Claim OwnershipEnergy Council Investor Series Podcast
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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.
42 Episodes
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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.
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.
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.
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.
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.
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.
Joel Riddle, Managing Director & CEO of Tamboran Resources joins the latest edition of the Investor Podcast Series to talk about Tamboran’s recent acquisition of Origin Energy’s Betaloo basin assets and the opportunity they saw in this to improve domestic energy security in Australia. He also highlights how the Betaloo basins can help to provide reliable, low carbon gas to Asian & European markets as both regions seek to replace Russian gas supply. Afterwards, Joel discusses the opportunities that Tamboran and its investors saw to bring proven US shale technologies and expertise to Australia, alongside their potential to transform both the local economy and energy supply.
Toby Rice, President & CEO of EQT Corporation joins us to talk about the business resilience and competitive positioning of energy from a long-term perspective in order to win over and educate the generalist investor, linking this to how the industry must go about changing the negative narrative that has developed in recent years. He also details the opportunity to address global climate change by replacing international coal with affordable, reliable, clean American natural gas, according to EQT's 'Unleashing U.S. LNG as the Largest Green Initiative On The Planet'. Toby then speaks about the need to scale up infrastructure to take this gas to market, speaking with optimism about the bankability of these types of infrastructure projects.
Bobby Tudor, Retired Founder and CEO of Tudor, Pickering, Holt & Co., and currently CEO of Artemis Energy Partners, joins us to talk about how Houston can position itself as the energy capital of the world and the opportunity that it has to position itself as a leading partner in the energy transition as the world transitions to a low carbon future. Bobby also shares more about the work that he is doing as Chairman of the Houston Energy Transition Initiative, a consortium of Houston’s leading energy companies working to shape the region’s Energy Transition Strategy and the capital availability that he sees for Energy Transition and decarbonization projects.
We sat down with Diana Glassman, Director-Engagement, EOS at Federated Hermes to get her take on the opportunity that the current geopolitical environment presents to accelerate the diversification and decarbonisation of the global energy mix, particularly in Europe. Diana is a vocal advocate for methane emissions reductions and speaks about the need for the North American Oil & Gas industry to clean up its own backyard to align itself with climate goals and keep investors on side. She also speaks to the importance of radical data transparency to help to track, measure & report on progress.
Grayson Andersen, Head of Capital Markets, ReconAfrica and Roman Rossi, Vice President, Research Analyst, Canaccord Genuity Corp join us to discuss the exploration and production landscapes in Africa and Latin America reviewing similarities and parallels as we go into energy access, regulatory frameworks, financing, investment and opportunities in both regions. Offshore South Africa/Guyana/Brazil, onshore Argentina, Zimbabwe, Namibia, the Kavango basin, Invictus Energy, Eco Atlantic, Impact Oil & Gas, Africa Oil Corp, NAMCOR all get name checks during the episode.
ReconAfrica are supporting the World Energy Capital Assembly (28 – 29 November) with Craig Steinke (Executive Chairman) and Grayson speaking on two sessions. Learn more about the ReconAfrica story and team here.
Asha Mehta joins us to talk about Global Delta Capital’s quantitative approach to emerging markets and to share her experiences of being the first quantitative manager to become a signatory of the PRI. She also touches on how investors can leverage big data to drive change and develop data dashboards to provide investors with a clear understanding of the average weighted carbon intensity of assets across their portfolio and help them to map out their trajectory to net-zero
Published on 01 February 2022
Benjamin Colton, Global Head of Asset Stewardship – Voting & Engagement at State Street Global Advisors, joins us to talk about why the conversation around a transition to a lower carbon economy must be conducted with pragmatism rather than through a binary lens of brown vs. green. He also explains how State Street are approaching stewardship as one of the world’s largest institutional investors, as well as how they are going about analysing, managing and engaging on climate-related risk within their portfolio.
Episode Recorded on 18 January 2022
Published on 16th November 2021
Nouman Ahmad, CEO & Co-Founder at Validere joins the Investor Series Podcast to talk about the role of data in helping energy industry participants to achieve their energy transition objectives, and walks us through how Validere are building a data layer of inventory data for the oil and gas supply chain to help stakeholders to track, monitor and improve their operational, commercial & ESG-related performance.
He also shares some insights into Validere’s recent partnership with Xpansiv, Énergir & Pacific Canbriam Energy to facilitate the industry’s First Registered Responsibly Sourced Gas Agreement.
Episode Recorded on 29th September 2021
Published on 02 November 2021
Andrea Course, Venture Principal at Shell Ventures joins the Investor Series Podcast to talk about Shell Ventures, one of the first Oil & Gas corporate funds, and its role in identifying and investing in start-up companies that can help Shell both to meet its emissions reduction targets and to accelerate the energy & mobility transformation.
She explains what she considers to be the main opportunities and barriers that exist today when it comes to investment into and wide scale deployment of these decarbonisation technologies (particularly CCUS). She also shares her views on how greater diversity & inclusion in the boardroom can help companies to capitalise on the opportunities presented by the energy transition and successfully navigate the disruption that it brings with it.
Episode Recorded on 20th August 2021
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