OPEC Predicting Oil Shortages - What This Means For Your Portfolio!

Inflation, diversification & the green transition. Hear from two of the best energy Portfolio Managers on the future of the energy sector.

For the better part of the last decade, commodities have been ignored and villainized by much of the developed world. This has resulted in vast underinvestment in commodity infrastructure. Underinvestment in infrastructure, villainization, and demand shocks from COVID-19 have left the energy sector in a unique position.

To get a clearer picture, Badger Investment Group hosted a live panel with two of the top portfolio managers in the energy sector who answered questions around:

Inflation & diversification, what role does energy play in this moving forward?

Can energy be a way to provide excess returns that may not come from fixed income over the coming years?

What does the road ahead look like for energy investors in a post-COVID/post-shale world?

What role does ESG play in the future of the energy sectors? How does this impact traditional (carbon) energy and what opportunities does it provide?

Presenting Portfolio Managers:

Tim Pickering
Principal, Lead Portfolio Manager, CIO at Auspice Capital
Tim Pickering is Founder, President and CIO of Auspice. Tim leads strategic decision making and the vision for Auspice’s diverse suite of award winning rules-based quantitative investment strategies. In 2015, Tim was selected by Alberta Venture Magazine, one of Alberta’s most widely respected business publications, as one of Alberta’s 50 most influential people. In 2017, Tim was named to the University of Calgary Accounting and Finance Advisory Council and in 2019 became the Chair of the Finance Advisory Council at the Haskayne School of Business.

Eric Nuttall
Partner, Senior Portfolio Manager at Ninepoint Partners
Eric Nuttall is a Partner and Senior Portfolio Manager with Ninepoint Partners LP, where he manages Ninepoint’s Energy Fund. He joined the firm in August 2017 and was previously a Portfolio Manager at Sprott Asset Management LP since February 2003. Eric's views are frequently sought after by the Business News Network (BNN), The Globe and Mail, the National Post, the Calgary Herald, CNBC, and the Wall Street Journal. Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.