Santa Barbara Luncheon Series: West Coast Pumping Up! M&A Analytics in the US/CA Downstream Industry
A Santa Barbara Group Sponsored Event
An assortment of sandwiches, salads, and drinks will be provided.
The energy industry’s downstream segment is an interesting part of the U.S. economy for investors to watch. With significant volatility in the global oil markets over the past few years, deal-making in the domestic oil/gas industry has been very active.
Strategic acquirers and private equity funds are rolling-up and consolidating assets like gas stations, fuel supply agreements, terminals, and refineries across the country. Electric vehicles, Amazon, renewables, OPEC, and the regulatory environment are just some of the variables that can alter the landscape for U.S. energy over the coming years.
Andy Weber founded Corner Capital in 2006, providing investment banking services to entrepreneurs, operating companies, financial institutions, and professional investors with a special focus on the downstream segment of the oil/gas industry.
Andy and Kevin will give you an insight into the activities, nuances, and opportunities in the downstream side of the energy value chain.
Subsequent to Shell Oil, Andy was an international consultant in Arthur D. Little’s Global Energy Practice, with principal responsibility for the downstream strategy practice. Andy most recently spent 10 years at Roundtree Capital, a private equity group in Santa Barbara with wholesale and retail assets, was a principal in the company and ultimately served as President with overall responsibilities for portfolio growth.
Andy earned his undergraduate degree from the University of Texas and his MBA from Rice University. Back to Top ^^
Kevin Henrick is responsible for managing all firm projects including financings, restructures, mergers and acquisitions, and valuation engagements.
Prior to joining Corner Capital, Kevin worked for Avant, an online consumer lending platform. He began his career trading oil and natural gas derivatives for family offices (Nico Holdings and Ronin Capital).
Kevin holds degrees from the University of Illinois, Columbia University in the City of New York, and is attending the Executive MBA Program at University of Pennsylvania’s Wharton School of Business. Back to Top ^^
$5 (Members) | $20 (Non-Members)
We accept the following:
If you prefer to pay by check please email firstname.lastname@example.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail email@example.com. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|