Energy Investing Webinar: Small Turnout But A 4.1 Rating And A Subject Some Of You Will Love To Learn More About

Friday, December 06, 2013 18:58
Energy Investing Webinar: Small Turnout But A 4.1 Rating And A Subject Some Of You Will Love To Learn More About

Tags: energy | investing | LPs | MLPs | oil | private deals


It was a relatively small turnout for today’s A4A with BJ Willingham. But that’s the strength of what we’re doing here on A4A. We’re covering topics in depth that are not necessarily wildly popular, but that advisors need to know about, and practitioners won’t find these highly focused looks at specific topics in financial planning anywhere else.    
One mean-spirited commenter said something about Willingham that you should ignore. But since I have never censored these comments and have never deleted any negative comments, I’m letting it go. Let me know if you think that’s the right thing to do.
For me, the best part of the session was toward the end, when Willingham talks about the long cycles that have characterized energy production and prices over the past century. That’s an original idea and makes a lot of sense.

Willingham, A Yale and Wharton graduate with a CFA and an understanding of the history of energy investing, applies three decades of experience about investing in energy deals in managing separate accounts, a long-short hedge fund, and a long-only portfolio for UHNWIs from an RIA in Houston.


Advisors with professional credentials can see a replay of the session and get continuing education credit. (Must be a member of A4A, which costs $60 a year).

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Here’s what attendees said in awarding him a 4.1 out of five rating:
  • Great!
  • One of the best I have attended due to presenter's obvious depth of knowledge in the sector.
  • The subject matter is a bit dry and if an advisor is not working in the realm of energy investing, then the information might be of limited use or applicability. However, for an advisor in this area, the topic is very timely and of great importance. Again, depending on your clientele and your business model this webinar could be of value. Thank you.
  • "Dinosaur, needs to test drive a Tesla.   Blowhard good old boy.
  • A4A can do better than this."
  • I'm prejudiced because B.J. Willingham works with us.
  • I thought it was informational, and insightful
  • A bit too much information
  • A lot of information, particularly industry-specific language or concepts, made this a bit difficult to follow. Having said that, I have had similar reactions to other energy sector presenters, so it's not so much a reflection on BJ as one of their world v. our world. :) I appreciate his efforts and will have to listen to the replay for further digestion of the information.
  • I enjoyed this and BJ did a great job without overwhelming with detail. Good pace of presentation - not too much material and the speed of presentation was good.
  • Extremely helpful
  • BJ is obviously a brilliant, knowledgeable analyst on oil and gas, but he is NOT an expert on Energy Investing broadly speaking. This should have been entitled "A Planner'sGuide to Oil and Gas Investing."
  • He went on a tangent on the topic. For a person not well versed, lost interest.
  • One of the best-extremely informative
  • Very narrow focus, not my favorite topic
  • If you are not a General Partner, then you cant take the tax deduction for IDC.
  • Idea: be a GP for year 1 and take the tax deduction, then convert your ownership to LP to reduce liability risk exposure.
  • The first MLP was Bicleye in 1982!!


Comments (1)

I listened to the replay and I found this very interesting. I happen to be reading Gregory Zuckerman's book "The Frackers" which might help to explain my appreciation of the topic and the presentation. Without the background of the book, I might have been a little lost.
dwaterbury , January 02, 2014

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