ESG Panel Mostly Covering Energy-Related Themes
On the ESG panel, five panelists offered expertise from their respective fields. I kicked off my brief comments (minute 5:16) about some CERA week takeaways on oil markets and gas, and then the IRA as analyzed, as requested by moderator Tyson Halsey. We heard from an energy sustainability firm, an ESG rating and analytics firm, an energy pro with deep grid expertise, and a green hydrogen play. Of course, the implications of the banking crisis were top of mind. The entire conference had terrific insights from a deep bench of investment veterans. (I’ll detail a bit more later.)
Banks are us.
Dory Wiley, CEO of Commerce Street Holdings, veteran banking and investment expert, makes sense of SVB and the market fall out.
A Selection of Panels
I had offered some notes on these in this earlier post.
Investor Conference Presentation IVYFON SXSW: After CERAWeek 2023… LOTR — Concept Elemental
