Tag: Strategy

“Distinguishing a Value Trap from a Value Opportunity” Featuring Mark Viviano & Megan Hays, Kimmeridge Energy

We have a stellar dynamic duo for this week’s session. Our good friends Mark Viviano, Head of Public Equities, and Megan Hays, Managing Director, with Kimmeridge Energy visited us for an engaging and insightful discussion.

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Ep. 84 – “Our Energy World” Featuring Jamey Rosenfield & Dr. Atul Arya

Today we had the pleasure of hosting two dear and longstanding friends from IHS Markit: Jamey Rosenfield, Senior Vice President and co-founder of CERA along with Dan Yergin, and Dr. Atul Arya, SVP and Chief Energy Strategist. As always happens when we visit with these renowned energy experts, we had a fun and broad conversation…

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Ep. 83 – “We Do Not Have Enough Materials to Rapidly De-Carbonize the World” Featuring Brad Olsen

Today’s guest is not only a great friend but also a TPH alum! We were so pleased to visit with Brad Olsen, Co-Founder and Portfolio Manager of Recurrent Investment Advisors which focuses their funds on public investments in natural resources and energy infrastructure. Our discussion was fruitful and most importantly good fun! As you will…

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Ep. 23 – Featuring MacKenzie Davis

We had the great opportunity to visit with MacKenzie Davis, a Managing Partner at SailingStone. SailingStone is a well-known, highly regarded global natural resource investor based in San Francisco. The firm has recently completed some fascinating research on the changing energy world and that was the focus of our conversation. MacKenzie walked us through a…

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Ep. 5 – Featuring Alexander Zaslavsky and Dave Pursell

Welcome back to “Close of Business Tuesday.” This week we were lucky to have TPH Alum Dave Pursell who is now the Executive Vice President of Development Planning, Reserves and Fundamentals at Apache Corp. and also one of the founding partners of Pickering Energy Partners and Tudor Pickering Holt. Joining him on the panel is Alexander Zaslavsky, Partner and Head of…

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Ep. 4 – Featuring Arjun Murti, Dan Pickering and John Gibson

We gathered this afternoon for another “Close of Business Tuesday” session to try and put some thoughts around the current environment and provide some insight. Today, we were fortunate to have some notable guests including Arjun Murti, Senior Advisor at Warburg Pincus, Dan Pickering, a founder of Tudor Pickering Holt & Co. and CIO of Pickering Energy Partners,…

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