The Trevor Rose Podcast

#137: Dan Pickering (Pickering Energy Partners) - Compounding at 20%, the Value of Trust in Business & What Makes a Good Energy Investment


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Greetings & welcome back to the rose bros podcast.

This episode we are joined by Dan Pickering - CIO & Founder of Pickering Energy Partners  - a energy focused financial services firm headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors.

Broadly speaking, Pickering Energy Partners consists of four divisions including capital investments, investment research, energy consulting & investment banking/advisory.

Prior to Pickering Energy Partners, Dan served as the President of Tudor, Pickering, Holt & Co., and Chief Investment Officer of TPH Asset Management. He has spent 29 years as an Energy Portfolio Manager, Researcher, and Analyst, first at Fidelity Investments (where he managed ~$1 billion of energy sector funds), then as Head of Research at Simmons & Company.

He currently serves as the Portfolio Manager of PEP’s energy equities strategy, is on the Investment Committee of PEP’s energy co-investment and private equity strategies and serves in various business development and oversight roles across the firm. 

Dan is the Board Chair of Merge Electric Fleet Solutions and also serves on the Advisory Boards for the Houston CFA Society, Capital Creek Advisors, Dynamo Energy Hub, Midway Companies, as well as the Posse Foundation, the Board of Trustees for Texas Children’s Hospital and the Texas Children’s Hospital Foundation. 

He holds a BS in Petroleum Engineering from the Missouri School of Science and Technology and an MBA from the University of Chicago.

Among other things, we sat down and discussed compounding investments at 20%, the value of trust in business & what makes a good energy investment.

Enjoy.


This podcast episode is sponsored by Connate Water Solutions.

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This podcast is sponsored by Headracingcanada.com

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