Increased Geopolitical Risk: Energy’s Midstream Era? – USCF – 4.4.24

Summary:

Now On Demand

Continued tension in middle east could affect the output of oil-producing countries. The Panama Canal was already slower than normal due to freshwater drought because it is too shallow. Now, the Red Sea attacks on shipping have reduced traffic through the Suez Canal and increased shipping costs generally. How do we navigate energy investing with heightened geopolitical risk? Is North American Midstream energy the answer?

Speakers:

As Chief Investment Officer for USCF, Kevin brings over 20 years of experience as a Senior Commodities Portfolio Manager. Kevin is responsible for expanding USCF’s product line and overseeing the company’s investment policies and portfolio management team. Prior to joining USCF, he was Senior Portfolio Manager of Alternatives and Commodities for Invesco PowerShares. Kevin was part of the OppenheimerFunds team responsible for launching a the first commodities mutual fund and subsequently incorporated the first off-shore Cayman subsidiary for a commodities fund. Kevin also served as Senior Portfolio Manager, head of Commodities and earned the Barron’s/Value Line “Top 100 Managers” designation three times. Kevin is a CFA Charterholder and CAIA Charterholder. Kevin earned his Bachelor of Business Administration degree in Finance from Texas Tech University. He is registered with FINRA for Series 7, 63 and with NFA for Series 3 and has completed his Swaps Proficiency Requirements. Kevin is a Registered Representative of ALPS Distributors, Inc.

John R. Cusick, CFA, focuses on midstream energy including master limited partnerships (MLPs). Before joining Miller/Howard in 2013, he was a senior vice president and research analyst at Wunderlich Securities Inc. in New York, covering energy including partnerships focused on natural gas, liquids, and exploration & production. Prior to that, John spent more than a decade at Oppenheimer & Co. beginning his career as a junior analyst on the energy team covering major oil companies, refiners, and exploration and production companies and then as a senior research analyst specializing in the midstream sector. He earned his BA in Finance and Marketing from Temple University, and an MBA in Finance from Fordham University School of Business in New York City.