I cover clean tech, the energy transition, and bridge fuel/alternatives as well as sustainability generally with my colleague Abhishek (Abhi) Sinha.Third party posts do not reflect the views of Northland Securities and have not been reviewed by Northland Securities for completeness or accuracy.

Covered solar and EV stocks as well as the clean energy sector generally.

Worked on a team coving 23 companies in the clean energy sector, with a specific focus on the solar industry. We also covered some wind companies and other non-solar renewables.

• Create financial statement models and DCF models using Microsoft Excel.• Conduct investment analysis (stocks, bonds, mutual funds, ETFs, private equity, hedge funds).• Analyze portfolios using Morningstar Office, Morningstar Direct, and YCharts.• Create presentations, research reports, and memoranda.• Conduct team and client meetings with high net worth individuals and retirement plan sponsors.• Recruit senior-level personnel ($250,000+ salary level).• Conduct… Show more • Create financial statement models and DCF models using Microsoft Excel.• Conduct investment analysis (stocks, bonds, mutual funds, ETFs, private equity, hedge funds).• Analyze portfolios using Morningstar Office, Morningstar Direct, and YCharts.• Create presentations, research reports, and memoranda.• Conduct team and client meetings with high net worth individuals and retirement plan sponsors.• Recruit senior-level personnel ($250,000+ salary level).• Conduct analysis, create exhibits, and brief experts as part of litigation support practice. Show less

• Conducted research and fundamental analysis of publicly traded oil and gas companies for equity, debt, and royalty trust investments.• Created three-statement financial models and DCF models in Excel using production forecasts, drilling schedules, reserve reports, and cost estimates.• Ran Monte Carlo simulations in Excel to create probabilistic reserves estimates.• Spoke directly with C-suite executives during conference calls, posing questions and seeking clarification as part of… Show more • Conducted research and fundamental analysis of publicly traded oil and gas companies for equity, debt, and royalty trust investments.• Created three-statement financial models and DCF models in Excel using production forecasts, drilling schedules, reserve reports, and cost estimates.• Ran Monte Carlo simulations in Excel to create probabilistic reserves estimates.• Spoke directly with C-suite executives during conference calls, posing questions and seeking clarification as part of the due diligence process performed on behalf of clients.• Contributed to the RBN Energy blog (20,000+ subscribers).• Early proponent of long-term low oil price forecast (article published Nov. 7, 2014) based on “shale enlightenment” thesis (as opposed to more commonly cited “shale revolution” thesis).• Anticipated diverse problems faced by SandRidge Energy (costly water production), Epsilon Energy (fragmented acreage), Halcon Resources (dependent on unsustainable prices), Stone Energy (recruited known “yes-men”), Bellatrix Exploration (statistical “resource play” marketed as shale play), Midstates Petroleum (falling oil cut buried in the data), and accurately assessed the future of several others, including high-yield opportunities. Show less

• Generated production forecasts, cash flow projections, and reserve reports.• Conducted economic analysis of prospective drilling locations and presented to company CEO.• Prepared cost estimates for capital projects (compressor stations, wells, natural gas storage facility) and determined the IRR on such projects.• Supported V.P. of Business Development with engineering and economic feasibility analyses.• Coordinated 12-person team to file an application with the Federal Energy… Show more • Generated production forecasts, cash flow projections, and reserve reports.• Conducted economic analysis of prospective drilling locations and presented to company CEO.• Prepared cost estimates for capital projects (compressor stations, wells, natural gas storage facility) and determined the IRR on such projects.• Supported V.P. of Business Development with engineering and economic feasibility analyses.• Coordinated 12-person team to file an application with the Federal Energy Regulatory Commission (FERC) for a permit to construct a gas storage facility. Application was approved. Show less