C.O.B. Tuesday

C.O.B. Tuesday Ep. 25


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Today, our COBT session was not only stimulating but also simply great fun. We had the honor of hosting Dr. Bradford Cornell, Emeritus Professor of Finance at UCLA's Anderson Graduate School of Management. Dr. Cornell has been teaching finance for 40 years and as you will see in the video, he takes us all back to some basics in today's graduate school finance session. His presentation, entitled "ESG and Investing," can be found here.

Professor Cornell took us to the heart of ESG and from there we of course moved to the current debate around energy, the environment and capital. He has some refreshing views that had us all thinking hard about some of the current trends in capital allocation.

Craig Webster, TPH's Head of ESG, kicked the session off. The regular cast of COBT, Mike Bradley, Colin Fenton, and Matt Portillo, also chimed in to cover a range of topics, including the oil and gas outlook for 2021 and a few other comments on recent news (I won't spoil the surprise of what's in Colin's bag this week).

As always, we hope you find it interesting, informative and thought-provoking. Thank you for your friendship and see you next week!

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Copyright 2020, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH’s research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC., Tudor Pickering Holt & Co Advisors LP, Tudor, Pickering, Holt & Co. Securities – Canada, ULC and their affiliates worldwide.
 
Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors.

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