In this session we will discuss a wide range of issues that will shape the future of the US shale industry, the same industry that was critical in reducing America’s carbon footprint in the last 15-years, the same industry that dramatically lowered global energy prices and the same industry that has yet to demonstrate a return on investments. Before the energy transition can fully run its course, global oil and gas supplies first need to grow in the medium term, but can the shale industry thrive as environmental concerns mount? How can the industry help reduce GHG emission further? How will capital markets be shaped for traditional Oil & Gas? Or will there be continued ‘disinvestment’? What might that under-investment risk?
It's rare that we get to talk about this from an insider’s perspective:
Our first panelist David Khani, spent decades as a leading energy equity analyst and is now serving on his second stint as a Chief Financial Officer. As the CFO of EQT Corp, David helps lead the largest and most forward thinking independent natural gas producer in the US to change its behavior and fortunes.
Alongside David we will host Matthew Warburton, who has spent the last 25+ years in the space first on the sell side of Wall Street; then as an energy portfolio manager in two prominent Hedge Funds. Matt spent the last few years analyzing the industry from within, as a strategist for Concho, one of the higher rated independent oil producers in Texas’ Permian Basin that last year was taken over by Conoco.
This event will be a virtual session via Zoom from 12:00 until 1:30 PM. Additional details will be provided to registered attendees prior to the session.
David Khani was appointed Chief Financial Officer of EQT Corporation in January 2020. He most recently served as Executive Vice President and CFO at CONSOL Energy, a position he held since 2013. In addition, Dave served as a director and CFO of CNX Midstream Partners from September 2014 until January 2018. Dave also served as Vice President of Finance of CONSOL Energy from 2011 until he was named CFO in 2013. Prior to 2011, he spent nearly 20 years covering Energy and Natural Resource companies for several investment banks, the last 13 years at FBR Capital Markets where he led the energy team and research department through volatile markets. Dave earned a bachelor’s degree from Binghamton University and a master’s degree in business administration from the University of Rochester’s Simon Business School. Dave is a Chartered Financial Analyst and member of the CFA Society Pittsburgh.
Matt Warburton formerly served as Director of Commodity Fundamentals within the planning group at Concho Resources Inc. In that role he was responsible for analysis of global oil and gas market fundamentals advising various internal constituencies including the Board of Directors on domestic and global supply-demand dynamics, establishing price forecasts and advising on hedging, investor relations and commercial strategies. He was also a member of the internal hedging committee.
Prior to Concho, Mr. Warburton was a portfolio manager at EverPoint/Point 72 Asset management managing a long-short energy and commodity trading portfolio. Earlier in his career, he was a Managing Director on the UBS Fundamental Investment Group and a sell-side energy analyst covering US Integrated Oil and Global Gas sectors.
Mr. Warburton graduated with a BA (Hons) in Business Studies (Finance) from Teesside University in the United Kingdom.
Thomas Marchetti is the Global Energy Strategist for the Cornerstone Marco Energy team. He has a longer tenure working with research teams, institutional investors, corporate executives, policy interests and capital markets at investment banks. His experience includes roles as President of Energy Intelligence, Global Energy Strategist and Managing Director at Credit Suisse and Jefferies, portfolio manager with Lehman Brothers Equity Management and Jefferies Asset Management for equities and commodities. He worked as Chief Financial Officer of Raimund Commodities, Financial Analyst at J. Aron Commodities Division of Goldman Sachs and specialized in the finance industry while at KPMG Peat Marwick. He graduated from Bucknell University with a Bachelor of Science in Business Administration (BSBA) in Accounting and Finance. He earned his Certified Public Accountant (CPA), US Sustainable Investment Forum (US-SIF), and formerly a Member of the Board of Directors of the Specialized Information Publishers Association (SIPA).
Johannes (Jan) Stuart leads the new energy-macro team at Cornerstone Macro. A self-described oil-geek, Mr. Stuart and his team take a micro-fundamentals approach to energy analysis and forecasting – which frequently lands them away from consensus. Before joining Cornerstone, Jan spent 11 years in sell-side research, building leading energy-macro franchises at Credit Suisse, Macquarie and UBS. He was a journalist for much of the nineties and started his career at the International Energy Agency in Paris. Mr. Stuart earned a BA in International Affairs from the American University in Paris; an MA in the same field from Boston University; and an MSc in Journalism from Columbia University in New York.
12:00 - 1:30 PM: Presentation and Discussion
This session is complimentary for all registrants. Registration is required for event link details.
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