Veriten

Today on #COBT we were delighted to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management LLC. Michael is also the author of the “Kaoboy Musings” substack (linked here: https://lnkd.in/gMzffN3P). Previously, he was a Portfolio Manager at Canyon Capital Advisors, where he co-founded the Canyon Arbitrage Fund. Michael started his career in the commodities unit at J.Aron/Goldman Sachs and has over 30 years of experience across commodities, credit, convertible arbitrage, and distressed investing. As we approach what President Trump has coined “Liberation Day” on April 2nd, we were eager to find someone who could help us all better understand the rationale behind these developments and their implications. In recent Substack posts, Michael has shared some of his interesting theories and makes a case that what appears chaotic and unpredictable might actually be part of an audacious but coordinated plan. We were thrilled to hear Michael’s latest insights on market volatility, energy dynamics, the evolving investment landscape, and why April 2nd might just be another stop on the way to (hopefully) something better. For the full episode, please visit: https://lnkd.in/gHK4FsTk.

🎙️ COBT Preview: Michael Kao This week on #COBT, we're excited to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management LLC. Michael also authors the Substack "Kaoboy Musings" (linked here: https://lnkd.in/gMzffN3P). The new episode drops tomorrow. Not signed up to receive COBT? Join our mailing list here: https://lnkd.in/gngYveer.

Energy finished as the top S&P 500 sector in March and for the quarter but is there more upside ahead in the second quarter? Veriten Partner Arjun Murti joined the show to break down what comes next for the energy sector. 

Today we had the very exciting opportunity to take COBT “On The Road” to the Colorado School of Mines in Golden, CO, where we recorded a special live audience show featuring Paul C. Johnson, Ph.D., President of CSM, and Jeff Miller, Chairman, President, and Chief Executive Officer of Halliburton. Paul has led CSM for nearly ten years and brings extensive experience in academia, previously serving as Dean of the School of Engineering at Arizona State University. Jeff has served as CEO of Halliburton since 2017 and has held multiple senior leadership roles across the company since joining in 1997. Before our discussion, we had the pleasure of touring the CSM campus, visiting with faculty, staff and students, and hearing from select administrators. We were thrilled to visit with Paul and Jeff for a broad discussion on the evolving landscape of energy education, workforce development, and the critical role of industry-academia collaboration in shaping the future of energy. For the full episode, please visit: https://lnkd.in/gz7SRiP7. #COBT #EnergyLeadership

🎙️ COBT Preview: Paul C. Johnson, Ph.D. & Jeff Miller This week, we're taking COBT "On The Road" for a special live audience recording with Dr. Paul Johnson, President of the Colorado School of Mines, and Jeff Miller, Chairman, President, and Chief Executive Officer of Halliburton. The new episode drops tomorrow. Not signed up to receive COBT? Join our mailing list here: https://lnkd.in/gngYveer.

Today we had the pleasure of hosting our good friend Scott W. Tinker, PhD, Chairman of Switch Energy Alliance, CEO of Tinker Energy Associates, and Director Emeritus of the Bureau of Economic Geology at The University of Texas at Austin. Scott also hosts “Energy Switch,” a PBS talk show featuring America’s leading experts on energy and climate. His work is focused on uniting industry, government, academia, and NGOs to address major #societal challenges in #energy, the #environment, and the #economy. In that spirit, Scott recently announced the formation of a new #nonprofit, Energy Corps, which was developed in partnership with Toby Z. Rice of EQT Corporation. It’s always fantastic to visit with Scott and we appreciate him joining us to share more about Energy Corps along with his latest insights.

🎙️ COBT Preview: Scott W. Tinker, PhD This week on COBT, we're excited to welcome Dr. Scott Tinker, Chairman of Switch Energy Alliance, CEO of Tinker Energy Associates, and Director Emeritus of the Bureau of Economic Geology at The University of Texas at Austin. The new episode drops tomorrow. Not signed up to receive COBT? Join our mailing list here: https://lnkd.in/gngYveer. #COBT #EnergyLeadership

We are very excited to share this Special Edition COBT on the 5th Anniversary of #COBT. Our very first show was March 10, 2020 (exactly 5 years ago today!), and we are beyond thrilled that Secretary Chris Wright joined us to commemorate the event. This week will be his debut party at #CERAWeek, so the timing could not have been better for a discussion.

Veriten is thrilled to welcome John Sommers to Veriten as Partner, Investments, to spearhead our investing activities in the #NexTen Fund and develop a broader, strategically focused investment platform. https://lnkd.in/gbXJqhnW

Today we had a fantastic session with Neil Mehta, Managing Director and Head of North American Natural Resources Equity Research, alongside his colleague Carly Davenport, Vice President of Equity Research, with Goldman Sachs. Neil joined Goldman in 2008 and oversees research coverage across #oilandgas, #utilities, #midstream, #metals and #mining, and #cleantechnology, while also leading coverage for large cap #energy #equities. Carly joined Goldman in 2016 and covers U.S. utilities. She previously covered SMID cap #refiners and was a member of the integrated oils & refiners team. With energy #earnings season wrapping up, we wanted to reflect on key takeaways. We were fortunate to host Neil and Carly, whose coverage and breadth of knowledge made for a fascinating discussion.