A Practitioner’s Guide to the Energy Transition, Inflation Protection and Real World ESG – SailingStone Capital Partners – 4.18.22

Overview:
Title: A Practitioner’s Guide to the Energy Transition, Inflation Protection and Real World ESG
Date: Monday, April 18, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

The Energy Transition is top of mind for many advisors and their clients, yet many investors lack a framework to understand the opportunities and challenges of global decarbonization, the impact on raw material prices and the counterproductive nature of many ESG initiatives. Join the SailingStone team to get their perspectives on these topics, current market dynamics and areas of risks and opportunities around the Energy Transition.

  • Defining the Energy Transition
  • The Carbon Abatement Cost Curve
  • Energy Systems of the Future
  • Supply – Scarcity and Security
  • The Inflationary Nature of Renewables
  • Valuation Spreads
  • The Hypocrisy of ESG and Divestment

Speakers:
MacKenzie Davis MacKenzie Davis Managing Director and Portfolio Manager SailingStone Capital Partners

MacKenzie Davis is a Managing Director of SailingStone Capital Partners, where he is an Investment Analyst and Portfolio Manager. Prior to founding SailingStone in 2014, he led the RS Investments Value Team, sat on the Management Committee and was co-manager of the RS Global Natural Resource strategies. Previously, he was a High Yield Analyst at Fidelity Management & Research Company, where he focused on distressed investment opportunities in the telecommunications, power and energy sectors. He started his career as an Analyst at Goldman Sachs.

He holds AB’s in Mathematical Economics and Modern American History from Brown University and is a CFA charterholder. In addition, MacKenzie serves on the board of the Maine Coast Heritage Trust.
Ken Settles Ken Settles Managing Director and Portfolio Manager SailingStone Capital Partners

Ken Settles is a Managing Director of SailingStone Capital Partners, where he is an Investment Analyst and Portfolio Manager. Prior to founding SailingStone in 2014, he was an Investment Analyst at RS Investments and co-manager of the RS Global Natural Resource strategies. Previously, he was a Senior Vice President at Neuberger Berman, where he was a Senior Energy Analyst and co-manager of the Neuberger Berman Premier Energy Portfolio. He started his career as a Financial Analyst at Salomon Smith Barney.

He holds a BA in Economics from Williams College and is a CFA charter holder.