Oct 14, 2024
Matt Miller is the Managing Director of Grey
Rock Investment Partners. Matt co-founded Grey Rock as a
traditional oil and gas manager in 2013. Today, the firm manages $1
billion across both natural resources and renewables by identifying
attractive niches in each that do not tradeoff human interest for
returns.
Our conversation covers Matt’s path to the energy sector and
founding of Grey Rock, the ongoing need for natural resources, and
the identification of dislocations that create niche opportunities.
We turn to Grey Rock’s own ‘energy transition’ intended to resolve
ESG pressures while meeting client return objectives, including the
overcapitalization of most renewable strategies, discovery of an
attractive niche in carbon capture, and complexity in making it
work.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing
list
Access Transcript with Premium
Membership