Derren Geiger, Cornerstone Acquisition and Management - E&P Companies Are Doing Whatever They Can To Achieve Cash Flow Neutrality | #205

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 11 March 2020

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 205, Meb talks with Cornerstone Acquisition and Management CEO and Portfolio Manager, Derren Geiger. Meb and Derren cover Caritas Funds’ process for investing in onshore US oil & gas mineral rights and royalty interests. They get into sourcing opportunities, some detail on the royalty model, the role hedging plays in managing risk, and the balance of commodity exposure in the portfolio. As the conversation winds down, the pair walk through an actual example of how an acquisition played out, as well as Derren’s thoughts on the energy market. All this and more in episode 205, including Derren’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey podcast listeners, we got a fun show for you today.
0:42.0	Our guests join the
0:43.1	cornerstone acquisition and management team in 2005 as CEO and portfolio
0:47.3	manager he is responsible for the day-to-day operations of the Caritas funds
0:50.9	including risk management and asset valuation.
0:54.2	He also analyzes all private oil and natural gas royalty transactions for potential acquisition
1:00.3	and heads up the Investment Committee. In today's episode, we discuss natural resource investing.
1:05.0	We cover Caritas' funds process for investing in onshore oil and gas mineral rights and other royalty interests.
1:11.0	We get into sourcing opportunities, some detail on the royalty
1:14.1	model, the role hedging plays in managing risk, and the balance of commodity exposure in the portfolio.
1:20.0	We walk through an actual example of how an acquisition played out,
1:22.8	as well as our guest thoughts on the energy market.
1:26.1	American Farmland is disappearing at an alarming rate.
	...

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