This week our guest is Mark Viviano, a Managing Partner & Portfolio Manager with Kimmeridge. Kimmeridge is a private equity firm investing in low-cost unconventional oil and gas assets in the U.S., and is also an activist investor pushing for company reforms. Mark has analyzed companies in the energy sector for more than 15 years. Ben Cahill (CSIS) talks with Mark about reforming the shale sector and responding to ESG pressure, the role of activist investors, and what to expect in oil and gas markets in 2021.
For more, read http://kimmeridge.com/wp-content/uploads/2020/11/Governance_Paper_111620.pdf and http://kimmeridge.com/wp-content/uploads/2020/02/Preparing-the-EP-Sector-for-the-Energy-Transition-A-New-Business-Model.pdf