DCEO’s November 2024 energy edition
NYC investor summit, June 2024:
Energy, infrastructure scene and the evolving economy
Two decades into the shale revolutions, the U.S. hydrocarbon scene and the related infrastructure build out is robust. Global supply and demand fundamentals are creating new and different opportunities. Firms are adapting models geared for a changing energy landscape.
Speakers included: Invesco, Coinbase, Principal Asset Management, Fidelity, JP Morgan, Cantor Fitzgerald, Schwab and other leading firms and experts. The program topics include today’s market and the outlook for the future of AI, Crypto, Healthcare, Shipping, Energy, and more.
Thought leadership WITH OTHERS: Across Three decades
My work life began in the Internet pre-1995, a date which apparently marks the Internet’s beginnings. I built my own website in 1996, and never since! From the late 90s onward, I worked between the CEO and executive-level CMO, essentially in a strategy and data analytics role in financial services products and national marketing. The products were complex, expensive and required considerable education to market and sell.
Through R&D efforts, I helped creatively translate findings into product development, business strategy and successful integrated, marketing campaigns. This early thought leadership work was put uniquely into action through 2000-2010 in a large family-owned business that partnered with major insurers such as Allianz, Travelers and others.
From of this knowledge, an evolving white paper that spanned ~20 years, was presented to the largest pension funds in the world. I still own domains specific to the work related to portfolio development. Since then, other domains have been collected. A 2020s iteration of this approach was applied to a client in 2022-24, and an early Internet version from 2003-today has continued to evolve as well.
Re-industrialization: “The resurrection of an Industrial Ghost Town,” Apr 2024, D CEO
The Sandow Lakes Ranch development stands as a model of sustainable development but also reflects the shifts occurring across the globe to accommodate technology and innovation. The need of the day points to multidisciplinary approaches and non-waste. Adding advanced manufacturing and reindustrializing means creating space for the new with the old in mind. (click image for more)
Resources & portfolio development projects
Bringing a vision of next-gen energy, land and resource allocation, with knowledgable partners. More information by request.
Speaking on energy, resources, innovation: WITH IVYFON, SEEKING ALPHA, UNIVERSITY OF MONTANA AND MY YOUTUBE CHANNEL
2023 with PARTNER, D CEO Magazine
IN THE FIELD
Fall 2022 with D CEO
Developing Thought Leadership for Two Decades with academia
SMU Cox faculty research knowledge site, 2004- present
Profiling of the Cox School of Business’ highly prolific researchers: 2004 - present, with over 300-plus academic papers profiled:
Recent work here.
Firms’ Supply Chain Risk: Nobody Really Knows (link) | Financing Crypto Firm’s Projects: An Unlimited Token Offering (link)| National Security Law Deters Foreign Investment (link) | Emissions Disclosures… (link)| Visual Finance and Investor Behavior (link) | Valuation of the FAANG Stocks (link)
Publications
Body of work from D CEO magazine, 2007-present
Since the inception of D CEO, numerous articles related to Dallas-based energy firms, infrastructure giant Fluor, and leaders and trendsetters have been written.
BOOK CHAPTER: “Targeting the Future: Smarter, Cleaner Infrastructure Development Choices” | Climate Change, November 2012
China and India, with their high economic growth trajectories, offer the planet a significant opportunity to reduce carbon emissions provided they invest in climate-smart infrastructure. The globe is also becoming increasingly water stressed. Understanding the energy-water-climate nexus is critical to achieving sustainable development. View chapter
Cover story: “Paving the Path for India's Growth” | Far Eastern Economic Review, March 2008, with co-author Dr. Andrew Chen, distinguished professor of finance
For India's rapid growth to continue, investment in infrastructure would need to double, from 5% of GDP to an estimated 9% by 2012 -- or $500 billion. Utilizing global capital markets and the private sector is the way forward for greater efficiency, transparency, and proper incentives. Incumbent approaches in financing infrastructure have shortcomings that encourage waste, inefficiency, and corruption. India is perfectly poised to leverage a new market-based approach for sustainable infrastructure development to the benefit of its economy, the Indian public, and global investors.
FEATURE ARTICLE: “The Chinese Connection” | D CEO, January 2008
Profile of CEO Patrick Jenevein of Tang Energy, a U.S.-based energy firm focusing on wind energy development and green tech processes in power generation, with rich experience in China. Illustrates a firm uniquely addressing the pollution problem in China, one consequence of rapid economic growth and high demand for energy. Link to article.