Changing stock market dynamics are shifting investor focus and turning traditional business models on their head. Join us as we engage with Mark Viviano, Kimmeridge Energy’s head of public equities, on the current E&P space and gather insight on what management teams need to do to sustain their business. Viviano will share his experience in leading a new investment strategy focused on identifying underperformance and pressing for changes to benefit shareholders. He will also provide general thoughts on the industry, including:
- Should we expect a late-cycle rotation from growth to value?
- Will energy companies get a better return from oil or gas, and which will be around longer?
- Are we in the energy transition? What does the future of shale look like?
Hear directly from an experienced equity investor on key market trends and how operators should be responding to the current environment.