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[Webcast] 2021 Energy Market Outlook and Investment Trends

Event Description

​2021 Energy Market Outlook and Investment Trends 

2021 Energy Outlook.jpg

Tuesday, March 9, 2021 | 4:00 PM - 5:15 PM

Please join us on Tuesday, March 9, 2021 for a conversation to gain a better understanding of the potential expected returns, and risks, of investing in the various energy markets. Learn what investors should expect with the recent political changes in the U.S.  

2020 was a year that brought extraordinary challenges. The pandemic and subsequent economic crisis caused unprecedented disruption to the energy landscape and the global energy landscape is going through major shifts and bringing a full change in Administrations to the U.S. As economies and energy markets recover from the short-term impact of COVID-19, fundamental shifts in the energy systems continue with an increase to renewable and more environment sensitive policy decisions going forward. In the coming decades we’ll likely see a rapid acceleration of the energy transition. Questions remain as to the long-term future outlook for the major energy companies such as Exxon-Mobil and Chevron and their ability to maintain their attractive dividends. More to the point, if the Energy Sector only makes up 2 to 3% of the S&P 500 do younger investors even care? Further, given the unparalleled amount of many economic-recovery packages, the focus of the stimulus measures will play a key role in shaping energy systems in the decades to come.

What should investors expect in the Energy Markets? Will millennials and younger portfolio managers invest in oil companies in today’s ESG focused universe? We’ll discuss current trends and their impact.    
 
Topics to be Discussed: 
  1. Gain a better understanding of the Status of the different Energy Markets and potential risks and returns to investors with direct or indirect investments.  
  2. Gain some insight into the likely trends in 2021 and beyond in the Energy markets  
  3. Technological trends affecting Energy Markets (i.e. Electric Cars, Battery Sharing Services, Chagrining Stations, Self-driving Cars, Ride-Shares, Solar, etc.) 
  4. Natural disasters affecting Energy Markets (Climate, hurricanes, California Fires and Power Grid Issues. etc.) 
Who Should Attend?  
  • Portfolio Managers that have direct or indexed energy exposure in their portfolios  
  • Anyone whose clients hold or potentially hold energy investments in their portfolios.  
  • Anyone interested in the ultimate potential disruption that could be on the horizon.  
Speakers:
Edward Fortunato.jpg
Chief Economist,
Exelon Corporation 
 
Over the last seventeen years at Exelon, Edward has managed the proprietary trading book, the short-term analytics group, and has led the implementation of trading strategies in both the proprietary and hedging books and run the fundamental analysis group.  As the chief economist, he tracks economic trends and how they affect our company.    

Lesley Hunter.jpg
Lesley Hunter
Vice President of Programs & Content Strategy,
American Council on Renewable Energy (ACORE)

As Vice President for Programs & Content Strategy, Lesley provides strategic leadership to oversee programs and content workstreams, aligning operations in support of ACORE’s mission. She currently leads ACORE’s Environmental, Social and Governance (ESG) initiative to improve the reflection of renewable energy use and investment in ESG methodologies. Previously, she managed initiatives to help the Department of Defense procure renewable energy at military installations, and to streamline strategies for corporate renewable energy purchasing. She is also the author of numerous reports on renewable energy market, finance and policy issues. Lesley received her Bachelor of Arts in International Studies from the University of California, San Diego.
James Murchie.jpg
James Murchie
President, Founder and CEO
Energy Income Partners

James Murchie is the President, Co-Founder and CEO of Energy Income Partners (EIP) and Co-Portfolio Manager of EIP’s Funds.  Founded in 2003, EIP invests in publicly traded energy infrastructure companies that generate stable cash flows by transporting electricity, natural gas and petroleum; “poles & wires, pipes & tanks.”  The portfolios are concentrated in regulated monopoly companies across a variety of asset classes such as utilities, publicly traded partnerships, and Yield Corporations (YieldCos).  EIP’s fund family includes a sustainable carbon impact fund invested in companies driving decarbonization in the energy sector.  From 1998 to 2003, Jim managed a long/short equity fund that invested in energy and cyclical equities and commodities as head of Lawhill Capital. From 1995 to 1997, he was a managing director at Tiger Management where his primary responsibility was investments in energy, commodities, and related equities. From 1990-1995 Jim was a principal at Sanford C. Bernstein where he was a top-ranked energy analyst and sat on the Research Department’s Recommendation Review Committee. Before joining Bernstein, Jim spent 8 years at British Petroleum in 7 operating and staff positions of increasing responsibility.  Jim holds degrees from Rice University and Harvard University.

Moderator:
Stuart Cohen.jpg
Senior Financial Officer, World Bank Group  
Programs and Education Committee Co-Chair, CFA Society Washington, DC 
 
Mr. Cohen has over 25 years of direct experience working with all aspects of Asset Management including portfolio management, credit risk, operations risk, valuation, accounting, reporting and internal controls. Currently at the World Bank Group, Mr. Cohen serves as the Team Lead for Liquid Investments Accounting, Reporting, and Independent Price Verification Team that is responsible for the daily controls, monthly and quarterly Financial Reporting for the Liquid Investments of IBRD, IDA, MIGA and Trust Funds which total approximately $135 Billion. 

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Industry & Company Analysis + The World Economy 

Event Type

Educational

Education Topic

 

Start Time

3/9/2021 4:00 PM

End Time

3/9/2021 5:15 PM

City

Virtual

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

1.00

SER Credit

0.00

Currency

USD

Member Price

25.00

Non-Member Price

45.00

Candidate Price

45.00

Registration

​Click here to register

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We encourage members of other CFA Societies to attend this event at the CFAW Member Rate. Please contact events@cfawashington.org with any questions. 

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations and Refund Requests
  • Cancelations must be made in writing and emailed to events@cfawashington.org on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows.

All Day Event

 

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Description

 

Begin

3/9/2021 4:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 11.0
Created at 2/1/2021 11:47 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 2/10/2021 7:54 AM by serena.roche@gmail.com[CASMSTS:username]