Matt Hagerty Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

Denver, Colorado, United States

Denver, Colorado, United States

• Developing comprehensive dataset and analysis on oil and gas emissions, beginning with the upstream sector and expanding to midstream and downstream sectors
• Continuing to model and forecast global oil prices and supply-demand balances with analysis of country-level supply dynamics, specializing on North America
• FactSet acquired BTU Analytics in July 2021

• Co-headed the firm’s oil and gas product group, which represents the most significant source of revenue
• Routinely lead and presented bespoke analysis in consulting engagements valued up to $100,000
• Forecasted global oil prices as well as North American oil and gas production, requiring expertise in global supply-demand balances, regional infrastructure constraints, and upstream economics
• Built North American regional oil flow model, including forecasts for pipeline-level flows, refining demand, and import-export balance
• Frequently travelled to communicate analysis to clients, with research featured on numerous platforms like Bloomberg TV, the Wall Street Journal, and Natural Gas Intelligence

Denver, Colorado

• Managed research, analysis and publication of the E&P Positioning Report, a subscription product featuring granular breakeven analysis for oil and gas producers, augmented by regular research reports
• Developed more robust analysis of regional undrilled inventory, allowing for better understanding of untapped oil & gas resource across the U.S.
• Expanded forecast and modeling responsibilities to include nearly all major oil & gas producing regions

New York, New York

• North American E&P and Oilfield Services
• Developing crude oil and natural gas hedging models for 40 North American E&Ps to gain insight on producer sensitivity to market price volatility. Research featured on RBN Energy’s daily blog
• Modeling upstream and offshore rig trends to forecast supply/demand dynamics and rig utilization three years out
• Manipulating Drilling Info, RigData and other data to identify drilling activity, new drilling contracts, rig utilization, IP rates and other trends by region and rig owner/operator
• Building company financial models based on industry data to provide key insights to clientsGlobal Forest, Paper and Packaging
• Developed and maintained data curation for the global Forest, Paper and Packaging sectors under Senior Analyst Josh Zaret

Tulane University

• Invited to become one of 11 IRMs leading an 85-student equity research class
• Managed Two teams of graduate student analysts covering Carbo Ceramics (CRR), an oilfieldservices technology company, and Willbros Group (WG), which focuses on oil & gas infrastructure.
• Burkenroad Reports has been featured in Kiplingers, FT, WSJ and CNBC

Skillman, NJ

• Gained in-depth knowledge of the social media sector through industry, company and credit analysis
• Built a functional dashboard on terminal which included sector-related data and proprietary research as a potential area to expand coverage within the Bloomberg universe
• Developed comprehensive skillset in indices, equities and Bloomberg Intelligence in the Bloomberg terminal to gather data on global social media companies
• Met with senior analysts to learn industry-specific metrics and drivers across all covered sectors

Greater New Orleans Area

• Participated in a 20 student honors seminar analyzing large-cap sectors and investing portions of the Tulane endowment
• Learned methods for managing an equity portfolio and developed advanced processes to choose positions
• Used research terminals and electronic databases, including Bloomberg terminals, ThomsonOne.com and Standard and Poor's Net Advantage

Greater New Orleans Area

• Compared clients’ portfolio history and performance in Morningstar
• Analyzed brokerage statements and assisted preparation of quarterly performance reports
• Assisted in-house hedge fund administration and investor relations

Greater New Orleans Area

• Competed in a renowned equity research contest hosted by the CFA institute
• Received hands-on mentoring and intensive training in financial analysis
• Responsibilities included valuing a stock, writing an initiation-of-coverage report, and presenting recommendations to competition judges
• Covered SolarWinds Inc. (SWI / NYSE), a technology company providing business-class network management software

• Participating in a nationally recognized securities research program
• Publishing an investment research report on Callon Petroleum Company (CPE / NYSE), an oil and gas company focusing on exploration and production
• Interviewing management, conducting independent industry and business analyses, and creating production models as a member of a five-student team
• These reports are distributed to more than 20,000 investors and appear on the World Wide Web at www.burkenroad.org.
• The program has been featured in the Wall Street Journal, Kiplinger’s Magazine, BARRONS, The New York Times, The Washington Post, The Chronicle of Higher Education, and CNBC.

• Aided in adjusting accounting practices after becoming a publicly traded company in May 2013
• Adjusted tax returns to account for acquisitions of other banks
• Analyzed financial statements to prepare more accurate allowances and accruals

New Orleans

• Worked with Neal Kaye, Jr., Vice President of Investments and Senior Portfolio Manager, to become more familiar with wealth management and financial analysis
• Used fundamental, technical, and quantitative analysis to evaluate securities and anticipate market movements
• Used UBS software to assess clients’ financial wellbeing to determine the steps needed to achieve desired outcomes

Tulane University

• Lead numerous student programs related to stress management.
• Trained as a Bacchus Network Certified Peer Health Educator to aid students make healthier life choices from nutrition to alcohol and tobacco use.

Bachelor Of Science In Management, Finance With Specialization In Energy Markets, Senior

Activities and Societies: Zeta Psi Fraternity, Freeman Investment Management Association, Tulane Energy Club-Cum Laude Graduation Honors.

Diploma, General Education

Activities and Societies: Varsity Golf, Varsity Bowling, Math Team-Advanced Placement Scholar with Honor Award (2010) -Advanced Placement.