Recorded on June 2, 2022.
Today’s economic recovery has created turbulence across multiple market segments – perhaps none more striking than the energy segment. The conflict in Ukraine, the Strategic Petroleum Reserve release, and the accelerating transition to a lower-carbon energy system has only further complicated this historically volatile sector.
Cresset is pleased to welcome Pickering Energy Partners (PEP), one of the leading industry experts, to provide clarity and insight into today’s energy environment. Hanley Sayers, Market Managing Director and Wealth Advisor at Cresset, will lead the conversation with PEP’s founder and CIO, Dan Pickering, who has overseen the firm’s deployment of over $15.5 billion in capital across all energy subsectors.
As global events continue to stir an already tempestuous market segment, Pickering provides context and guidance on new ways to think about energy. In addition, he shares his forecast for the growth of renewable energy as concerns about climate change and support for environmental, social, and governance (ESG) considerations continue to rise. He also talks about current investment opportunities, longer-term trends, where gas prices are headed, and his perspective on when – and how – the energy market might stabilize.