Senior Analyst
CurrentSteelPath Energy Infrastructure Investment Team• Analyze and model 20-25 midstream energy infrastructure and renewable energy companies. Provide analysis and investment recommendations to portfolio managers including portfolio weights for multiple portfolios with cumulative AUM of ~$7 billion• Bottom-up company analysis and modeling. All investment strategies take long-term, private equity approach to investments• Collaborate with company management teams and various investment banks on multiple PIPE deals that range from $20mm to $500mm• Developed strong relationships with company management and spend significant time discussing market and corporate strategy to better help each of our objects and understand difficulties• Led analysis of midstream energy fixed income asset class and presented results to interested institutional client, resulting in client investing $40mm, today portfolio has value of $240mm• Led quantitative factor analysis of midstream investment factors to launch a factor based ETRN, resulting in seed investment of $10mm after presentation• Authored white paper on analysis of industry's capital allocation and return on invested capital, recommending that industry significantly limit capital to growth projects and allocate more capital to share repurchases to increase industry's poor ROIC; analysis correctly predicted what would occur two years later• Write quarterly commentary on market and company performance for client communication
