Energy is a volatile sector, which means long/short funds can work very well. At the moment, the U.S. is experiencing a booming oil drilling recovery - there are more oil rigs drilling in the U.S. now than gas rigs for the first time since the early 1990s, which is a fundamental change. In addition, shale plays in the Barnett Shale / Texas, Woodford in Oklahoma, Fayetteville in Arkansas, Haynesville in Louisiana, and Marcellus in Pennsylvania have created billion dollar investment opportunities.
Internationally, the whole resource play around shales and unconventional formations fascinates energy investors worldwide: plays are being developed in Poland, Argentina and China, and more shale resources are found in as diverse regions like Russia, South America, Australia, and India. The Opalesque 2011 Texas Roundtable dives deep into diverse and relevant topics such as:
- Where do energy investors see value?
- An update on Alternative Energy, and where is Natural Gas heading?
- What attracts institutional investors now to Energy MLPs?
- New activist strategies and searching for coiled spring type growth companies: How to invest in a low growth environment
- How to make money with tail risk strategies, asymmetric risk-reward trades and short-biased portfolios
- Regulations: How can managers meet the challenge of the new Form PF? How do hedge funds use expert networks?
- Have investors carried operational due diligence to excess?
- How being based in Texas helps local hedge fund raise assets
- Can U.S. hedge fund managers “understand” Europe? How do hedge funds navigate the macro variables that are driving the markets in the short term?
The participants:
- Jerry Swank, Managing Partner, Swank Capital
- Kris Kristynik, Managing Member, Longhorn Management
- Phil Blazek, Founder and Portfolio Manager, Blazek Crow Holdings Capital
- Ken Sill, Director, TPH Asset Management
- Jorge de Cardenas, Director, Kaufman Rossin Fund Services
- Peter Neems, VP of Solutions Management for VPM/InvesTier at SunGard Asset Management
- Burke McDavid, Partner, Akin Gump Strauss Hauer & Feld
also discuss:
The Opalesque 2011 Texas Roundtable was sponsored by Kaufman Rossin Fund Services and SunGard and took place in October at the Akin Gump Strauss Hauer & Feld office in Dallas. We also thank Roundtable Series sponsor Custom House Group for their continued support.
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