The Investor Mindset – Evaluating Sentiment Trends in E&P Equities

Andy is a Principal Analyst with Enverus Intelligence® Research’ Operator Intelligence group. He specializes in oil-and-gas valuations, operational and financial forecasts, and related research reports and products. Prior to joining Enverus Intelligence® Research, Andy worked for energy-analytics and E&P businesses for a decade. He is based in Houston, Texas.

Jamie Heard is vice president of Capital Markets at Tourmaline Oil Corporation, a role which encompasses M&A, capital allocation, investor relations and strategy. Tourmaline is the largest natural gas producer in Canada with an extensive resource base and amongst the largest and most profitable natural gas focused E&P businesses in North America. Prior to Tourmaline, Jamie spent a decade covering and investing in Canadian and U.S. publicly listed companies in the energy sector in banking, research and investing roles at Barclays, BMO, Citadel and Castleton. He holds a Master of Science in Business Administration from the University of Rochester, a bachelor’s degree in finance and economics from Carleton University and is a CFA Charterholder.

Mark Viviano is a managing partner and lead portfolio manager on the public investment team, Kimmeridge Energy Engagement Partners. Prior to joining Kimmeridge, Mr. Viviano spent 17 years at Wellington Management Company, with more than 15 years focused on portfolio management and research analysis on companies in the energy sector, including E&Ps and global natural resources. Mr. Viviano has an undergraduate degree in Economics from Hamilton College and a Master of Science degree from Boston University with High Honors. He is a CFA Charterholder.

Brian is a Partner at SailingStone Capital Partners LLC / Pickering Energy Partners, where he is a portfolio manager and investment analyst. Prior to founding SailingStone in 2014, Brian was an investment analyst at RS Investments for the RS Global Natural Resource strategies. Brian was formerly Managing Director, E&P Research at Tudor, Pickering, Holt & Co., where he served as global head of upstream research. Previously, Brian was a vice president and team leader at Netherland, Sewell & Associates Inc. and a senior project engineer at Exxon Mobil Corporation. Brian holds a BS in petroleum engineering from Louisiana State University and an MBA from the University of Houston.