Recorded on May 19th 2020

Daniel Herz – President & CEO, Daniel Herz joins us from Falcon Minerals Corporation, a publicly traded minerals and royalties company that is focused on the Eagle Ford Shale. Throughout the episode, Daniel walks through his extensive experience in the MLP space, where he started as a MLP Analyst in 1999 and then later went on to build and sell several Midstream and E&P MLP businesses. Daniel explains the similarities between the minerals & royalties space and the of the early days of the MLP space in the 2000s, and how similar arbitrage opportunities will become available in the market as PE backed minerals portfolios mature over time and need an exit to publicly traded minerals companies.