39 episodes

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.

Energy Council Investor Series Podcast Energy Council

    • Business
    • 4.5 • 2 Ratings

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.

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

    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
    Jay Heller, Head of Capital Markets, Nasdaq

    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. 

    • 37 min
    Randy Newcomer and Scott Rice, Riverbend Energy Group

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

    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
    Alan Smith, President & CEO at Rockcliff Energy

    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.

    • 38 min
    Andrew Dittmar, Director, Enverus & Phillip Dunning, Director of Product Management for Minerals, Enverus

    Andrew Dittmar, Director, Enverus & Phillip Dunning, Director of Product Management for Minerals, Enverus

    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 nature of mineral and royalty ownership, and the ability of public mineral owners to maintain their attractiveness as yield investments.

    • 45 min

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