How Investing in Energy Could Offset Portfolio Risk                                           What key findings from the  ...
About the European Pensions & Investments Summit 2013  The   Investment        Network        –  marcus evans Summits grou...
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How Investing in Energy Could Offset Portfolio Risk: Interview with: Jeff Dietert, Managing Director, Head of Research, Simmons & Company International - European Pensions & Investments Summit


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An interview with Jeff Dietert who is the Managing Director, Head of Research at Simmons & Company International, and an investment bank at the marcus evans European Pensions & Investments Summit 2013 who shares his thoughts on how energy investments are an attractive alternative.

Join the 2015 Summit along with leading regional pension investors and global asset managers in an intimate environment for a focused discussion of key new drivers shaping institutional investment strategies today.

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How Investing in Energy Could Offset Portfolio Risk: Interview with: Jeff Dietert, Managing Director, Head of Research, Simmons & Company International - European Pensions & Investments Summit

  1. 1. How Investing in Energy Could Offset Portfolio Risk What key findings from the consumption, ongoing economic vitality research that your company in the emerging economies and undertakes could you share with reaccelerating Chinese demand are investors? helping drive improved global consumption for oil. On the supply front, Our analysis highlights substantial non- oil prices appear range bound between OPEC production challenges in every prices required for investment in region outside of North America, with marginal plays (US unconventional, oil Brazil and the North Sea, in particular, sands, some deep water) and levels that falling well short of production goals threaten economic growth (Brent USD over the preceding five years. 100/bbl to USD 120/bbl). Brazil and the North Sea are emblematic Any final thoughts you would like toInterview with: Jeff Dietert, of broader non-OPEC production share with institutional investors inManaging Director, Head of challenges ex-NAM and reasons for Europe?Research, Simmons & Company wide-spread production disappointmentsInternational are myriad and include, inexorable and Simmons & Company research has been steepening production decline rates, voted #1 in the Greenwich Associates longer development periods for major Survey of Institutional Research in each“With Central Banks around the world projects, increased technological of the following categories during 2010,moving toward highly accommodative intensity and requirements as well as 2011 and 2012: Overall Energy, Beststances, investors should consider considerably harsher operating Industry Knowledge, and Most Trusted;increasing their commodity exposure in environments. as well as top coverage of theorder to offset the growing inflationary Equipment & Services/Drilling andprospects caused by exceedingly The US has provided a much needed Exploration and Productionaggressive monetary policy on a global contribution to global oil production sectors. Simmons publishes research onbasis,” advised Jeff Dietert, Managing growth driven by ease of access, a approximately 150 publically tradedDirector, Head of Research, Simmons reasonably stable regulatory environ- energy companies and is well positioned& Company International. ment, open and receptive capital to identify companies that will benefit markets, benign credit conditions, from emerging country energy demandA specialist in international investment compelling technologically advances in growth and North Americabanking services for the energy the drilling and completion arena and unconventional oil & gas supplyindustry, Simmons & Company very deep inventory of drilling prospects growth.International is a sponsor company at replete with very substantial productionthe marcus evans European histories. We expectPensions & Investments Summit2013, in Montreux, Switzerland, 22 - 24 Without the blossoming of the USApril. Ahead of the Summit, Dietert unconventional resource development,focuses on the energy sector and whatinvestors should consider. oil prices over the recent years would have spiked to considerably higher a relativelyWhat is troubling European levels, thanks in part to supply disruptions in North Africa and elevatedinstitutional investors today? Whyshould they consider energy assets? geopolitical threats in the Middle East, that would have very likely severely oil price environment, burdened global economic pros -The formidable overhang of the pects. OPEC production prospectsEuropean debt crisis coupled with the continue to be variable given Iranianimplosion in key Euro economies andongoing challenges in many others, has geopolitical threats, growing MENA social tensions and rising budgetary which will behad severe implications with respect toregional if not global economic requirements. Saudi Arabian output has dropped meaningfully in recent months, good forprospects. in part due to lower seasonal domestic demand and looming heavy refinery energy stocks in the comingThus, increasingly European investors maintenance in Asia and the OECD, buthave been broadening their exposure also potentially due to the relentlessinternationally and contemplating reservoir challenges in producing 10investment opportunities in emergingmarkets that are more driven by mb/d. yearscommodities, as well as possessing a Recently Saudi Aramco announced areasonably close trade linkage to the 30 per cent increase in drilling activity,thriving economies of Asia. Energy most of this is oil directed. On theexposure is an obvious focal point in demand front, recovering US economicthis regard. growth, stabilising European
  2. 2. About the European Pensions & Investments Summit 2013 The Investment Network – marcus evans Summits group This unique forum will take place at the Fairmont Le Montreux Palace, Montreux, delivers peer-to-peer information Switzerland, 22 - 24 April 2013. Offering much more than any conference, on strategic matters, professional exhibition or trade show, this exclusive meeting will bring together esteemed trends and breakthrough industry thought leaders and solution providers to a highly focused and interactive innovations. networking event. The Summit includes visionary presentations and interactive forums on geopolitical risks in the global economy, finding opportunities for steady returns in recalibrating markets and rethinking pension products to deliver sustainable benefits in a new systemic context. Please note that the Summit is a closed business event and the Contact number of participants strictly Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus evans, Summits limited. Division Tel: + 357 22 849 313 Email: For more information please send an email to All rights reserved. The above content may be republished or reproduced. Kindly inform us by sending an email to press@marcusevanscy.comAbout Simmons & Company InternationalSimmons & Company International is a leading independent investment bank specializing in the energy industry with four officesworldwide. Our equity research team provides our institutional investor clients with proprietary, fundamental market analysis ondomestic and global macro energy issues as well as in-depth coverage of approximately 150 US and European companies.www.simmonsco-intl.comAbout marcus evans Summitsmarcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discussstrategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity toindividually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings.For more information, please visit: www.marcusevans.comUpcoming EventsAPAC Investments Summit - www.apacinvestmentssummit.comElite Summit - www.elitesummit.comEmerging Markets Investments Summit - www.emisummit.comPrivate Wealth Management Summit (North America) - www.privatewealthsummit.comTo view the web version of this interview, please click here: