity that it has to position itself as a leading partner in the energy transition as the world transitions to a low carbon future. Bobby also shares more about the work that he is doing as Chairman of the Houston Energy Transition Initiative, a consortium of Houston’s leading energy companies working to shape the region’s Energy Transition Strategy and the capital availabi ..read more

Sarah Bratton Hughes, Head of Sustainable Investing at American Century Investments, joins the Investor Series Podcast series to share her contrarian view on the energy industry from a sustainable investing perspective. In her perspective, Texas is 'Misunderstood' when it comes to ESG, and fund companies (along with the world more broadly) need Texas' cooperation for the world to decarbonize fully. She also talks about the importance of being invested in and engaged with energy companies, outlining the consequences that divestment can lead to, and explains what companies need to do to ensure ..read more

Wil VanLoh, Founder & CEO of Quantum Energy Partners, joins the Investor Podcast series to talk about where he sees the most attractive risk-adjusted returns within the energy sector, and why LPs should consider the energy sector a long-term investment opportunity following years of under-investment as it begins to demonstrate a sustained period of improved performance. Wil tackles a number of the most pressing topics in the industry, ranging from cheap, clean and reliable US natural gas and LNG being the most powerful tools in the world for rapid decarbonization, to the role that differen ..read more

Toby Rice, President & CEO of EQT Corporation joins us to talk about the business resilience and competitive positioning of energy from a long-term perspective in order to win over and educate the generalist investor, linking this to how the industry must go about changing the negative narrative that has developed in recent years. He also details the opportunity to address global climate change by replacing international coal with affordable, reliable, clean American natural gas, according to EQT's 'Unleashing U.S. LNG as the Largest Green Initiative On The Planet'. Toby then speaks about ..read more

Joel Riddle, Managing Director & CEO of Tamboran Resources joins the latest edition of the Investor Podcast Series to talk about Tamboran’s recent acquisition of Origin Energy’s Betaloo basin assets and the opportunity they saw in this to improve domestic energy security in Australia. He also highlights how the Betaloo basins can help to provide reliable, low carbon gas to Asian & European markets as both regions seek to replace Russian gas supply. Afterwards, Joel discusses the opportunities that Tamboran and its investors saw to bring proven US shale technologies and expertise to Aus ..read more

Published on 01 February 2022 Benjamin Colton, Global Head of Asset Stewardship – Voting & Engagement at State Street Global Advisors, joins us to talk about why the conversation around a transition to a lower carbon economy must be conducted with pragmatism rather than through a binary lens of brown vs. green. He also explains how State Street are approaching stewardship as one of the world’s largest institutional investors, as well as how they are going about analysing, managing and engaging on climate-related risk within their portfolio. Episode Recorded on 18 January 2022 ..read more