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Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Manage episode 445140249 series 3558418
Innhold levert av Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Matt Miller is the Managing Director of Grey Rock Investment Partners. Matt co-founded Grey Rock as a traditional oil and gas manager in 2013. Today, the firm manages $1 billion across both natural resources and renewables by identifying attractive niches in each that do not tradeoff human interest for returns. Our conversation covers Matt’s path to the energy sector and founding of Grey Rock, the ongoing need for natural resources, and the identification of dislocations that create niche opportunities. We turn to Grey Rock’s own ‘energy transition’ intended to resolve ESG pressures while meeting client return objectives, including the overcapitalization of most renewable strategies, discovery of an attractive niche in carbon capture, and complexity in making it work.
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