Tag: Investing

“COP 37 Will Be Very Interesting” Featuring Stan Miranda, Partners Capital

We had a fantastic session today with Stan Miranda, Founder and Chairman of Partners Capital. Stan co-founded Partners Capital in 2001 with a goal to transform investment strategy.

Read More

“We Haven’t Seen This Before Because We Haven’t Needed To” Featuring Danny Rice, NET Power

Happy 2023 to you all! Welcome to the first COBT of the year featuring Danny Rice, incoming CEO of NET Power. Danny has a remarkable perspective from which he could discuss many of the issues and opportunities in today’s energy world.

Read More

“Isn’t Schlumberger An Energy Transition Stock?” And Other Musings Featuring James West, Evercore ISI

Today it was our pleasure to host James West, Senior Managing Director and Partner at Evercore ISI. James heads Evercore’s oil service, equipment and drilling research team as well as the sustainable technologies and clean energy team and has an extensive research career covering the OFS sector.

Read More

“The Best Source Is Meeting With Good Companies And Good People” Featuring Darren Peers, Capital Group

We had the pleasure today of hosting Darren Peers, Equity Investment Analyst at Capital Group.

Read More

“Governance Provides Substantial Insight Into Probable Shareholder Outcomes” And Other Great Moments With Doug Terreson

We were so honored and delighted to host Doug Terreson today. Doug is the Chief Investment Officer of Jubilee Investments and a Board Member of Phillips 66. While difficult to summarize Doug’s distinguished career in Wall Street Research, he has served as the Head of Global Research for over 25 years between Evercore ISI, ISI, and Morgan Stanley.

Read More

“If The Government Would Get Out Of The Way, We Could Get This Done” – Howard Newman

Today we had an absolutely stellar guest for our C.O.B.T. discussion, Howard Newman. Our topics ranged from private versus public investing, terminal values in classic energy, US drilling inventory, charting the energy transition at the Board level, LNG, nature-based solutions, and of course, what does the energy world look like in ten years?

Read More