Good Time to Be Putting Money to Work in Energy: Pickering Energy Partners' Pickering

The video discusses recent developments in energy investments, including Sam Zell's joint venture and Pickering's $700 million energy fund. It explores the rationale behind the spin-off from Perella Weinberg Partners and the challenges of raising capital in the energy sector. The discussion highlights opportunities in oil and gas production, particularly in the Permian Basin, and analyzes the role of private equity in the market. The impact of these trends on production and prices is examined, with a focus on the need for US production to scale back. The video concludes with a positive outlook on conventional energy investments.

What factors led to the decision to spin off the energy fund from Perella Weinberg Partners?

How does the current state of capital availability affect investment opportunities in the energy sector?

What are the potential benefits of investing in oil and gas production according to the discussion?

What challenges do private equity firms face in the current oil market?

What is the perspective on the future of conventional energy in light of low carbon concerns?