Energy Council Investor Series Podcast Energy Council

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.

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.

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.

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.

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 investors understand an energy company's long-term strategy surrounding the energy transition.

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 different forms of energy are going to play in the energy transition. He also addresses how achieving Net Zero emissions is going to be a multi-decade regulatory, technology and economic challenge which will require decarbonization of the entire energy system.