Energy Council Investor Series Podcast

Energy Council

Dedicated to the hottest trends in the energy industry, these episodes will feature energy executives debates and discussions with senior executives and investors focused on pioneering ideas and transforming the energy industry.

  1. 11/27/2024

    Callie Hamilton, Managing Director, Prudential Private Capital

    Tune in to this enlightening crossover episode where the Women’s Energy Council Podcast merges with our Investor Series. Host Tazmyn Gounden sits down with Callie Hamilton, Managing Director at Prudential Private Capital’s Real Asset Energy group. Beyond her initial journey from agricultural economics into finance, Callie shares deep insights into her role at Prudential, where she leads strategies across global energy investments. She discusses the tailored, relationship-driven approaches her team employs to navigate and capitalize on market volatilities and regulatory changes, especially in the traditional energy and infrastructure sectors. This episode offers a rare glimpse into the innovative practices that enhance Prudential’s presence in the energy finance landscape. Join us for a discussion full of strategic revelations and expert guidance from a top leader in the field.

    11 min
  2. Haavard Oestensen and Grant Christie, Kongsberg Digital

    10/15/2024

    Haavard Oestensen and Grant Christie, Kongsberg Digital

    In this episode of the Energy Council podcast, Haavard Oestensen, CCO, and Grant Christie, VP Customer Transformation, at Kongsberg Digital discuss the company’s Co-Innovation Partnership, an initiative aimed at addressing the energy trilemma—security, affordability, and emissions reduction—through digital co-innovation. The conversation delves into how co-innovation transforms the energy sector, driving significant financial improvements. Companies that prioritize collaboration are seeing a 3-4% increase in Return on Assets, making it clear that integrating co-innovation into business strategies can accelerate financial performance. Industry leaders emphasize the importance of external partnerships, with 69% viewing collaboration as critical for the energy transition. The podcast also explores how digital technologies are helping address energy security, affordability, and emissions reduction, while also enhancing decision-making and operational efficiency. By embedding co-innovation into their digital strategies, businesses can access new capital, improve performance, and stay competitive. Leaders at any stage of their digital journey can benefit from these insights and join the Co-Innovation Partnership to help shape a sustainable future.

    33 min

  3. 07/18/2024

    Dave Wolcott, CEO, Pantheon Investments

    Dave Wolcott, CEO of Pantheon Investments, joins the Investor Series Podcast to talk about financial structures attractive to investors in the energy sector, whilst also looking at how leveraging government tax incentives can reduce investment risks and assist national development, and more. Dave continues to explain that Pantheon Investment's strategy in the energy investment landscape focuses on identifying opportunities with the most asymmetric risk-reward profiles and diversifying these options to benefit investors.

    29 min

  4. 05/07/2024

    Carolyn Hansard, Managing Director of Energy, Natural Resources & Infrastructure, Teacher Retirement System of Texas

    Carolyn Hansard, Managing Director of Energy, Natural Resources & Infrastructure at Teacher Retirement System of Texas joins the latest episode of the Investor Series Podcast, where she shares her insights from an LP’s perspective into how the energy investment landscape has evolved during the last 12 years, what trends led to the energy sector falling out of favor with the LP universe and ultimately what the energy sector and GPs alike need to demonstrate to attract LP capital back to the space. She also shares her thoughts on who an LP like Texas Teachers partner with; how they can you partner with them; and which structures make the most sense, and shares her thoughts on the benefits of direct investing and continuation vehicles, vis-à-vis more conventional LP investment approaches.

    30 min

  5. 05/02/2024

    Jay Heller, Head of Capital Markets, Nasdaq

    Ahead of Nasdaq’s partnership with Energy Council for the New York Energy Capital Assembly, Jay Heller, Head of Capital Markets at Nasdaq joins the latest episode of the Energy Council’s Investor Series Podcast to talk about the ways in which Nasdaq is supporting energy companies in raising capital and accessing the capital markets. During the episode, Jay discusses why the energy industry has struggled to access the public markets in recent years and what needs to be done to improve the weighting of energy in the S&P 500 and build scale and relevancy in the public markets. He also shares his perspectives on investor appetite in the energy transition space and gives examples of some of the creative strategies that he is seeing companies pursue to raise capital in the transition space.

    38 min

  6. 04/10/2024

    Randy Newcomer and Scott Rice, Riverbend Energy Group

    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. Finally, they discuss where the real energy investment opportunities exist for the next few year on the private side, across both the traditional energy and energy transition space.

    47 min

  7. 02/22/2024

    Erik Belz, Head of Private Equity at Engine No.1

    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 the essential strategic shifts to achieve it.

    41 min

  8. 09/04/2023

    Alan Smith, President & CEO at Rockcliff Energy

    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 get the critical infrastructure in place to bring low-carbon natural gas to market as quickly as possible.

    39 min
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About

Dedicated to the hottest trends in the energy industry, these episodes will feature energy executives debates and discussions with senior executives and investors focused on pioneering ideas and transforming the energy industry.

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