What a week! Following the prior two outstanding COBT guests this week, we end the week with our great friend and an inspiring leader, Rob Kaplan. Most recently, Rob served as the President and CEO of the Federal Reserve Bank of Dallas from 2015 to 2021. Prior to the Fed, Rob served as Senior Associate Dean and Martin Marshall Professor of Management Practice at Harvard Business School, and before that he had an extensive Goldman Sachs career that included serving as Vice Chairman and Global Hea...
May 27, 2022•1 hr 3 min
Today we were honored to be joined by Maggie Peloso, the Lead Sustainability Partner and Climate Change Practice Leader at Vinson & Elkins (V&E). Maggie's unique background includes a Ph.D. from Duke University in Environment, a J.D. from Stanford Law School, a Masters in Environmental Management, Environmental Economics and Policy from Duke and a B.S. in Biology also from Duke. She is the author of " Adapting to Rising Sea Levels: Legal Challenges and Opportunities" and also a Lecturer ...
May 25, 2022•1 hr 3 min•Season 2Ep. 131
We are thrilled to share a Special Edition COBT featuring Maria Korsnick, President and CEO of the Nuclear Energy Institute (NEI). As a brief introduction, Maria has 36 years of experience in the nuclear industry from operations to management positions and has been with NEI since 2015. In her extensive career, Maria has been responsible for five reactors at three different locations and now uses her technical and operational background to advocate for the industry with key legislative and regula...
May 24, 2022•59 min
We are powered up for a Special Edition COBT with our good friend, David Tudor. David is the Chief Executive Officer and General Manager of Associated Electric Cooperative Incorporated (AECI), a member-owned electric co-op serving two million customers in Missouri, Iowa and Oklahoma. David joined AECI in 2016 and has previously held positions at Champion Energy Services (CEO), ACES Power Marketing (CEO), and PG&E Energy Trading in his extensive energy career. It was a timely discussion given...
May 20, 2022•51 min
We had a fantastic session today about a topic we have been curious about for some time: the ties between the energy and farming/food sectors. To help us dig in, we had the pleasure of hosting Greg Horstmeier, Editor-in-Chief, and Russ Quinn, Staff Reporter, with The Progressive Farmer magazine. Greg has an extensive career in agricultural journalism with a focus on crops, chemicals, and technology. Russ's areas of focus are fertilizer and equipment which we concentrate on in our session (Russ h...
May 18, 2022•58 min•Season 2Ep. 130
We had a global discussion today centered around China with Gabe Collins, Baker Botts Fellow in Energy & Environmental Regulatory Affairs at Rice University's Baker Institute for Public Policy. Gabe has a fascinating background and is a Senior Visiting Research Fellow at The Oxford Institute for Energy Studies and also the Co-Founder of China SignPost. He is a Permian Basin native, an expert in Chinese and Russian relations, speaks Mandarin and Russian, and has served as a researcher and Chi...
May 11, 2022•1 hr 4 min•Season 2Ep. 129
We were honored and delighted to host Doug Terreson today. Doug is the Chief Investment Officer of Jubilee Investments and a Board Member of Phillips 66. While difficult to summarize Doug's distinguished career in Wall Street research, he has served as the Head of Global Research for over 25 years between Evercore ISI, ISI, and Morgan Stanley. During this time, he made several big calls which signaled a change in the direction the world was going. His dynamic perspective and enthusiastic attitud...
May 04, 2022•1 hr 2 min•Season 2Ep. 128
Dr. Andrew Latham, Vice Present Global Exploration at Wood Mackenzie, joined us today to talk through recent happenings in the global upstream oil & gas exploration market. The punchline is there is more happening than you might think. Andrew has more than 25 years of experience in technical and commercial aspects of exploration including assisting majors and independent companies in strategy development and portfolio planning. In recent years, exploration has arguably been undervalued with ...
Apr 27, 2022•56 min•Season 2Ep. 127
We are always delighted to hear from young people in energy and today's COBT session was a fantastic experience. This week's primary speaker is a longstanding friend and former COBT guest, Dr. Steven Koonin. Dr. Koonin is a Professor at the Stern School of Business at NYU, Nonresident Senior Fellow at AEI and the Author of "Unsettled." Prior to joining NYU, he served as the Under Secretary for Science at the U.S. Department of Energy under the Obama Administration and was formerly the Chief Scie...
Apr 20, 2022•49 min•Season 2Ep. 126
Today we welcomed an old friend, Adam Waterous, to COBT and had a sweeping energy conversation reflective of his 30+ years in energy transactions, financings, investing, and strategy. Adam founded Waterous in 1991, stayed through 2017, and then began Waterous Energy Fund. As you will hear in the discussion, Adam has phenomenal historical perspective, a unique framework for the world from here, and is direct in his candor about what's working and what's not in today's world. It was a fantastic se...
Apr 13, 2022•1 hr 5 min•Season 2Ep. 125
Today’s discussion with Ryan Panchadsaram (senior technical advisor to John Doerr, Chair of Kleiner Perkins) explored a range of topics spanning from VC investing, the tech VC world partnering with the existing energy community to achieve scaled energy solutions, and the climate action plan that was the focus of "Speed and Scale" (which Ryan co-authored). Ryan's technical background and his perspective expressed in the book hit a number of themes that resonate with us – including the topic of a ...
Apr 06, 2022•1 hr•Season 2Ep. 124
Today we took on the challenge of unpacking the SEC's proposed climate disclosure rules and their potential implications. To help us do so, we had a panel of experienced leaders in the space join for a lively discussion that we hope will provide clarity and understanding. Our panel today includes Travis Wofford, Chair of the Corporate Department in Houston and Vice Chair of the Global M&A Practice and Scott Janoe, Chair of the Environmental, Safety & Incident Response Section from Baker ...
Mar 30, 2022•1 hr 7 min•Season 2Ep. 123
We are amped up for this week's feature session on power with ERCOT. With us today is Brad Jones, Interim President and Chief Executive Officer, and our good friend and former COBT guest Bill Flores, Vice-Chair and Independent Board Member. As a brief introduction, Brad has a 30+ year career in the electricity industry optimizing electricity businesses as well as designing electricity markets and operating electricity grids across North America. Bill previously served as a U.S. Congressman for t...
Mar 23, 2022•1 hr 12 min•Season 2Ep. 122
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. Mark's investing career has spanned over 17+ years in portfolio management and research analysis on companies in the energy sector, primarily focused on E&Ps and natural resources. Megan has 15+ years of experience in investor relations, strategic communications, M&A, ...
Mar 16, 2022•57 min•Season 2Ep. 121
This was undoubtedly a big week for us in Houston with CERAWeek in full force. The conference brought many friends (old and new) to town and that allowed us to really get caught up on so many things. This morning, Nancy Jacobson (CEO) and Margaret White (Senior Advisor) came to our offices and we had a fabulous discussion. If you aren't familiar with NO LABELS, they are a nonprofit organization based in Washington, D.C. with a mission to combat partisan dysfunction in politics and build a bi-par...
Mar 11, 2022•20 min
In addition to a jam-packed CERAWeek full of content, news flow and interesting perspectives, EQT, led by Toby Rice, released its impactful plan of “Unleashing US LNG – The Largest Green Initiative on the Planet.” The 56-page slide deck outlines the ambition to quadruple US LNG capacity by 2030 (what it would take on the upstream, midstream and downstream side) and importantly the global environmental impact (reduces CO2 emission equal to that of electrifying every US passenger vehicle, powering...
Mar 11, 2022•39 min
It's CERAWeek in Houston and we are thrilled to be back in person visiting with great minds in the energy universe. We have a special guest and good friend joining us for this week's session: Arjun Murti, Author of Super-Spiked, Board Member and PE Senior Advisor. Arjun is a seasoned energy expert and has spent his 30-year career researching and analyzing global energy markets. We had much to discuss! First, we touched on Arjun's recent piece, "Energy Security and the Case for Canada." Arjun pro...
Mar 09, 2022•57 min•Season 2Ep. 119
We are thrilled to have Martin Lovegrove, Co-Founder and Executive Chairman of Kirk Lovegrove & Company join us today. Martin has a wealth of knowledge and experience around strategic advisory, acquisitions, and divestitures with 50 years in the global oil and gas business. In his career, he has advised 120+ clients on over 500 mandates and has developed four independent successful advisory companies along the way. It was wonderful to visit with Martin and get his perspective on all the issu...
Mar 02, 2022•1 hr•Season 2Ep. 119
On this special "Twosday," we had the fortune of welcoming back two special guests for a discussion centered on Russia and the Ukraine and all the potential reverberations from the current conflict. Our first guest is Dr. Angela Stent, Senior Fellow at Brookings and one of the world's leading specialists on the Former Soviet Union, Russia, and Russia's relations with the West. In our discussion, we reference her most recent book, "Putin's World: Russia Against the West and With the Rest." Our se...
Feb 23, 2022•1 hr 5 min•Season 2Ep. 118
Today was another special day here as we had the pleasure of visiting with Senator Dan Sullivan of Alaska. We first met Senator Sullivan when he was Alaska's Commissioner of the Department of Natural Resources. He is now in his second Senate term and is especially focused on helping the people of his State, promoting global security, advancing coherent US energy policy, and as you will hear, developing a cohesive " American Energy, Jobs & Climate Plan. " Senator Sullivan graduated from Harva...
Feb 16, 2022•49 min•Season 2Ep. 117
Today we had an absolutely stellar guest for our COBT discussion, Howard Newman. Howard's career in energy and financial services has included 15 years at Pine Brook Partners, 22 at Warburg Pincus, 10 at Morgan Stanley, and over 45 board roles. His knowledge and perspective are difficult to match and his friendship with us is something we are most lucky to have. As you will hear in the discussion, our topics ranged from private versus public investing, terminal values in classic energy, US drill...
Feb 09, 2022•1 hr 8 min•Season 2Ep. 116
We are deeply honored that our first Veriten COBT guest is Secretary James A. Baker, III. A native Houstonian, Secretary Baker is one of the most accomplished and insightful leaders in the past 50 years of American history. It is undoubtedly difficult to neatly summarize Secretary Baker's accomplishments and contributions to the country and to the world. Mr. Baker served as White House Chief of Staff for President Ronald Reagan from 1981 to 1985, before moving to Secretary of the Treasury from 1...
Feb 02, 2022•56 min•Season 2Ep. 115
For our first COBT episode of 2022, we had the great pleasure of hosting Rob West, Founder and Lead Analyst at Thunder Said Energy. With the ongoing crisis in European gas markets and the tense uncertainties over Russian troop deployments along Ukraine's border, it was rather fitting that Rob joined us live from Estonia for our global energy and energy transition discussion. Rob shared the background story on how and why he founded Thunder Said Energy in 2019. One of his main objectives is to id...
Jan 05, 2022•1 hr 2 min•Season 1Ep. 96
While we can't believe we are reaching the end of 2021, today we had a fantastic visit with Carolyn Hansard, Senior Director - Energy, Natural Resources, and Infrastructure, from the Teacher Retirement System ("TRS") of Texas to complete an amazing year of COBT guests. Carolyn's background includes 9 years at TRS and 17 years at Merrill Lynch in London, Tokyo, and New York. She is a longtime friend of ours! To begin, Carolyn walks us through an overview of TRS and their portfolio. TRS is one of ...
Dec 22, 2021•54 min•Season 1Ep. 95
Today we had the pleasure of hosting Amy Myers Jaffe, Research Professor and Managing Director of the Climate Policy Lab at the Tufts University Fletcher School. Amy has taught energy policy, business, and sustainability courses at several distinguished universities and recently published "Energy's Digital Future: Harnessing Innovation for American Resilience and National Security." Our discussion spanned several topics including investor interest in energy, Amy's new book, and hearing abo...
Dec 15, 2021•1 hr 3 min•Season 1Ep. 94
We are in the middle of an eventful energy news week and are very excited to dig in with all of you for this week's session. We are so pleased to welcome back our good friend Alexander Zaslavsky, Horizon Client Access, to share his expertise in Russian geopolitics and help us understand the current state of energy in Russia and its outlying countries. Oh yes, and one more thing, to help us understand why they might invade Ukraine! With so much to cover after a meaty introduction, we quickly dove...
Dec 08, 2021•54 min•Season 1Ep. 93
We had the pleasure of hosting Lior Frenkel, CEO and Co-Founder of Waterfall Security for today's informative session about cybersecurity and energy. Lior has over 20 years of experience with hardware and software research and development and his knowledge in the industry is unparalleled. We had an engaging and eye-opening conversation about cybersecurity threats and Waterfall's unidirectional gateway technology. Headquartered in Israel, Waterfall's technology protects power plants, pipelines, f...
Dec 01, 2021•1 hr•Season 1Ep. 92
First of all, a heartfelt Happy Thanksgiving to you all! We all have much to be thankful for and here at TPH/COBT, we are particularly thankful for your friendship. Last year on Thanksgiving, we gambled and did something that was not only fun but ended up being pretty popular. We did a video featuring energy professionals working on Thanksgiving Day. We were lucky enough to get representation from Phillips 66, Diamondback, Plains All American, and Liberty Oilfield Services. I bumped into a good ...
Nov 25, 2021•32 min
Today we had some great learning... or we should say "relearning." We had a great visit with Jerry McHugh of "San Juan IQ" - a monthly webcast hosted by Jerry where everything that’s happening in the San Juan basin is discussed. Jerry is a long-time veteran of the basin and has been CEO of San Juan Resources since 1990. As you will hear, we covered a ton of territory with Jerry today. The basin’s latest production, the rig count, the new (and old) players, the types of wells, the outlook, the po...
Nov 24, 2021•59 min•Season 1Ep. 91
Today we had a fascinating discussion with the management of California Resources Corporation (CRC) about their low carbon initiatives. President and CEO Mac McFarland and Executive Vice President and CFO Francisco Leon joined us for a walkthrough of their thinking, activities and plans in this super important area. Much like the Apache team joining us to describe their innovative tree program, we hope to continue to highlight companies doing innovative things to make oil and gas cleaner. We are...
Nov 17, 2021•1 hr•Season 1Ep. 90
